Business & Financial Services

No firm has closed more deals in the middle market business & financial services space than we have. Our deal makers who work on deals in this sector have developed relationships with active buyers that benefit our clients in many ways. Learn more about our work in the business & financial services sector, view a sampling of our recent transactions and meet our team below.

M&A Professionals

Meet the members of our team.

Julie Sandoval

Julie Sandoval

Sr. Managing Director

MBA


As Sr. Managing Director in the Southeastern US region, Julie Sandoval is head of Generational's Business and Financial Practice. She leads a team of senior Deal Makers, Vice Presidents, and M&A Analysts that specialize in the middle market.

Our M&A business & financial services practice includes the following professionals:

Completed Transactions

Below you can explore a sampling of completed transactions in this industry by scrolling right.

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

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022
Thomson Reuters award
Inc 500 award

4-time winner of Investment Banking Firm of the Year

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022

4-time winner of Investment Banking Firm of the Year

Thomson Reuters award
Inc 500 award

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

View our awards