Generational Group’s cover photo
Generational Group

Generational Group

Financial Services

Richardson, Texas 1,868 followers

Generational Group is a leading middle market investment bank for privately held businesses.

About us

Since its beginning in 2005, Generational Group has grown to be one of the leading M&A firms in North America. At Generational, we educate and advise privately-held business owners through critical stages of their business’ life cycle. Whether you are in a season of growth, or considering selling all or part of your business, our dedicated team of professionals works closely with business owners to guide you through every stage of the selling process – from valuing and strategic growth planning right through to the sale – providing you with a wealth of knowledge and experience that ensures you achieve your transaction goals. We serve our clients by helping them both define and discover the life they want for themselves and their loved ones. In every relationship we engage, we do so with our Core Values in mind. This is the Generational way. Our services include:  - M&A Advisory  - Growth Consulting  - Executive Conferences  - Technology Services  - Wealth Advisory  According to Refinitiv, Generational ranked #1 in completed transactions up to $25 million and ranked #2 in completed transactions up to $100 million and $1 billion. To date, we’ve transferred over $7 billion dollars to our clients in more than 12 industry verticals.

Website
https://www.generational.com/
Industry
Financial Services
Company size
201-500 employees
Headquarters
Richardson, Texas
Type
Privately Held
Specialties
Investment banking, Mergers and Acquisitions, Growth Consulting, Wealth Management, Technology Services, Business Valuation, Value Enhancement, Client Experience, Selling a Business, and Buying a Business

Locations

  • Primary

    3400 N. Central Expressway

    Suite 100

    Richardson, Texas 75080, US

    Get directions

Employees at Generational Group

Updates

  • Even though Debbie Ritchey felt a close affiliation with her business, she knew that in order for the company to grow and reach the next level, she needed capital. Generational Group was able to find the perfect buyer for her and now she will participate in the expansion of the business throughout the nation with a growth equity partner. To discover how Generational can help you to secure the best of both worlds, contact one of our Senior Business Advisors today: https://bit.ly/492WYDl Plan Smart. Sell Smart.

  • After over 40 years at the helm of his company, our client, Jim Gregory, was looking to take back time from being a business owner to focus on his other passions. Generational Group partnered with him to navigate this transition, crafting a seamless exit strategy. From determining his company’s value and setting a roadmap for the sale, to advising him through the important conversations with his family, Generational Group was by his side every step of the way. Plan Smart. Sell Smart. https://bit.ly/492WYDl

  • After over 40 years at the helm of his company, our client, Jim Gregory, was looking to take back time from being a business owner to focus on his other passions. Generational Group partnered with him to navigate this transition, crafting a seamless exit strategy. From determining his company’s value and setting a roadmap for the sale, to advising him through the important conversations with his family, Generational Group was by his side every step of the way. Plan Smart. Sell Smart. https://bit.ly/492WYDl

  • DEAL CLOSED We are pleased to announce the sale of our client, Dennis Quick Auto Service & Sales, Inc., to Main Street Auto. The acquisition closed November 18, 2024. Dennis Quick Auto Service & Sales, Inc. is a full-service auto repair, maintenance and tire shop established in 1962. We are excited to see how Dennis Quick Auto and Main Street Auto work together to drive the industry forward.

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  • Selling a business means owning your future. With over 1600 completed transactions, our experienced M&A professionals help privately held business owners exit their companies at the right time. How and when you sell your business determines your legacy. You owe it to yourself to be ready for when that day comes. Explore your options: https://bit.ly/3YS4rlI #MergersAndAcquisitions #BusinessSuccess #GenerationalGroup

  • DEAL CLOSED We are pleased to announce the partnership of our client, ITsynch, LLC, with Clear Peak Capital. The partnership was formalized November 12, 2024. Alex Mironov, Generational Group Managing Director, M&A, stated, “This partnership will allow ITsynch to expand its service offerings to both its current client base as well as enter new markets. Combining the technical artistry of ITsynch with the financial and operational acumen of Clear Peak creates a strong and positive outlook for all stakeholders.”

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  • DEAL CLOSED We are pleased to announce the sale of our client, Stansbury Electric Co., to KSC Holdings. The acquisition closed November 8, 2024. “This was a great fit for both KSC Holdings and Stansbury Electric. We’re excited to see what the future holds for Stansbury Electric,” said Madison Buckley, Vice President, M&A.

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