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September 03, 2015 3:17 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

President and Chief Executive Officer
Executive Vice President
Executive Vice President
Senior Vice President of Client Services
Chief Legal Officer
Compensation as of Fiscal Year 2015.

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