Strategic Alliances

The companies and organizations listed below are important strategic alliances which we value greatly. Each one is a recognized leader in their area of expertise and we are truly honored to be associated with them. We appreciate all that these firms do to make us better and more effective, as we strive to serve our clients with excellence and help them achieve their personal goals.

Nicklaus Companies

For over 50 years, Nicklaus Companies have been enhancing the golf experience and delivering quality branded products and services on a global scale. The Nicklaus Companies businesses include golf-course design, the development of golf and real estate communities, and the marketing and licensing of lifestyle products worldwide under the iconic Jack Nicklaus and Golden Bear brands.


In 2021, Generational Group formed a unique corporate alliance with Jack Nicklaus. Generational is now Nicklaus Companies’ investment banking partner for helping business owners plan strategic growth, enterprise valuation, exit strategies, and multi-generational planning. As brand ambassador, Jack endorses Generational Group’s client approach and commitment to helping business owners achieve their life goals. “The Generational Group is family-owned, like-minded, and we share many of the same core values in both life and business,” Jack Nicklaus. “We could not be more excited to be working with Jack and the Nicklaus company,” Ryan Binkley, President and CEO of Generational Group.

Vistage Worldwide

Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business leaders. For over 60 years, Vistage has provided the most effective approach to help achieve better results, grow your company faster and maximize your impact as a leader.


Generational Group’s alliance with Vistage provides members with access to professional growth and exit planning advice. Generational Group offers educational summits for Vistage members that teach the importance of having a plan and being prepared for growing a business and exiting the market. Generational also co-hosts several webinars for the Vistage Deal Network. In early 2023, Generational will be a sponsor of Vistage Chair World - an annual gathering of Vistage Chairs from around the world.

Harvard Business School

Established in 1908, Harvard is one of the most prestigious and exclusive educational institutions in the world. HBS is consistently ranked among the top business schools in the world by reputable publications such as Fortune, Forbes, and The Economist. The school offers a robust MBA program, management-related doctoral programs, and numerous executive education programs.


Generational is proud to contribute to the Entrepreneurship Through Acquisition (ETA) class at the Harvard Business School. The intensely practical course, led by professors Rick Ruback and Royce Yudkoff, is a comprehensive curriculum for students learning how to search for and acquire a privately held business. Students have access to over 100 case studies of M&A transactions closed by Generational in the last 12 months which include business, operations, financial, and deal metrics. Each Spring semester, a Generational Executive speaks to the class about how to effectively work with intermediaries, generate maximum deal flow, and give tips for negotiating with sellers.

CIBC

CIBC U.S. provides tailored commercial and personal financial solutions and cross-border banking services to clients with North American operations. CIBC strives to build trusting and long-lasting relationships with their clients and has been recognized as one of the strongest banks in North America by Bloomberg Markets.


CIBC and Generational Group are aligning together in financial services and marketing collaboration. A reciprocal relationship, CIBC will provide Generational clients, where applicable, with financial solutions and each firm will market the alliance through event participation and communication pieces. CIBC brings best-in-class industry practices that ensure all transactions are secure and supported.

NASBA

Since 1908, the National Association of State Boards of Accountancy has served as a forum for the nation’s 55 State Boards of Accountancy. Each State Board administers the Uniform CPA Examination, license over 650,000 Certified Public Accountants and regulate the practice of public accountancy in the United States.


NASBA is dedicated to educating accountants and other professionals. Beginning in mid-October 2022, those looking to continue their education and gain CPE credit can receive accreditation by attending a Generational Conference.

Refinitiv

Serving more than 40,000 institutions in approximately 190 countries, Refinitiv provides information, insights, and technology to drive innovation and performance in global financial markets.


Each year, from around the world, M&A advisors and investment banks like Generational contribute closed deal data to Refinitiv. Their M&A tracking software database produces M&A league tables using various criteria to provide a thorough review. Their reports are renowned as a leading source of M&A transactional data. At Generational, we often use Refinitiv’s data to gauge and measure our success.

Association of Corporate Growth (ACG)

Founded in 1954, ACG has over 57 chapters across North America and Europe that is comprised of over 100,000 middle-market professionals who invest, own, and advise growing companies. ACG delivers on its mission to drive middle market growth by connecting these professionals through events, media, membership, certification programs, and strategic partnerships.


Each year, ACG chapters host events all over the country. Generational participates by sponsoring and exhibiting at these events which exposes our clients to a vast network of buyers. Members and non-members from a range of industries come together for ACG’s largest annual event: The Intergrowth Conference. Generational Group attends for two reasons: 1) to represent their clients and 2) adding to their buyer portfolio.

Exit Planning Institute (EPI)

EPI was founded in 2005 to serve educational and resource needs of financial planners and wealth managers. EPI offers the Certified Exit Planning Program (CEPA) which is the most widely accepted and endorsed professional exit planning program in the world.


Generational Group’s membership with the Exit Planning Institute provides our advisors continuing education and professional development with updated industry information regarding exit planning and valuation strategy. A number of Generational advisors are CEPA certified.

The M&A Advisor

For over 22 years M&A Advisor has published insights and intelligence on mergers and acquisitions while establishing the world's premier organization of M&A, Turnaround and Finance professionals. Today, the organization recognizes excellence, honors achievement, and facilitates connections among the world’s leading dealmaking professionals.


The M&A Advisor is the preeminent organization for mergers and acquisitions. Generational Group participates in M&A Advisor’s symposiums where participants, high-caliber international deal makers, and distinguished faculty members come together to exchange ideas, network, and accomplish business. Notably, Generational has received numerous M&A Advisor awards.

Alliance of Merger & Acquisition Advisors (AM&AA)

AM&AA has been bringing CPAs, attorneys, and other experienced corporate financial advisors together since 1998. Alliance Members represent corporate and institutional sellers and buyers of businesses ranging broadly from $5 million to $500 million in transaction value.


Generational Group’s membership with AM&AA grants us access to their regional and national meetings. Not only does Generational exhibit at and sponsor these meetings, they also increase Generational’s reach to a large spectrum of buyers from across the nation to find the best fit for our clients.

Hargrove Firm

Hargrove Firm is a standard bearer in the practice of estate planning law. Hargrove Firm’s team of estate planning attorneys is committed to leading legal service innovation in the years ahead and they utilize new technologies to achieve ever-increasing levels of service.


The synergetic partnership provides Generational Wealth Advisor clients with detailed tax analysis and recommendations related to the potential sale of their businesses and the impact on their personal finances. Areas addressed through this tax analysis include state and federal income tax consequences for a sale, the use of tax reduction vehicles such as an asset protected trust and the role of a charitable trust prior to a sale.

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

View our awards
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