Hello and welcome to our December 2017 eNewsletter!
On behalf of the entire Generational Equity team, I want to wish you and your family a joyful, blessed Holiday Season and a prosperous New Year!
We have much to be thankful for here at Generational Equity in 2017. Not only have we closed a record number of deals for our clients, we also learned in November that for the second year in a row, we had been named Investment Banking Firm of the Year by The M&A Advisor. This prestigious honor is significant given that we were up against a number of very large, well-renowned investment banks for the award.
In addition, we are closing in on over $4 billion in wealth transferred to our clients since our inception. We also anticipate that Thomson Reuters will once again rank us as one of the leading M&A firms in North America for the ninth year in a row when the 2017 rankings are published in January.
However, what we are most thankful for are the clients we serve. We are honored by their trust in us and the opportunity we have to help them reach their personal goals by obtaining maximum value for their businesses.
Generational Equity is always here to assist with your exit journey as well. Over the past several years, we are proud to have helped more lower middle-market companies (with valuations up to $150 million) successfully exit their businesses than any other M&A advisory firm.
Our Dealmakers are skilled and experienced in negotiating within our vast buyer network and we are ready to meet with you and discuss your specific opportunities.
We are expecting to see strong buyer interest in the lower middle-market in the ensuing months, and encourage you to reach out to us if you are interested in attending an exit planning conference, or if you prefer a face-to-face private meeting to discuss your options. We believe that it is vital for business owners to develop succession plans that will protect and defend the significant equity they have built into their businesses. Now is the time to begin the process of making an informed decision.
So please call us at 972-232-1121 or send an email to firstname.lastname@example.org if you would like information about a conference in your area or if you would like to meet with us one-on-one. If you would like to find a conference near you, use this link.
And if you haven’t already done so, please feel free to subscribe to our corporate blog using this link:
Subscribing will allow you to stay up-to-date on the latest trends in M&A planning and provide timely research to give direction as you consider your exit timing and strategies.
Thank you, and on behalf of our entire Generational Equity family, we wish you a joyous Holiday Season filled with Love, Hope, and Peace.
President & CEO, Generational Equity
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