Generational Group
Generational Group is a Dallas-based, privately-held investment banking firm founded in 2005 that provides M&A advisory, business valuation, wealth advisory, and capital markets services to privately-held middle-market business owners across 17 North American offices, supported by its proprietary DealForce deal-sourcing platform serving 35,000+ registered buyers.
- Company typePrivate
- Founded2005
- HeadquartersDallas, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Generational Group does
Generational Group, operating through its legal entity Generational Equity, LLC, is a Dallas-headquartered, privately-held investment banking firm specializing in M&A advisory services for privately-held middle-market businesses. Founded in 2005, the firm employs over 350 professionals across 17 offices in North America and has completed more than 1,800 transactions representing over $9 billion in aggregate enterprise value. Its core service is sell-side M&A advisory targeting business owners with enterprise values typically between $1 million and $500 million, supported by complementary offerings in business valuation, growth advisory, wealth advisory, capital markets, and digital services delivered through the Precocity subsidiary.
The firm's technology backbone is the proprietary DealForce platform, relaunched in May 2026 as a subscription-based M&A deal sourcing system serving more than 35,000 registered domestic and international buyers with advanced search, real-time deal alerts, and live opportunity access. The M&A Master Class, a complimentary one-day educational conference program attended by 95,000–115,000 business owners to date, functions as a top-of-funnel lead-generation engine and brand-building asset across 12 industry verticals including industrials, manufacturing, healthcare, technology, and business services.
Generational generates revenue primarily through transaction-based advisory fees on closed M&A deals, supplemented by recurring subscription revenue from the DealForce platform. Go-to-market is sales-led, with senior advisors engaging business owners directly through the M&A Master Class pipeline, referral networks with attorneys, accountants, and wealth advisors, and a regional office footprint that provides localized coverage across the United States and Canada. The firm has been ranked #1 or #2 in LSEG league tables for completed transactions between $25 million and $1 billion, and was named Investment Banking Firm of the Year by both The M&A Advisor and Global M&A Network in 2024 and 2025.
Generational Group firmographics
Firmographics- Name
- Generational Group
- Legal name
- Generational Equity, LLC
- Website
- https://generational.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Generational Group is a Dallas-based, privately-held investment banking firm founded in 2005 that provides M&A advisory, business valuation, wealth advisory, and capital markets services to privately-held middle-market business owners across 17 North American offices, supported by its proprietary DealForce deal-sourcing platform serving 35,000+ registered buyers.
- Ownership category
- akta.pro rank
Generational Group industry classification
Industry- Product category
- Investment Banking & M&A Advisory
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Generational Group is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
Generational Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- M&A Advisory Services: Transaction-based advisory fees for facilitating mergers and acquisitions for privately held businesses. The firm advises business owners on exit strategies, valuations, and transaction execution.
- DealForce Subscription: Subscription-based revenue from the DealForce platform serving over 35,000 registered domestic and international buyers seeking middle-market acquisition opportunities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | DealForce subscription for buyers |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Generational Group product offering
Product offeringCore offering
Generational Group is a leading, full-service M&A advisory firm that represents privately-held middle-market business owners in selling, transitioning, and growing their businesses. The firm delivers end-to-end sell-side and buy-side advisory, business valuation, exit planning, confidential marketing, due diligence management, and transaction execution, supported by the proprietary DealForce technology platform with 35,000+ registered buyers.
Product overview
Generational Group is a leading, full-service M&A advisory firm for privately-held businesses operating as a unified platform-plus-services model. The core offering consists of M&A Advisory Services, complemented by the proprietary DealForce technology platform for deal sourcing with over 35,000 registered buyers. Additional services include Business Valuation, Growth Advisory, Wealth Advisory (via generationalwealthadv.com), Capital Markets (via gencm.com), and Digital Services (through subsidiary Precocity offering software/data engineering and AI solutions). The firm also provides the M&A Master Class educational program that has prepared over 115,000 business owners for successful exits. With over 1,800 completed transactions and 17 offices across North America, the portfolio serves middle-market business owners seeking to maximize value through strategic transitions.
Differentiator
Problem solved
Functional benefit
Brands
- DealForce: Subscription-based technology platform for middle-market M&A deal sourcing that centralizes deal flow and accelerates acquisition decision-making
- M&A Master Class
Products and services
- M&A Advisory Comprehensive mergers and acquisitions advisory services for privately-held middle-market businesses, including sell-side representation, buy-side support, and transaction execution.
- DealForce Platform Subscription-based M&A deal sourcing platform that connects buyers with middle-market acquisition opportunities, offering advanced search tools and real-time deal alerts.
- Business Valuation Professional business valuation services to help owners understand the worth of their companies and develop strategic exit plans.
- Growth Advisory Strategic consulting services to help businesses develop and execute growth strategies.
- Wealth Advisory Wealth management services to help clients manage wealth during and after business transitions.
- Capital Markets
Quantifiable outcome
- 1,800+ successful M&A transactions completed
- +2 more outcomes
Companies that use Generational Group
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Generational Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature1 record
Generational Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Nihon M&A Center HoldingscoreStrategic alliance MOU signed between Nihon M&A Center Holdings and Generational Group, combining Japanese and US M&A advisory capabilities for cross-border transactions.
Scale indicators8 records
Recent moves7 records
Expansion highlights6 records
Generational Group competitors and assessment
Company assessmentDirect peers
- Sunbelt Business Advisors / Sun Mergers & Acquisitions: Largest US middle-market M&A and business brokerage network with a similar advisor-driven, multi-office model focused on privately-held businesses in the $1M–$50M enterprise value range. Directly comparable franchise structure and target customer base.
- Transworld Business Advisors: Global business brokerage and M&A advisory franchise focused on selling small and lower-middle-market private businesses. Highly comparable in target segment, advisor-led distribution, and franchise/regional office model.
- Murphy Business & Financial Corporation: US business brokerage and M&A advisory franchise serving the lower middle market. Directly comparable in target client (SMB owners seeking exits) and franchise-driven coverage model.
- Heritage Global: Middle-market M&A advisory firm with comparable focus on industrial, technology, and business services transactions. Comparable in transaction size band and client profile.
- Calder Capital: Mid-market M&A advisory firm specializing in lower middle-market sell-side mandates. Comparable in deal-size focus ($1M–$50M EV range), advisor model, and industry breadth.
- Woodbridge International: Middle-market M&A advisory firm with global buyer reach and similar target client segment (privately-held businesses $1M–$100M). Comparable advisory approach and cross-border deal sourcing.
- Performance Business Brokers: Business brokerage and M&A advisory firm focused on lower middle-market companies. Comparable in target customer (private business owners seeking exits) and transaction size band.
- VR Business Sales / Mergers & Acquisitions: Business brokerage and M&A intermediary serving the lower middle market across the US. Directly comparable in franchise-style distribution and SMB exit advisory focus.
Broad incumbents
- Houlihan Lokey: Global investment bank with significant middle-market M&A advisory practice. Overlaps with Generational in deal size band but operates at materially larger scale with broader service offerings and institutional relationships.
- Lincoln International: Global mid-market investment bank with M&A advisory, capital markets, and valuation services. Comparable in middle-market focus but operates at larger scale with deeper cross-border capability.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Generational Group social profiles
Digital presenceGenerational Group compliance and trust
Trust signalCompliance2 records
Generational Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Generational Group leadership team
Management profileNumber of profiles
Profiles19 records
Generational Group subsidiaries and ownership
Company hierarchySubsidiaries4 records
Generational Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Generational Group M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Generational Group
What does Generational Group do?
Generational Group is a leading, full-service M&A advisory firm that represents privately-held middle-market business owners in selling, transitioning, and growing their businesses. The firm delivers end-to-end sell-side and buy-side advisory, business valuation, exit planning, confidential marketing, due diligence management, and transaction execution, supported by the proprietary DealForce technology platform with 35,000+ registered buyers.
Is Generational Group a public or private company?
Generational Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Generational Group founded?
Generational Group was founded in 2005. It employs 101 to 250 people.
Where is Generational Group based?
Generational Group is headquartered in Dallas, United States, in the North America region.
How does Generational Group make money?
Two revenue lines are on record. M&A Advisory Services are the primary driver. The others are dealForce Subscription.
Who are Generational Group's main competitors?
Direct peers on record are Sunbelt Business Advisors / Sun Mergers & Acquisitions, Transworld Business Advisors, Murphy Business & Financial Corporation, Heritage Global, Calder Capital, Woodbridge International, Performance Business Brokers and VR Business Sales / Mergers & Acquisitions. Broad incumbents are Houlihan Lokey and Lincoln International.
Does Generational Group have an API?
No public API is recorded for Generational Group.
What industry is Generational Group in?
Generational Group's product category is Investment Banking & M&A Advisory. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory. Its SIC code is 8742.