Generational Group Advises First Call in its sale to a Private Investor

By Generational Group

05/31/2024

Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of its client FirstCall, LLC to a Private Investor. The acquisition closed April 29, 2024.

FirstCall, located in Greenville, South Carolina, is a leading business process outsourcing expert that specializes in commercial refrigeration and building maintenance clients. FirstCall owns, administrates, and manages the installation and service delivery process for clients based on defined and measurable performance metrics.

In operation for over 18 years, the Company has developed a broad set of capabilities and has completed work on a variety of projects. FirstCall is a premier call service and has worked with and served numerous clients, including several Fortune 500 companies.

Generational Group Executive Managing Director, M&A-Technology Practice Leader, David Fergusson, Tim Dalton, a Generational Group Authorized Affiliate, with the support of Vice President, M&A, Emil Nirkis successfully closed the transaction. Senior Managing Director, Terry Stidham established the initial relationship with FirstCall.


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.