Generational Equity Reaches M&A Milestone with 500 Closed Transactions

By Generational Equity


Generational Equity, a leading mergers and acquisitions advisor for privately-held, middle-market businesses, is pleased to announce that at the end of June, it closed its 500th transaction with a total valuation of nearly $2.7 billion dollars.

Since then, the firm has added six additional closings, reaching 506 total transactions, with 47 closed so far this year, a record pace for the firm. This is a level unmatched among M&A consulting firms specializing in the middle-market (companies valued below $150 million).  

According to Dwight Jacobs, Executive Vice President, Mergers and Acquisitions for the firm, “It is truly an honor to be leading the team that has reached such a significant record.” 

He added, “We have found the best talent, developed the team, mentored them and now we are poised to reach even higher levels of transactional success.”

Generational Equity was founded with one goal in mind: To help entrepreneurs, business owners, and family businesses achieve their financial goals through the monetization of their largest asset.  

Tom Farrell, Executive Vice President of Generational Equity stated, “I have been in the M&A business for nearly 30 years but I can honestly tell you that being part of the Generational Equity family and its success brings me the greatest professional satisfaction of my career. We truly have gifted M&A professionals on our team.”

Generation Equity is one of the leading middle-market M&A advisory firms in North America.

Having won multiple industry awards including Valuation Firm of the Year by the M&A Advisor in 2014 and 2015 as well as M&A Consulting Firm of the Year in 2011 and 2013, the firm has solidified its leadership position by providing exemplary client service and deal-making capabilities.

According to Thomson Reuters, no M&A advisor has closed more deals in the middle-market than Generational Equity over the past several years.

Ryan Binkley, President of Generational Equity added, “Our success as a firm is due to the hard work and dedication of our fantastic team. But what we always remember is that each of these 500 closed transactions represents people, business owners and their families, and helping them reach their financial dreams is really most gratifying to us.”

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