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 Southeastern Region


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:

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

M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award
M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

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

View our awards
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