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Generational Equity provides mergers, acquisitions, strategic growth advisory services, and information for privately held and family-owned businesses to exit their business successfully.   Generational Equity uses a four-phase approach that includes education, financial analysis and reporting, sales documentation and deal-making ability to offer business owners an unparalleled level of commitment and experience, all focused on helping to release the generational equity and wealth in every business.  Generational Equity is headquartered in Dallas, TX, and has more than 200 professionals in the United States and Canada.

In 2011, Generational Equity was awarded Deal Of The Decade at the M&A Advisor Awards held in December in New York.

Roger Aguinaldo

Deal Of The Decade (NYC 2011)

Over the years the firm has has been a finalist in over 20 nominations and won awards including Advisor Service Of The Year, Sector Transaction Of The Year, Deal Of The Year (Retail/Manufacturing), and Lower Middle-Market Deal Of The Year.  To learn more about these nominations and awards, visit Generational Equity’s Online Media Book.

Generational Equity is currently ranked by Thomson Reuters and Inc. Magazine as a leader in middle-market mergers and acquisitions.

For more information on recent deals, visit the Generational Equity Press site at