August 24, 2016 8:48 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

Phone:

877-213-1792

Fax:

972-232-1193

Key Executives for Generational Equity, LLC

President
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 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.

Generational Equity, LLC - Special Call

To discuss pertinent to entrepreneurs interested in developing exit plans located in the U.K

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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