M&A Advisory Services
Established in 2005, Generational Group is a leading investment banking firm for privately held businesses and among North America’s leading mergers and acquisition (M&A) advisory firms.
Founded by Dr John Binkley and his son Ryan, who now serves as the firm’s President and CEO, Generational Group provides a suite of offerings that include M&A advisory, strategic growth consulting, business valuation, customized exit strategies, wealth management, and digital services
Generational Group has been dedicated to assisting business owners in achieving their personal and financial goals With an unwavering goal to release the generational wealth that is in every business, enhance value for clients, create the best outcomes, increase the bottom line, exhaust the buyer market, and help owners live the life they want, Generational has established itself as a trusted advisor to entrepreneurs looking to expand or transition their businesses.
Generational has completed over 1,600 transactions The firm is ranked number one in completed transactions up to $10 million and $25 million, number two in completed transactions up to $50 million, $100 million, and $500 million, and number one in completed transactions up to $1 billion
A Client-Centric Approach
Generational takes a client-centric rather than a deal-centric approach. Many clients want to focus on growth and aren’t ready to sell With Generational, clients can focus on their business to keep the momentum going and be prepared so that they obtain the value they want when the time comes to sell. Both the company and owners’ personal needs are always considered. Generational understands that in deciding to sell, business owners are making a major impactful decision of which they are a part. Generational is proud to help bring an owner’s 30 or 40 years of hard work to fruition
Generational commemorates each done deal with the ringing of a bell, signifying the importance of each client and helping to make their dream a reality
Generational’s Services
Generational Group provides the following services:
M&A Advisory: M&A professionals guide clients through each step of the merger and acquisition process, working together to reach their acquisition goals. This includes buyer analysis and negotiations, deal structure guidance, due diligence readiness, exit planning guidance, marketing document preparation, and minority equity transactions
Selling a Business: Generational helps clients determine their business worth so they understand their position if and when it comes time to sell Its Business Valuation Service includes everything from financial analysis to identifying intangible assets, accurately assessing a business, and providing clients with an accurate depiction of its worth Additionally, various Business Value Enhancement services help prepare companies for a successful exit
Growth Consulting: Generational's Growth Consultants are former CEOs, C-suite executives, and experienced management consultants. They specialize in helping clients identify and address barriers to organizational growth The process begins with a multi-day strategy workshop, which allows the business owner and their team to define company objectives, set milestones, and address challenges while promoting unity in a collaborative environment. Generational’s Strategic Growth Plan (SGP) supports companies at various phases of development The goal is to help the business’s team and potential purchasers better comprehend a company’s vision and potential.
Wealth Advisory: The Generational team crafts personalized, independent, objective strategies to help clients grow, protect, and transfer their wealth. Clients include business owners, professionals, and corporate executives
Capital Markets: Generational Capital Markets has a solid track record of offering comprehensive M&A services to high-revenue, privately held companies Its team of professionals employs tried-and-true techniques to address the possible challenges in larger
transactions, providing hands-on assistance and developing sound exit strategies that owners and board members rely on.
Digital Products: Precocity, a Generational company, provides User Research & Testing; UX, UI, and Visual Design; Cloud and Software Engineering; Web App and Mobile Development; Data Science and Platforms; and Strategic Technical Staffing
The Generational Executive Conference
Generational Group holds executive conferences nationwide, sharing over 25 years of M&A strategies to grow, sell, and exit a business Over 110,000 business owners across North America have attended these conferences Topics include everything from “Building a Buyer-Ready Business” to “Growing Profits and Cash Flow,” “Business Valuation,” “Becoming an Optimal Seller,” “Presenting Your Company to Buyers,” “The M&A Sales Process,” “Identifying and Accessing Buyers,” “Negotiating and Structuring a Deal,” and more One of the conference’s attendees stated, “In one day, you’ll get a better feel for what people buying your business will be looking for”
Generational: Recognized for Its Success
Generational has received numerous accolades for its dedication to excellence in the global investment banking and M&A space These include being Named North America’s Investment Banking Firm of the Year in 2016, 2017, 2018, 2022, and 2024 by M&A Advisor Generational was also awarded Valuation Firm of the Year and M&A Consulting Firm of the Year in 2022 and 2023 by M&A Advisor
In 2024, Global M&A Network honored Generational with three awards: the USA Investment Bank Firm of the Year, Lower Mid-Markets; Lower Mid-Markets Deal of the Year for SMG Industries’ acquisition of Barnhart Transportation; and the Women M&A Leadership Atlas Award to Lori Galloway, Executive Managing Director of M&A, Western Region, at Generational.
Giving Back
Generational is committed to giving back and making a difference by contributing to various charitable causes. These include sponsoring the annual Generational Salute – A Tribute to Our Troops, the 2nd Annual Bowling Extravaganza Benefiting CEOC, the 100 Hole Hike, benefitting Youth on Course, and Here’s Life Africa’s 2024 Commissioners Cup Golf tournament, among others.
