Generational Group

M&A Advisory Services

Generational Group, founded in 2005, has rapidly ascended as a formidable leader in investment banking, specializing in services for privately held businesses. As one of North America's top mergers and acquisitions (M&A) advisory firms, Dr. John Binkley and his son Ryan, the current President and CEO, initiated Generational Group. The firm offers various services, including M&A advisory, strategic growth consulting, business valuation, customized exit strategies, wealth management, and digital services.

Championing Generational Wealth Creation

Generational Group's core mission is to unlock the generational wealth embedded within each business it partners with. It is committed to maximizing client value, enhancing outcomes, accessing broad buyer markets, and empowering business owners to fulfill their life goals. This unyielding commitment has established Generational Group as a trusted advisor to entrepreneurs seeking to grow or transition their enterprises.

Over the years, Generational Group has closed over 1,600 transactions, boasting top rankings in various deal categories up to $1 billion. The firm adopts a client-centric approach, prioritizing business owners' specific goals and timelines. This approach ensures that the owner's business and personal aspirations are carefully addressed, significantly impacting every transaction.

Dedicated to Client Success

Generational Group is renowned for its client-first philosophy, which emphasizes the long-term goals and preparation of business owners over quick deal closure. This strategy allows business owners who may not be ready to sell to instead focus on strategic growth, thereby ensuring they are poised to achieve maximum value when the time to sell does come. Celebrations of each successful transaction with a bell ringing signify the achievement and realization of each client's dreams.

Extensive Portfolio of Services

Generational Group provides a diverse range of services aimed at enhancing business operations and facilitating successful transitions:

M&A Advisory: Generational's M&A experts support clients throughout the merger and acquisition process, assisting with buyer analysis, negotiations, deal structuring, due diligence, exit planning, and marketing document preparation.

Business Valuation and Sales Support: The firm offers comprehensive business valuations that include financial analysis and identification of intangible assets. It prepares businesses for successful exits by ensuring they are accurately valued and market-ready.

Strategic Growth Consulting: This service, led by experienced former CEOs and C-suite executives, assists clients in overcoming growth barriers. It often begins with strategy workshops that promote team unity and strategic clarity.

Wealth Management Solutions: Generational crafts customized wealth management strategies to help clients grow, protect, and transfer their wealth, serving various business owners, professionals, and corporate executives.

Capital Markets Expertise: Generational Capital Markets specializes in managing large, complex transactions, offering tailored M&A services to meet the specific needs of high-revenue, privately held companies.

Innovative Digital Solutions: Generational Group offers advanced digital services, including user research, UX/UI design, and software development, through its subsidiary Precocity.

Educational Initiatives and Conferences

Generational Group is a leader in providing educational resources through its executive conferences across North America. These conferences share valuable M&A expertise with over 110,000 business owners and cover crucial topics for business growth, sales preparation, and effective exit planning.

Recognition for Excellence

The firm’s commitment to excellence has earned it numerous awards from prestigious bodies like M&A Advisor and Global M&A Network, recognizing its leadership and innovative practices in the investment banking and M&A sectors.

Commitment to Community and Philanthropy

Generational Group extends its influence beyond business through firm commitments to philanthropy, supporting various charitable causes that enhance the community and beyond. This includes military tributes, community sports events, and international aid golf tournaments, reflecting the firm's dedication to giving back.

Generational Group excels in investment banking and financial advisory services and prides itself on building lasting relationships with clients and making meaningful contributions to society. This holistic approach ensures that Generational Group remains a respected and influential entity in the competitive field of investment banking.