Generational Equity Announces the Acquisition of Milestone Management Consultants LLC by a Private Investor

By Generational Equity


Generational Equity, a leading mergers and acquisitions advisor for privately-held, middle-market businesses, is pleased to announce the acquisition of its client, Milestone Management Consultants LLC dba Davis & Dean (Milestone), headquartered in Layton, Utah, by a Private Investor. The acquisition closed on September 28, 2015.

Founded 12 years ago, Milestone provides project management training, simulation, facilitation, and consulting services. Client markets include manufacturing, government contractors, military and educational institutions. To learn more, visit

Managing Director Stephen Crisham and his team consisting of Affiliates Kerry Sharp and Brad Marlor, along with Vice President Mike Meredith led the Generational Equity deal team that advised Milestone on the transaction.

Karry Sharp stated, “The synergies between the two companies offer a promising future for both parties.”

About Generational

Headquartered in Dallas, Generational is one of the leading M&A advisory firms in North America.

With more than 350 professionals located throughout 17 offices in North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.

The M&A Advisor named the company Investment Banking Firm of the Year three years in a row, Valuation Firm of the Year in 2020, and North American Investment Bank of the Year in 2022 as well as Consulting Firm of the Year. For more information, visit