Press Releases

May 8, 2020

Generational Group is pleased to announce that in April the firm closed its 900th transaction.

March 8, 2020

In moments of market volatility, it’s easy to question whether or not you are adequately prepared for the changes. Are you prepared?

December 9, 2020

Generational Group is pleased to announce that its wealth advisory team, Generational Wealth Advisors (GWA), has been recognized with a number of prestigious 2020 awards.

November 21, 2020

Generational Group is pleased to announce the acquisition of Decker Transformation Advisors, closed on November 19, 2020.

October 29, 2020

In our latest update, we discuss whether you should you forego your 2020 RMDs?

October 1, 2020

Generational Group is proud to announce its sponsorship of Here’s Life Africa’s 2020 Global Golf Galas.

August 25, 2020

Generational Group is pleased to announce that Harry Higgs, a Generational sponsored PGA Tour golf professional, has advanced to the BMW Championship in the FedExCup playoffs.

March 25, 2020

Generational Group is pleased to announce the continued expansion of the firm with the opening of a new office in Kansas City, Missouri.

February 27, 2020

The SECURE Act of 2019 (Setting Every Community Up for Retirement Enhancement) was signed into law as part of a government funding package on December 20, 2019, with overwhelming bipartisan support.

February 11, 2020

Generational Equity is pleased to announce that Julie Sandoval, Sr. Managing Director, will be recognized as a leading female dealmaker by the Global M&A Network.

February 11, 2020

Generational Equity is pleased to announce that Julie Sandoval, Sr. Managing Director, will be recognized as a leading female dealmaker by the Global M&A Network.

January 29, 2020

Generational Group is pleased to announce that for the 10th year in a row the firm is ranked #1 in transactions valued up to $25 million, and for the 5th year it is ranked #2 in deals valued up to $100 million.