3400 N. Central Expressway Suite 100,
Dallas, Texas 75080
United States
(877) 213-1792
www.genequityco.com
Generational Equity LLC is a privately-held, transaction-oriented, M&A advisory firm focused on serving middle-market middle-market companies located throughout the US and Canada. The Firm offers advisory services related to mergers, acquisitions, capital raising, and valuations. The Firm’s sector experience includes automotive, business services, chemicals, communications, construction, distribution, electronics, energy services, engineering, environmental, financial services, food, furniture, healthcare services, IT, insurance, leisure, life science, machinery, manufacturing, packaging, software, staffing, and transportation. Generational Equity is headquartered in Dallas, Texas.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.6/yr) | 3 | - | 1 | 1 | - | 1 | 6 |
| Sellside (42.4/yr) | 208 | 32 | 56 | 62 | 37 | 25 | 420 |
| 426 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2024-11-20 | - | Metals/Mining |
| Sign-up to View | 2024-10-28 | - | Aerospace |
| Sign-up to View | 2024-10-09 | - | Consumer Services |
| Sign-up to View | 2024-10-02 | - | Medical Products |
| Sign-up to View | 2024-08-05 | - | Information Technology |
| Sign-up to View | 2024-07-18 | - | Engineering |
| Sign-up to View | 2024-07-05 | - | Education |
| Sign-up to View | 2024-06-28 | - | Healthcare Services |
| Sign-up to View | 2024-06-27 | - | Business Services |
| Sign-up to View | 2024-06-10 | - | Energy Services and Equipment |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Business Services | Sign-up to View | ||
| Distribution | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Manufacturing | Sign-up to View | ||
| Automotive | Sign-up to View | ||
| Machinery | Sign-up to View | ||
| Engineering | Sign-up to View | ||
| Construction | Sign-up to View | ||
| Healthcare Services | Sign-up to View | ||
| Safety/Security | Sign-up to View | ||
| Building Materials | Sign-up to View | ||
| Retail | Sign-up to View | ||
| Transportation | Sign-up to View | ||
| Electrical Equipment | Sign-up to View | ||
| Consumer Services | Sign-up to View | ||
| Environmental | Sign-up to View | ||
| Staffing | Sign-up to View | ||
| Consumer Products | Sign-up to View | ||
| Test/Measurement Equipment | Sign-up to View | ||
| Life Science | Sign-up to View | ||
| Software | Sign-up to View | ||
| Marketing | Sign-up to View | ||
| Food | Sign-up to View | ||
| Packaging | Sign-up to View | ||
| Medical Products | Sign-up to View | ||
| Energy Services and Equipment | Sign-up to View | ||
| Communications | Sign-up to View | ||
| Apparel/Textiles | Sign-up to View | ||
| Education | Sign-up to View | ||
| Metals/Mining | Sign-up to View | ||
| Chemicals | Sign-up to View | ||
| Aerospace | Sign-up to View | ||
| Agriculture | Sign-up to View | ||
| Insurance | Sign-up to View | ||
| Internet Software and Services | Sign-up to View | ||
| Real Estate | Sign-up to View | ||
| Furniture | Sign-up to View | ||
| Digital Media | Sign-up to View | ||
| Plastics | Sign-up to View | ||
| Media | Sign-up to View | ||
| Leisure | Sign-up to View | ||
| Forest Products | Sign-up to View | ||
| Electronics | Sign-up to View | ||
| Marine | Sign-up to View | ||
| Diversified | Sign-up to View | ||
| Publishing | Sign-up to View | ||
| E-Commerce | Sign-up to View | ||
| Technology Hardware | Sign-up to View | ||
| Renewable Energy | Sign-up to View | ||
| Beverages | Sign-up to View | ||
| Restaurants | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| North Carolina | Sign-up to View | ||
| Michigan | Sign-up to View | ||
| Connecticut | Sign-up to View | ||
| Tennessee | Sign-up to View | ||
| Canada | Sign-up to View | ||
| United Kingdom | Sign-up to View | ||
| Domestic | Sign-up to View | ||
| Cross-border | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Buyout (LBO, MBO, MBI) | Sign-up to View | ||
| Divestiture | Sign-up to View | ||
| Growth Capital | Sign-up to View | ||
| Merger | Sign-up to View | ||
| Recapitalization | Sign-up to View | ||
| Total | Sign-up to View | ||
| PE Firms (1) | Deals |
|---|---|
|
Sign-up to View |
1 |
| Corporate (425) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
Great Lakes Foam Technologies, Inc. $12M (2015-09-01) |
|
