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Happy Holidays From Generational Equity!

By Generational Equity

Happy Holidays Generational Equity

As this will be our last blog post for 2018, and given that the spirit of the season is upon us, we wanted to take this opportunity to:

Wish you a wonderful holiday season and a delightful, prosperous new year!

As an organization we have much to be thankful for this year. In November we learned that The M&A Advisor named us Investment Banking Firm of the Year for 2018, giving us this prestigious award an unprecedented three times in a row!

At the time of writing, we are 6% ahead of total deals closed for the same time last year, which means we will easily surpass our record year of 2017. In 2018, for the tenth year in a row, we are anticipating that we will once again be one of the top-ranked M&A advisory firms in North America (based on Thomson Reuter’s league tables).

Finally, earlier this year we surpassed $4 billion in total wealth transferred to our clients since our inception.

A Year of Growth at Generational Equity

In October we also expanded the services we offer our clients by acquiring Talis Wealth Advisors, a leading Dallas-based wealth management firm. This acquisition allows us to now help our clients invest their post-transaction liquidity prudently to protect their financial legacy.

In addition, we added new offices in Austin, TX, Columbus, OH, Cleveland, OH and recently, New York City (with more to come).

So it has been a very busy year indeed!  

A Year to be Thankful

Although we are very thankful for these industry awards and rankings, and for the prosperous year 2018 turned out to be, what we are most thankful for are the clients we get to work with each and every day.  

It is truly an honor to help business owners and their families achieve their financial dreams. We work very hard as a team to help them reach their goals through an effective exit strategy and we take our responsibility as their M&A advisors to heart.

What really drives our organization is our dedication to these core values:

  • Excellence – Skill, Accountability, Results
  • Diligence – Persistence, Commitment, Dedication
  • Integrity – Trust, Transparency, Truth
  • Unity – People, Harmony, Teamwork
  • Golden Rule – Respect, Love, Stewardship

With these in mind, our associates approach every client engagement in the same manner, with one goal: Helping them exit their companies for maximum value.

So again, we thank all of our clients for their trust in us and we once again:

Wish you and your family a blessed, peaceful, joyous holiday season and a fabulous 2019!

By Carl Doerksen, Director of Corporate Development at Generational Equity.

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