Generational Equity Advises Wellspring Case Management in its Sale to Private Investors

DALLAS--()--Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Wellspring Case Management, Inc. to Will Owen and Dane Fossee of Grosse Pointe, Michigan. The transaction closed May 2, 2023.

Wellspring Case Management, Inc. (WCMI), located in Plymouth, Michigan, and founded in 2003, provides case management advocacy to people injured in car or motorcycle accidents. The Company helps injured clients access and manage appropriate medical care.

WCMI has over 25 Case Managers from a variety of disciplines and backgrounds including:

- Nursing
- Speech-Language Pathology
- Respiratory Therapy
- Social Work
- Occupational Therapy
- Health and Wellness

Each Case Manager continues the tradition of providing caring patient advocacy so that the Company’s clients and their loved ones can return as closely as possible to the life they knew before the accident.

Generational Equity Executive Managing Director of M&A – Central Region, Michael Goss, Joe Hige, a Generational Group Authorized Affiliate, with the support of Vice President, M&A, Lance Thomasson successfully closed the deal. Executive Managing Director, Bill Kushnir established the initial relationship with WCMI.

About Generational Equity

Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group, and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.

With more than 350 professionals located throughout 16 offices in North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. The Generational suite of advisory services includes strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A services, and wealth management.

The M&A Advisor named Generational Equity Investment Banking Firm of the Year three years in a row, Valuation Firm of the Year in 2020, and North American Investment Bank of the Year in 2022 as well as Consulting Firm of the Year. The Global M&A Network named Generational USA Investment Bank of the Year in 2023. For more information visit or the Generational Equity press room.


Carl Doerksen

Release Summary

Wellspring Case Management, a Generational Equity client, was acquired by Will Owen and Dane Fossee.


Carl Doerksen