Generational Group

Generational Group At Generational, we educate and advise privately-held business owners through the entire M&A process. Grow smart. Sell smart.

A leading middle market investment bank for privately held businesses. We deliver a comprehensive process that has helped thousands of business owners successfully grow and exit their businesses. We guide clients through the entire M&A process, from evaluation and growth strategies to negotiations and deal structuring. Our purpose and passion is to help you create a legacy that will last for generations.

For business owners, the right transaction opens the door to what comes next. At Generational Group, we’re proud to help...
08/26/2026

For business owners, the right transaction opens the door to what comes next. At Generational Group, we’re proud to help our clients navigate one of the most important decisions they’ll make and move confidently toward their next chapter.

If you’re thinking about selling, let’s start the conversation. Learn more through the link in bio.

DEAL CLOSEDWe are pleased to announce the sale of our client, Diamond Forest Resources, Inc., to McVantage Packaging, LL...
08/21/2026

DEAL CLOSED

We are pleased to announce the sale of our client, Diamond Forest Resources, Inc., to McVantage Packaging, LLC. The acquisition closed August 3, 2026.

Diamond Forest Resources, Inc. is a leading provider of pallet manufacturing, packaging, and supply chain solutions serving customers throughout North America.

Read the full PR through the link in bio.

08/19/2026

Your business may be your greatest asset, but it isn’t liquid.

At Generational Group, we believe every business owner should have a plan for protecting its value and preparing for a transition.

Ready to start planning? Join us at our Exit Strategy Conference. Click the link in bio to learn more.

08/15/2026

Your exit strategy shouldn’t start when you decide to sell. It starts with preparing ahead of time.

Generational Group helps business owners prepare for a successful exit. Give yourself the time needed to maximize your outcome.

Want to learn more? Join us at our Exit Strategy Conference. Details in bio.

DEAL CLOSEDWe are pleased to announce the sale of our client, Sextant, to Element Three. The acquisition closed July 6, ...
08/14/2026

DEAL CLOSED

We are pleased to announce the sale of our client, Sextant, to Element Three. The acquisition closed July 6, 2026.

Sextant is a dealer-network analytics and software firm that helps manufacturers and their field teams optimize dealer networks, improve dealer performance, and turn dealer and market data into decisions they can act on.

Click the link in bio to view the full PR.

DEAL CLOSEDWe are pleased to announce the sale of our client, Trusted Family Foundation, LLC, to Faithful Family Foundat...
08/07/2026

DEAL CLOSED

We are pleased to announce the sale of our client, Trusted Family Foundation, LLC, to Faithful Family Foundation, LLC. The acquisition closed July 9, 2026.

Trusted Family Foundation, LLC is a Child Placement Agency dedicated to providing safe, nurturing environments for children in foster care while strengthening families and communities through compassionate support.

Read the full PR through the link in bio.

08/06/2026

What separates great leaders from average ones? They lead by example. That builds trust, earns buy-in, and creates stronger teams.

At Generational Group, we take the same approach. We work alongside business owners, guiding them every step of the way and providing a clear path to a successful sale.

Click the link in bio to learn more.

DEAL CLOSEDWe are pleased to announce the sale of our client, Baker Harris Hopkins Insurance Agency, to Ascent Insurance...
08/01/2026

DEAL CLOSED

We are pleased to announce the sale of our client, Baker Harris Hopkins Insurance Agency, to Ascent Insurance Group, a Keystone Platform Partner. The acquisition closed July 1, 2026.

Baker Harris Hopkins Insurance Agency is an independent insurance agency providing personalized insurance solutions for individuals, families, and businesses.

Click the link in bio for the full PR.

We were delighted to welcome Donnita Travis from By The Hand Club for Kids to the Generational Group office today!By The...
07/28/2026

We were delighted to welcome Donnita Travis from By The Hand Club for Kids to the Generational Group office today!

By The Hand Club for Kids equips children in under-resourced communities with academic support, mentorship, and life-enriching opportunities that help them thrive from kindergarten through college.

Thank you, Donnita, for sharing more about the organization’s continued impact and for the meaningful work you and your team do each day. We’re grateful for the opportunity to support your mission and look forward to the work ahead.

DEAL CLOSEDWe are pleased to announce the sale of our client, Agape Sales & Service, to Agape Holdings One. The acquisit...
07/25/2026

DEAL CLOSED

We are pleased to announce the sale of our client, Agape Sales & Service, to Agape Holdings One. The acquisition closed July 1, 2026.

Agape Sales & Service is a commercial distributor and installer of doors, frames, architectural hardware, and related building products serving contractors, architects, and facility owners throughout the region.

View the full PR through the link in bio.

Address

Dallas, TX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14698282820

Website

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