Generational Equity, LLC: Market Research Report
Overview
Generational Equity, LLC, established in 2005 and headquartered in Richardson, Texas, is a renowned full-service business advisory firm specializing in mergers and acquisitions (M&A) for privately held, middle-market businesses. The company has successfully completed over 1600 transactions, marking its leadership role in M&A services across North America. Generational Equity provides a full suite of services designed to enhance business valuations and achieve optimal exit strategies for business owners.
Services
Generational Equity offers an array of services aimed at supporting the growth and exit strategies of privately held and lower middle-market businesses. Key services include:
- M&A Advisory Services: Comprehensive support in navigating mergers and acquisitions.
- Growth Consulting: Assisting companies in strategic growth planning.
- Wealth Management: Advisory services to manage personal wealth post-exit.
- Exit Planning and Business Valuation: Tailored strategies to maximize business value and optimize exit prices.
- Digital Solutions: Leveraging technology and creativity to offer cutting-edge consulting services.
Notably, while Generational Equity is not a registered broker-dealer or investment advisor, it facilitates strategic investment opportunities through its DealForce platform, reaching over 29,000 qualified buyers in the middle-market sector.
Executive Leadership
The executive team at Generational Equity drives the company's success through strategic vision and leadership:
- Ryan Binkley, CEO and Co-Founder, orchestrates the overall strategic direction and service excellence of the company.
- Paul Blake, Chief Information Officer, spearheads the development and execution of IT strategies to support clients' needs.
- T.D. Decker, President of Generational Consulting Group, plays a critical role in strategic growth consulting and leadership.
Market Position and Achievements
Generational Equity is recognized for its robust performance in the financial services sector, particularly in M&A advisory services. It has been named Consulting Firm of the Year in both 2022 and 2023, according to industry accolades. This recognition stems from the company's commitment to achieving exceptional transaction outcomes, evidenced by the successful advisement of strategic mergers like Rogers Roofing and Security Fire Systems, Inc.
Competitors
Operating in a competitive industry landscape, Generational Equity shares the market with several significant competitors, including:
- Woodbridge International
- Marion Financial Corp.
- Corporate Finance Associates
- Harris Williams
These firms also focus on middle-market M&A advisory services, offering tailored exit strategies and vying for market share across similar segments and geographies.
Contact Information
For inquiries or further assistance, contact Generational Equity at:
- Phone: +1-972-232-1121
- Email: info@generational.com
Recent Developments
Generational Equity's role in advising numerous key transactions further solidifies its status as an eminent M&A advisory firm. The company's adeptness at facilitating high-value mergers for its clients continues to enhance its reputation in the industry.
Generational Equity’s holistic and client-centered approach substantiates its standing as a preferred partner for businesses seeking strategic M&A advisory services and expansion opportunities.
