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
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.
- Date Aug 2023
- Region North Carolina
- Date Jul 2023
- Region Virginia
- Date Jun 2023
- Region Massachusetts
- Date Jun 2023
- Region Eastern U.S.
- Date Jun 2023
- Region Midwestern U.S.
- Date May 2023
- Region Southwestern U.S.
- Date May 2023
- Region Western U.S.