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Generational Equity Reaches Major Milestone

By Generational Equity

08/24/2016

That headline in the press release sums up the amazing fact that Generational Equity, a prominent M&A advisory firm in North America, reached an industry-leading 500th closed transaction at the end of June. Here are some key segments from the article for you:

Generational Equity, a leading mergers and acquisitions advisor for privately held, middle-market businesses, is pleased to announce that at the end of June, it closed its 500th transaction with a total valuation of nearly $2.7 billion. Since then, the firm has added nine additional closings, reaching 506 total transactions, with 50 closed so far this year, a record pace for the firm. This is a level unmatched among M&A consulting firms specializing in the middle market (companies valued below $150 million).

According to Dwight Jacobs, Executive Vice President, Mergers and Acquisitions for the firm, "It is truly an honor to be leading the team that has reached such a significant record. We have found the best talent, developed the team, mentored them and now we are poised to reach even higher levels of transactional success."

Generational Equity was founded with one goal in mind: To help entrepreneurs, business owners, and family businesses achieve their financial goals through the monetization of their largest asset.

Tom Farrell, Executive Vice President of Generational Equity, stated, "I have been in the M&A business for nearly 30 years but I can honestly tell you that being part of the Generational Equity family and its success brings me the greatest professional satisfaction of my career. We truly have gifted M&A professionals on our team."

Generation Equity is one of the leading middle-market M&A advisory firms in North America. Having won multiple industry awards including Valuation Firm of the Year by the M&A Advisor in 2014 and 2015 as well as M&A Consulting Firm of the Year in 2011 and 2013, the firm has solidified its leadership position by providing exemplary client service and deal making capabilities. According to Thomson Reuters, no M&A advisor has closed more deals in the middle-market than Generational Equity over the past several years.

Ryan Binkley, President of Generational Equity, added, "Our success as a firm is due to the hard work and dedication of our fantastic team. But what we always remember is that each of these 500 closed transactions represents people, business owners and their families, and helping them reach their financial dreams is really most gratifying to us."

It is, perhaps, the last sentence that is most important in the information I am sharing above. We are a privately held, family-owned business as well. And most of us have been working with owners of privately held companies for years. So our clients are not numbers, they are real people, men and women who have sacrificed much to grow a viable business from nothing in many cases. Others represent second and third generation family-owned businesses where the familial sacrifices and investment span decades.

And, we really get to know our clients. Since it takes 9-18 months to close many deals, that time is not spent simply working on spreadsheets creating buyer lists and recasting financials. Most of it is spent truly understanding the motivations, fears, desires, and financial goals of our clients.

So each of these 500+ deals represents a story. Here are a few of them:

  • Find Out What it Feels Like AFTER You Sell Your Business

Again, we are quite proud of now having closed more than 500 transactions. This number is hard to replicate in the lower middle-market. Why? Because we have a team of unrivaled professionals, folks that are dedicated and driven to providing world class M&A services.

If you own a business, you owe it to yourself, your family and your legacy to contact us for more information about how we can help you create a successful exit plan, just like we have done for so many business owners just like you!

Carl Doerksen is the Director of Corporate Development at Generational Equity, part of the Generational Group.

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