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Happy Holidays from Generational Equity!

By Generational Equity

Happy Holidays Generational Equity 2020

We recognize that 2020 has been a very challenging year for all of us. But even in the darkest of times, we hope that over the next couple of weeks you can set aside some time and focus on what you have to be thankful for.

As an organization, we have much to be thankful for.

First and foremost, we are thankful for our clients, the business owners that have entrusted us to guide them on their growth and exit journey. We have been touched to see the resiliency, dedication, and creativity exhibited by our clients in the past few months. Their ability to adapt, improvise and overcome is truly awe-inspiring to us.

We are also thankful for the tremendous team of professionals we have here working with us at Generational. As a testament to their skills, we recently learned that our company and many of its associates have been recognized by our industry peers for excellence in service to our clients. These awards include:

From M&A Advisor 2020 –

VALUATION FIRM OF THE YEAR

INFORMATION TECHNOLOGY DEAL OF THE YEAR ($10MM-$25MM)

Acquisition of Mainstreet Computers by Convenient Payment Systems, a holding of The Beekman Group
Lead Dealmaker: Phil Pizzurro

PRIVATE EQUITY DEAL OF THE YEAR ($25MM-$50MM)

Acquisition of Cawoods Produce by Mr. Greens, an Investment of Shoreline Capital
Lead Dealmakers: Chris Heckert and Andre Farahmandi

M&A DEAL OF THE YEAR ($50MM-$100MM)

Acquisition of Mission Bell Manufacturing by USA Millwork, Inc.
Lead Dealmakers: Stephen Crisham and Lori Galloway

INTERNATIONAL AWARD – HEALTHCARE/LIFE SCIENCES DEAL OF THE YEAR

Acquisition of Spectrum Solutions and Go-2 Fulfillment by DW Healthcare Partners
Lead Dealmakers: Michael Goss and Don Ho

INTERNATIONAL AWARD - PRIVATE EQUITY DEAL OF THE YEAR (Over $50MM To $100MM)

Acquisition of Spectrum Solutions and Go-2 Fulfillment by DW Healthcare Partners
Lead Dealmakers: Michael Goss and Don Ho

From Texas Monthly Magazine and D Magazine, Generational Wealth Advisors (GWA) was awarded –

  • 2020 – Five Star Wealth Manager Brent Everett
  • 2020 – Five Star Wealth Manager Bob Lamse
  • 2020 – Five Star Wealth Manager Stephen Hart
  • 2020 – D Magazine’s Best; Top Wealth Manager – Generational Wealth Advisors
  • 2020 – D Magazine’s Best; Best Financial Planner – Sarah Crowe
  • 2020 – D Magazine’s Best; Best Financial Planner – Stephen Hart

Most impressively, this was the 10th consecutive year that GWA was named one of the Top Wealth Management firms by D Magazine! It was also the third time our Valuation Team has been named Valuation Firm of the Year!

So, despite all the challenges we faced as a firm in 2020, the skill, hard work and dedication of our associates enabled us to monetize our clients and help them and their families achieve their financial dreams.

We would love the opportunity to do the same for you!

In closing, we are wishing all of our readers a Happy Holiday and a Wonderful New Year! We can’t wait to see what 2021 will hold as we continue to strive to do our best to help our clients grow along their exit path.

Carl Doerksen is the Director of Corporate Development at Generational Equity.

© 2020 Generational Equity, LLC All Rights Reserved

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