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Generational Group Surpasses $4 Billion in Wealth Transferred to Clients

By Generational Group

09/19/2018

Generational Group, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce that it recently surpassed a major M&A milestone, having now transferred over $4 billion in wealth to its clients.

“We strive to make a genuine difference in the lives of our clients, and this achievement is a tangible demonstration of that. It’s very gratifying to play a role in helping our clients attain their financial goals and help create the legacy they have worked so hard to build,” said Ryan Binkley, President and CEO of Generational Group.

“The American Dream is alive and well in the world of middle market companies and we are honored to be a part of that.”

Generational Group, comprised of Generational Equity and Generational Capital Markets, is on a record pace for deal closings in 2018. Recently completed transactions include companies in the industry sectors of waste management, engineering, staffing, pharmacy services, insurance and manufacturing.

“Reaching the $4 billion mark is a great testament to the skill and dedication of our M&A professionals. This is a significant milestone, not only for our team but more importantly for the business owners we represent,” said Brenen Hofstadter, Chief M&A Officer with Generational.

“Most clients have the majority of their net worth tied up in their business – this wealth transfer represents a shift from illiquid business ownership to diversified portfolios reducing risk. This opens up new personal, professional and investment opportunities.”

Generational guides business owners through the entire M&A process, from valuation and growth strategies, to marketing, negotiations and deal structuring. Paired with a professional advisory team, Generational assists their clients with an effective exit strategy that is customized to achieve their individual goals.

According to Thomson Reuters, no firm has closed more middle market deals in the last decade. In addition, The M&A Advisor named Generational Investment Banking Firm of the Year in 2016 and 2017. 

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 https://www.generational.com.