A Global Investment Banking Firm

"Preparation is the
key to success."

Jack Nicklaus

A Global Investment Banking Firm

Exit with confidence.

Discover the Generational difference

Get Started

A Global Investment Banking Firm

We listen, because we
know what's at stake.

Discover the Generational difference

Get Started

A Global Investment Banking Firm

It takes heart.
And strategy.

Discover the Generational difference

Get Started

Generational Group is the leading middle market investment bank for privately held businesses.

As one of the leading mergers and acquisitions companies, we deliver a comprehensive process that has helped thousands of owners successfully exit their businesses. We serve our clients by helping them both define and discover the life they want for themselves and their loved ones. And, in every relationship we engage, we do so with our Core Values in mind. This is the Generational way.

Our Story

We help owners of privately held businesses successfully grow and exit their businesses for maximum value.

As a leading middle market investment bank, we deliver a comprehensive process that has helped thousands of owners successfully grow and exit their businesses. We guide clients through the entire M&A process, from evaluation and growth strategies to negotiations and deal structuring. Our purpose and passion is helping you create a legacy that will last for generations.

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Exiting your business for maximum value

We are leaders in M&A Over 50 awards and counting

Investment Banking Firm of the Year 3 years running

Investment Banking Firm of the Year 3 years running

We are leaders in M&A Over 50 awards, and counting

View our awards

Insights & Info

Equity

12.06.21

2021 Looming as the Biggest Year For M&A Ever

2021 is shaping up to be a new record year for dealmakers globally – a remarkable feat given how badly the economy was affected in 2020. In this insight, we discuss this seller’s market, and the issues on the horizon that make now the time for business owners to act.

Group

12.05.21

A Remarkable Year for Generational Group: Looking Back at 2021

of global buyers and investors

Investment Banking Firm
of the Year 2016, 2017 & 2018

of wealth generated for our clients

Equity

11.30.21

Generational Group Wins Three 2021 M&A Advisor Awards

Equity

11.29.21

Canadian M&A Activity Mirrors U.S. Trends

People

Our people are the driving force behind our success. Discover the high-caliber advisors that help make Generational Group an award-winning organization.

See the team

Equity

11.17.21

Behind Jack Nicklaus’ Marketing Alliance With Generational Group

Equity

11.15.21

The Importance of Experienced Exit Planning Advice

Wealth

11.12.21

Generational Wealth Advisors Recognized as a ‘D Magazine’ Top Wealth Manager for 11th Time

Terms & Conditions

Generational Group Privacy Policy

The information we learn from customers helps us personalize and continually improve your experience. Here are the types of information we gather.

Information You Give Us

We receive and store any information you enter on our Web site or give us in any other way. We do not sell or rent your personal information to others without your consent. We use the information we collect only for the purposes sending promotional information, enhancing the operation of our site, serving advertisements, for statistical purposes and to administer our systems. We DO NOT use third parties to provide customer service, to serve site content, to serve the advertisements you see on our site, to conduct surveys, to help administer promotional emails, or to administer drawings or contests, but reserve the right to do so in the future without advance notice.

Sharing with our Affiliates

Generational Group’s affiliates are all part of one corporate family, they work with one another and may work together to provide services to you. The sharing of your information among affiliates enables Generational Group to serve you more efficiently and makes it more convenient for you to do business with Generational Group. Generational Group is permitted by law to share information with its affiliates. All of our affiliates follow similar privacy policies.

Information from Other Sources

For reasons such as improving personalization of our service, we might receive information about you from other sources and add it to our account information.

Affiliate Offices

Generational Group may license the use of its intellectual property including but not limited to its name, likeness, and logo for the use of affiliated offices. Such affiliated offices may not be owned, controlled, managed, supervised or staffed by employees, officers, or agents of Generational Group. Affiliated offices may be independently owned and operated. For more information about a particular office, please contact Generational Group at its office in Dallas, Texas.

Disclaimer

This page may contain other proprietary notices and copyright information, the terms of which must be observed and followed.

INFORMATION ON THIS WEB SITE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU.

Information on this web site may contain technical inaccuracies or typographical errors. Information may be changed or updated without notice. Generational Group may also make improvements and/or changes in the products and/or the programs described in this information at any time without notice.

Generational Group does not want to receive confidential or proprietary information from you through our web site. Please note that any information or material sent to Generational Group will be deemed NOT to be confidential. By sending Generational Group any information or material, you grant Generational Group an unrestricted, irrevocable license to use, reproduce, display, perform, modify, transmit and distribute those materials or information, and you also agree that Generational Group is free to use any ideas, concepts, know-how or techniques that you send us for any purpose.

Our computer system protects personal information using advanced firewall technology.

Information Generational Group publishes on the World Wide Web may contain references or cross references to other products, programs and services that are not announced or available in your country. Such references do not imply that Generational Group intends to announce such products, programs or services in your country. Consult a Generational Group representative for information regarding the products, programs and services which may be available to you.

Generational Group makes no representations whatsoever about any other web site which you may access through this one. When you access a non-Generational Group web site, please understand that it is independent from Generational Group, and that Generational Group has no control over the content on that web site. In addition, a link to a non-Generational Group web site does not mean that Generational Group endorses or accepts any responsibility for the content, or the use, of such web site. It is up to you to take precautions to ensure that whatever you select for your use is free of such items as viruses, worms, Trojan horses and other items of a destructive nature.

IN NO EVENT WILL Generational Group BE LIABLE TO ANY PARTY OR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES FOR ANY USE OF THIS WEBSITE, OR ON ANY OTHER HYPERLINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Furthermore, all information contained within this website is the property of Generational Group.

Generational Group is the leading middle market investment bank for privately held businesses.

We help owners of privately held businesses successfully grow and exit their businesses for maximum value.

Exiting your business for maximum value

Generational Capital Markets offers a dedicated mergers and acquisitions service to privately owned companies with revenue in excess of $50 million.

Generational Consulting Group advises business owners on how to successfully grow their companies.

Generational Wealth Advisors helps business owners preserve and grow their hard-earned wealth.

DealForce is an exclusive online database of hundreds of buyer-ready businesses used by thousands of investors around the world.

DealForce App

We help owners of privately held businesses successfully grow and exit their businesses for maximum value.

Generational Capital Markets offers a dedicated mergers and acquisitions service to privately owned companies with revenue in excess of $50 million.

Generational Consulting Group advises business owners on how to successfully grow their companies.

Generational Wealth Advisors helps business owners preserve and grow their hard-earned wealth.

DealForce is an exclusive online database of hundreds of buyer-ready businesses used by thousands of investors around the world.

DealForce App

We are leaders in M&A Over 50 awards and counting

We are leaders in M&A Over 50 awards, and counting

Insights & Info

2021 Looming as the Biggest Year For M&A Ever

A Remarkable Year for Generational Group: Looking Back at 2021

Generational Group Wins Three 2021 M&A Advisor Awards

Canadian M&A Activity Mirrors U.S. Trends

People

Behind Jack Nicklaus’ Marketing Alliance With Generational Group

The Importance of Experienced Exit Planning Advice

Generational Wealth Advisors Recognized as a ‘D Magazine’ Top Wealth Manager for 11th Time

Generational Group is the leading middle market investment bank for privately held businesses.

We help owners of privately held businesses successfully grow and exit their businesses for maximum value.

Exiting your business for maximum value

Generational Capital Markets offers a dedicated mergers and acquisitions service to privately owned companies with revenue in excess of $50 million.

Generational Consulting Group advises business owners on how to successfully grow their companies.

Generational Wealth Advisors helps business owners preserve and grow their hard-earned wealth.

DealForce is an exclusive online database of hundreds of buyer-ready businesses used by thousands of investors around the world.

DealForce App

We help owners of privately held businesses successfully grow and exit their businesses for maximum value.

Generational Capital Markets offers a dedicated mergers and acquisitions service to privately owned companies with revenue in excess of $50 million.

Generational Consulting Group advises business owners on how to successfully grow their companies.

Generational Wealth Advisors helps business owners preserve and grow their hard-earned wealth.

DealForce is an exclusive online database of hundreds of buyer-ready businesses used by thousands of investors around the world.

DealForce App

We are leaders in M&A Over 50 awards and counting

We are leaders in M&A Over 50 awards, and counting

Insights & Info

2021 Looming as the Biggest Year For M&A Ever

A Remarkable Year for Generational Group: Looking Back at 2021

Generational Group Wins Three 2021 M&A Advisor Awards

Canadian M&A Activity Mirrors U.S. Trends

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People

Behind Jack Nicklaus’ Marketing Alliance With Generational Group

The Importance of Experienced Exit Planning Advice

Generational Wealth Advisors Recognized as a ‘D Magazine’ Top Wealth Manager for 11th Time

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Terms & Conditions

Generational Group Privacy Policy

Information You Give Us

Sharing with our Affiliates

Information from Other Sources

Affiliate Offices

Disclaimer

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