Generational Equity
Generational Equity is a Dallas-based, full-service M&A advisory firm serving privately-held middle-market business owners across North America, providing valuation, sell-side representation, capital markets, and post-exit wealth advisory across more than 1,800 closed transactions.
- Company typePrivate
- Founded1990
- HeadquartersDallas, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Generational Equity does
Generational Equity, LLC (operating as Generational Group) is a Dallas-headquartered, privately-held M&A advisory firm founded in 1990 that serves owners of privately-held middle-market businesses across North America. The firm guides clients through the full lifecycle of a business exit, including business valuation, growth and exit planning, sell-side representation, deal structuring, capital markets execution via its subsidiary Generational Capital Markets (GenCM), and post-transaction wealth advisory through Generational Wealth Advisors.
The core product is a proprietary M&A advisory methodology refined over hundreds of engagements, delivered by Senior Business Advisors through an enterprise field-sales motion rather than a technology platform. Revenue is generated through professional-services and transaction-fee streams on individual sell-side mandates, supplemented by DealForce (a buy-side online platform), M&A Master Class educational conferences (the principal top-of-funnel channel with 115,000+ attendees to date), and adjacent consulting offerings. The firm reports 1,800+ completed transactions and more than $9 billion in cumulative transaction value, supported by a global network of 20,000+ buyers that enables broad, confidentiality-protected market exposure for each mandate.
The business serves owners of SMB to lower-mid-market companies across twelve published industry verticals (including Industrials, Manufacturing, Engineering/Contracting, Healthcare, Business & Financial Services, and Technology/Media/Telecom) with the bulk of work concentrated in transactions up to $1 billion in value. Distribution is predominantly direct advisory engagement, with the M&A Master Class serving as the primary demand-generation engine and DealForce providing a self-serve channel for buyers.
Generational Equity firmographics
Firmographics- Name
- Generational Equity
- Legal name
- Generational Equity, LLC
- Website
- https://genequityco.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Generational Equity is a Dallas-based, full-service M&A advisory firm serving privately-held middle-market business owners across North America, providing valuation, sell-side representation, capital markets, and post-exit wealth advisory across more than 1,800 closed transactions.
- Ownership category
- akta.pro rank
Generational Equity industry classification
Industry- Product category
- M&A Advisory Services
- NAICS
- Investment Banking and Securities Intermediation (523150)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
- akta.pro secondary industry
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
Keywords
Where Generational Equity is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Generational Equity business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- M&A Advisory Fees: The company generates revenue through professional advisory fees for M&A services including business valuation, exit planning, sell-side representation, and transaction execution for privately-held middle-market business owners.
- Capital Markets Services: Generational Capital Markets (GenCM) provides capital markets advisory services as a subsidiary, generating revenue through transaction-based advisory fees.
- Growth and Wealth Advisory: Additional advisory services including growth consulting and wealth advisory provided through affiliated entities to support the full lifecycle of business owners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom enterprise advisory engagement |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
Generational Equity product offering
Product offeringCore offering
Generational Equity is a full-service M&A advisory firm for privately-held middle-market businesses, providing sell-side representation, business valuation, growth consulting, wealth advisory, and capital markets services via its subsidiary Generational Capital Markets (GenCM). Core engagements guide business owners from exit strategy development through deal close, supported by a proprietary M&A methodology, a network of 20,000+ buyers, and the complimentary M&A Master Class educational conference program.
Product overview
Generational Equity operates as a full-service M&A advisory firm for privately-held businesses, offering a comprehensive suite of services centered around helping business owners sell their companies for maximum value. The core offering is the M&A Advisory platform, supported by specialized service lines including Business Valuation, Growth Advisory, Wealth Advisory, Capital Markets, and Digital Services. The company also maintains complementary platforms including DealForce for buy-side services, and delivers educational value through its M&A Master Class program. Additional offerings include the Private Client Group for individual business owners. The integrated portfolio is designed to guide clients through the entire exit journey from initial valuation through deal close and post-transaction wealth planning.
Differentiator
Problem solved
Functional benefit
Brands
- Generational Capital Markets: Capital markets division of Generational Group providing financing and capital-raising advisory services.
- Generational M&A Master Class
- Generational Alliance Network
Products and services
- M&A Advisory Services Core M&A advisory service providing comprehensive guidance for privately-held businesses through the entire merger and acquisition process, including strategic planning, valuation, deal structuring, and transaction execution.
- Business Valuation Professional business valuation services to determine fair market value for sellers preparing to exit or owners assessing their company's worth.
- Growth Advisory Consulting services focused on helping business owners develop strategies to grow their companies and maximize value before exit.
- Wealth Advisory Wealth management and advisory services for business owners to plan financial futures post-transaction.
- Capital Markets (Generational Capital Markets / GenCM) Capital markets services and expertise supporting M&A transactions and deal financing, provided through the GenCM subsidiary.
- Private Client Group Specialized advisory services tailored for private clients and individual business owners navigating the sale or transition of their businesses.
- DealForce Online platform and services for buyers seeking to acquire businesses, complementing the sell-side advisory offerings.
- M&A Master Class Complimentary one-day educational conference providing business owners with comprehensive training on M&A processes, valuation strategies, and exit planning.
- Digital Services (Precocity) Digital services including technology consulting to support business growth and digital transformation initiatives.
Quantifiable outcome
- Over $9 billion in total transaction value across completed deals
- +3 more outcomes
Companies that use Generational Equity
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles1 record
Generational Equity technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Generational Equity partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Generational Alliance NetworkcoreA network of strategic partners and alliances that extend Generational Group's capabilities and reach in serving business owners through the M&A process. Referenced on the main website as part of the company's service ecosystem.
- Generational Capital Markets (GenCM)coreA subsidiary of Generational Group that provides capital markets services, operating as an integral part of the company's full-service M&A advisory offerings.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Generational Equity competitors and assessment
Company assessmentDirect peers
- Calder Capital: A middle-market M&A advisory firm serving lower-middle-market business owners, directly comparable in deal-size focus and sell-side advisory services to Generational Equity.
- Woodbridge International: Globally active middle-market M&A advisor serving privately-held companies across similar deal-size tiers; comparable in target market and sell-side mandate model.
- Transworld Business Advisors: Business brokerage and M&A advisory franchise focused on the lower middle-market; comparable in serving small-to-mid-sized private business owners planning exits.
- Sunbelt Business Brokers: Large lower-middle-market business brokerage network; competes directly with Generational for SMB and lower-middle-market exit mandates.
- Cornerstone Business Services: Middle-market M&A advisory firm focused on closely-held and family-owned businesses, with similar sell-side mandate focus and deal-size range.
- Murphy Business Sales: Business brokerage and M&A advisory serving the lower-middle-market; directly comparable in targeting private owners of small-to-mid-sized businesses preparing to sell.
Broad incumbents
- Harris Williams: Larger middle-market M&A advisor with broader sector coverage and sponsor relationships; competes with Generational at the upper end of its deal-size range.
- Robert W. Baird: Diversified investment bank with a significant middle-market M&A practice; broader product portfolio but overlapping deal-size focus with Generational.
- Stifel: Diversified investment bank with a middle-market advisory franchise; competes with Generational for sell-side mandates in the $50M–$1B tier.
Others
- M&A Source: Industry association for lower-middle-market M&A advisors and intermediaries; an ecosystem/peer network participant rather than a direct competing firm.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Generational Equity social profiles
Digital presenceGenerational Equity financial estimates
Financial estimateRevenue estimate
Valuation estimate
Generational Equity leadership team
Management profileNumber of profiles
Profiles1 record
Generational Equity funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Generational Equity M&A and investment
M&A and investmentM&A4 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Generational Equity
What does Generational Equity do?
Generational Equity is a full-service M&A advisory firm for privately-held middle-market businesses, providing sell-side representation, business valuation, growth consulting, wealth advisory, and capital markets services via its subsidiary Generational Capital Markets (GenCM). Core engagements guide business owners from exit strategy development through deal close, supported by a proprietary M&A methodology, a network of 20,000+ buyers, and the complimentary M&A Master Class educational conference program.
Is Generational Equity a public or private company?
Generational Equity is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Generational Equity founded?
Generational Equity was founded in 1990. It employs 251 to 500 people.
Where is Generational Equity based?
Generational Equity is headquartered in Dallas, United States, in the North America region.
How does Generational Equity make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are capital Markets Services and growth and Wealth Advisory.
Who are Generational Equity's main competitors?
Direct peers on record are Calder Capital, Woodbridge International, Transworld Business Advisors, Sunbelt Business Brokers, Cornerstone Business Services and Murphy Business Sales. Broad incumbents are Harris Williams, Robert W. Baird and Stifel. M&A Source is listed as an others.
Does Generational Equity have an API?
No public API is recorded for Generational Equity.
What industry is Generational Equity in?
Generational Equity's product category is M&A Advisory Services. Its primary akta.pro industry code is BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital), with a secondary code of FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked). Its NAICS code is 523150 and its SIC code is 6282.