Generational Group Revenue
Financial Services • 
Richardson, Texas, United States • 101-200 Employees
Generational Group revenue & valuation
| Annual revenue | $16,700,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $53,400,000 |
| Total funding | No funding |
Key Contacts at Generational Group
Joe Van Voorhis
Sr. Managing Director
Jen Tew
Director Of Business Development
Cory Strickland
Senior Managing Director, M&A
Steve Wenneborg
Senior Managing Director Private Client Group
Ruben Olm
Senior Managing Director
Gina Aldaz
Managing Director, Client Development
Stephen Hart
Sr. Wealth Advisor, Director Of Financial Planning
Lori Galloway
Executive Managing Director, M&A
Kathy Malouff
Director Project Management
David Robinson
Executive Managing Director & Group Leader
Company overview
| Headquarters | 3400 N. Central Expressway, Suite 100, Richardson, Texas 75080, US |
| Phone number | +19722321193 |
| Website | |
| NAICS | 52 |
| Keywords | Technology Services, Selling A Business, Wealth Management, Mergers And Acquisitions, Business Valuation, Growth Consulting, Investment Banking, Buying A Business, Client Experience, Value Enhancement |
| Employees | 101-200 |
| Socials |
Generational Group Email Formats
Generational Group uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@generational.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@generational.com | 75% |
{first initial}{last name} | jdoe@generational.com | 20% |
{first initial}{second initial}{last name} | jodoe@generational.com | 1% |
{second initial}{last name} | odoe@generational.com | 1% |
About Generational Group
Since its beginning in 2005, Generational Group has grown to be one of the leading M&A firms in North America. At Generational, we educate and advise privately-held business owners through critical stages of their business’ life cycle. Whether you are in a season of growth, or considering selling all or part of your business, our dedicated team of professionals works closely with business owners to guide you through every stage of the selling process – from valuing and strategic growth planning right through to the sale – providing you with a wealth of knowledge and experience that ensures you achieve your transaction goals. We serve our clients by helping them both define and discover the life they want for themselves and their loved ones. In every relationship we engage, we do so with our Core Values in mind. This is the Generational way. Our services include: - M&A Advisory - Growth Consulting - Executive Conferences - Technology Services - Wealth Advisory According to Refinitiv, Generational ranked #1 in completed transactions up to $25 million and ranked #2 in completed transactions up to $100 million and $1 billion. To date, we’ve transferred over $7 billion dollars to our clients in more than 12 industry verticals.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Generational Group has 166 employees across 11 departments.
Departments
Number of employees
Funding Data
Generational Group has never raised funding before.
United Kingdom
Finland
Frequently asked questions
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