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 email@example.com 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
it all started with a conference.
start your story today,
speak directly with one of our senior advisors +1-972-232-1121
The information we learn from customers helps us personalize and continually improve your experience. Here are the types of information we gather.
We receive and store any information you enter on our Web site or give us in any other way. We do not sell or rent your personal information to others without your consent. We use the information we collect only for the purposes sending promotional information, enhancing the operation of our site, serving advertisements, for statistical purposes and to administer our systems. We DO NOT use third parties to provide customer service, to serve site content, to serve the advertisements you see on our site, to conduct surveys, to help administer promotional emails, or to administer drawings or contests, but reserve the right to do so in the future without advance notice.
Generational Group’s affiliates are all part of one corporate family, they work with one another and may work together to provide services to you. The sharing of your information among affiliates enables Generational Group to serve you more efficiently and makes it more convenient for you to do business with Generational Group. Generational Group is permitted by law to share information with its affiliates. All of our affiliates follow similar privacy policies.
For reasons such as improving personalization of our service, we might receive information about you from other sources and add it to our account information.
Generational Group may license the use of its intellectual property including but not limited to its name, likeness, and logo for the use of affiliated offices. Such affiliated offices may not be owned, controlled, managed, supervised or staffed by employees, officers, or agents of Generational Group. Affiliated offices may be independently owned and operated. For more information about a particular office, please contact Generational Group at its office in Dallas, Texas.
This page may contain other proprietary notices and copyright information, the terms of which must be observed and followed.
Information on this web site may contain technical inaccuracies or typographical errors. Information may be changed or updated without notice. Generational Group may also make improvements and/or changes in the products and/or the programs described in this information at any time without notice.
Generational Group does not want to receive confidential or proprietary information from you through our web site. Please note that any information or material sent to Generational Group will be deemed NOT to be confidential. By sending Generational Group any information or material, you grant Generational Group an unrestricted, irrevocable license to use, reproduce, display, perform, modify, transmit and distribute those materials or information, and you also agree that Generational Group is free to use any ideas, concepts, know-how or techniques that you send us for any purpose.
Our computer system protects personal information using advanced firewall technology.
Information Generational Group publishes on the World Wide Web may contain references or cross references to other products, programs and services that are not announced or available in your country. Such references do not imply that Generational Group intends to announce such products, programs or services in your country. Consult a Generational Group representative for information regarding the products, programs and services which may be available to you.
Generational Group makes no representations whatsoever about any other web site which you may access through this one. When you access a non-Generational Group web site, please understand that it is independent from Generational Group, and that Generational Group has no control over the content on that web site. In addition, a link to a non-Generational Group web site does not mean that Generational Group endorses or accepts any responsibility for the content, or the use, of such web site. It is up to you to take precautions to ensure that whatever you select for your use is free of such items as viruses, worms, Trojan horses and other items of a destructive nature.
IN NO EVENT WILL Generational Group BE LIABLE TO ANY PARTY OR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES FOR ANY USE OF THIS WEBSITE, OR ON ANY OTHER HYPERLINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Furthermore, all information contained within this website is the property of Generational Group.
Success, you have been added to our list.