Generational Group Surpasses $6 Billion in Wealth Transferred to Clients

By Generational Group


Generational Group, a leading investment banking firm for privately held businesses, is pleased to announce that it recently surpassed a major M&A milestone, having now transferred over $6 billion in wealth to its clients.

“Reaching the $6 billion mark is a 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’re proud to represent,” said Brenen Hofstadter, Chief M&A Officer with Generational.

He adds, “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 for our clients and their families.”

Generational guides business owners through the entire M&A process, from valuation and growth consulting to an exit strategy, with an entire suite of M&A services, including wealth management. Paired with a professional advisory team, Generational assists their clients throughout their entire journey with customized strategies to achieve their individual financial goals and timing.

“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 Group. “I thank everyone on our entire team for their contribution in achieving this milestone.”

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