
Generational Group Advises Stars Information Solutions in its Sale to CASO Document Management
By Generational Group
02/14/2024
Generational Group, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, JEH-EAS, Inc. (dba Stars Information Solutions) to CASO Document Management. The transaction closed January 26, 2024.
Located in San Antonio, Texas, Stars Information Solutions (SIS) is a leading provider of digital document management and automation of business processes. SIS is a full-service document management provider specializing in the automation of business processes. SIS provides document conversion services in its secure, HIPAA-compliant San Antonio-based service bureau. They sell and fully support document capture software and hardware including document, check, and microfilm scanners that automate the capture of information at the source.
CASO Document Management (CASO), located in San Antonio, Texas, redefines productivity with document scanning services, book scanning, workflow automation software and enterprise content management (ECM) solutions. CASO has been helping clients across the country with all of their document scanning and electronic document management needs since 1994.
Generational Group Executive Managing Director of M&A – Central Region, Michael Goss, Celeste Garner, a Generational Group Authorized Affiliate, with the support of Vice President, M&A, Lance Thomasson, successfully closed the transaction. Senior Managing Director, Joe Van Voorhis established the initial relationship with SIS.
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.