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Insights > Generational Group Acquires Wealth Management Firm Talis Advisors

Generational Group Acquires Wealth Management Firm Talis Advisors

By Generational Group

Talis Advisors

Generational Group is pleased to announce that one of its companies, Generational Capital LLC, has acquired a majority stake in Talis Advisors. The acquisition closed Oct. 1, 2018, and terms of the transaction were not disclosed.

Talis Advisors is an award-winning wealth management firm based in Plano, Texas, having earned national recognition from CNBC as a Top 100 fee-only wealth manager, among other honors. Talis develops personalized, unbiased strategies designed to help their nationwide clients grow, protect and transfer their wealth.

As a Registered Investment Advisor, the firm’s success stems from an advisory approach that is independent, objective and based on Nobel Prize-winning financial economic research.

“We are excited to be partnering with a company that shares common core values and is equally committed to growing and developing our future potential,” said Bob Lamse, President and Partner of Talis.

“In addition, Generational Group will help us augment and enhance client experience using best-in-class tools and additional resources.”

Brent Everett, Talis Founder, Partner and Chief Investment Officer, added, “We are simply thrilled to be part of Generational. In the past we’ve been approached by other investors but have declined because they didn’t align strategically or with our culture. In Generational, we’ve found a great fit.”

Ryan Binkley, President & CEO of Generational Group, agreed that the match is ideal. “We’ve been searching for a wealth management firm with an impressive, talented team, a great track record and one with aligned culture and values. We didn’t compromise and today we’re elated to welcome Talis to the Generational family.”

The addition of wealth management services is a natural extension for Generational, whose purpose is to make a difference in the lives of its clients and their families.

“It’s a significant day for Generational and our clients. Now, we can help clients not only unlock the wealth they’ve worked so hard to create, but also help them preserve it,” said Binkley.

This addition of Talis Advisors to Generational Group represents another stage in our firm’s development and the services we can provide our clients. If you are interested in discussing the future for you and your business with our experienced M&A professionals, contact us for more information about exiting your business.

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