Hello and welcome!
One of the most satisfying aspects of my role as President & CEO of Generational Equity is to hear our clients’ stories of their exit journeys. In our lead article in this month’s newsletter you hear one such story from Mike Polarek, a business owner we aided in finding an optimal buyer for earlier this year.
Mike’s story is not unique in that at the 11th hour, his initial deal fell through. Fortunately, he had an experienced Generational Equity dealmaker working with him who was able to keep Mike focused on the goal of eventually exiting the company and moving on to the next stage in his life. We were eventually able to help Mike achieve his personal and financial dreams, the ultimate objective with all of our clients.
I hope you find Mike’s story not only inspiring but also insightful and helpful, as you work on your exit strategy.
Just as with Mike Polarek, Generational Equity is always here to assist with your exit journey. Over the past several years we are proud that no M&A advisory firm has helped more lower middle market companies (companies with valuations up to $150 million) successfully exit their businesses than we have. This is based on Thomson Reuter’s research which you can look at by following this link:
In addition to our rankings, we have also been recognized by The M&A Advisor, a leading M&A association, as the Investment Banking Firm of the Year in 2016, the Valuation Firm of the Year in 2014 and 2015 and the M&A Consulting firm of the Year in 2011 and 2013. This year, Generational Equity was once again named Investment Banking Firm of the Year at the latest awards ceremony as our firm also won four of a record 31 award nominations for 2017.
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.
Because we are expecting to see strong buyer interest in the lower middle market in the ensuing months, I encourage you to reach out to us if you are interested in attending a complimentary 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 and 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 for your time and I wish you all the best for the remainder of 2017!
President & CEO, Generational Equity
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