Generational Equity Reaches M&A Milestone with 600 Transactions

By Generational Equity


Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce that at the end of June, it closed its 600th transaction, representing nearly $4 billion in wealth released for its clients.

This is a level that is unmatched among M&A consulting firms specializing in the lower middle-market (companies generally valued up to $150 million).

According to Dwight Jacobs, Executive Vice President, Mergers and Acquisitions for the firm, "Closing our 600th transaction is a significant achievement in our industry."

"But what is really most gratifying for us is that each of these transactions represents a business owner and the financial legacy for their families. We are honored that so many entrepreneurs have entrusted us with their businesses."

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

Terry Johnson, Chief Revenue and Strategy Officer for the firm stated, "Reaching this level of success is extremely gratifying. Our entire team is dedicated to making a difference in the lives of our clients and their families, and this milestone is indicative of their passionate commitment."

Generational Equity is one of the leading lower middle-market M&A advisory firms in North America. Having won multiple industry awards including Investment Banking Firm of the Year in 2016Valuation Firm of the Year 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 lower middle-market than Generational Equity over the past several years.

Ryan Binkley, President and CEO of the firm, added, "Our goal is to serve our clients by helping them both define and discover the life they want for themselves and their loved ones. It is a real honor and privilege to work with entrepreneurs to reach their dreams."

About Generational Equity

Generational Equity, part of the Generational Group, headquartered in Dallas with over 200 professionals located throughout North America, helps business owners release the wealth of their business by providing merger, acquisition and strategic growth advisory services.

Their four-step approach features exit planning education, business valuation, value enhancement strategies, and M&A transactional services. The M&A Advisor recently named the company its 2016 Investment Banking Firm of the Year.

For more, visit or the Generational Equity press room.

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