Happy Holidays from Generational

By Generational Equity


As 2021 draws to a close, as a Nation and as a Company, we have much to be thankful for.

The ongoing recovery of the economy post-COVID has truly been miraculous and much needed for the Nation. For this we are very thankful and pray this continues well beyond 2022!

As a Company, Generational has much to be thankful for.

First, we are thankful for the honor and privilege of working for the finest business owners in North America. Their resilience, hard work, and dedication were truly inspiring to us this year.

We have a wonderful team of associates that we get to work with every day. They inspire us to greatness through their professionalism, commitment to both our core values and our clients. We are thankful for all of them.

We have experienced the best year of our Company’s existence in 2021. As of this printing, our number of deals closed in 2021 is 60% ahead of last year (and 2020 was a record year for our firm). For this, we are also thankful.

We also reached a tremendous milestone in the investment banking industry in October, closing our 1,100th deal since our inception. We are very thankful for this significant accomplishment of our entire team.

We solidified a number of alliances in 2021, the most important being with Jack Nicklaus and his company. A three-year strategic marketing alliance with Generational Group began in March, bringing together two brands with closely aligned core values based on integrity, focus, preparation and giving back. For that relationship we are truly thankful.

Last month we had the honor to host the “The Generational Salute – A Tribute to Our Troops”, an annual golf/tennis tournament that raises funds to honor servicemen and women, and to raise funds for post-9/11 vets who need more help than is provided by the Veterans Administration.

The objective is to fund foundations that provide housing, ramps, service dogs, mental health care, PTSD care, traumatic brain injury care and more. We are extremely thankful for the sacrifices these brave men and women have made for our Country and are pleased to have helped raise crucial funding for them.

Finally, in November, The M&A Advisor, the preeminent association for M&A professionals in North America, nominated our company for a record number of awards. At the banquet on November 17th, we were pleased and honored to receive three awards based on our efforts and hard work in 2021.  The awards included:

Corporate/Strategic Deal of the Year ($10-$25M): 

Acquisition of Design Space Inpharmatics (DSI) by ProductLife Group (PLG)

Private Equity Deal of the Year ($10MM to $25MM):

Acquisition of Blair Duron by Crescendo Capital                                               

Materials Deal of the Year:

Acquisition of Realm, Inc./Realm Warehousing, Inc. by Great Range Capital

We are very thankful for this peer recognition and, even more so, we are honored and thankful to have helped so many business owners achieve their financial dreams this year.

Looking towards 2022 and the dawn of a new year, we see many challenges ahead, but we will work hard as always for our clients and their families, helping them to preserve a financial legacy for decades to come.

In closing, to all of you we wish you the most wonderful of Holiday Seasons and a bountiful, blessed New Year!

See you once again in 2022!

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

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