Generational Group Surpasses $5 Billion in Wealth Transferred to Clients

DALLAS--()--Generational Group, a leading investment banking firm for privately held businesses, is pleased to announce it has now transferred over $5 billion in wealth to its clients.

“We strive to make a genuine difference in the lives of our clients, and this achievement is a tangible demonstration of that. It’s very gratifying to play a major role in helping our clients attain their financial goals and help create the legacy they have worked so hard to build,” said Ryan Binkley, President and CEO of Generational Group. “I salute everyone on our entire team for their important roles in achieving this milestone.”

Generational guides business owners through the entire M&A process, from valuation and growth consulting, to marketing, negotiations and deal structuring. Paired with a professional advisory team, Generational assists their clients with an effective exit strategy that is customized to achieve their individual goals and timing. Then post sale, Generational Wealth Advisors provides professional investment advice to grow their financial legacy.

“Reaching the $5 billion mark is a great testament to the skill and dedication of our M&A professionals. This is a significant achievement, not only for our team but more importantly for the business owners we represent,” said Brenen Hofstadter, Chief M&A Officer with Generational. “Most clients have the majority of their net worth tied up in their business – this wealth transfer represents a shift from illiquid business ownership to diversified portfolios reducing risk. This opens up new personal, professional and investment opportunities.”

Hofstadter added, “We are observing an interesting trend. While many clients are ready to retire, we see many that sell mid-career and decide to roll equity with the buyer, and/or start another business with a child or new partner. It is a very exciting time in M&A.”

According to Thomson Reuters, no firm has closed more middle market deals in the last decade. In addition, The M&A Advisor named Generational Investment Banking Firm of the Year in 2016, 2017 and 2018.

About Generational Group

Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading middle market investment banks in North America.

With over 250 professionals located throughout North America, the companies help business owners increase and release the wealth of their business by providing merger, acquisition, and wealth management services. Their five-step approach features exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.

The M&A Advisor named the company the 2016, 2017, and 2018 Investment Banking Firm of the Year. For more information, visit https://www.genequityco.com/ or the Generational Equity press room.

Contacts

Carl Doerksen
972-232-1125
cdoerksen@generational.com

Release Summary

Generational Group has now transferred over $5 billion in wealth to its clients.

Contacts

Carl Doerksen
972-232-1125
cdoerksen@generational.com