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Insights > Generational Group Surpasses $5 Billion in Wealth Transferred to Clients

Generational Group Surpasses $5 Billion in Wealth Transferred to Clients

By Generational Group

Generational Group 5 Billion

We are very pleased to announce that Generational Group has now transferred over $5 billion in wealth to our clients, a major milestone in middle market M&A.

“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 major 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.  “I salute everyone on our entire team for their important roles in achieving this milestone.”

Generational guides business owners through the entire M&A process, from valuation and growth consulting, 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 and timing.

Then post-sale, Generational Wealth Advisors provides professional investment advice to grow their financial legacy.

“Reaching the $5 billion mark is a great testament to the skill and dedication of our M&A professionals. This is a significant achievement, 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”.

Hofstadter added, “We are observing an interesting trend. While many clients are ready to retire, we see many that sell mid-career and decide to roll equity with the buyer, and/or start another business with a child or new partner. It is a very exciting time in M&A."

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, 2017 and 2018.

If you would like to learn more about our accomplishments over the years, explore our history of completed transactions.