Generational Group

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.

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

Product category

Investment Banking & M&A Advisory

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Middle-market M&A advisory
• Business exit planning
• Business valuation services
• M&A deal sourcing
• Investment banking services

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. 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.
2. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core 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

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

One partnership is on record.

• Nihon M&A Center HoldingscoreStrategic or Co-development Partner · 26 May 2026Strategic 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

Direct 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

• Xx.com/GenerationalGrp
• YouTubeyoutube.com/c/Genequityco
• Facebookfacebook.com/GenerationalGroup
• LinkedInlinkedin.com/company/generational-group
• Instagraminstagram.com/GenerationalGroup

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Generational Group