Generational Group Overview
- Service
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Investment Bank
- Year Founded
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2005
- Employees
-
155
- Serviced Companies
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1,221
- Serviced Deals
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1,211
- Serviced Investors
-
14
Generational Group General Information
Description
Founded in 2005, Generational Group is an independent investment banking firm headquartered in Dallas, Texas. The firm offers services in mergers and acquisitions, strategic growth advisory, and exit planning education, and assists clients with business valuation, value enhancement strategies, and wealth management. The firm caters to clients in the automotive, consumer products, healthcare, technology, energy, business services, manufacturing, transportation, and retail industries, among others.
Contact Information
Website
www.generational.comYear Founded
Corporate Office
- 3400 North Central Expressway, Richardson
- Suite 100, Richardson
- Dallas, TX 75080
- United States
Generational Group Services to Companies
Service on a Deal (1,211)
Generational Group has provided services on 1211 deals. It last acted as a general advisor to S&G Resources on a . The deal was made in 2026.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| S&G Resources | Advisor: General | Sep 2026 | ||
| Hybroco Sales | Advisor: General | Sep 2026 | ||
| Percopo Coatings Company | Advisor: General | Sep 2026 | ||
| JMS Integrated Building Solutions | Advisor: General | Sep 2026 | ||
| Wold Klein McCarthy | Advisor: General | Aug 2026 | ||
| Shapley | Advisor: General | Aug 2026 | ||
| VOX Marketing Group | Advisor: General | Aug 2026 | ||
| Eco Water Restoration | Advisor: General | Aug 2026 | ||
| Visual Inspection Systems | Advisor: General | Aug 2026 | ||
| RMH Solutions (Other Commercial Services) | Advisor: General | Aug 2026 |
Generational Group Services to Investors
Service on a Deal — Buy Side (14)
Generational Group has provided buy side services on 14 deals. It last acted as a general advisor to Doctors on a . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Doctors | Advisor: General | Dec 2025 | ||
| Aviaid Oil Systems | Advisor: General | Apr 2024 | ||
| Teedup | Advisor: General | Jul 2023 | ||
| Northern Lakes Capital | Advisor: General | Mar 2023 | ||
| JAL Equity | Advisor: General | Jul 2022 | ||
| Mountain Regional Equipment Solutions | Advisor: General | Aug 2021 | ||
| Proud Moments ABA | Advisor: General | Jul 2020 | ||
| WaterStation Technology | Advisor: General | Aug 2018 | ||
| DLL Solutions | Advisor: General | Feb 2018 | ||
| Hamat Group (Merhav) | Advisor: General | May 2017 |
Service on a Deal — Sell Side (10)
Generational Group has provided sell side services on 10 deals. It last acted as a general advisor to Reed Automotive Service on a . The deal was made in 2024.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Reed Automotive Service | Advisor: General | Jan 2024 | ||
| Copper Bend Pharmacy | Advisor: General | Jul 2023 | ||
| Prospect Partners | Advisor: General | Apr 2021 | ||
| Double V.V. | Advisor: General | Sep 2020 | ||
| Grants Oak Smoked | Advisor: General | Feb 2019 | ||
| Brewer Science | Advisor: General | May 2017 | ||
| Chempace Corporation | Advisor: General | Jul 2014 | ||
| Country Home Care Services | Advisor: General | Jun 2014 | ||
| Matrix Learning Systems | Advisor: General | Mar 2014 | ||
| Central Specialties (Crystal Lake) | Advisor: General | Feb 2012 |
Generational Group Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Generational Group Affiliates
Subsidiaries (4)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Precocity (Texas) | Richardson, TX | 2014 | |
| Generational Capital Markets | Richardson, TX | 2007 | |
| M. Hajjar & Associates | Coral Gables, FL | 1990 | |
| K&T Steel | Twin Falls, ID | 1959 |
Generational Group FAQs
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When was Generational Group founded?
Generational Group was founded in 2005.
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Where is Generational Group headquartered?
Generational Group is headquartered in Dallas, TX.
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What is the size of Generational Group?
Generational Group total number of employees/professionals is 155.
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What service provider type is Generational Group?
Generational Group's service provider type is Investment Bank.
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What companies has Generational Group invested in or acquired?
Generational Group has invested in or acquired companies like The 86 Group, Precocity (Texas), and Decker Transformation Advisors.
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What are Generational Group subsidiaries?
Precocity (Texas), Generational Capital Markets, and M. Hajjar & Associates are subsidiaries of Generational Group.
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