About Me

Our journey began with Generational Equity, a company devoted to assisting and educating privately held business owners on how to successfully grow and exit for maximum value. We now lead the field, regularly ranking as the premier M&A firm for mid-market businesses.

"Generational Equity is one of the leading M&A advisory firms in North America. With over 250 professionals located throughout North America, the Generational Group of companies help business owners release the wealth of their business by providing merger, acquisition, and wealth management services. Their five-step approach features exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management."


Generational Equity Portfolio