May 23, 2017 2:58 PM ET

Capital Markets

Company Overview of Generational Equity, LLC

Company Overview

Generational Equity, LLC is a boutique investment banking firm that offers financial advisory services to privately-held middle market companies. The firm offers valuations, exit strategy planning, management buyouts, divestiture strategies, exit strategy planning, and mergers and acquisitions advisory services. Additionally, it coordinates closing related activities, prepares selling memoranda, and identifies potential buyers and acquisition targets. Generational Equity, LLC was founded in 2004 and is based in Dallas, Texas with additional offices in Irvine, California; Schaumburg, Illinois; and Tampa, Florida.

14241 Dallas Parkway

Suite 700

Dallas, TX 75254

United States

Founded in 2004





Key Executives for Generational Equity, LLC

Executive Vice President
Executive Vice President
Chief Financial Officer
President and Supervising Principal of GCM
Compensation as of Fiscal Year 2016.

Generational Equity, LLC Key Developments

Generational Equity Mulls Acquisitions

Generational Equity, LLC is looking for acquisitions. Managing Partner, Dave Kerr, stated "We're excited to enter into this new phase of our history. I have enjoyed building this business and this team for over 25 years. I'm certain that with the expertise that proviso brings to our leadership team, we'll be able to achieve growth levels beyond anything we've accomplished to date. I believe this to be good news to all existing employees and customers, as Kerr Consulting is the first acquisition by this group and will become the foundational piece for future complementary acquisitions."

Generational Equity Names Terry K. Johnson as Chief Revenue and Strategy Officer

Generational Equity announced that Terry K. Johnson has accepted the position of chief revenue and strategy officer with the firm. He had worked in a business development capacity with Generational Equity for several years prior. In 2001 Terry was named CEO of the company. His new role with Generational Equity will include leading the sales and marketing organization, including its seminar staff, seminar leaders, managing directors, and corporate development. He will also assist the firm's president in overall corporate strategic planning and development efforts.

Generational Equity Appoints Elizabeth Lampkin as Director of Client Experience

Generational Equity announced the continued expansion of its Client Experience Team with the recent addition of Elizabeth Lampkin in her role as Director of Client Experience. Elizabeth joins Generational Equity after an extensive and successful career in developing strategic partnerships, team leadership, and client relations. Most recently she was with IDonate in Dallas, Texas, a startup SaaS providing a unified giving platform to the non-profit industry. Prior to that she worked for Hydrotex as a Vice President and Director of Marketing for nine years.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

January 17, 2017
Cache Inc.
November 29, 2016
Auburn Audio Technologies, Inc.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
The Advertising Council, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Generational Equity, LLC, please visit Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at