
Generational Group Advises Wellspring Case Management in its Sale to Private Investors
By Generational Group
05/15/2023
Generational Group, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Wellspring Case Management, Inc. to Will Owen and Dane Fossee of Grosse Pointe, Michigan. The transaction closed May 2, 2023.
Wellspring Case Management, Inc. (WCMI), located in Plymouth, Michigan, and founded in 2003, provides case management advocacy to people injured in car or motorcycle accidents. The Company helps injured clients access and manage appropriate medical care.
WCMI has over 25 Case Managers from a variety of disciplines and backgrounds, including:
- Nursing
- Speech-Language Pathology
- Respiratory Therapy
- Social Work
- Occupational Therapy
- Health and Wellness
Each Case Manager continues the tradition of providing caring patient advocacy so that the Company’s clients and their loved ones can return as closely as possible to the life they knew before the accident.
Generational Group Executive Managing Director of M&A – Central Region, Michael Goss, Joe Hige, a Generational Group Authorized Affiliate, with the support of Vice President, M&A, Lance Thomasson, successfully closed the deal. Executive Managing Director, Bill Kushnir, established the initial relationship with WCMI.
About Generational
Generational Group, headquartered in Dallas, TX, is a leading, award winning full-service M&A advisory firm. Generational has over 300 professionals across 16 offices in North America. The firm empowers business owners to unlock the full value of their companies through a comprehensive suite of services—including strategic growth consulting, exit planning education, business valuation, value enhancement strategies, M&A advisory, digital solutions, and wealth management.
Celebrating its 20th year, Generational has successfully closed over 1,700 transactions and has ranked #1 or #2 in all LSEG league tables for deals valued between $25 million and $500 million in 2022, 2023, and 2024.
The firm was named 2024 USA Investment Banking Firm of the Year by the Global M&A Network and recognized as Investment Banking Firm of the Year by The M&A Advisor in both 2024 and 2022.