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From the Desk of Ryan Binkley, President & CEO of Generational Group – December 2018
By Generational Group
12/12/2018
Hello and welcome to our December 2018 eNewsletter! I wish you all the best this Holiday Season and hope that you will be able to spend quality time with those you love and reflect on all the blessings you experienced in 2018!
As I look back on 2018, I am extremely grateful for the wonderful year our company experienced. We achieved a number of major milestones this year:
- Surpassed $4 billion in wealth transferred to our clients.
- Continued expansion with new offices in Austin, TX, Cleveland, OH, Columbus, OH, and New York City to provide a higher level of service in key markets.
- Acquired Talis Advisors which will now allow us to provide wealth management services to our clients.
- Finally, in November, being named Investment Banking Firm of the Year by the M&A Advisor for the third year in a row.
This last bullet point is most notable. The M&A Advisor Awards are peer-to-peer awards; we were chosen based on input from many of the same firms we compete with. It is a high honor indeed when you earn the respect of your peers, especially three years in a row!
We are very thankful as 2018 draws to a close; thankful for the hard work of our associates and the wonderful clients we have the honor to serve each and every day.
Remember that Generational Equity is always here to assist with your journey as a business owner and help you create a successful exit strategy when the time comes. Over the past decade we are both privileged and proud to have helped more lower middle market companies (those with valuations up to $50 million) successfully exit their businesses than any other M&A advisory firm in North America. In 2017 alone we helped transfer nearly $700 million in wealth to our clients and should surpass this number in 2018 as well.
Our dealmakers are skilled and experienced in negotiating within our vast buyer network and we are ready to meet with you to discuss your personal goals and objectives.
Please reach out to us if you are interested in attending another exit planning conference or if you prefer a face-to-face private meeting with one of our M&A professionals to discuss your options. We believe that it is vital for business owners to develop exit strategies that will protect and defend the significant equity they have built into their businesses. We are passionate about assisting our clients in this process and helping them make confident, informed decisions.
Please call us at 972-232-1121 or send an email to info@generational.com if you would like information about a conference in your area or if you would like to meet with us one-on-one. If you would like to find a conference near you, use this link.
And if you haven’t already done so, please feel free to subscribe to our exit planning blog using this link:
Subscribing will allow you to stay up-to-date on the latest trends in M&A planning and provide timely research to give direction as you consider your exit timing and strategies.
Thank you for your time and I wish you and your family a wonderful Holiday Season and a joyous and prosperous New Year!
Ryan Binkley
President & CEO, Generational Group