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Generational Equity - Western US

M&A Advisory Firm

Richardson, Texas HQ

Member since
2014
Deals they've closed
55
About
Generational Equity and its professionals work with middle-market business owners who are contemplating a sale or seeking merger and acquisition opportunities. We assist owners in all areas of stock or asset sales, mergers, or divestitures.We regularly conduct informational one-day conferences that…
Team (18)
Recent Transactions (55)
Generational Equity - Western US
Bakeries and Tortilla Manufacturing, Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Cutlery and Handtool Manufacturing, Farm Product Raw Material Distributors (Wholesalers), Food Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Grocery and Related Product Distributors (Wholesalers), Hardware Distributors (Wholesalers), Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Machinery Manufacturing, Industrial Supplies Distributors (Wholesalers), Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Machinery Manufacturing, Metal Valve Manufacturing, Musical Instrument Manufacturing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Food Manufacturing, Other Measuring and Controlling Device Manufacturing, Spring Manufacturing, Vending Machine Operators
Advised

Anonymous

in their acquisition by

Anonymous

February 2024

Generational Equity - Western US
Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences
Advised

Anonymous

in securing investment from

Anonymous

January 2023

Generational Equity - Western US
Machine Shops, Metal cutting machine tools manufacturing
Advised

T & T Machine, Inc.

in their acquisition by

Precision Manufacturing Enterprise, LLC

December 2022

Generational Equity - Western US
Audio equipment installation (except automotive) contractors, Audio Visual (AV) solutions, design, supply, and installation
Advised

A/V Systems Integrator - Corporate, Healthcare, Education Segments

in their acquisition by

Anonymous Strategic Buyer

July 2022

Generational Equity - Western US
Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Waste Management and Remediation Services, Waste Treatment and Disposal
Advised

Anonymous

in securing investment from

Anonymous

January 2022

Generational Equity - Western US
Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Safety Equipment Manufacturing, Security Systems Services, Travel Arrangement and Reservation Services
Advised

Anonymous

in securing investment from

Anonymous

January 2022

Generational Equity - Western US
Business management consulting services, Financial management consulting (except investment advice) services, Offices of Certified Public Accountants, Other Accounting Services, Technology Consulting Services, Telecommunications management consulting services
Advised

Highly-Profitable Telecommunications and Broadband Consulting Firm

in their acquisition by

ESOP

November 2021

Generational Equity - Western US
Cellular phone tower construction, Communication tower construction, Landscape care and maintenance services, Lawn maintenance services, Lighting maintenance services (e.g., bulb and fuse replacement and cleaning), Seasonal property maintenance services (i.e., snow plowing in winter, landscaping during other seasons)
Advised

TowerMRL

in securing investment from

Newlook Capital

May 2021

Generational Equity - Western US
Commercial refrigeration equipment repair and maintenance services, Ice making machinery manufacturing, Ice making machines distributors (wholesalers), Refrigeration Equipment and Supplies Distributors (Wholesalers), Refrigeration equipment, industrial and commercial-type, manufacturing
Advised

Hiebing’s Refrigeration

in their acquisition by

Chicagoland Equipment & Supply

May 2021

Generational Equity - Western US
Food Service Contractors, Medical office management consulting services or consultants, Nutritionists offices (e.g., centers, clinics)
Advised

Health Technologies

in their acquisition by

Evolution Capital Partners

December 2020

Generational Equity - Western US
Electrical Contractors and Other Wiring Installation Contractors
Advised

K.E.P. Electric

in their acquisition by

IES Holdings

November 2020

Generational Equity - Western US
Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations
Advised

Anonymous

in securing investment from

Anonymous

October 2020

Generational Equity - Western US
Food and Service Drinking Places, Vending Machine Operators
Advised

Troy LLC

in their acquisition by

Fiberworx

August 2020

Generational Equity - Western US
Apparel & Textiles, Mechanical Power Transmission Equipment Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing, Other Engine Equipment Manufacturing, Speed Changer, Industrial High-Speed Drive, and Gear Manufacturing, Textile Mills, Textile Product Mills, Transportation Equipment Manufacturing
Advised

Troy LLC

in their acquisition by

Fiberworx

August 2020

Generational Equity - Western US
Freight brokers, Fresh Fruit and Vegetable Distributors (Wholesalers)
Advised

Central Marketing Associates

in their acquisition by

Forest Light Capital

August 2020

Generational Equity - Western US
Administration of Environmental Quality Programs, Building inspections, government, Environmental Consulting Services, Environmental remediation services, Environmental testing laboratories or services, Home inspection services, Pollution testing (except automotive emissions testing) services, Water system balancing and testing contractors
Advised

Environmental Consulting Firm - Water and Wastewater Services Focus

in their acquisition by

Anonymous

July 2020

Generational Equity - Western US
Medical ultrasound equipment manufacturing, Ultrasound imaging centers
Advised

Wave Imaging Solutions and Ultrasound Parts Source

in their acquisition by

Private Investor

March 2020

Generational Equity - Western US
Construction engineering services, Consulting engineers offices / private practices, Industrial engineering services, Traffic engineering consulting services
Advised

Richland Engineering Limited

in their acquisition by

WallacePancher Group

February 2020

Generational Equity - Western US
Electric contracting, Electrical contractors, Electrical, electrical wiring, and low voltage electrical work
Advised

Rapidly-Growing Commercial & Industrial Electrical Contractor

in securing investment from

Private Investment Firm

January 2020

Generational Equity - Western US
Heating, ventilation and air-conditioning (HVAC) contractors
Advised

HVAC Installation & Service Contractor

in their acquisition by

Private Investor

November 2019

Generational Equity - Western US
Cutlery and Handtool Manufacturing, Electrical Equipment Manufacturing, Environmental Consulting Services, Gasket, Packing, and Sealing Device Manufacturing, Government Facilities Services, Hardware Distributors (Wholesalers), Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Machinery Manufacturing, Industrial Supplies Distributors (Wholesalers), Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Machinery Manufacturing, Metal Valve Manufacturing, Musical Instrument Manufacturing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Measuring and Controlling Device Manufacturing, Services to Buildings and Dwellings, Ship and Boat Building, Spring Manufacturing, Waste Management and Remediation Services
Advised

Mainstream

in their acquisition by

Aloi, a Portfolio Company of Wincove Private Holdings

September 2019

Generational Equity - Western US
Compressors, air-conditioning, distributors (wholesalers), Compressors, refrigeration, distributors (wholesalers)
Advised

Compressed Air Technologies

in their acquisition by

Lane Industrial Supply

September 2019

Generational Equity - Western US
Building cleaning services, janitorial, Catch basin cleaning services, Grease trap cleaning, Tank cleaning and disposal services, commercial or industrial, Tank cleaning services, septic
Advised

Giddings Hawkins Maintenance Services

in their acquisition by

Private Investor

July 2019

Generational Equity - Western US
Pharmacies and Drug Stores
Advised

East Hills Family Pharmacy

in their acquisition by

Rite Aid

May 2019

Generational Equity - Western US
Automobile skid chains made from purchased wire, Brake and brake parts, automotive, truck, and bus, manufacturing, Brake caliper assemblies, automotive, truck, and bus, manufacturing, Brake discs (rotor), automotive, truck, and bus, manufacturing, Brake shoes and pads manufacturing, Brakes and clutches, electromagnetic, manufacturing, Chains, power transmission, manufacturing, Drive chains, bicycle and motorcycle, manufacturing, Heat shields, carbon or graphite, manufacturing, Motor vehicle belts, rubber or plastics, manufacturing, Motor vehicle hardware, metal, manufacturing, Motorcycles and parts manufacturing, Pipe guards, metal, manufacturing, Pressure and clutch plate assemblies, automotive, truck, and bus, manufacturing, Skids, metal, manufacturing, Timing gears and chains, automotive and truck gasoline engine, manufacturing
Advised

P3 Composites

in their acquisition by

Fontana Walker

April 2019

Generational Equity - Western US
Business management services, Customer service call centers, Telephone solicitation services on a contract or fee basis
Advised

Ameridial

in their acquisition by

Fusion BPO Services

January 2019

Generational Equity - Western US
Aerospace Product and Parts Manufacturing, All Other Transportation Equipment Manufacturing, Ammunition (except Small Arms) Manufacturing, Armored military vehicles (except tanks) and parts manufacturing, Cutlery and Handtool Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Hardware Distributors (Wholesalers), Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Machinery Manufacturing, Industrial Supplies Distributors (Wholesalers), Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Machinery Manufacturing, Metal Valve Manufacturing, Motor Vehicle Manufacturing, Musical Instrument Manufacturing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Measuring and Controlling Device Manufacturing, Small Arms Ammunition Manufacturing, Small Arms, Ordnance, and Ordnance Accessories Manufacturing, Space Researc
Advised

Manufacturer of Gear Motors

in their acquisition by

Private Strategic Buyer

December 2018

Generational Equity - Western US
Architectural and Structural Metals Manufacturing, Automatic Environmental Control Manufacturing for Residential, Commercial, and Appliance Use, Automotive Repair and Maintenance, Cement and Concrete Product Manufacturing, Child Day Care Services, Clay Product and Refractory Manufacturing, Community Food Services, Community Housing Services, Construction, Consumer Goods Rental, General Rental Centers, Glass and Glass Product Manufacturing, Investigation and Security Services, Legal Services, Offices of Certified Public Accountants, Other Support Services, Personal and Household Goods Repair and Maintenance, Personal and Laundry Services, Photographic Services, Sawmills and Wood Preservation, Wood Product Manufacturing
Advised

Full-Service Design-Builder Specializing in Health Care Facilities

in their acquisition by

Private Strategic Buyer

March 2018

Generational Equity - Western US
Couriers and Messengers, Process, Physical Distribution, and Logistics Consulting Services, Truck Transportation
Advised

Third-Party Freight Forwarding and Logistics Provider

in their acquisition by

Private Financial Buyer

February 2018

Generational Equity - Western US
All Other Basic Organic Chemical Manufacturing, Mechanical Power Transmission Equipment Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing, Other Basic Inorganic Chemical Manufacturing, Other Basic Organic Chemical Manufacturing, Other Engine Equipment Manufacturing, Speed Changer, Industrial High-Speed Drive, and Gear Manufacturing, Synthetic Dye and Pigment Manufacturing, Transportation Equipment Manufacturing
Advised

E-Coating Company to the Auto Industry

in their acquisition by

Anonymous Private Corporation

February 2018

Generational Equity - Western US
Architectural and Structural Metals Manufacturing, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Automatic Environmental Control Manufacturing for Residential, Commercial, and Appliance Use, Cement and Concrete Product Manufacturing, Clay Product and Refractory Manufacturing, Glass and Glass Product Manufacturing, Manufactured (Mobile) Home Dealers, Residential Building Construction, Resin, Synthetic Rubber, and Artificial Synthetic Fibers and Filaments Manufacturing, Sawmills and Wood Preservation, Wood Product Manufacturing
Advised

Manufacturer/Supplier of Ready-Mix Concrete & Aggregates

in their acquisition by

Private Investor

January 2018

Generational Equity - Western US
Automotive Repair and Maintenance, Child Day Care Services, Community Food Services, Community Housing Services, Consumer Goods Rental, General Rental Centers, Investigation and Security Services, Legal Services, Mechanical Power Transmission Equipment Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing, Offices of Certified Public Accountants, Other Engine Equipment Manufacturing, Other Support Services, Personal and Household Goods Repair and Maintenance, Personal and Laundry Services, Photographic Services, Speed Changer, Industrial High-Speed Drive, and Gear Manufacturing, Transportation Equipment Manufacturing
Advised

Commercial Vehicle Equipment Sales & Service Company

in their acquisition by

Private Family Office

January 2018

Generational Equity - Western US
Business Support Services, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction, Executive, Legislative, and Other General Government Support, Industrial Launderers, Office Administrative Services, Other Support Services, Regulation, Licensing, and Inspection of Miscellaneous Commercial Sectors, Support Activities for Transportation, Warehousing and Storage
Advised

Construction Project Management Company

in their acquisition by

Private Investor

December 2017

Generational Equity - Western US
Commodity Contracts Dealing, Miscellaneous Durable Goods Distributors (Wholesalers), Paint, Varnish, and Supplies Distributors (Wholesalers), Warehousing
Advised

Industrial Tools & Supplies Wholesale Distributor

in their acquisition by

Anonymous Strategic Buyer

December 2017

Generational Equity - Western US
Mining and Oil and Gas Field Machinery Manufacturing, Petroleum and Petroleum Products Distributors (Wholesalers), Pipeline Transportation, Support Activities for Oil and Gas Operations
Advised

Katko

in their acquisition by

Turning Basin Capital

November 2017

Generational Equity - Western US
All Other Information Services, Business Support Services, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Computer repair and maintenance, Computing Hardware Rentals, Consumer Electronics Repair and Maintenance, Executive, Legislative, and Other General Government Support, Industrial Launderers, IT Services, Office Administrative Services, Other Management Consulting Services, Other Support Services, Regulation, Licensing, and Inspection of Miscellaneous Commercial Sectors, Software application maintenance services, Specialized staffing services, Support Activities for Transportation, Temporary employment services, Warehousing and Storage
Advised

Full-Service IT Consulting Firm

in their acquisition by

Private Strategic Buyer

November 2017

Generational Equity - Western US
Business Support Services, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Correctional Institutions, Electronic and Communications Manufacturing, Executive, Legislative, and Other General Government Support, Industrial Launderers, Instrument Manufacturing for Measuring and Testing Electricity and Electrical Signals, Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables, Investigation and Security Services, National Security, Office Administrative Services, Other Communications Equipment Manufacturing, Other Electronic Component Manufacturing, Other Measuring and Controlling Device Manufacturing, Other Support Services, Regulation, Licensing, and Inspection of Miscellaneous Commercial Sectors, Support Activities for Transportation, Warehousing and Storage
Advised

Highly-Profitable Security System Solutions Company

in their acquisition by

Anonymous

October 2017

Generational Equity - Western US
Canes (except orthopedic) manufacturing, Dental Equipment and Supplies Manufacturing, Irradiation Apparatus Manufacturing, Medical Equipment and Supplies Manufacturing, Medical, Dental, and Hospital Equipment and Supplies Distributors (Wholesalers), Models, anatomical, manufacturing, Ophthalmic Goods Manufacturing, Pharmaceutical and Medicine Manufacturing, Software and Online Services, Surgical and Medical Instrument Manufacturing, Surgical Appliance and Supplies Manufacturing
Advised

Medical Imaging Equipment Designer/Manufacturer

in their acquisition by

Anonymous Strategic Buyer

July 2017

Generational Equity - Western US
Commodity Contracts Dealing, Furniture and Home Furnishing Distributors (Wholesalers), General Merchandise Stores, Glass and Glass Product Manufacturing, Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers), Home Furnishings Stores, Household Appliances and Electrical and Electronic Goods Distributors (Wholesalers), Lumber and Other Construction Materials Distributors (Wholesalers), Metal and Mineral (except Petroleum) Distributors (Wholesalers), Metal Kitchen Cookware, Utensil, Cutlery, and Flatware (except Precious) Manufacturing, Miscellaneous Durable Goods Distributors (Wholesalers), Motor Vehicle and Motor Vehicle Parts and Supplies Distributors (Wholesalers), Other Commercial Equipment Distributors (Wholesalers), Other Miscellaneous Nondurable Goods Distributors (Wholesalers), Paint, Varnish, and Supplies Distributors (Wholesalers), Paper and Paper Product Distributors (Wholesalers), Service Establishment Equipment and Supplies Distributors (Wholesalers), Warehousing
Advised

Houzer

in their acquisition by

Hamat Group

May 2017

Generational Equity - Western US
Other Professional Equipment and Supplies Distributors (Wholesalers), Pharmaceutical and Medicine Manufacturing, Research and Development in the Physical, Engineering, and Life Sciences
Advised

SL Pharma Labs

in their acquisition by

Exova Group

April 2017

Generational Equity - Western US
Dental Equipment and Supplies Manufacturing, Medical Equipment and Supplies Manufacturing, Ophthalmic Goods Manufacturing, Other Professional Equipment and Supplies Distributors (Wholesalers), Pharmaceutical and Medicine Manufacturing, Research and Development in the Physical, Engineering, and Life Sciences (except Biotechnology), Surgical and Medical Instrument Manufacturing, Surgical Appliance and Supplies Manufacturing
Advised

Safis Solutions

in their acquisition by

PharmaLex Group

April 2017

Generational Equity - Western US
All Other Miscellaneous Manufacturing, Paper and Paper Product Distributors (Wholesalers), Paper Manufacturing, Photographic Film, Paper, Plate, and Chemical Manufacturing, Sign Manufacturing
Advised

Imperial Packaging

in their acquisition by

Seaboard Folding Box

April 2017

Generational Equity - Western US
Bakeries and Tortilla Manufacturing, Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Farm Product Raw Material Distributors (Wholesalers), Food and Beverage Stores, Food Manufacturing, Grocery and Related Product Distributors (Wholesalers), Other Food Manufacturing, Vending Machine Operators
Advised

Interprovincial Meat Sales Ltd.

in their acquisition by

Premium Brands Holdings Corporation

February 2017

Generational Equity - Western US
Bakeries and Tortilla Manufacturing, Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Farm Product Raw Material Distributors (Wholesalers), Food and Beverage Stores, Food Manufacturing, Grocery and Related Product Distributors (Wholesalers), Other Food Manufacturing, Vending Machine Operators
Advised

Malabar Super Spice

in their acquisition by

Private Investment Group

February 2017

Generational Equity - Western US
Canes (except orthopedic) manufacturing, Cutlery and Handtool Manufacturing, Electronic and Communications Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Hardware Distributors (Wholesalers), Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Machinery Manufacturing, Industrial Supplies Distributors (Wholesalers), Instrument Manufacturing for Measuring and Testing Electricity and Electrical Signals, Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables, Irradiation Apparatus Manufacturing, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Machinery Manufacturing, Medical Equipment and Supplies Manufacturing, Medical, Dental, and Hospital Equipment and Supplies Distributors (Wholesalers), Metal Valve Manufacturing, Models, anatomical, manufacturing, Musical Instrument Manufacturing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Communications Equipme
Advised

Instrument Technology Inc.

in their acquisition by

Transom Shields Group

January 2017

Generational Equity - Western US
All Other Information Services, Computer repair and maintenance, Computing Hardware Rentals, Consumer Electronics Repair and Maintenance, IT Services, Other Management Consulting Services, Software and Online Services, Software application maintenance services
Advised

Software Design Solutions

in their acquisition by

Applied Visions

September 2016

Generational Equity - Western US
Administration of Human Resource Programs, All Other Information Services, Computer repair and maintenance, Computing Hardware Rentals, Consumer Electronics Repair and Maintenance, Employment Services, Human Resources Consulting Services, IT Services, Other Accounting Services, Other Management Consulting Services, Payroll Services, Software application maintenance services, Specialized staffing services
Advised

Sherwood Consulting, dba Base36

in their acquisition by

Compunnel Software Group, Inc.

April 2016

Generational Equity - Western US
Drugs and Druggists' Sundries Distributors (Wholesalers), Medical, Dental, and Hospital Equipment and Supplies Distributors (Wholesalers), Ophthalmic Goods Distributors (Wholesalers)
Advised

Whiteford Pharmacy, Inc. and Darlington Pharmacy

in their acquisition by

Whiteford Darlington, LLC

April 2016

Generational Equity - Western US
Administration of Environmental Quality Programs, Administration of General Economic Programs, Architecture, Engineering, and Construction (ACE), Business, Professional, Labor, Political, and Similar Organizations, Environmental Consulting Services, Executive, Legislative, and Other General Government Support, Government Facilities Services, Investigation and Security Services, Management of Companies and Enterprises, National Security and International Affairs, Professional, Scientific, and Technical Services, Services to Buildings and Dwellings, Waste Management and Remediation Services
Advised

Noblin & Associates

in their acquisition by

Noblin & Associates, LLC

February 2016

Generational Equity - Western US
Apparel & Textiles, Apparel Manufacturing, Automotive Repair and Maintenance, Bone novelties manufacturing, Child Day Care Services, Community Food Services, Community Housing Services, Consumer Goods Rental, Fastener, Button, Needle, and Pin Manufacturing, Furniture and Home Furnishing Distributors (Wholesalers), General Merchandise Stores, General Rental Centers, Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers), Hat blocks manufacturing, Household Appliances and Electrical and Electronic Goods Distributors (Wholesalers), Investigation and Security Services, Jewelry and Silverware Manufacturing, Leather and Allied Product Manufacturing, Legal Services, Lumber and Other Construction Materials Distributors (Wholesalers), Metal and Mineral (except Petroleum) Distributors (Wholesalers), Miscellaneous Durable Goods Distributors (Wholesalers), Motor Vehicle and Motor Vehicle Parts and Supplies Distributors (Wholesalers), Offices of Certified Public Accountants, Other Commercial
Advised

Mainly Monograms, Inc.

in their acquisition by

Front Nine Capital

October 2015

Generational Equity - Western US
Business Support Services, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Commodity Contracts Dealing, Cutlery and Handtool Manufacturing, Executive, Legislative, and Other General Government Support, Gasket, Packing, and Sealing Device Manufacturing, Hardware Distributors (Wholesalers), Industrial Launderers, Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Machinery Manufacturing, Industrial Supplies Distributors (Wholesalers), Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Machinery Manufacturing, Metal Valve Manufacturing, Miscellaneous Durable Goods Distributors (Wholesalers), Musical Instrument Manufacturing, Office Administrative Services, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Measuring and Controlling Device Manufacturing, Other Su
Advised

Precision Tool & Gage Calibration Laboratory

in their acquisition by

Private Investor

September 2015

Generational Equity - Western US
Business Support Services, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Executive, Legislative, and Other General Government Support, Industrial Launderers, Office Administrative Services, Other Communications Equipment Manufacturing, Other Support Services, Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing, Regulation, Licensing, and Inspection of Miscellaneous Commercial Sectors, Scale and Balance Manufacturing, Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing, Support Activities for Transportation, Warehousing and Storage
Advised

Rel-Tech Electronics, Inc.

in their acquisition by

RF Industries, Ltd.

June 2015

Generational Equity - Western US
All Other Miscellaneous Store Retailers, Art Dealers, Automotive Repair and Maintenance, Child Day Care Services, Community Food Services, Community Housing Services, Consumer Goods Rental, Dental Equipment and Supplies Manufacturing, General Rental Centers, Health and Personal Care Stores, Investigation and Security Services, Jewelry, Watch, Precious Stone, and Precious Metal Distributors (Wholesalers), Legal Services, Medical Equipment and Supplies Manufacturing, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Offices of Certified Public Accountants, Ophthalmic Goods Manufacturing, Other Support Services, Personal and Household Goods Repair and Maintenance, Personal and Laundry Services, Pet and Pet Supplies Stores, Pharmaceutical and Medicine Manufacturing, Photographic Services, Surgical and Medical Instrument Manufacturing, Surgical Appliance and Supplies Manufacturing
Advised

Multi-Location Retailer of Mobility Products

in their acquisition by

Anonymous Strategic Buyer

January 2015

Generational Equity - Western US
All Other Information Services, Computer Manufacturing (Enterprise), Computer repair and maintenance, Computing Hardware Rentals, Consumer Electronics Repair and Maintenance, IT Services, Other Management Consulting Services, Software and Online Services, Software application maintenance services
Advised

Integrated Data Solutions Inc. and RockIT Cloud Solutions, LLC

in their acquisition by

Konica Minolta Business Solutions U.S.A., Inc.

November 2014

Generational Equity
Business Support Services, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Office Supplies (except Paper) Manufacturing, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing
Advised

yes

in their acquisition by

Faison Office Products

December 2012

Sectors Generational Equity - Western US serves:
Financial Services

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Member since
2014
Deals they've closed
55
Team (18)
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