Generational Equity

Located in Richardson, Texas, Generational Equity is a prominent advisory firm employing over 350 professionals across 16 offices in North America. This Year, the company celebrates its 20th anniversary, established by Dr. John Binkley and his son Ryan Binkley, who currently serves as President and CEO. The firm specializes in offering comprehensive services in Mergers & Acquisitions (M&A), Growth Consulting, Wealth Management, and Digital Solutions, primarily focused on the middle-market segment.

 

Generational Equity forms a part of the larger Generational Group, which includes Generational Capital Markets, Generational Wealth Advisors, Generational Consulting Group, and DealForce. Together, these companies dedicate themselves to aiding business owners in realizing and enhancing the value of their businesses through strategic consulting in growth, mergers, acquisitions, and wealth management.

 

A Recognized Industry Leader

 

With an extensive network that includes over 28,000 potential buyers and a track record of more than 1,600 completed transactions, Generational Equity has solidified its reputation as a leader in the business advisory field. The firm has been recognized multiple times by M&A Advisor, including receiving the Investment Banking Firm of the Year award in 2016, 2017, 2018, 2022, and 2024. It was also named Valuation Firm of the Year and M&A Consulting Firm of the Year in 2022 and 2023.

 

The Global M&A Network awarded Generational the USA Investment Bank of the Year in 2024. The company also boasts a consistent track record in transaction volumes, often ranking first or second in deals ranging from $25 million to $1 billion.

 

The Generational Equity Way

 

Generational Equity is driven by a client-centric philosophy that places business owners' futures at the forefront of its operations. The firm is built on core values, including respect, responsible stewardship, unity, teamwork, integrity, transparency, diligence, and excellence. These values guide the firm's professionals in delivering outstanding service and commitment to their client's success, with a golden rule of treating clients as they wish to be treated.

 

Generational Services

 

Generational Equity offers various tailored services that cater to business owners throughout their entrepreneurial journey, from growth initiatives to exit strategies. Their M&A Advisory services provide expert guidance on navigating mergers and acquisitions, ensuring strategic and beneficial outcomes.

 

Sell-side services prepare businesses for sale, identify potential buyers, and negotiate deals to maximize value. The firm also conducts in-depth business valuations to help owners understand the actual market value of their companies.

 

Growth Consultants within the firm develop and implement strategic growth plans that enhance business valuation and operational performance. Generational Wealth Advisors and Generational Capital Markets offer services aimed at wealth growth, preservation post-transaction, and access to capital markets.

 

Precocity, a digital solutions provider within the group, addresses technological challenges to improve business processes and customer engagement. Meanwhile, DealForce offers a portfolio of acquisition opportunities, facilitating the buying process for those looking to invest in businesses.

 

Specific Industry Experience

 

Generational's teams have extensive experience in a variety of industries, including automotive, business and financial services, education, energy, engineering, contracting, construction, food and beverage, healthcare and life sciences, industrial products, manufacturing, retail, technology, media, telecom, and transportation and distribution.

 

Recent Successes

 

Recently, Generational Equity facilitated significant transactions, such as the acquisition of Security Fire Systems by Blackford Capital, LLC, in December 2024 and the sale of Ace Controls, LLC, to the same firm. In January 2025, the firm managed the successful acquisition of Crystal Kitchen & Bath by Merit Management Group and the sale of Graphic Engravers to an Illinois-based businessman.

 

Generational Clients Speak of Their Experience

 

Client feedback highlights the exceptional and personalized service provided by Generational Equity. Alan Terry from Dealer Solutions and Design commended the exhaustive efforts of his dealmaker, while Chris Ludwig at Pure Chem Separation noted the effective transition management facilitated by the firm. Sanjay Srinivasan from Global Eyewear praised the firm's relationship-based approach, which he said was a key factor in his continued patronage.

 

Community Involvement: Generational Is Making a Difference

 

Generational Equity is committed to community engagement, actively participating in sponsorships and fundraising events to support various nonprofit organizations. These include Here’s Life Africa, Community Engagement & Opportunities (CEOC), the Dallas Mavericks Foundation, Folds of Honor, Feherty’s Troops First Foundation, Defenders of Freedom, and North Texas PGA Hope, demonstrating the firm's dedication to giving back to the community and supporting worthwhile causes.