Industries

Business and Financial Services

Generational is a recognized leader in business & financial services for the middle market. Our deal makers have developed long standing relationships with active buyers that benefit our clients. Discover the difference our knowledge and experience will make when you are ready to sell.

Completed Transactions

Below are just a few examples of our latest transactions in this industry.

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Nov 2023 | Virginia

Exhibit Edge Acquired By STAR Group

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Nov 2023 | Delaware

Mitchell Associates Acquired By The Saber Group

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Nov 2023 | Western U.S.

Environmental Testing Lab Acquired By Full-Service Testing Lab

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Julie Sandoval

Senior Managing Director, M&A

As Senior Managing Director in the Southeastern region of the United States, Julie Sandoval is the co-leader of the Business and Financial Group at Generational. Julie Sandoval works directly with private middle-market business owners in developing and executing exit strategies.

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678-646-6704

jsandoval@generational.com

Lori Galloway

Executive Managing Director, M&A, Western Region

lgalloway@generational.com

949-679-4583

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Terry Mackin

Senior Managing Director, M&A

tmackin@generational.com

972-232-1100

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Cory Strickland

Senior Managing Director, M&A

cstrickland@generational.com

469-498-2584

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Julio Dominguez

Managing Director, M&A

jdominguez@generational.com

877-213-1792

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Don Ho

Managing Director, M&A

dho@generational.com

972-232-1100

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Alex Mironov

Managing Director, M&A

amironov@generational.com

+1-972-231-1121

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Andrew Byrd

Senior Vice President, M&A

abyrd@generational.com

+1-877-213-1792

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Madison Buckley

Vice President, M&A

mbuckley@generational.com

+1-877-213-1792

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Jacob Mangalath

Vice President, M&A

jmangalath@generational.com

+1-972-231-1121

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Generational Executive Conferences

Attending this educational event could be the best business decision you’ve ever made.

This complimentary conference gives you must-have knowledge on successful growth and exit strategies, including business valuation and value enhancement tactics to determine how and when to sell a business for optimal value.

Find a Conference Near You

The professionals at Generational then helped develop a roadmap for enhancing the value of the firm and an evaluation report. This was completed by June 14, 2021. We then developed the Confidential Information Memorandum and put Taylor Studios, Inc. on the market by July.

Betty L. Brennan, President

Taylor Studios

This testimonial is provided by a client of Generational Equity, LLC, and is specific to the experience with that entity and exclusive of any others. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experience, and is no guarantee of future performance or success.

We had the pleasure of working with Mr. Ahmad Behjati Managing Director, M&A, for Generational during our acquisition of Papa’s Dodge in late 2021. Generational and Mr. Behjati represented and marketed Papa’s Dodge. As our primary contact, Mr. Behjati was professional in every facet of this acquisition process, conveying valuable advice most times and assisting us in every step of the process.

Rick Greene

Dobbs Equity Partners LLC

Generational’s professional staff helped me every step of the way. Their network and professionals are the only reason I sold my company this quickly. For me this is a once in a lifetime sale and I was unfamiliar with the process. I was able to lean on them with questions and concerns.

Betty L. Brennan, President

Taylor Studios

Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.

Ralph Noblin, President

Noblin & Associates

We are recognized leaders in M&A and Growth Consulting.

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Considering an exit plan?

Our professional team is available to guide you through every stage of the sale. Contact us for more information about selling your business or to find executive conferences taking place near you.