Julie Sandoval

Sr. Managing Director

MBA


profile

As Sr. Managing Director in the Southeastern US region, Julie Sandoval is head of Generational's Business and Financial Practice. She leads a team of senior Deal Makers, Vice Presidents, and M&A Analysts that specialize in the middle market.

As Managing Director of the Southeastern deal making team, Julie Sandoval works directly with private middle-market business owners in developing and executing exit strategies.

 Julie brings over 15 years of financial valuation, forecasting, auditing, and analysis, as well as market research experience to her current position with Generational Equity. Prior to serving in her current position, Julie performed financial valuations and marketing duties and most recently served as the Senior Vice President of the Central Region and Vice President of the Southeastern Region.

Julie Sandoval holds a Bachelor of Arts degree in Psychology and a Masters of Business Administration with a concentration in Finance from New Mexico State University.

We are leaders in M&A Over 50 awards and counting

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022
Thomson Reuters award
Inc 500 award

4-time winner of Investment Banking Firm of the Year

M and A Advisor award 2016
M and A Advisor award 2017
M and A Advisor award 2018
M and A Advisor award 2022

4-time winner of Investment Banking Firm of the Year

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

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