Member since

2010

Deals they've closed

768

**About**

About Generational Equity Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group, and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North A…

**About Generational Equity**

Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors,Generational Consulting Group, and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.

With over 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.

The M&A Advisor named the company the 2016, 2017, and 2018 Investment Banking Firm of the Year. For more information, visit https://www.genequityco.com/ or the Generational Equity press room.

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**Team** (90)

**Recent Transactions** (768)

Generational Group

All Other Consumer Goods Rental, General Rental Centers, Home and Garden Equipment Repair and Maintenance, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Outdoor Power Equipment Stores (e.g., Garden, Lawn), Recreational Goods Rental

Advised

Anonymous

in their acquisition by

Anonymous

April 2026

Generational Group

Cranes, industrial, distributors (wholesalers), Hoists (except automotive) distributors (wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

January 2026

Generational Group

Automobile and Other Motor Vehicle Distributors (Wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

January 2026

Generational Group

Primary Metal Manufacturing

Advised

Kepco, Inc.

in their acquisition by

High Performance Metal Finishing

December 2025

Generational Group

Business Support Services

Advised

Capital Networks Limited

in their acquisition by

Univerus

December 2025

Generational Group

IT Hosting / Cloud Services

Advised

Anonymous

in their acquisition by

Anonymous

November 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

Consultant Engineering Service, Inc.

in their acquisition by

Heritage Holding USA, LLC

November 2025

Generational Group

Health Care Services

Advised

South Atlanta Urgent Care Clinic, LLC

in their acquisition by

Private Medical Practice

November 2025

Generational Group

Gasket, Packing, and Sealing Device Manufacturing

Advised

Yeary & Associates, Inc.

in their acquisition by

Opus Water

November 2025

Generational Group

Administration of Environmental Quality Programs

Advised

HSE Consulting Services, LLC

in their acquisition by

Mainline Environmental

November 2025

Generational Group

Business Support Services

Advised

Cahill-Stout Inc./dba A-R-T & Associates

in their acquisition by

Southeast Acquisition Capital

November 2025

Generational Group

Water Transportation Repair and Maintenance

Advised

BI Pure Water (Canada), Inc.

in their acquisition by

Komline-Sanderson Corporation

November 2025

Generational Group

Popcorn manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

October 2025

Generational Group

Administrative Management and General Management Consulting Services, All Other Information Services, Custom Software Development (Programming) Services, Oil, Gas and Energy Industry Software

Advised

Anonymous

in their acquisition by

Anonymous

October 2025

Generational Group

Architectural Services, Interior Design Services

Advised

Architectural Design Firm

in their acquisition by

Private Equity Firm

October 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

ADG Architecture, LLC

in their acquisition by

The Stonewall Group

October 2025

Generational Group

Electronic and Communications Manufacturing

Advised

Duro Sense Corporation

in their acquisition by

LDR Growth Partners

October 2025

Generational Group

Business Support Services

Advised

P3 Cost Analysts Franchise, LLC

in their acquisition by

Guideboat Capital Partners

October 2025

Generational Group

Services to Buildings and Dwellings

Advised

Premier Lighting Enterprises LLC

in their acquisition by

The Perfect Light

October 2025

Generational Group

Chemical Manufacturing

Advised

TR Chem Solutions, LLC

in their acquisition by

FBC Chemical Corporation

October 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

ACR Associates, LLC / American Coring & Supply, Inc.

in their acquisition by

Red Stag Partners

October 2025

Generational Group

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Advised

Harness Creek Enterprises, Inc. dba Drive Systems

in their acquisition by

Newbury Franklin

September 2025

Generational Group

Fabricated Metal Product Manufacturing

Advised

K & T Steel Corp.

in their acquisition by

Capitol Steel

September 2025

Generational Group

Health Care Services

Advised

Davis Home Health, LLC

in their acquisition by

Pennant Services

September 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

Federal EC LLC

in their acquisition by

Crescent Peak

September 2025

Generational Group

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Advised

Southern Carbide, Inc.

in their acquisition by

Peak Toolworks

September 2025

Generational Group

Blade sharpening, commercial and industrial machinery and equipment

Advised

Sharpening/Repair Services & Cutting Tools for Wood Industry

in their acquisition by

Private Buyer

September 2025

Generational Group

Regulation and Administration of Transportation Programs

Advised

Colossal Transport Solutions / Premier Products International

in their acquisition by

Watco Companies

September 2025

Generational Group

Motion Picture and Sound Recording Industries

Advised

Edison Report, Inc. / LumEfficient Lighting Corporation

in their acquisition by

Individual Investor at Noble Venture Partners

September 2025

Generational Group

Software and Online Services, Software application maintenance services

Advised

Integrated Technology Group, LLC

in their acquisition by

AYCE Capital

September 2025

Generational Group

Machinery Manufacturing

Advised

Plant Technical Services, Inc. dba Victory CNC Plasma Systems

in their acquisition by

Machitech

September 2025

Generational Group

Chemical and Allied Products Distributors (Wholesalers), Other Commercial and Industrial Machinery and Equipment Rental and Leasing

Advised

Pressure Points, Inc. / Savannah Cleaning Systems, Inc.

in their acquisition by

Private Buyer

September 2025

Generational Group

Water Transportation Repair and Maintenance

Advised

Atlas Dewatering, Inc.

in their acquisition by

Holland Pump

September 2025

Generational Group

Software and Online Services

Advised

Sycorr, Inc.

in their acquisition by

Continuous

August 2025

Generational Group

Services to Buildings and Dwellings

Advised

Direct Metals, Inc.

in their acquisition by

Trivest Partners

August 2025

Generational Group

Engineering Services (Non-Construction)

Advised

Farabaugh Engineering & Testing Inc.

in their acquisition by

Certerra

August 2025

Generational Group

Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers)

Advised

Mesa Fastener, Inc.

in their acquisition by

Raymond Capital

August 2025

Generational Group

Food and Service Drinking Places

Advised

MacTanz, Inc.

in their acquisition by

Larsen MacColl Partners

August 2025

Generational Group

Plastics and Rubber Products Manufacturing

Advised

The Lamarjean Group, Inc.

in their acquisition by

Culper Capital Partners

August 2025

Generational Group

Services to Buildings and Dwellings

Advised

Trisler Landscape Management, Inc.

in their acquisition by

Yellowstone Landscape

August 2025

Generational Group

Personal and Household Goods Repair and Maintenance

Advised

AAA Flexible Pipe Cleaning Corporation

in their acquisition by

Kingsway Financial Services

August 2025

Generational Group

All Other Miscellaneous Manufacturing

Advised

Mother Earth Labs, Inc.

in their acquisition by

High Coast Capital

August 2025

Generational Group

Chemical and Allied Products Distributors (Wholesalers)

Advised

Aqua Source, Inc.

in their acquisition by

Horizon Commercial Pool Supply

August 2025

Generational Group

Electrical Equipment, Appliance, and Component Manufacturing

Advised

KKT, Inc. dba Lockwood Mfg Co.

in their acquisition by

Brattle Technologies

August 2025

Generational Group

Automotive Body, Paint, and Interior Repair and Maintenance

Advised

Anonymous

in their acquisition by

Anonymous

July 2025

Generational Group

Services to Buildings and Dwellings

Advised

L & I Refrigeration, Inc.

in their acquisition by

Private Family Fund

July 2025

Generational Group

Fabricated Metal Product Manufacturing

Advised

Holley Steel, Inc

in their acquisition by

Individual Investor

July 2025

Generational Group

Support Activities for Oil and Gas Operations

Advised

Roundhouse Electric & Equipment Co., Inc.

in their acquisition by

Kingsway Financial Services

July 2025

Generational Group

Educational Services

Advised

CL Driving School, LLC

in their acquisition by

Sonoran Desert Institute

July 2025

Generational Group

Miscellaneous Store Retailers

Advised

Tile and Carpet World, Inc.

in their acquisition by

Individual Buyer

July 2025

Generational Group

Erecting structural steel, Structural steel contractors, Structural steel erecting or iron work contractors

Advised

Holley Steel, Inc.

in their acquisition by

Individual Investor

July 2025

Generational Group

Civil engineering services, Engineering Services (Non-Construction), Geotechnical testing laboratories or services

Advised

Anonymous

in their acquisition by

Anonymous

June 2025

Generational Group

Doll, Toy, and Game Manufacturing

Advised

Bingo Pro, Inc. & Berri Books, Inc.

in their acquisition by

Nakanicap

June 2025

Generational Group

Administration of Human Resource Programs

Advised

KAM Consulting, Inc.

in their acquisition by

HR Path

June 2025

Generational Group

Business Support Services

Advised

Long Term Solutions, Inc.

in their acquisition by

Individual Investor

June 2025

Generational Group

Support Activities for Oil and Gas Operations

Advised

Superior Petroleum Equipment, LLC

in their acquisition by

Ashe Beach Companies

June 2025

Generational Group

Gasoline Stations and Truck Stops

Advised

T & R Corner Store, Inc.

in their acquisition by

SHIVANSH 263 CORP

June 2025

Generational Group

Health Care Services

Advised

The Rockwall Center of Sensory Integration, Inc. dba Excel Pediatrics Therapy

in their acquisition by

CHG Delgadillo LLC

June 2025

Generational Group

Administration of Environmental Quality Programs

Advised

Willow Grove Consulting, LLC

in their acquisition by

Integral Consulting Inc.

June 2025

Generational Group

Agriculture, Forestry, Fishing and Hunting

Advised

Gunter Honey, Inc. / Gunter Honey Farm

in their acquisition by

AgPollen Apiaries LLC

June 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

Flesch Engineering, LLC

in their acquisition by

Si Solutions, LLC

June 2025

Generational Group

Computer Hardware Retailer, Computer Peripherals and Accessories Retailer, Computer repair and maintenance, Computer Storage Equipment Retailer, Networking Equipment Retailer

Advised

Elarasys Worldwide

in their acquisition by

Aker Business

May 2025

Generational Group

Research and Development in Biotechnology

Advised

Anonymous

in their acquisition by

Anonymous

May 2025

Generational Group

Home Health Care Services

Advised

Anonymous

in their acquisition by

Anonymous

May 2025

Generational Group

Investigation and Security Services, Travel Arrangement and Reservation Services

Advised

VIP Hospitality, LLC

in their acquisition by

VIP AVIATION HOLDINGS

May 2025

Generational Group

Computer Hardware and Software Retail

Advised

Elarasys Worldwide, LLC / IT Hardware Plus, LLC

in their acquisition by

Aker Business

May 2025

Generational Group

Fabricated Metal Product Manufacturing

Advised

S&A Trombley Corp. dba LWI Metal Works

in their acquisition by

Geoff Duckworth

May 2025

Generational Group

Chemical Manufacturing

Advised

UK Abrasives Inc.

in their acquisition by

SurfacePrep

May 2025

Generational Group

Miscellaneous Store Retailers

Advised

Stout's ACE Hardware

in their acquisition by

ACE Mt. Washington

May 2025

Generational Group

Support Activities for Oil and Gas Operations

Advised

Precision Piping Products LLC

in their acquisition by

Alan Terry and Clayton Terry

May 2025

Generational Group

Gasket, packing, and sealing devices manufacturing, Gaskets manufacturing, Metal pipe flanges and flange unions manufacturing, Pipe (e.g., heavy riveted, lock joint, seamless, welded) made from purchased iron or steel, Pipe, iron or steel, made in iron and steel mills, Tube (e.g., heavy riveted, lock joint, seamless, welded) made from purchased iron or steel, Tube, iron or steel, made in iron and steel mills, Unions, pipe, metal (except made from purchased pipe), manufacturing, Valves (except hydraulic, plumbing, pneumatic) distributors (wholesalers)

Advised

Precision Piping Products, LLC

in their acquisition by

7 Seas Capital and Tico Capital Partners

May 2025

Generational Group

Offices of Optometrists

Advised

Anonymous

in their acquisition by

Anonymous

April 2025

Generational Group

Agriculture, Forestry, Fishing and Hunting

Advised

Mule City Specialty Feeds Inc.

in their acquisition by

M2 advisors

April 2025

Generational Group

Health Care Services

Advised

Mensana Center

in their acquisition by

Graham Software Development

April 2025

Generational Group

Agriculture, Forestry, Fishing and Hunting

Advised

Mule City Specialty Feeds Inc.

in their acquisition by

M2 advisors

April 2025

Generational Group

Support Activities for Oil and Gas Operations

Advised

Pecos Propane, Inc.

in their acquisition by

Lettermen's Energy Holdings

April 2025

Generational Group

Commercial and industrial machinery repair and maintenance services, Electric motor repair and maintenance services, commercial or industrial, Industrial Machinery Manufacturing, Machine Shops, Motor repair and maintenance services, commercial or industrial

Advised

Anonymous

in their acquisition by

Anonymous

March 2025

Generational Group

Air Transportation Repair and Maintenance

Advised

Clearwater Engineering, Inc.

in their acquisition by

Precision Aerospace Holdings

March 2025

Generational Group

Automotive Repair and Maintenance

Advised

Endeavor Technologies, Inc.

in their acquisition by

Kurz

March 2025

Generational Group

Safety Equipment Manufacturing

Advised

Maffey’s Lock & Safe Co. Inc.

in their acquisition by

Guardian Fire Protection Services

March 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

Anonymous

in their acquisition by

Anonymous

March 2025

Generational Group

Food Manufacturing

Advised

DGD Foods, Inc.

in their acquisition by

Cottonwood Growth Partners

March 2025

Generational Group

Printing and Related Support Activities

Advised

Ann Barnet, Inc. dba Metro Signs

in their acquisition by

Texas Heritage Imaging & Printing, LLC

March 2025

Generational Group

Food Manufacturing

Advised

Denmark Sausage Co., Inc.

in their acquisition by

Premium Brands

March 2025

Generational Group

Motor Vehicle and Motor Vehicle Parts and Supplies Distributors (Wholesalers)

Advised

ASC Warehouse

in their acquisition by

Davis Distributing

March 2025

Generational Group

Lumber and Other Construction Materials Distributors (Wholesalers)

Advised

Roofing and Supplies, Inc.

in their acquisition by

ABC Supply Company

March 2025

Generational Group

All Other Miscellaneous Manufacturing

Advised

AFTEC, LLC

in their acquisition by

Superior Concrete Products

March 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

MC3 Solutions LLC

in their acquisition by

Black Flag Solutions Group

March 2025

Generational Group

Administration of Education Programs

Advised

Commercial Driver Services Inc.

in their acquisition by

TransTech, Inc.

March 2025

Generational Group

Automotive Repair and Maintenance

Advised

Foster's Truck & Trailer, Inc.

in their acquisition by

The Service Company

March 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

X3, LLC

in their acquisition by

Superior Concrete Products

March 2025

Generational Group

Automotive Repair and Maintenance

Advised

Norton Tire & Auto Center

in their acquisition by

Jordan Crews

March 2025

Generational Group

Lumber and Other Construction Materials Distributors (Wholesalers)

Advised

Unico Supply, Inc.

in their acquisition by

BizGro Partners

March 2025

Generational Group

Other Chemical and Allied Products Distributors (Wholesalers), Other Grocery and Related Products Distributors (Wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

February 2025

Generational Group

Full-Service Restaurants

Advised

Anonymous

in their acquisition by

Anonymous

February 2025

Generational Group

Cut stone bases (e.g., desk sets pedestals, lamps, plaques and similar small particles) manufacturing, Promotional products / advertising specialities (e.g., key chains, magnets, pens) distribution services, Promotional Products Distributors (Wholesalers), Promotional products manufacturing, Trophies, nonprecious and precious plated metal, manufacturing, Trophies, precious metal, (except precious plated) manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

February 2025

Generational Group

Business Support Services

Advised

Stackpole & Partners

in their acquisition by

Princeton Partners

February 2025

Generational Group

Support Activities for Oil and Gas Operations

Advised

Smith Excavating, LLC

in their acquisition by

Enceladus Partners

February 2025

Generational Group

Engineering Services (Non-Construction)

Advised

Hoffman Consultants LLC

in their acquisition by

Bradley Geers LLC

February 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

B. Robinson Inc.

in their acquisition by

Gridsource

February 2025

Generational Group

Computer and Technology Distributor or Wholesaler

Advised

Millennium Systems Design, Inc.

in their acquisition by

DaisyCo

February 2025

Generational Group

Computer and Technology Distributor or Wholesaler, Information Technology (IT) infrastructure services (outsourced), Information Technology (IT) security management solutions provider, IT Hosting / Cloud Services, IT Infrastructure Software, Technology Consulting Services

Advised

Confidential Company

in their acquisition by

Confidential Buyer

January 2025

Generational Group

Industrial product finishes and coatings (i.e., paint) manufacturing, Powder coatings manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Automotive Body, Paint, Interior, and Glass Repair, Car collision repair

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Lamps (i.e., lighting fixtures) distributors (wholesalers), Light bulbs distributors (wholesalers), Lighting design services, Lighting system installation

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Farm building construction, Farm Supplies Distributors (Wholesalers), Flats, wood, greenhouse, manufacturing, Greenhouses, prefabricated metal, manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Building stone distributors (wholesalers), Counter top, residential-type, installation, Kitchen and bath contractor, countertops installation and flooring, Kitchen cabinets and counters, constructed on site, Kitchen interiors, sales, materials, design, supplies and installation, Masonry (e.g., block, brick, stone) dealers

Advised

Midwest Specialty Products LLC

in their acquisition by

Richelieu America LTD

January 2025

Generational Group

Carpentry work (except framing), Landscaping Services, Lighting design services, Masonry Contractors

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Water treatment equipment manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Convenience Stores, Fuel Dealers

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Pet food distributors (wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Furniture and Home Furnishings Stores

Advised

Anonymous

in their acquisition by

Anonymous

January 2025

Generational Group

Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers)

Advised

Ray Roberts Service, Inc.

in their acquisition by

DPO&Co

January 2025

Generational Group

Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Supplies Distributors (Wholesalers)

Advised

M. B. McKee Co., Inc.

in their acquisition by

Motion Conveyance Solutions

January 2025

Generational Group

Business Support Services

Advised

SPOON Events

in their acquisition by

Catalyst MXE

January 2025

Generational Group

Personal and Household Goods Repair and Maintenance, Software application maintenance services

Advised

DJB Systems, Inc.

in their acquisition by

Top Notch Distributors

January 2025

Generational Group

All Other Miscellaneous Manufacturing

Advised

Arcadia GlassHouse, LLC

in their acquisition by

Paper Street Group

January 2025

Generational Group

Crematories (except combined with funeral homes), Funeral Homes and Funeral Services

Advised

Group of Five Long-Established Funeral Homes & Crematory

in their acquisition by

Private Strategic Buyer

January 2025

Generational Group

Architecture, Engineering, and Construction (ACE)

Advised

Crystal Kitchen & Bath

in their acquisition by

Merit Management Group

January 2025

Generational Group

Banquet hall rental or leasing, Full service restaurants, Hall and banquet room, nonresidential, rental or leasing, Sports bar and grill, Steak houses, full service

Advised

Well-Known and Long-Established Steakhouse & Special Event Facility

in their acquisition by

Individual Buyer

January 2025

Generational Group

Consumer Goods Rental

Advised

Story First, Inc.

in their acquisition by

Teamshares

January 2025

Generational Group

Safety Equipment Manufacturing

Advised

SafetyCom, Inc.

in their acquisition by

Mobile Communications America

January 2025

Generational Group

Automotive Repair and Maintenance

Advised

Ray's Tire - Green Bay, Inc.

in their acquisition by

Wonderland Tire

January 2025

Generational Group

Chemical Manufacturing

Advised

La-Mar-Ka, Inc.

in their acquisition by

AquaPhoenix Scientific

January 2025

Generational Group

Miscellaneous Store Retailers

Advised

Fort America, Inc.

in their acquisition by

Private Investor

January 2025

Generational Group

Health Care Services

Advised

QC Medical Group

in their acquisition by

Edgelake Capital

January 2025

Generational Group

Industrial Machinery and Equipment Distributors (Wholesalers)

Advised

Ace Controls,, LLC

in their acquisition by

Blackford Capital

January 2025

Generational Group

Coin-Operated Laundries and Drycleaners

Advised

Anonymous

in their acquisition by

Anonymous

December 2024

Generational Group

Civil engineering services, Engineering consulting services, Land surveying services

Advised

Anonymous

in their acquisition by

Anonymous

December 2024

Generational Group

Machine Shops, Precision turned product manufacturing

Advised

Selecteon Coporation

in their acquisition by

Selecteon Corporation Employee Stock Ownership Trust

December 2024

Generational Group

Other Vertical Industry Software, Public Sector Industry Software

Advised

Anonymous

in their acquisition by

Anonymous

November 2024

Generational Group

Water softener service providers, direct selling, Water softening and conditioning equipment distributors (wholesalers), Water treatment equipment, municipal, distributors (wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

September 2024

Generational Group

Other Grocery and Related Products Distributors (Wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

August 2024

Generational Group

Industrial process piping installation, Mechanical contractors, Pipe fitting contractors, Pipe lining (except thermal insulating) contractors, Process piping installation

Advised

Anonymous

in their acquisition by

Anonymous

July 2024

Generational Group

Hardware Stores, Home Centers, Lumber and Other Construction Materials Distributors (Wholesalers), Other Building Material Dealers

Advised

Huntington Lumber & Supply Co., Inc.

in their acquisition by

Nation’s Best Holdings

July 2024

Generational Group

Placement agencies or services, employment, Professional and Management Development Training

Advised

Anonymous

in their acquisition by

Anonymous

June 2024

Generational Group

Baked Goods Stores, Gift, Novelty, and Souvenir Stores, Retail Bakeries

Advised

Anonymous

in their acquisition by

Anonymous

May 2024

Generational Group

Fittings and valves, plumbers, distributors (wholesalers), Metal pipe distributors (wholesalers), Meters (except electrical, parking) distributors (wholesalers), Pistons, hydraulic and pneumatic, distributors (wholesalers), Plumbing and heating valves distributors (wholesalers), Plumbing equipment distributors (wholesalers), Plumbing fixtures distributors (wholesalers), Plumbing supplies distributors (wholesalers), Plumbing supply stores, Pumps and pumping equipment, industrial-type, distributors (wholesalers), Tubing, metal, distributors (wholesalers), Valves (except hydraulic, plumbing, pneumatic) distributors (wholesalers)

Advised

Meter Service & Supply Co., Inc.

in their acquisition by

Winsupply, Inc.

May 2024

Generational Group

Motion Picture and Video Production

Advised

DTX Media, LLC

in their acquisition by

DevRight, LLC

May 2024

Generational Group

Health club facilities, physical fitness

Advised

Anonymous

in their acquisition by

Anonymous

May 2024

Generational Group

Construction machinery and equipment distributors (wholesalers), Cranes (except industrial) distributors (wholesalers), Excavating machinery and equipment distributors (wholesalers), Road construction and maintenance machinery distributors (wholesalers), Street sweeping and cleaning equipment distributors (wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

May 2024

Generational Group

Home and Garden Equipment Repair and Maintenance, Outdoor Power Equipment Stores (e.g., Garden, Lawn)

Advised

Anonymous

in their acquisition by

Anonymous

April 2024

Generational Group

Administrative Management and General Management Consulting Services, Information Technology (IT) infrastructure services (not outsourced), Information Technology (IT) infrastructure services (outsourced), Information Technology (IT) security management solutions provider, Logistics management consulting services, Other IT Services, Technology Consulting Services

Advised

Anonymous

in their acquisition by

Anonymous

April 2024

Generational Group

Electrical Contractors and Other Wiring Installation Contractors, Engineering consulting services, Fire Protection, Heating contractors, Heating, ventilation and air-conditioning (HVAC) contractors, Plumbing contractors, Ventilating contractors

Advised

Anonymous

in their acquisition by

Anonymous

March 2024

Generational Group

All Other Miscellaneous Fabricated Metal Product Manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

March 2024

Generational Group

Environmental Consulting Services

Advised

Anonymous

in their acquisition by

Anonymous

February 2024

Generational Group

Alternative energy (e.g., geothermal, ocean wave, solar, wind) structure construction, Solar Electric Power Generation, Solar power structure construction, Wind Electric Power Generation

Advised

Anonymous

in their acquisition by

Anonymous

February 2024

Generational Group

Cosmetics & Toiletries Manufacturing, Other Health and Personal Care Stores

Advised

Anonymous

in their acquisition by

Anonymous

January 2024

Generational Group

Landscape contractors (except construction), Landscape design, installation and maintenance services, Sod laying services, Turf (except artificial) installation services

Advised

LocalSodFarm.com

in their acquisition by

Forge Equity Partners

January 2024

Generational Group

Broadcast equipment (including studio), for radio and television, manufacturing, Broadcasting station construction, Displays (e.g., counter, floor, point-of-purchase) manufacturing, Radio and television broadcast studio construction, Sign (except on highways, streets, bridges and tunnels) erection, Signs and signboards (except paper, paperboard) manufacturing, Studio equipment, radio and television broadcasting, manufacturing, Trade show exhibit installation and dismantling contractors

Advised

Anonymous

in their acquisition by

Anonymous

January 2024

Generational Group

Roofing Contractors, Roofing, Siding, and Insulation Material Distributors (Wholesalers), Siding Contractors

Advised

First Choice Exteriors, Ltd. and Homestead Exterior Solutions

in their acquisition by

Private Investor

December 2023

Generational Group

Electrical, electrical wiring, and low voltage electrical work

Advised

Anonymous

in their acquisition by

Anonymous

December 2023

Generational Group

Hardware Manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

November 2023

Generational Group

Alarm system (e.g., fire, burglar), electric, installation only, Building automation system installation contractors, Control system (e.g., environmental, humidity, temperature) installation, Electric contracting, Electric power control panel and outlet installation, Electrical contractors, Electrical work, Electrical, electrical wiring, and low voltage electrical work, Electrician, Electronic control installation and service, Electronic control system installation, Environmental control system installation, Humidity control system installation, Lighting system installation, Security and fire system, installation only, Smoke detection system, installation only, Surveillance system, installation only, Temperature control system installation

Advised

S&W Contracting Company

in their acquisition by

Crete Mechanical Group

November 2023

Generational Group

Golf Courses and Country Clubs

Advised

Northgate Country Club Management

in their acquisition by

Concert Golf Partners

November 2023

Generational Group

All Other Miscellaneous Manufacturing, Therapy equipment distributors (wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

October 2023

Generational Group

Fire and flood restoration of commercial and institutional buildings, Fire and flood restoration, multifamily building, general contractors, Fire and flood restoration, single-family housing, general contractors

Advised

11th Hour Laborer

in their acquisition by

Northwest Restoration Operating

October 2023

Generational Group

Belting, industrial, distributors (wholesalers), Gaskets distributors (wholesalers), Gaskets manufacturing, Hose, industrial, distributors (wholesalers), Hydraulic and pneumatic hose and tube fittings, Industrial supplies (except disposable plastics, paper) distributors (wholesalers)

Advised

MS Rubber Company

in their acquisition by

TRG, LLC

September 2023

Generational Group

Medical research and development laboratories or services (except biotechnology research and development), Medical testing (clinical trials) laboratories, Pharmaceutical Preparation Manufacturing

Advised

Courante Oncology

in their acquisition by

Harvest Integrated Research Organization

August 2023

HNS Partners, LLC

Administration of Public Health Programs

Advised

American Landscaping Partners

in their acquisition by

Green Earth

July 2023

Generational Group

General Warehousing and Storage

Advised

Dixie Cullen Interests

in their acquisition by

Briarwood Partners

June 2023

Generational Group

Engineering consulting services, Engineering design services, Geotechnical testing laboratories or services

Advised

Anonymous

in their acquisition by

Anonymous

May 2023

Generational Group

Meteorologic tracking systems manufacturing, Meteorological instruments manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

April 2023

Generational Group

Containers, wood, manufacturing, Crates (e.g., berry, butter, fruit, vegetable) made of wood, wirebound, manufacturing, Fruit and vegetable baskets, crates, tubs, and cups, veneer and splint, manufacturing, Packing crates, wood, manufacturing, Pallets and skids distributors (wholesalers), Pallets, wood or wood and metal combination, manufacturing, Shipping crates, wood, manufacturing, Vegetable crates, wood, wirebound, manufacturing

Advised

Martin Pallet, Inc.

in their acquisition by

Burlington Capital Partners

February 2023

Generational Group

Advertising, Public Relations, and Related Services, Other video production and distribution, Website Development (Programming) Services

Advised

Anonymous

in their acquisition by

Anonymous

January 2023

Generational Group

Air-conditioning system (except window) installation, Central air-conditioning equipment installation, Central cooling equipment and piping installation, Central heating equipment and piping installation, Commercial freezer installation, Commercial refrigeration system installation, Commercial refrigeration system installation and maintenance, Duct work (e.g., cooling, dust collection, exhaust, heating, ventilation) installation, Heating and cooling duct work installation, Heating and ventilation system component (e.g., air registers, diffusers, filters, grilles, sound attenuators) installation, Heating contractors, Heating equipment installation, Heating, ventilation and air-conditioning (HVAC) contractors, Industrial process piping installation, Mechanical contractors, Process piping installation, Refrigeration system (e.g., commercial, industrial, scientific) installation, Sheet metal duct work installation, Ventilating contractors, Warehouse refrigeration system installation, Warm air heating system insta

Advised

GHC Mechanical, Inc.

in securing investment from

Eagle Hills Partners

November 2022

Generational Group

Computer Accessories (Consumer), Computer Accessories (Enterprise), Computer Hardware Retailer, Computer peripheral equipment distributors (wholesalers), Computer Peripherals and Accessories Retailer, Computer stores, Computers distributors (wholesalers), Consumer-type electronic stores (e.g., televisions, computers, cameras), Pager and mobile phone stores

Advised

InfoCase, Inc.

in their acquisition by

Gamber-Johnson, LLC

September 2022

Generational Group

Computer peripheral equipment distributors (wholesalers), Computer software consulting services, Computer software, packaged, distributors (wholesalers), Custom Software Development (Programming) Services, Systems Integration Services

Advised

M Genio, Inc.

in their acquisition by

Agile Zone

August 2022

Generational Group

Kit assembling and packaging services, Packaging services (except packing and crating for transportation), Preparing goods for shipping (e.g., Packing, Crating), Warehousing and storage, general merchandise

Advised

Anonymous

in their acquisition by

Anonymous

July 2022

Generational Group

Software and Online Services

Advised

Geographic Information System (GIS) SaaS Company

in their acquisition by

Confidential Buyer

July 2022

Generational Group

Building cleaning services, janitorial, Building exterior cleaning services, Cleaning shopping centers, Landscape contractors (except construction), Office cleaning services, Parking lot cleaning (e.g., power sweeping, washing) services, Repair, highway, road, street, bridge or airport runway, Seasonal property maintenance services (i.e., snow plowing in winter, landscaping during other seasons), Snow plowing driveways and parking lots (i.e., not combined with any other service), Snow removal, Tree services (e.g., bracing, planting, pruning, removal, spraying, surgery, trimming)

Advised

Sauers Tree & Landscape Service

in their acquisition by

Orion Group

June 2022

Generational Group

Support Activities for Rail Transportation, Support Activities for Road Transportation

Advised

Confidential Company

in their acquisition by

Confidential Buyer

June 2022

Generational Group

Electrical Contractors and Other Wiring Installation Contractors

Advised

Beaudoin Electrical Construction

in their acquisition by

Private Investors

April 2022

Generational Group

Hardware Stores, Home Centers

Advised

Handyman Ace Hardware

in their acquisition by

Rocky's ACE Hardware

April 2022

Generational Group

Business management consulting services, Computer hardware consulting services, Computer software consulting services, General management consulting services, Materials management consulting services, Medical office management consulting services or consultants, Transportation management consulting services

Advised

Anonymous

in their acquisition by

Internal Management Team

March 2022

Generational Group

Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Beer, Wine, and Liquor Stores

Advised

Truitt Enterprises, Inc.

in their acquisition by

Private Investor

February 2022

Generational Group

Pharmacies and Drug Stores

Advised

Independent Retail Community Pharmacy - Texas

in their acquisition by

Private Investor

February 2022

Generational Group

Motor Vehicle Supplies and Parts Distributors (Wholesalers)

Advised

Majestic Turbo-Dallas

in their acquisition by

Private Investor

February 2022

Generational Group

Exterminating services, Lawn care services (e.g., fertilizing, mowing, seeding, spraying), Pest control (except agricultural, forestry) services, Pest control services, agricultural, Pest control services, forestry, Plant maintenance services, Weed control and fertilizing services (except crop), Weed control services for crops

Advised

Tuff Turf Molebusters

in their acquisition by

Credo Private Capital

February 2022

Generational Group

Physical therapy, outpatient

Advised

Cleburne Physical Therapy & Sports Rehabilitation

in their acquisition by

Golden Bear Physical Therapy

December 2021

Generational Group

Digital Marketing Services

Advised

Global Research Group

in securing investment from

Associates International

December 2021

Generational Group

Food service equipment (except refrigerated), commercial, distributors (wholesalers)

Advised

Nick Mavro & Associates

in their acquisition by

Private Investor

November 2021

Generational Group

Abrasives distributors (wholesalers), Adhesives and sealants distributors (wholesalers), Automatic screw machines, metal cutting type, manufacturing, Bearings distributors (wholesalers), Crankshaft grinding machines metal cutting type, manufacturing, Cutting Tool and Machine Tool Accessory Manufacturing, Cylinder boring machines metal cutting type, manufacturing, Electrolytic metal cutting machines manufacturing, Electron-discharge metal cutting machines manufacturing, Home workshop metal cutting machine tools (except handtools, welding equipment) manufacturing, Honing and lapping machines, metal cutting type, manufacturing, Industrial machinery and equipment (except electrical) distributors (wholesalers), Industrial supplies (except disposable plastics, paper) distributors (wholesalers), Key cutting machines, metal cutting type, manufacturing, Machine Shops, Machine tools and accessories distributors (wholesalers), Machinists precision measuring tools distributors (wholesalers), Metal cutting machine tools m

Advised

Tools for Industry

in their acquisition by

BlackHawk Industrial Distrubution

November 2021

Generational Group

Computer and Technology Distributor or Wholesaler

Advised

Bogey Free LLC dba Rackmount Solutions

in their acquisition by

Baymark Partners

November 2021

Generational Group

Chemical and Allied Products Distributors (Wholesalers), Computer and Technology Distributor or Wholesaler, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Supplies Distributors (Wholesalers), Lumber and Other Construction Materials Distributors (Wholesalers), Metal and Mineral (except Petroleum) Distributors (Wholesalers), Paint, Varnish, and Supplies Distributors (Wholesalers)

Advised

Confidential Company

in their acquisition by

Confidential Buyer

November 2021

Generational Group

Pharmacies and Drug Stores

Advised

The Medicine Cabinet

in their acquisition by

Walgreen Co.

October 2021

Generational Group

Automotive tire repair (except retreading) shops, Motor vehicle tire and tube distributors (wholesalers), New tires, motor vehicle, distributors (wholesalers), Tire Dealers, Tire Retreading, Rebuilding, and Recapping, Tire tubes, motor vehicle, distributors (wholesalers), Wheel alignment shops, automotive, Wheels, motor vehicle, new, distributors (wholesalers)

Advised

Confidential Company

in their acquisition by

Confidential Buyer

October 2021

Generational Group

Commercial landscaping, installation and maintenance, Landscape care and maintenance services, Landscape contractors (except construction), Landscape design, installation and maintenance services, Lawn care services (e.g., fertilizing, mowing, seeding, spraying), Lawn maintenance services

Advised

The Plant Concierge

in their acquisition by

Private Investor

October 2021

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences

Advised

Hampton Roads Mechanical of Virginia

in their acquisition by

Amalgam Capital, LLC

September 2021

Generational Group

Utilities

Advised

Confidential Company

in their acquisition by

Confidential Buyer

September 2021

Generational Group

Consulting engineers offices / private practices, Electrical engineering services, Telecommunications management consulting services

Advised

Spectrum Engineering Corporation

in their acquisition by

EN Engineering

July 2021

Generational Group

Addition, alteration and renovation for-sale builders, commercial warehouse, Addition, alteration and renovation for-sale builders, hotel and motel, Addition, alteration and renovation general contractors, commercial and institutional building, Addition, alteration and renovation general contractors, commercial warehouse, Addition, alteration and renovation general contractors, hotel and motel, Addition, alteration and renovation, commercial and institutional building, Addition, alteration and renovation, commercial warehouse, Commercial interiors construction or renovation, general contractor, Kitchen and bath contractor, countertops installation and flooring, Kitchen cabinets and counters, constructed on site, Prefabricated kitchen and bath cabinet, residential-type, installation, Residential Remodelers

Advised

Anonymous

in their acquisition by

Anonymous

July 2021

Generational Group

Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

South Florida Elevator Service Corp.

in securing investment from

American Elevator Group

July 2021

Generational Group

Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations

Advised

Central Lube & Wash

in their acquisition by

Strickland Brother's 10 Minute Oil Change

July 2021

Generational Group

Adhesive Manufacturing, All Other Nonmetallic Mineral Mining, Architectural and Structural Metals Manufacturing, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Asphalt roofing construction machinery manufacturing, Building materials (e.g., fascia, panels, siding, soffit), plastics, manufacturing, Building panels, corrugated and flat, plastics, manufacturing, Ceiling lumber, dressed, resawing purchased lumber, Cement and Concrete Product Manufacturing, Ceramic tiles, floor and wall, manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Dimension stone for buildings manufacturing, Door locks, metal, manufacturing, Doors and door frames, plastics, manufacturing, Doors, unframed glass, made from purchased glass, Fabricated Metal Product Manufacturing, Gypsum building products manufacturing, Machine Shops; Turned Product; and Sc

Advised

Home Center Supply LLC

in their acquisition by

US LBM Holdings

July 2021

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers, Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Mock Tire at South Park

in their acquisition by

Parrish Tire Company

July 2021

Generational Group

Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Waste Management and Remediation Services, Waste Treatment and Disposal

Advised

ACT Disposal, LLC

in their acquisition by

Waste Connections

July 2021

Generational Group

Enterprise Software and Online Services

Advised

Winworks Software, Inc.

in their acquisition by

Fullsteam

June 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Seam Seal International, L.L.C.

in their acquisition by

Westbridge Capital

June 2021

Generational Group

Health Care Services

Advised

Sports Med Denton, LLC dba D&D Sports Med

in their acquisition by

Blue Sky Therapy

June 2021

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Professional, Scientific, and Technical Services, Research and Development in the Physical, Engineering, and Life Sciences

Advised

Fabrication Designs, Inc.

in their acquisition by

Private Investor

June 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Masters Building Products

in their acquisition by

Boyne Capital

June 2021

Generational Group

Physical therapists offices, Physical therapy, outpatient, Sports physical therapists offices (e.g., centers, clinics)

Advised

Sports Med Denton

in their acquisition by

Blue Sky Therapy

June 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

A & A Global Imports

in their acquisition by

Boyne Capital

June 2021

Generational Group

Building Material and Garden Equipment and Supplies Dealers, Home and Garden E-Commerce, Water, Sewage and Other Systems

Advised

Precision Restoration Services

in their acquisition by

Private Investor

June 2021

Generational Group

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

Hiebing's Refrigeration

in their acquisition by

CHICAGOLAND EQUIPMENT & SUPPLY, INC.

May 2021

Generational Group

Investment Banking and Securities Dealing, Real estate asset management services (except property management), Securities, Commodity Contracts, and Other Financial Investments and Related Activities, Trust, Fiduciary, and Custody Activities

Advised

Tower MRL, Inc.

in their acquisition by

Newlook Capital

May 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Wilsey Ham

in their acquisition by

JMH Water Intermediate

May 2021

Generational Group

Advised

Navix Diagnostix, Inc.

in their acquisition by

Private Investor

April 2021

Generational Group

Advised

Air Compressor Service

in their acquisition by

Northwest Pump and Equipment Co.

April 2021

Generational Group

Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Primary Metal Manufacturing

Advised

Steel City Bolt & Screw, LLC

in their acquisition by

Birmingham Fastener

April 2021

Generational Group

Electronic and Precision Equipment Repair and Maintenance, Healthcare Software (Consumer), Healthcare Software (Enterprise), Medical Equipment and Supplies Manufacturing

Advised

Encore Technical Services

in their acquisition by

Wave Imaging Solutions Corp. / Ultrasound Parts Source, LLC

April 2021

Generational Group

All Other Miscellaneous Manufacturing, Bicycles and parts manufacturing, Cosmetics & Toiletries Manufacturing, Doll, Toy, and Game Manufacturing, Musical Instrument Manufacturing, Sporting and Athletic Goods Manufacturing, Tricycles, metal, adult and childrens, manufacturing, Vehicle, childrens, metal manufacturing

Advised

Wheat Ridge Cyclery

in their acquisition by

Private Investor

April 2021

Generational Group

Professional, Scientific, and Technical Services

Advised

Design Space InPharmatics, LLC

in their acquisition by

Groupe ProductLife S.A.

April 2021

Generational Group

All Other Nonmetallic Mineral Mining, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Sanitary Paper Product Manufacturing, Soap, Cleaning Compound, and Toilet Preparation Manufacturing, Stone Mining and Quarrying

Advised

Great Lakes Renewable Energy Inc.

in their acquisition by

Lignetics

April 2021

Generational Group

Professional, Scientific, and Technical Services

Advised

Banning Contracting Services, Inc.

in their acquisition by

Kaiva Services, LLC, a Shivwits Band of Paiutes

April 2021

Generational Group

Health Care Services

Advised

Carolina Behavioral Care, PA

in their acquisition by

Refresh Mental Health

April 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Live Well Medical Supplies, Inc.

in their acquisition by

Monument MicroCap Partners, LLC

April 2021

Generational Group

Apparel & Textiles, Cosmetics & Toiletries Manufacturing

Advised

Sanho Corporation

in their acquisition by

Targus

April 2021

Generational Group

Computer and Technology Distributor or Wholesaler

Advised

Computer Deductions Inc.

in their acquisition by

Futuris Company

April 2021

Generational Group

Sanitary Paper Product Manufacturing, Soap, Cleaning Compound, and Toilet Preparation Manufacturing

Advised

Roofing Contractor

in their acquisition by

Private Investor

April 2021

Generational Group

Finance and Insurance, Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Blair Duron Restoration LLC.

in their acquisition by

Crescendo Capital Partners, LLC

March 2021

Generational Group

Building Material and Garden Equipment and Supplies Dealers, Home and Garden E-Commerce

Advised

New Windows for America of Minnesota, Inc.

in their acquisition by

Titan Home Improvement

March 2021

Generational Group

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

Confidential Communications International, LTD.

in their acquisition by

Lexitas

March 2021

Generational Group

Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Grocery and Related Product Distributors (Wholesalers), Tobacco and Tobacco Product Distributors (Wholesalers)

Advised

Baden Feed and Supply LLC

in their acquisition by

Turtle Mountain Seed Co

March 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Residential & Commercial Fire Protection, Inc.

in their acquisition by

Baymark Partners

March 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Swanson Fire Protection, Inc.

in their acquisition by

Baymark Partners

March 2021

Generational Group

Safety Equipment Manufacturing

Advised

Wilmington Instrument Co.

in their acquisition by

Global Test Supply

March 2021

Generational Group

Advised

Patriot Foundry & Casting

in their acquisition by

Ermak Foundry and Machining

February 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Technology Based Loan Monitoring Firm

in their acquisition by

Private Investor

February 2021

Generational Group

Sanitary Paper Product Manufacturing, Soap, Cleaning Compound, and Toilet Preparation Manufacturing

Advised

Florida Overhead Door & Specialties Inc.

in their acquisition by

Private Investor

February 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Environmental Services Company

in their acquisition by

Newlook Capital

February 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Pace Insurance Managers, Inc. / Pace Premium Finance, L.L.C.

in their acquisition by

SFW Capital Partners

February 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Hart Advisors Group, LLC / Hart Commercial, LLC / Hart Capital Partners, LLC

in their acquisition by

Private Investor

February 2021

Generational Group

Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Food and Beverage Stores, Grocery and Related Product Distributors (Wholesalers), Tobacco and Tobacco Product Distributors (Wholesalers)

Advised

King's Cupboard

in their acquisition by

Private Investor

February 2021

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Hickory Park Furniture Gallery, Inc.

in their acquisition by

Alternative Holdings

February 2021

Generational Group

Other Specialty Trade Contractors

Advised

GEDCO Drilling & Coring

in their acquisition by

Innovative Environmental Technologies

January 2021

Generational Group

Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Pollution testing (except automotive emissions testing) services, Professional, Scientific, and Technical Services, Services to Buildings and Dwellings, Waste Management and Remediation Services, Waste Treatment and Disposal

Advised

GEDCO Drilling & Coring, Inc.

in their acquisition by

Innovative Environmental Technologies, Inc.

January 2021

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences, Wireless Telecommunications Carriers (except Satellite)

Advised

Centric Telecom Inc

in their acquisition by

Crexendo, Inc.

January 2021

Generational Group

Apparel & Textiles, Finance and Insurance

Advised

Global Neckwear Marketing, Inc.

in their acquisition by

The Wahconah Group, Inc

January 2021

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

Rehagen Electrical Contracting Inc.

in their acquisition by

Midstates Energy Co, LLC

January 2021

Generational Group

Air Transportation, Airport Operations, Airport, full service, Other Support Activities for Air Transportation, Transportation Infrastructure Services

Advised

The Maintenance Group, Inc.

in their acquisition by

Elliott Aviation of Des Moines

December 2020

Generational Group

Health Care Services, Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations

Advised

Energy & Resource & Solutions, Inc. (ERS)

in their acquisition by

DNV GL

December 2020

Generational Group

Advised

GXT, Ltd.

in their acquisition by

LJA Engineering, Inc.

December 2020

Generational Group

IT Services, Technology Consulting Services

Advised

MVP Consulting Plus Inc.

in their acquisition by

Speridian Technologies, LLC

December 2020

Generational Group

Finance and Insurance

Advised

Vic The Picc, LLC

in their acquisition by

Apollo Care Services LLC

December 2020

Generational Group

Collateralized mortgage obligations (CMOs), Mortgage real estate investment trusts (REITs), Real Estate Credit, Real estate mortgage investment conduits (REMICs), Savings Institutions

Advised

Confidential Company

in their acquisition by

Confidential Buyer

December 2020

Generational Group

Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing

Advised

K.C. Electric Systems, Inc.

in their acquisition by

Private Investor

December 2020

Generational Group

Finance and Insurance

Advised

Bell & Williams Associates

in their acquisition by

Envest Capital Partners

December 2020

Generational Group

Insurance Agencies and Brokerages

Advised

Plan Benefit Services, Inc.

in their acquisition by

The Hilb Group

December 2020

Generational Group

Advised

Seminole Septic Inc.

in their acquisition by

Wind River Environmental, LLC

December 2020

Generational Group

Health Care Services, Medical Equipment and Supplies Manufacturing

Advised

Confidential Company

in their acquisition by

Confidential Buyer

December 2020

Generational Group

Sanitary Paper Product Manufacturing, Soap, Cleaning Compound, and Toilet Preparation Manufacturing

Advised

Riviera Pools, Inc. and D & B Services

in their acquisition by

Private Investor

December 2020

Generational Group

Computer and Technology Distributor or Wholesaler, Health Care Services

Advised

J-TEC Associates, Inc.

in their acquisition by

Rayser Holdings, Inc.

December 2020

Generational Group

Security Systems Services

Advised

CLS Technology Inc.

in their acquisition by

ADT Commercial

December 2020

Generational Group

Professional, Scientific, and Technical Services

Advised

Flex HR, Inc.

in their acquisition by

Private Investor

December 2020

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Realm, Inc. / Realm Warehousing, Inc. / CJB Holdings LLC

in their acquisition by

Great Range Capital

November 2020

Generational Group

Advised

K.E.P. Electric, Inc.

in their acquisition by

IES Holdings, Inc.

November 2020

Generational Group

Activities Related to Real Estate

Advised

GPS Title, Inc. dba Porter Title Company

in their acquisition by

Capital Title of Texas, LLC

November 2020

Generational Group

Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Primary Metal Manufacturing

Advised

Proton Multimedia, Inc., dba Kult of Athena

in their acquisition by

Private Investor

November 2020

Generational Group

Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Primary Metal Manufacturing

Advised

Action Fastenings, Inc.

in their acquisition by

Private Investor

November 2020

Generational Group

Food and Beverage Stores

Advised

Wahl's Candies

in their acquisition by

Original Fowlers Chocolate Co. Inc.

November 2020

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Household Appliance Manufacturing, Research and Development in the Physical, Engineering, and Life Sciences

Advised

Hamilton Service Co.

in their acquisition by

Temp-Con, Inc.

October 2020

Generational Group

Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing

Advised

Phoenix America, Inc.

in their acquisition by

discoverIE Group

October 2020

Generational Group

Computer and Technology Distributor or Wholesaler, Security Systems Services

Advised

Virtual Driver Interactive Inc.

in their acquisition by

Cemtrex, Inc.

October 2020

Generational Group

Printing

Advised

The Label Smith

in their acquisition by

Western Shield Label

October 2020

Generational Group

Safety Equipment Manufacturing

Advised

Douglass Safety Systems, LLC

in their acquisition by

Municipal Emergency Services, Inc.

October 2020

Generational Group

Activities Related to Real Estate, Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

O'Hara Management, LLC

in their acquisition by

Private Investor

October 2020

Generational Group

Automobile antennas manufacturing, Automobile hardware, metal, manufacturing, Automobile radio receivers manufacturing, Automobile skid chains made from purchased wire, Automobile storage batteries manufacturing, Automobile suspension springs, heavy gauge metal, manufacturing, Automotive electrical switches manufacturing, Automotive Industry Hardware Technology, Automotive light bulbs manufacturing, Automotive or aircraft wire and cable made in aluminum wire drawing plants, Automotive theft alarm systems manufacturing, Car alarm manufacturing, Car stereos manufacturing, Car wheels, rolled steel, made in iron and steel mills, Compact disc players (e.g., automotive, household-type) manufacturing, Gauges (e.g., oil pressure, water temperature, speedometer, tachometer), motor vehicle, manufacturing, Glass, automotive, made from purchased glass, Motor vehicle belts, rubber or plastics, manufacturing, Motor Vehicle Body and Trailer Manufacturing, Motor vehicle hardware, metal, manufacturing, Motor vehicle hoses, ru

Advised

F3 MFG Inc.

in their acquisition by

The Shyft Group

October 2020

Generational Group

Administration of Education Programs, Child Day Care Services, Civic and Social Organizations, Educational Services, Museums, Historical Sites, and Similar Institutions

Advised

Experience To Lead. LLC

in their acquisition by

WDHB Inc

October 2020

Generational Group

Advised

Training Systems Design, Inc.

in their acquisition by

Private Investor

September 2020

Generational Group

Coal gasification at mine site, Coal liquefaction at mine site, Coal Mining

Advised

Tradewinds

in their acquisition by

Energy North Incorporated

September 2020

Generational Group

Apparel, Piece Goods, and Notions Distributors (Wholesalers), Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, Finance and Insurance, Flower, Nursery Stock, and Florists' Supplies Distributors (Wholesalers), Furniture and Home Furnishing Distributors (Wholesalers), Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers), House demolishing, Household Appliances and Electrical and Electronic Goods Distributors (Wholesalers), Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Miscellaneous Durable Goods Distributors (Wholesalers), Office Equipment Distributors (Wholesalers), Other Commercial Equipment Distributors (Wholesalers), Other Miscellaneous Nondurable Goods Distributors (Wholesalers), Other Professional Equipment and Supplies Distributors (Wholesalers), Paper and Paper Product Distributors (Wholesalers), Personal and Laundry Services, Photographic Equipment and Supplie

Advised

Kyle's Custom Wood Shop

in their acquisition by

1847 Holdings

September 2020

Generational Group

Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations

Advised

Express Lube of Tennessee, Inc.

in their acquisition by

Strickland Brother's 10 Minute Oil Change

September 2020

Generational Group

Professional, Scientific, and Technical Services

Advised

NES

in their acquisition by

Private investor

September 2020

Generational Group

Finance and Insurance

Advised

Health Technologies, Inc.

in their acquisition by

Evolution Capital Partners

August 2020

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Specialty CNC Inc.

in their acquisition by

White Wolf Capital

August 2020

Generational Group

Finance and Insurance

Advised

Central Marketing Associates, Inc.

in their acquisition by

Forest Light Capital

August 2020

Generational Group

Security Systems Services

Advised

The Signal Source

in their acquisition by

E2S Warning Signals

August 2020

Generational Group

Textile Mills, Textile Product Mills

Advised

Troy LLC

in their acquisition by

fiberworx

August 2020

Generational Group

Advertising, Public Relations, and Related Services

Advised

Blackbird Garage, LLC

in their acquisition by

Barrington Media Group

August 2020

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

Eastern Business Forms, Inc.

in their acquisition by

Gen Cap America

August 2020

Generational Group

Security Systems Services

Advised

A Better Choice Lock & Key LLC

in their acquisition by

Anderson Lock & Safe

August 2020

Generational Group

Drugs and Druggists' Sundries Distributors (Wholesalers), Medical, Dental, and Hospital Equipment and Supplies Distributors (Wholesalers), Ophthalmic Goods Distributors (Wholesalers)

Advised

Central Home Health Services of Texas, Inc.

in their acquisition by

Actinium Healthcare Holdings LLC

August 2020

Generational Group

Investment Banking and Securities Dealing, Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Advised

The Tech Group

in their acquisition by

Oval Partners

July 2020

Generational Group

Architecture, Engineering, and Construction (ACE), Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Engineering Services (Non-Construction), Other Support Services, Research and Development in the Physical, Engineering, and Life Sciences, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

Sonic Soil Sampling Inc.

in their acquisition by

Smith and Long, Ltd.

July 2020

Generational Group

Agriculture, Forestry, Fishing and Hunting

Advised

New Generation Genetics

in their acquisition by

SwissGenetics International

July 2020

Generational Group

All Other Nonmetallic Mineral Mining, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Stone Mining and Quarrying

Advised

ProCon Inc.

in their acquisition by

Empire Roofing Corporation

July 2020

Generational Group

Finance and Insurance

Advised

Jackson Mechanical Services

in their acquisition by

Alpine Investors

July 2020

Generational Group

Professional, Scientific, and Technical Services

Advised

Menoughs', Inc.

in their acquisition by

Private Investor

July 2020

Generational Group

Health Care Services

Advised

Autism & Behavior Consulting Services, LLC

in their acquisition by

Proud Moments ABA

July 2020

Generational Group

Finance and Insurance

Advised

Eastern Datacomm, Inc.

in their acquisition by

Baymark Management dba Baymark Partners

July 2020

Generational Group

Advertising, Public Relations, and Related Services

Advised

Sage Communications LLC

in their acquisition by

Mod Op

July 2020

Generational Group

Advised

Kupper Engineering, Inc.

in their acquisition by

Utilicon Solutions LLC

July 2020

Generational Group

Business Support Services, Office Supplies (except Paper) Manufacturing

Advised

Source Management, Inc.

in their acquisition by

TKO Suites

July 2020

Generational Group

Advised

Critical Engineering Group

in their acquisition by

Enercon Services, Inc

June 2020

Generational Group

Advised

Aftersort

in their acquisition by

FMH Conveyors

June 2020

Generational Group

Professional, Scientific, and Technical Services

Advised

Undisclosed

in their acquisition by

a portfolio company of RTC Partners

May 2020

Generational Group

Advised

Manufacturing Company

in their acquisition by

Undisclosed

April 2020

Generational Group

Medical Equipment and Supplies Manufacturing

Advised

Durable Home Medical Equipment Supplier

in their acquisition by

undisclosed

April 2020

Generational Group

Advised

URW, LLC.

in their acquisition by

Montage Partners

April 2020

Generational Group

Advised

Compliance Testing & Technology

in their acquisition by

Tanknology

April 2020

Generational Group

Advised

Henderson Rogers Structural Engineers, LLC

in their acquisition by

DeSimone Consulting Engineering Group, LLC

April 2020

Generational Group

Chemical and Allied Products Distributors (Wholesalers), Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Supplies Distributors (Wholesalers), Lumber and Other Construction Materials Distributors (Wholesalers), Metal and Mineral (except Petroleum) Distributors (Wholesalers), Paint, Varnish, and Supplies Distributors (Wholesalers)

Advised

Courier Company

in their acquisition by

Undisclosed

April 2020

Generational Group

Medical Equipment and Supplies Manufacturing

Advised

Wave Imaging Solutions Corp.

in their acquisition by

Undisclosed

March 2020

Generational Group

Security Systems Services

Advised

SecuriFense, Inc.

in their acquisition by

Undisclosed

March 2020

Generational Group

Advised

RHJR Ltd.

in their acquisition by

Nation's Best

March 2020

Generational Group

Advised

Network Cabling and Engineering Company

in their acquisition by

HVAC/MEP Company

March 2020

Generational Group

Healthcare Software (Consumer), Healthcare Software (Enterprise)

Advised

MacPractice

in their acquisition by

Valsoft Corporation

March 2020

Generational Group

Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing, Utilities

Advised

Excel Fabrication

in their acquisition by

Alpine 4 Technologies

February 2020

Generational Group

Advised

Metallurgical Technologies, Inc.

in their acquisition by

Rimkus Consulting Group, Inc.

February 2020

Generational Group

Apparel, Piece Goods, and Notions Distributors (Wholesalers), Flower, Nursery Stock, and Florists' Supplies Distributors (Wholesalers), Furniture and Home Furnishing Distributors (Wholesalers), Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers), Household Appliances and Electrical and Electronic Goods Distributors (Wholesalers), Miscellaneous Durable Goods Distributors (Wholesalers), Office Equipment Distributors (Wholesalers), Other Commercial Equipment Distributors (Wholesalers), Other Miscellaneous Nondurable Goods Distributors (Wholesalers), Other Professional Equipment and Supplies Distributors (Wholesalers), Paper and Paper Product Distributors (Wholesalers), Photographic Equipment and Supplies Distributors (Wholesalers), Promotional Products Distributors (Wholesalers), Service Establishment Equipment and Supplies Distributors (Wholesalers)

Advised

Master Tile Network LLC

in their acquisition by

Pool Corporation

February 2020

Generational Group

Food and Beverage Stores

Advised

Cawoods Produce, Inc.

in their acquisition by

Mr. Greens

February 2020

Generational Group

Advised

Richland Engineering Limited

in their acquisition by

WallacePancher Group

February 2020

Generational Group

Chemical Manufacturing

Advised

Northern Composites LLC

in their acquisition by

Krayden, Inc.

February 2020

Generational Group

Advised

AAA Box Co., Inc.

in their acquisition by

Continental Western Corporation

February 2020

Generational Group

Electric Power Generation, Transmission and Distribution, Power generation, nonhazardous solid waste combustor or incinerator electric

Advised

Plant Power and Control Systems, LLC

in their acquisition by

IES Holdings

February 2020

Generational Group

Advised

Cy-Fair Music & Arts

in their acquisition by

Undisclosed

February 2020

Generational Group

IT Services, Technology Consulting Services

Advised

Advanced Business Systems, LLC

in their acquisition by

Stoneridge Software

February 2020

Generational Group

Advised

H&K Engineering/H&K Staffing Services, LLC

in their acquisition by

Orbital Engineering

February 2020

Generational Group

Advertising, Public Relations, and Related Services, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

SPOON Exhibit Services, Inc.

in securing investment from

ARC Industries, Inc.

February 2020

Generational Group

Adhesive Manufacturing, Architectural and Structural Metals Manufacturing, Asphalt roofing construction machinery manufacturing, Building materials (e.g., fascia, panels, siding, soffit), plastics, manufacturing, Building panels, corrugated and flat, plastics, manufacturing, Ceiling lumber, dressed, resawing purchased lumber, Ceramic tiles, floor and wall, manufacturing, Dimension stone for buildings manufacturing, Door locks, metal, manufacturing, Doors and door frames, plastics, manufacturing, Doors, unframed glass, made from purchased glass, Fabricated Metal Product Manufacturing, Gypsum building products manufacturing, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Other Concrete Product Manufacturing, Other Millwork (including Flooring), Prefabricated Metal Building and Component Manufacturing, Prefabricated Wood Building Manufacturing, Roof deck, sheet metal (except stampings), manufacturing, Roofing (i.e., single ply rubber membrane) manufacturing, Roofing tile, clay, manufactur

Advised

Direct Millwork, LLC

in their acquisition by

Builders’ General Supply

February 2020

Generational Group

Advised

Events Planner

in their acquisition by

Undisclosed

January 2020

Generational Group

Advised

Highlands Landscaping and Fencing, LLC

in their acquisition by

Saturn Five

January 2020

Generational Group

Advised

Bigham Services, Inc.

in their acquisition by

TransPacific Holdings

January 2020

Generational Group

Electronic and Precision Equipment Repair and Maintenance, Utilities

Advised

HVAC Contractor

in their acquisition by

Undisclosed

January 2020

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

Link Electric

in securing investment from

Sachs Capital

January 2020

Generational Group

Advised

Mill Creek Machining\*\*\*

in their acquisition by

Consolidated Machine & Tool Holdings, LLC

January 2020

Generational Group

Advised

Turbo Machinery Repair

in their acquisition by

DXP Enterprises

January 2020

Generational Group

Advised

Landscaping Contractor

in their acquisition by

Venture Capital Fund

January 2020

Generational Group

Food and Beverage Stores

Advised

Press Premium Alcohol Seltzer

in securing investment from

Constellation Brands, Inc.

January 2020

Generational Group

Advertising, Public Relations, and Related Services, Printing

Advised

Architectural and Commercial Sign Company

in their acquisition by

Undisclosed

January 2020

Generational Group

Advised

Norris Training Systems Inc.

in securing investment from

Surge Private Equity LLC

January 2020

Generational Group

Advised

Fab-Tech, Inc.

in their acquisition by

FT, Co. LLC

January 2020

Generational Group

Fintech (Enterprise) / Financial Services Industry Hardware Technology, Fintech (Enterprise) / Financial Services Industry Software, Payment Processing Software and Services

Advised

Medstat

in their acquisition by

Innoval Global Solutions

December 2019

Generational Group

Software and Online Services

Advised

USACI

in their acquisition by

Terralogic Solutions

December 2019

Generational Group

Communication and Energy Wire and Cable Manufacturing, Electronic and Communications Manufacturing

Advised

Radio Communication Service

in their acquisition by

Mobile Communications America, Inc.

December 2019

Generational Group

Software and Online Services

Advised

XenWinGo

in their acquisition by

Terralogic Solutions

December 2019

Generational Group

Apparel & Textiles

Advised

The Ring Lord

in their acquisition by

Ontario Firm

December 2019

Generational Group

Advised

Cobb Refrigeration, LLC

in their acquisition by

Temp-Con

December 2019

Generational Group

IT Services, Technology Consulting Services

Advised

T3 Computer Services

in their acquisition by

Network Consulting

December 2019

Generational Group

Forestry and Logging

Advised

Mission Bell Manufacturing

in their acquisition by

USA Millwork

December 2019

Generational Group

Advised

InSite Engineering, LLC.

in securing investment from

Newlook Capital

November 2019

Generational Group

Advised

Stuart Berger Construction

in their acquisition by

Cook & Krupa

November 2019

Generational Group

Health Care Services

Advised

Wink Optical

in their acquisition by

Capital Vision Services

November 2019

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers

Advised

Point Blank Industries, Inc.

in their acquisition by

Oilstop, LLC.

November 2019

Generational Group

Fintech (Enterprise) / Financial Services Industry Hardware Technology, Fintech (Enterprise) / Financial Services Industry Software, Software and Online Services

Advised

Automated Integration

in their acquisition by

Jonas Software

November 2019

Generational Group

Nonscheduled Chartered Freight Air Transportation, Scheduled Freight Air Transportation

Advised

Demark Global Logistics, Inc.

in their acquisition by

Manitoulin Global Forwarding

October 2019

Generational Group

Health Care Services

Advised

Medical Rehabilitation Consultants

in their acquisition by

MREHAB Holdings, Inc.

September 2019

Generational Group

Drinking Places (Alcoholic Beverages), Mobile Food Services, Restaurants and Other Eating Places

Advised

Mirasol’s Café

in their acquisition by

Shorepoint Capital Partners, LLC.

September 2019

Generational Group

Communication and Energy Wire and Cable Manufacturing, Electronic and Communications Manufacturing

Advised

Precision Communication Inc.

in their acquisition by

Undisclosed

September 2019

Generational Group

Electronics and Appliance Stores

Advised

Automated Pet Care Products, Inc.

in securing investment from

Pondera Holdings, LLC.

September 2019

Generational Group

Advised

Compressed Air Technologies, Inc.

in their acquisition by

Lane Industrial Supply Company

September 2019

Generational Group

Software and Online Services

Advised

Solution Dynamics, Inc.

in their acquisition by

Syvantis Technologies, Inc.

September 2019

Generational Group

Advised

Bullet Tools

in their acquisition by

Marshalltown Company

September 2019

Generational Group

Advised

Mainstream, Inc.

in their acquisition by

Aloi Materials Handling & Automation, LLC

September 2019

Generational Group

IT Services, Software and Online Services, Technology Consulting Services

Advised

Presidium Network Services, LLC.

in their acquisition by

Baymark Partners

September 2019

Generational Group

Adhesive Manufacturing, Architectural and Structural Metals Manufacturing, Architecture, Engineering, and Construction (ACE), Asphalt roofing construction machinery manufacturing, Building materials (e.g., fascia, panels, siding, soffit), plastics, manufacturing, Building panels, corrugated and flat, plastics, manufacturing, Ceiling lumber, dressed, resawing purchased lumber, Ceramic tiles, floor and wall, manufacturing, Dimension stone for buildings manufacturing, Door locks, metal, manufacturing, Doors and door frames, plastics, manufacturing, Doors, unframed glass, made from purchased glass, Engineering Services (Non-Construction), Fabricated Metal Product Manufacturing, Gypsum building products manufacturing, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Other Concrete Product Manufacturing, Other Millwork (including Flooring), Prefabricated Metal Building and Component Manufacturing, Prefabricated Wood Building Manufacturing, Research and Development in the Physical, Engineering,

Advised

Northeast Spray Insulation

in their acquisition by

Installed Building Products

September 2019

Generational Group

Advised

DCBA Landscape Architecture

in their acquisition by

LJA Engineering, Inc.

September 2019

Generational Group

Drinking Places (Alcoholic Beverages), Mobile Food Services, Restaurants and Other Eating Places

Advised

K&F Coffee Roasters

in their acquisition by

Undisclosed

August 2019

Generational Group

IT Services, Technology Consulting Services

Advised

Collins Project Management, Inc.

in their acquisition by

Darden & Company

August 2019

Generational Group

Advised

Bay-Valley Pest Control, Inc.

in their acquisition by

Orkin, LLC

August 2019

Generational Group

Health Care Services

Advised

Easy Speech Pathology, Inc.

in their acquisition by

Carroll Capital

August 2019

Generational Group

Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Electronic and Precision Equipment Repair and Maintenance, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Waste Management and Remediation Services, Waste Treatment and Disposal

Advised

PowerVac of Michigan & ServicePRO

in securing investment from

Peninsula Capital Partners, LLC

August 2019

Generational Group

Software and Online Services

Advised

Mainstreet Computers, Inc.

in their acquisition by

Convenient Payments Holdings, LLC

August 2019

Generational Group

Advised

PowerVac of Michigan & ServicePRO

in securing investment from

Pillsman Partners, LLC

August 2019

Generational Group

Enterprise Software and Online Services, Software and Online Services

Advised

Fortitude Technology, Inc.

in their acquisition by

AIS Technology Services

August 2019

Generational Group

Telecommunications

Advised

Linehan Communications, Inc.

in their acquisition by

ARCM Communications, LLC

July 2019

Generational Group

Advised

Giddings Hawkins Maintenance Service, Inc.

in their acquisition by

Undisclosed

July 2019

Generational Group

Advised

ASR Construction, Inc.

in their acquisition by

Interstate Restoration

July 2019

Generational Group

Electronic and Precision Equipment Repair and Maintenance, Utilities

Advised

Atlantic Refrigeration of Hudson

in their acquisition by

Sunday River LLC

July 2019

Generational Group

Household Appliance Manufacturing

Advised

Cabinets Northwest

in their acquisition by

Undisclosed

June 2019

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

Webster Electric Co Inc.

in their acquisition by

Providence Group, LP

June 2019

Generational Group

All Other Nonmetallic Mineral Mining, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Residential Building Construction, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Stone Mining and Quarrying

Advised

Patio Products Manufacturing

in their acquisition by

Pursuant Capital

June 2019

Generational Group

Advised

Omega & Associates Engineering

in their acquisition by

Ecora Engineering & Resource Group Ltd.

June 2019

Generational Group

Advised

Eagle Automatic Fire Sprinkler, Inc.

in their acquisition by

Undisclosed

June 2019

Generational Group

Security Systems Services

Advised

Integrated Fire & Security Solutions

in securing investment from

Newlook Capital

June 2019

Generational Group

Health Care Services

Advised

East Hills Family Pharmacy

in their acquisition by

Rite Aid

May 2019

Generational Group

Drugs and Druggists' Sundries Distributors (Wholesalers), Medical, Dental, and Hospital Equipment and Supplies Distributors (Wholesalers), Nonscheduled Chartered Freight Air Transportation, Ophthalmic Goods Distributors (Wholesalers), Scheduled Freight Air Transportation

Advised

Go-2 Fulfillment Company, Inc.

in their acquisition by

DW Healthcare Partners

May 2019

Generational Group

Bank chests, metal, manufacturing, Chests, fire or burglary resistive, metal, manufacturing, Coolers or ice chests, plastics (except foam), manufacturing, Drums, plastics (i.e., containers), manufacturing, Glass Container Manufacturing, Hot tubs, plastics or fiberglass, manufacturing, Ice chests or coolers, urethane or other plastics foam (except polystyrene) manufacturing, Laundry tubs, metal, manufacturing, Laundry tubs, plastics, manufacturing, Medical Equipment and Supplies Manufacturing, Medical glassware made from purchased glass, Medical glassware made in glass making plants, Metal Can, Box, and Other Metal Container (Light Gauge) Manufacturing, Safe deposit boxes and chests, metal, manufacturing, Trash containers, plastics, manufacturing, Utility containers (e.g., baskets, bins, boxes, buckets, dishpans, pails), plastics (except foam), manufacturing

Advised

Spectrum Solutions, LLC

in their acquisition by

DW Healthcare Partners

May 2019

Generational Group

Software and Online Services

Advised

Softrak Systems Inc.

in their acquisition by

Arcaccsoft Corporation

May 2019

Generational Group

Advised

Swing Kingdom, LLC

in their acquisition by

PennSpring Capital, LLC

May 2019

Generational Group

Advised

Wilkins Concrete, Inc.

in their acquisition by

Great Western Concrete, LLC

May 2019

Generational Group

Bank chests, metal, manufacturing, Business Support Services, Chests, fire or burglary resistive, metal, manufacturing, Coolers or ice chests, plastics (except foam), manufacturing, Drums, plastics (i.e., containers), manufacturing, Glass Container Manufacturing, Hot tubs, plastics or fiberglass, manufacturing, Ice chests or coolers, urethane or other plastics foam (except polystyrene) manufacturing, Laundry tubs, metal, manufacturing, Laundry tubs, plastics, manufacturing, Metal Can, Box, and Other Metal Container (Light Gauge) Manufacturing, Office Supplies (except Paper) Manufacturing, Safe deposit boxes and chests, metal, manufacturing, Trash containers, plastics, manufacturing, Utility containers (e.g., baskets, bins, boxes, buckets, dishpans, pails), plastics (except foam), manufacturing

Advised

Lakeland Plastics, Inc.

in their acquisition by

Undisclosed

April 2019

Generational Group

Process, Physical Distribution, and Logistics Consulting Services, Truck Transportation

Advised

TBI

in their acquisition by

Eberhart Capital

April 2019

Generational Group

Book Stores and News Dealers, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Sporting Goods, Hobby, Musical Instrument, and Book Stores

Advised

East Annrook Party Store

in their acquisition by

Undisclosed

April 2019

Generational Group

Advised

General Utility Construction, Inc.

in their acquisition by

Y-COM Holdings, LLC

April 2019

Generational Group

Pesticide, Fertilizer, and Other Agricultural Chemical Manufacturing

Advised

Horticultural Alliance

in their acquisition by

Italpollina

April 2019

Generational Group

Advised

P3 Composites LLC

in their acquisition by

Fontana Walker LLC

April 2019

Generational Group

Advised

Nanak's Landscaping Inc.

in their acquisition by

Leykar Investments, LLC

April 2019

Generational Group

Advised

Derby Fence Co.

in their acquisition by

Undisclosed

April 2019

Generational Group

Food Manufacturing

Advised

J&D Manufacturing Inc.

in their acquisition by

EasyPak

April 2019

Generational Group

Food Manufacturing

Advised

MacKnight Food Group

in their acquisition by

Honey Smoked Fish Co.

March 2019

Generational Group

Electronic and Precision Equipment Repair and Maintenance, Household Appliance Manufacturing

Advised

Metro Air

in their acquisition by

Pinnacle Home Environment Solutions

March 2019

Generational Group

Food and Beverage Stores, Food Manufacturing

Advised

Béquet Confections Inc.

in their acquisition by

Doscher's Candies LLC

February 2019

Generational Group

Sanitary Paper Product Manufacturing, Soap, Cleaning Compound, and Toilet Preparation Manufacturing

Advised

Brondow Inc.

in their acquisition by

Cosco Enterprises

February 2019

Generational Group

Advised

Lodi Metals Inc.

in their acquisition by

PCM Companies LLC

February 2019

Generational Group

Advised

Machine Tool & Supply

in their acquisition by

Xometry Inc.

January 2019

Generational Group

Advised

Norwalk Tank Company

in their acquisition by

Minnick Services Corp.

January 2019

Generational Group

Advised

Southwest Glassware

in their acquisition by

Undisclosed

January 2019

Generational Group

Agriculture, Forestry, Fishing and Hunting, Pesticide, Fertilizer, and Other Agricultural Chemical Manufacturing

Advised

A&M Ag Partners

in their acquisition by

Undisclosed

January 2019

Generational Group

Health Care Services

Advised

Okanagan Audio Lab Ltd.

in their acquisition by

Connect Hearing

January 2019

Generational Group

Telecommunications

Advised

Ameridial Inc.

in their acquisition by

Fusion BPO Services

December 2018

Generational Group

IT Services, Technology Consulting Services

Advised

Pacific Plastics Injection Molding

in their acquisition by

Diversified Plastics Inc.

December 2018

Generational Group

Drinking Places (Alcoholic Beverages), Mobile Food Services, Restaurants and Other Eating Places

Advised

Ponder Enterprises Inc. and Ponder Brothers LLC

in their acquisition by

Phase Three Star LLC

December 2018

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

MGP Connecting Rods

in their acquisition by

Race Winning Brands Inc.

December 2018

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences, Telecommunications

Advised

Texas Utility Engineering Inc.

in securing investment from

EN Engineering LLC

December 2018

Generational Group

Advertising, Public Relations, and Related Services

Advised

GodwinGroup

in securing investment from

Local Marketing Solutions Group Inc.

December 2018

Generational Group

Advised

Body Spa Inc.

in securing investment from

West Lane Capital Partners

November 2018

Generational Group

Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw

Advised

K-Fab Inc.

in their acquisition by

DPMS

November 2018

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers

Advised

Tidewater Bumper Service Inc.

in their acquisition by

KSI Trading Corporation

November 2018

Generational Group

Advised

Algiere Construction Services Inc.

in securing investment from

Stonehenge Capital

November 2018

Generational Group

Health Care Services

Advised

ABA of North Texas LLC

in their acquisition by

The Family Treatment Network

November 2018

Generational Group

Auto body shop supplies, distributors (wholesalers), Automobile accessories (except tires, tubes) distributors (wholesalers), Automotive parts, new, distributors (wholesalers), Motor Vehicle Parts (Used) Distributors (Wholesalers), New tires, motor vehicle, distributors (wholesalers), Tire and tube repair materials distributors (wholesalers), Tire tubes, motor vehicle, distributors (wholesalers), Tires, used (except scrap), distributors (wholesalers), Used tires, motor vehicle, distributors (wholesalers)

Advised

Tidewater Bumper Service

in their acquisition by

KSI Trading Corporation

November 2018

Generational Group

Advised

Algiere Construction Services Inc.

in securing investment from

Proviso Capital

November 2018

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Forestry and Logging, Research and Development in the Physical, Engineering, and Life Sciences

Advised

Heartland Woodcraft Inc.

in their acquisition by

DGS Retail LLC

November 2018

Generational Group

Advised

Blow Molded Solutions LLC

in their acquisition by

JBA Capital

November 2018

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers

Advised

Royal Car Care Inc.

in their acquisition by

Oil Changers Inc.

November 2018

Generational Group

IT Services, Software and Online Services, Technology Consulting Services

Advised

Solid Systems CAD Services

in their acquisition by

Park Place Technologies

October 2018

Generational Group

All Other Nonmetallic Mineral Mining, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Book Stores and News Dealers, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Sporting Goods, Hobby, Musical Instrument, and Book Stores, Stone Mining and Quarrying

Advised

Screw Products Inc

in their acquisition by

Lawson Products Inc.

October 2018

Generational Group

All Other Nonmetallic Mineral Mining, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Primary Metal Manufacturing, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Stone Mining and Quarrying

Advised

Reed’s Metals Inc.

in their acquisition by

Union Corrugating

October 2018

Generational Group

Advised

Harmsen & Associates Inc.

in their acquisition by

Fremont-Wright LLC

October 2018

Generational Group

Alumina and Aluminum Production and Processing, Fabricated Structural Metal Manufacturing, Ferrous Metal Foundries, Iron and Steel Forging, Iron and Steel Mills and Ferroalloy Manufacturing, Steel Product Manufacturing from Purchased Steel

Advised

Gyford Productions LLC

in their acquisition by

Rowmark LLC

October 2018

Generational Group

Building Material and Garden Equipment and Supplies Dealers, Home and Garden E-Commerce

Advised

Barnes Brothers Inc.

in their acquisition by

Undisclosed

October 2018

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences, Water, Sewage and Other Systems

Advised

Valley Precast Inc.

in their acquisition by

SI Precast Concrete

September 2018

Generational Group

Advised

Prestige Property Maintenance Inc.

in their acquisition by

Juniper Landscaping

September 2018

Generational Group

All Other Nonmetallic Mineral Mining, Architecture, Engineering, and Construction (ACE), Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Stone Mining and Quarrying

Advised

Prestige Stamping Inc.

in their acquisition by

Auxo Investment Partners

September 2018

Generational Group

Advised

Total Systems Control Inc.

in their acquisition by

Multi-Flow Industries

September 2018

Generational Group

Advised

Matsen Ford Design & Associates Inc.

in their acquisition by

raSmith

August 2018

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), IT Services, Research and Development in the Physical, Engineering, and Life Sciences, Technology Consulting Services

Advised

Manufacturing & Industrial Technologies Inc.

in their acquisition by

Contract Professionals Inc.

August 2018

Generational Group

Agriculture, Forestry, Fishing and Hunting

Advised

Crystal Farms Mills Inc.

in their acquisition by

Wincorp International

August 2018

Generational Group

Advised

Long Island Productions Inc. dba Training Network

in their acquisition by

JER HR Group

August 2018

Generational Group

Insurance Carriers and Related Activities

Advised

Strong's Insurance Inc.

in their acquisition by

Sunstar Insurance Group LLC

July 2018

Generational Group

Utilities

Advised

Allwaste Services Inc.

in their acquisition by

Waste Management Inc.

July 2018

Generational Group

Advised

AMS Environmental Inc.

in their acquisition by

Pine Lake Partners LLC

July 2018

Generational Group

Administration of Human Resource Programs, Employment Services, Human Resources Consulting Services

Advised

Protouch Staffing Inc.

in their acquisition by

W3Global Inc.

June 2018

Generational Group

Advised

Rapid Production Tooling Inc.

in their acquisition by

RL Hudson & Company

June 2018

Generational Group

Advised

Poepping, Stone, Bach & Associates Inc.

in their acquisition by

Undisclosed

June 2018

Generational Group

Chemical Manufacturing, Pharmaceutical and Medicine Manufacturing, Pharmacies and Drug Stores

Advised

Aqua Regia Inc.

in their acquisition by

Pharmacy Alternatives

June 2018

Generational Group

Advised

Simplus Management Corp.

in their acquisition by

RTC Partners

June 2018

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences, Utilities

Advised

Southwest Waterworks Contractors Inc.

in their acquisition by

PumpMan Holdings Inc.

June 2018

Generational Group

Agriculture, Construction, and Mining Machinery Manufacturing, Heavy Duty Truck Manufacturing, Heavy machinery and equipment repair and maintenance services

Advised

Dynamic Ditchers Inc.

in their acquisition by

Elmer’s Manufacturing Ltd.

June 2018

Generational Group

Health Care Services

Advised

East Tennessee Personal Care Service LLC

in their acquisition by

Amedisys Inc.

May 2018

Generational Group

Medical Equipment and Supplies Manufacturing

Advised

Michigan Instruments

in their acquisition by

Grand Ridge Holdings Affiliate

May 2018

Generational Group

Data processing services, Information Technology (IT) infrastructure services (outsourced), Software and Online Services, Temporary Help Services

Advised

Vendor Team Services

in their acquisition by

VTSARC LLC

May 2018

Generational Group

Software and Online Services

Advised

Chalk & Wire Learning Assessment Inc.

in their acquisition by

Campus Labs

May 2018

Generational Group

Security Systems Services

Advised

Fleetwood Security & Electronic Services Inc.

in their acquisition by

Priority One Security

May 2018

Generational Group

All Other Miscellaneous Manufacturing, Bicycles and parts manufacturing, Book Stores and News Dealers, Doll, Toy, and Game Manufacturing, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Musical Instrument Manufacturing, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Sporting and Athletic Goods Manufacturing, Sporting Goods, Hobby, Musical Instrument, and Book Stores, Tricycles, metal, adult and childrens, manufacturing, Vehicle, childrens, metal manufacturing

Advised

Southwest Book Company

in their acquisition by

Undisclosed

May 2018

Generational Group

Food and Beverage Stores

Advised

A&R Services

in their acquisition by

WaterStation Technology LLC

May 2018

Generational Group

Advised

Knox Glass

in their acquisition by

Undisclosed

May 2018

Generational Group

Research and Development in the Physical, Engineering, and Life Sciences

Advised

Polymer Solutions Inc.

in their acquisition by

SGS North America, Inc.

May 2018

Generational Group

Healthcare Software (Consumer), Healthcare Software (Enterprise), Medical Equipment and Supplies Manufacturing, Medical glassware made from purchased glass, Medical glassware made in glass making plants

Advised

DoseLogix LLC

in their acquisition by

Team Technologies Inc.

May 2018

Generational Group

Software and Online Services

Advised

AVSIGroup LLC

in their acquisition by

Conference Technologies Inc.

May 2018

Generational Group

Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, Grocery and Related Product Distributors (Wholesalers), House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Tobacco and Tobacco Product Distributors (Wholesalers), Travel Arrangement and Reservation Services

Advised

Louis Wohl & Sons Group

in their acquisition by

B&J Food Service Equipment

May 2018

Generational Group

Advised

Louis Wohl & Sons Group

in their acquisition by

Beltram Foodservice Group

May 2018

Generational Group

Advised

Riechers Truck Bodies & Equipment Co.

in their acquisition by

Coin Acceptors, Inc.

April 2018

Generational Group

Plastics and Rubber Products Manufacturing

Advised

Rubber Plus Inc.

in their acquisition by

All-State Belting LLC

April 2018

Generational Group

Health Care Services, Pharmaceutical and Medicine Manufacturing

Advised

Blount Discount Pharmacy

in their acquisition by

CVS Pharmacy

April 2018

Generational Group

Advised

Sys-Tek PA Inc.

in their acquisition by

Twining Inc.

April 2018

Generational Group

Building Material and Garden Equipment and Supplies Dealers, Forestry and Logging, Home and Garden E-Commerce

Advised

Busby Cabinets

in their acquisition by

Undisclosed

April 2018

Generational Group

Professional, Scientific, and Technical Services

Advised

Research Into Action Inc.

in their acquisition by

Opinion Dynamics Corporation

March 2018

Generational Group

Health Care Services

Advised

Public Safety Services, Inc.

in their acquisition by

Paramedic Services of Illinois, Inc.

March 2018

Generational Group

Advised

Monitor Builders Inc.

in their acquisition by

The LiRo Group

March 2018

Generational Group

Advised

DiGiorgio Associates Inc.

in their acquisition by

The LiRo Group

March 2018

Generational Group

Software and Online Services, Telecommunications

Advised

Firepower Marketing Inc.

in their acquisition by

Schanti Partners

March 2018

Generational Group

Health Care Services, Medical Equipment and Supplies Manufacturing

Advised

Northwest Medical Inc.

in their acquisition by

Corbel Capital Partners

March 2018

Generational Group

Advised

Cascade Hydro-Air

in their acquisition by

ONEC Group

March 2018

Generational Group

Furniture and Home Furnishings Stores, Furniture stores, used

Advised

Service Furniture and Bedding Inc.

in their acquisition by

Furniture Factory Outlet LLC

February 2018

Generational Group

Enterprise Software and Online Services, Software and Online Services

Advised

DLL Solutions, Inc.

in securing investment from

Engement Company, Inc.

February 2018

Generational Group

Utilities

Advised

Discount Drainage Supplies

in their acquisition by

Foundation Investment Partners

February 2018

Generational Group

Advised

Coastal Screen & Rail LLC

in their acquisition by

Baymark Partners

January 2018

Generational Group

Nonscheduled Chartered Freight Air Transportation, Scheduled Freight Air Transportation

Advised

The Irwin Brown Company

in their acquisition by

CH Powell Company

January 2018

Generational Group

Advised

Advanced Service Solutions Inc.

in their acquisition by

BHMS Investments

January 2018

Generational Group

Software and Online Services

Advised

Installation & Service Technologies Inc.

in their acquisition by

Skinny IT Corp

January 2018

Generational Group

Communications software (chat, messaging, email), Consumer Software and Online Services, Newspaper, Periodical, Book, and Directory Publishers, Online News, Social Games, Social Media Management Software, Social Networking Services

Advised

Impact Marketing Specialists Inc.

in their acquisition by

Undisclosed

December 2017

Generational Group

Advised

A Company Inc.

in their acquisition by

United Site Services Inc.

December 2017

Generational Group

Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations

Advised

Katko, Ltd.

in securing investment from

Basin Energy Group

November 2017

Generational Group

Apparel, Piece Goods, and Notions Distributors (Wholesalers), Book Stores and News Dealers, Flower, Nursery Stock, and Florists' Supplies Distributors (Wholesalers), Furniture and Home Furnishing Distributors (Wholesalers), General Merchandise Stores, Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers), Health and Personal Care Stores, Hobby, Toy, and Game Stores, Household Appliances and Electrical and Electronic Goods Distributors (Wholesalers), Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Durable Goods Distributors (Wholesalers), Miscellaneous Store Retailers, Office Equipment Distributors (Wholesalers), Office Supplies, Stationery, and Gift Stores, Other Commercial Equipment Distributors (Wholesalers), Other Direct Selling Establishments, Other Miscellaneous Nondurable Goods Distributors (Wholesalers), Other Professional Equipment and Supplies Distributors (Wholesalers), Paper and Paper Product Distributors (Wholesalers), Photographic Equipment and Supplies Di

Advised

Self’s Inc.

in their acquisition by

E.J. Welch Company Inc.

November 2017

Generational Group

Advised

LGM Pharma

in their acquisition by

New Harbor Capital LLC

November 2017

Generational Group

Advised

MCS Door and Hardware Installations

in their acquisition by

Foundation Building Materials

November 2017

Generational Group

Software and Online Services

Advised

Computer Control + Integration

in their acquisition by

Decide4Action Inc.

October 2017

Generational Group

Advised

Mountain Dog Food

in their acquisition by

Dane Creek Capital Corp

October 2017

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Ammex Plastics

in their acquisition by

Echo Engineering and Production Supplies

October 2017

Generational Group

Computer and Technology Distributor or Wholesaler, Electric Power Generation, Transmission and Distribution, Power generation, nonhazardous solid waste combustor or incinerator electric

Advised

Power Sources Unlimited Inc.

in their acquisition by

Sager Electronics

October 2017

Generational Group

Software and Online Services

Advised

DPC Systems Inc.

in their acquisition by

PBS Financial Systems Inc.

August 2017

Generational Group

Chemical Manufacturing

Advised

Carbonic Systems

in their acquisition by

Airgas Inc.

August 2017

Generational Group

Health Care Services

Advised

Endeavor Clinical Trials P.A.

in their acquisition by

Evolution Research Group, LLC

July 2017

Generational Group

Safety Equipment Manufacturing

Advised

Keytroller LLC

in their acquisition by

I.D. Systems, Inc.

July 2017

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing, Plastics and Rubber Products Manufacturing, Textile Mills, Textile Product Mills

Advised

Tires 2 You LLC

in their acquisition by

West Coast Tire Pro, Inc.

July 2017

Generational Group

Enterprise Software and Online Services, Software and Online Services

Advised

Dorian Business Systems Inc.

in their acquisition by

Great Hill Partners LLC

July 2017

Generational Group

Advised

Accel Party Rentals & Design

in their acquisition by

Koa Capital Partners LLC

June 2017

Generational Group

Advised

BW Manufacturing Inc.

in their acquisition by

Woodland Partners

June 2017

Generational Group

Advised

Coastal Field Services LP

in their acquisition by

Primoris Services Corporation

June 2017

Generational Group

Natural Gas Distribution, Oil and Gas Pipeline and Related Structures Construction, Water, Sewage and Other Systems

Advised

Hughes Gas Resources Inc.

in their acquisition by

EPCOR Water Inc.

June 2017

Generational Group

Semiconductor and Other Electronic Component Manufacturing, Semiconductor battery chargers manufacturing, Semiconductor high-voltage power supplies manufacturing, Semiconductor test equipment manufacturing

Advised

Brewer Science Inc.

in their acquisition by

Cost Effective Equipment LLC

May 2017

Generational Group

Advised

King Engineering Associates Inc.

in their acquisition by

Kain Capital LLC

May 2017

Generational Group

Software and Online Services

Advised

Pre1 Software

in their acquisition by

Bauer Software Group, Inc.

May 2017

Generational Group

Household Appliance Manufacturing

Advised

Houzer Inc.

in their acquisition by

Hamat Group Ltd.

May 2017

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

CEC Controls Company Inc.

in their acquisition by

Wood Group

May 2017

Generational Group

Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Pharmaceutical and Medicine Manufacturing, Research and Development in Biotechnology, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

PharmaLex Group

in their acquisition by

Safis Solutions LLC

April 2017

Generational Group

Advertising, Public Relations, and Related Services, Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

Designer Sign Systems

in their acquisition by

Undisclosed

April 2017

Generational Group

Advised

Kohl Building Products

in their acquisition by

SRS Distribution Inc.

April 2017

Generational Group

Pharmaceutical and Medicine Manufacturing, Research and Development in Biotechnology

Advised

SL Pharma Labs Inc.

in their acquisition by

Exova Group PLC

April 2017

Generational Group

Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, Food and Beverage Stores, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

Ellison Bakery, Inc.

in securing investment from

Blackford Capital

April 2017

Generational Group

Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Paperboard Container Manufacturing, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

Imperial Packaging Inc.

in their acquisition by

Seaboard Folding Box Company Inc.

April 2017

Generational Group

Nonscheduled Chartered Freight Air Transportation, Scheduled Freight Air Transportation

Advised

Summit International Trade Services Inc.

in their acquisition by

Near North Customs Brokers

March 2017

Generational Group

Advised

Fogco Systems Inc.

in their acquisition by

Pinewell Capital LLC

March 2017

Generational Group

Agriculture, Construction, and Mining Machinery Manufacturing, Agriculture, Forestry, Fishing and Hunting, Heavy Duty Truck Manufacturing, Heavy machinery and equipment repair and maintenance services

Advised

Neese Inc.

in their acquisition by

1847 Holdings LLC

March 2017

Generational Group

IT Services, Software and Online Services, Technology Consulting Services

Advised

Cubed Group Inc.

in their acquisition by

CompassMSP LLC

March 2017

Generational Group

Advised

Tape Solutions Inc.

in their acquisition by

MarTeck

February 2017

Generational Group

Computer and Technology Distributor or Wholesaler, IT Services, Technology Consulting Services

Advised

KC Computers

in their acquisition by

Computers Nationwide

February 2017

Generational Group

Advised

Truesdell Corporation

in their acquisition by

Woodlawn Partners

February 2017

Generational Group

Advised

Weerts Funeral Home

in their acquisition by

Service Corporation International

February 2017

Generational Group

Data processing services, Information Technology (IT) infrastructure services (outsourced), Temporary Help Services

Advised

Red Wolf Company

in their acquisition by

Broadwind Energy Inc.

February 2017

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

EMCO Inc.

in their acquisition by

Motor City Fastener Inc.

February 2017

Generational Group

Advised

Interprovincial Meat Sales Ltd.

in their acquisition by

Premium Brands Holdings Corporation

February 2017

Generational Group

IT Services, Technology Consulting Services

Advised

Kerr Consulting

in their acquisition by

Proviso Capital

January 2017

Generational Group

Security Systems Services

Advised

Integrated Systems of Florida

in their acquisition by

Red Hawk Fire & Security

January 2017

Generational Group

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Medical Equipment and Supplies Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

Instrument Technology Inc.

in their acquisition by

Transom Shields Group

January 2017

Generational Group

Bank chests, metal, manufacturing, Chests, fire or burglary resistive, metal, manufacturing, Coolers or ice chests, plastics (except foam), manufacturing, Drums, plastics (i.e., containers), manufacturing, Glass Container Manufacturing, Hot tubs, plastics or fiberglass, manufacturing, Ice chests or coolers, urethane or other plastics foam (except polystyrene) manufacturing, Laundry tubs, metal, manufacturing, Laundry tubs, plastics, manufacturing, Metal Can, Box, and Other Metal Container (Light Gauge) Manufacturing, Safe deposit boxes and chests, metal, manufacturing, Trash containers, plastics, manufacturing, Utility containers (e.g., baskets, bins, boxes, buckets, dishpans, pails), plastics (except foam), manufacturing

Advised

Plastic & Products Marketing

in their acquisition by

Undisclosed

January 2017

Generational Group

Health Care Services, Pharmaceutical and Medicine Manufacturing

Advised

R&S Drugs Inc.

in their acquisition by

Undisclosed

January 2017

Generational Group

Amusement Parks and Arcades, Other Amusement and Recreation Industries, Performing Arts, Spectator Sports, and Related Industries

Advised

The Mell Group LLC

in their acquisition by

Undisclosed

December 2016

Generational Group

Architecture, Engineering, and Construction (ACE), Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Engineering Services (Non-Construction), Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing, Research and Development in the Physical, Engineering, and Life Sciences

Advised

IPEC and Industrial Scaffolding Group

in their acquisition by

Industrial Service Solutions

December 2016

Generational Group

Advised

The Dawson Academy

in their acquisition by

Valencia Capital

December 2016

Generational Group

Advised

American Track Generations

in their acquisition by

Hilltop Private Capital

November 2016

Generational Group

Advertising, Public Relations, and Related Services, Newspaper, Periodical, Book, and Directory Publishers

Advised

Hanson Directory Service

in their acquisition by

DirecTech, LLC

November 2016

Generational Group

Hospitals, Nursing and Residential Care Facilities, Veterinary Services

Advised

Stonehaven Assisted Living

in their acquisition by

Cornerstone Healthcare Group

November 2016

Generational Group

Advised

Sturtevant Richmont

in their acquisition by

Snap-on Incorporated

November 2016

Generational Group

Entertainment Software and Online Services

Advised

Antares Audio Technologies

in their acquisition by

Broadstream Capital Partners

October 2016

Generational Group

Advised

Dock Edge

in securing investment from

Canada Metal

September 2016

Generational Group

Software and Online Services

Advised

Software Design Solutions

in their acquisition by

Applied Visions

September 2016

Generational Group

Amusement Parks and Arcades, Other Amusement and Recreation Industries, Performing Arts, Spectator Sports, and Related Industries

Advised

Ice Partners

in their acquisition by

Ice World Maryland, LLC, an affiliate of Blackstreet Capital Holdings LLC

September 2016

Generational Group

Paper Manufacturing

Advised

Economy Paper Company

in their acquisition by

Wescott Group

September 2016

Generational Group

Advertising, Public Relations, and Related Services

Advised

Morrison Architectural Sign Co.

in their acquisition by

Maxtin, Inc.

September 2016

Generational Group

Building Finishing Contractors, Chemical and Allied Products Distributors (Wholesalers), Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Supplies Distributors (Wholesalers), Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Lumber and Other Construction Materials Distributors (Wholesalers), Metal and Mineral (except Petroleum) Distributors (Wholesalers), Paint, Varnish, and Supplies Distributors (Wholesalers), Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

Tiedemann-Bevs

in their acquisition by

Strength Capital

September 2016

Generational Group

Business Support Services, Office Supplies (except Paper) Manufacturing

Advised

Farmer Business Systems

in their acquisition by

Alliance Office Systems

September 2016

Generational Group

Book Stores and News Dealers, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Jewelry, natural or cultured pearls, manufacturing, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Pearls, costume, manufacturing, Primary Metal Manufacturing, Sporting Goods, Hobby, Musical Instrument, and Book Stores

Advised

United Brass Works

in their acquisition by

Bradford Equities Management

August 2016

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers

Advised

Rountree-Moore Motors

in their acquisition by

Morgan Auto Group, LLC

July 2016

Generational Group

Medical Equipment and Supplies Manufacturing

Advised

Electromedical Products International, Inc.

in their acquisition by

Tilley Capital, LLC

June 2016

Generational Group

Advised

Concut, Inc.

in their acquisition by

Dixie Diamond Manufacturing, Inc.

June 2016

Generational Group

Natural Gas Distribution, Oil and Gas Pipeline and Related Structures Construction, Utilities

Advised

K Dawson & Associates, Inc.

in their acquisition by

HS Holdings II, LLC

June 2016

Generational Group

Natural Gas Distribution, Oil and Gas Pipeline and Related Structures Construction, Utilities

Advised

HeatSource, Inc.

in their acquisition by

HS Holdings II, LLC

June 2016

Generational Group

Advised

ABC Sign & Display Co.

in their acquisition by

Undisclosed

May 2016

Generational Group

Advised

Skydive Dallas & Related Co's.

in their acquisition by

Skydive Spaceland

April 2016

Generational Group

Pharmaceutical and Medicine Manufacturing, Pharmacies and Drug Stores

Advised

Whiteford Pharmacy, Inc. and Darlington Pharmacy

in their acquisition by

Whiteford Darlington, LLC

April 2016

Generational Group

Alumina and Aluminum Production and Processing, Fabricated Structural Metal Manufacturing, Ferrous Metal Foundries, Iron and Steel Forging, Iron and Steel Mills and Ferroalloy Manufacturing, Oil and Gas Extraction, Petroleum and Coal Products Manufacturing, Petroleum and Petroleum Products Distributors (Wholesalers), Steel Product Manufacturing from Purchased Steel

Advised

Rhodes Manufacturing Inc.

in their acquisition by

3 Rivers Capital

March 2016

Generational Group

Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Professional, Scientific, and Technical Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

Culture.Service.Growth., LLC

in their acquisition by

Qualfon Corporation

March 2016

Generational Group

Advised

Disc- Lock, Inc.

in their acquisition by

Sherex Fastening Solutions LLC

February 2016

Generational Group

Advised

Noblin & Associates

in their acquisition by

Evergreen Management Group

February 2016

Generational Group

Professional, Scientific, and Technical Services

Advised

The HR Group Inc.

in their acquisition by

JER HR Consulting LLC

February 2016

Generational Group

IT Services, Technology Consulting Services

Advised

Enterprise 24x7, Inc.

in their acquisition by

E&E Technical Consultants, LLC

February 2016

Generational Group

Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Oil and Gas Field Machinery and Equipment Manufacturing, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Support Activities for Oil and Gas Operations, Waste Management and Remediation Services, Waste Treatment and Disposal

Advised

WB Construction, L.L.C.

in their acquisition by

Strathklyde, LLC

January 2016

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

H&S Autoshot Manufacturing

in their acquisition by

Nutec Systems Inc.

January 2016

Generational Group

Motor Vehicle and Parts Dealers

Advised

Something Unique, Inc.

in their acquisition by

Envision Tees

January 2016

Generational Group

Advised

Virginia Industrial Plastics

in their acquisition by

Ale Holdings, Inc.

December 2015

Generational Group

Advised

VCI, Inc.

in their acquisition by

Basin Material Handling LLC

December 2015

Generational Group

IT Services, Technology Consulting Services

Advised

Config Consultants Corporation

in securing investment from

Black Lake Capital, LLC

December 2015

Generational Group

IT Services, Technology Consulting Services

Advised

Config Consultants Corporation

in their acquisition by

Jefferson Capital Partners II, LP

December 2015

Generational Group

IT Services, Technology Consulting Services

Advised

Config Consultants Corporation

in their acquisition by

C3 Capital Partners III, LP

December 2015

Generational Group

Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Navigational, Measuring, and Control Instruments Manufacturing

Advised

Spectrum Technologies, Inc.

in their acquisition by

Transcat, Inc.

December 2015

Generational Group

Apparel & Textiles

Advised

White House Design Company, Inc.

in securing investment from

CAI Capital Management Co.

December 2015

Generational Group

Advertising, Public Relations, and Related Services

Advised

Hightech Signs, Inc.

in their acquisition by

Hightech Image, Inc.

November 2015

Generational Group

Nonscheduled Chartered Freight Air Transportation, Process, Physical Distribution, and Logistics Consulting Services, Scheduled Freight Air Transportation, Truck Transportation

Advised

Memphis City Cartage, Inc.

in their acquisition by

Chaser, LLC

November 2015

Generational Group

Healthcare Software (Consumer), Healthcare Software (Enterprise)

Advised

MealTracker

in their acquisition by

MatrixCare

October 2015

Generational Group

Software and Online Services

Advised

Computer Programming & Electronic Testing Company

in their acquisition by

Undisclosed

October 2015

Generational Group

Advised

Deacon Industries, Inc.

in their acquisition by

CSW Industrials, Inc.

October 2015

Generational Group

Advised

K&M Fire Protection Services, Inc.

in their acquisition by

Davis-Ulmer Sprinkler Company, Inc.

October 2015

Generational Group

Security Systems Services

Advised

EKG Security Inc.

in their acquisition by

Trinity Services Corporation

September 2015

Generational Group

Advised

Seabreeze Property Services, Inc.

in securing investment from

Chenmark Capital Management LLC

September 2015

Generational Group

Medical Equipment and Supplies Manufacturing

Advised

Quality Medical Rentals

in their acquisition by

Meridian Biomedical, Inc.

September 2015

Generational Group

Professional, Scientific, and Technical Services

Advised

Milestone Management Consultants LLC

in their acquisition by

Undisclosed

September 2015

Generational Group

Apparel, Piece Goods, and Notions Distributors (Wholesalers), Flower, Nursery Stock, and Florists' Supplies Distributors (Wholesalers), Forestry and Logging, Furniture and Home Furnishing Distributors (Wholesalers), Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers), Household Appliances and Electrical and Electronic Goods Distributors (Wholesalers), Miscellaneous Durable Goods Distributors (Wholesalers), Office Equipment Distributors (Wholesalers), Other Commercial Equipment Distributors (Wholesalers), Other Miscellaneous Nondurable Goods Distributors (Wholesalers), Other Professional Equipment and Supplies Distributors (Wholesalers), Paper and Paper Product Distributors (Wholesalers), Photographic Equipment and Supplies Distributors (Wholesalers), Promotional Products Distributors (Wholesalers), Service Establishment Equipment and Supplies Distributors (Wholesalers)

Advised

Big Horn Corporation

in their acquisition by

American General Tool Group

September 2015

Generational Group

Household Appliance Manufacturing

Advised

Sewell Appliance Sales/Services Co Inc

in their acquisition by

Builder Specialties Inc.

September 2015

Generational Group

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Electronic and Precision Equipment Repair and Maintenance, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

Great Lakes Foam Technologies, Inc.

in their acquisition by

Unique Fabricating, Inc.

August 2015

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

Hedlund Gas Inc.

in their acquisition by

Superior Fuel Company

July 2015

Generational Group

Safety Equipment Manufacturing

Advised

Safety Source Incorporated

in their acquisition by

Ritz Safety

July 2015

Generational Group

Agriculture, Forestry, Fishing and Hunting

Advised

The Seed House

in their acquisition by

Wilbur-Ellis Company

June 2015

Generational Group

Nonscheduled Chartered Freight Air Transportation, Scheduled Freight Air Transportation

Advised

Orbis Logistics

in their acquisition by

Dicom Transportation Group

June 2015

Generational Group

Advised

CompoSecure

in securing investment from

LLR Partners

May 2015

Generational Group

Health Care Services, Pharmaceutical and Medicine Manufacturing

Advised

Preferred Care Pharmaceutical Services

in their acquisition by

Guardian Pharmacy LLC

May 2015

Generational Group

Oil and Gas Extraction, Petroleum and Coal Products Manufacturing, Petroleum and Petroleum Products Distributors (Wholesalers)

Advised

DeWitt Petroleum

in their acquisition by

SC Fuels

May 2015

Generational Group

Health Care Services, Pharmaceutical and Medicine Manufacturing

Advised

Preferred Care Pharmaceutical Services

in their acquisition by

Winyah Pharmacy Solutions

May 2015

Generational Group

Medical Equipment and Supplies Manufacturing, Pharmaceutical and Medicine Manufacturing

Advised

Reuss Pharmacies Inc.

in their acquisition by

Lifecare Pharmacy

April 2015

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Wheeler's Autobody Supply

in their acquisition by

LKQ Corporation

April 2015

Generational Group

Health Care Services

Advised

Peaks & Plains Inc.

in their acquisition by

Mi-Med Supply

April 2015

Generational Group

Nonscheduled Chartered Freight Air Transportation, Professional, Scientific, and Technical Services, Scheduled Freight Air Transportation

Advised

Agile Supply Chain Strategies

in their acquisition by

Undisclosed

April 2015

Generational Group

Advised

Environmental Assessment Services

in their acquisition by

KOMAN Holdings, LLC

March 2015

Generational Group

Safety Equipment Manufacturing

Advised

White Fire Extinguisher Inc.

in their acquisition by

Cintas Corporation No. 2

March 2015

Generational Group

Professional, Scientific, and Technical Services

Advised

SuperiorHR LLC

in their acquisition by

Zuman, Inc.

March 2015

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers

Advised

Baugher Motors

in their acquisition by

Undisclosed

March 2015

Generational Group

Advised

EZ Sockets, Inc.

in their acquisition by

Brighton-Best International

March 2015

Generational Group

Advised

Rhodes Manufacturing Inc.

in their acquisition by

3 Rivers Capital

March 2015

Generational Group

Data processing services, Finance and Insurance, Information Technology (IT) infrastructure services (outsourced), Temporary Help Services

Advised

Alight Analytics

in their acquisition by

Promotion Fulfillment Center

February 2015

Generational Group

Health Care Services, Pharmaceutical and Medicine Manufacturing

Advised

Wagey Drug Company

in their acquisition by

Kohll's Pharmacy

February 2015

Generational Group

Medical Equipment and Supplies Manufacturing

Advised

Multi-Location Retailer of Mobility Products

in their acquisition by

Home-Health Monitoring Company

February 2015

Generational Group

Household Appliance Manufacturing

Advised

Builders Appliance Center LLC

in their acquisition by

Ferguson Enterprises Inc.

February 2015

Generational Group

Business Support Services, Office Supplies (except Paper) Manufacturing

Advised

North Shore Business Technology, Inc.

in their acquisition by

Impact Networking, LLC

January 2015

Generational Group

Advised

Kyuka Waters Inc.

in their acquisition by

Water Way Distributing Company Inc.

January 2015

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Lin-Mar Motor Inc.

in their acquisition by

CARCARE Collision Centers

January 2015

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

DB Ricks Inc.

in their acquisition by

Uni-Select USA, Inc.

January 2015

Generational Group

Professional, Scientific, and Technical Services

Advised

MuniCode Services Ltd.

in securing investment from

The Inspections Group Inc.

January 2015

Generational Group

Software and Online Services

Advised

Enoserv LLC

in their acquisition by

Doble Engineering Company

January 2015

Generational Group

IT Services, Technology Consulting Services

Advised

Integrated Data Solutions Inc.

in their acquisition by

All Covered

December 2014

Generational Group

Advised

Sharpe Mixers Inc.

in their acquisition by

Hayward Gordon ULC

December 2014

Generational Group

IT Services, Technology Consulting Services

Advised

RockIT Cloud Solutions, LLC

in their acquisition by

All Covered

December 2014

Generational Group

All Other Miscellaneous Store Retailers, Art Dealers, Health and Personal Care Stores, Jewelry, Watch, Precious Stone, and Precious Metal Distributors (Wholesalers), Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Pet and Pet Supplies Stores

Advised

Single-Location Pawn Shop

in their acquisition by

Multi-Location Pawn Shops

December 2014

Generational Group

Advised

UCI Construction Services, Inc.

in their acquisition by

Concentric Equity Partners, L.P.

December 2014

Generational Group

Advised

Hesco, Inc.

in securing investment from

Healthy Food Ingredients, LLC

December 2014

Generational Group

Computer and Technology Distributor or Wholesaler, Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Navigational, Measuring, and Control Instruments Manufacturing

Advised

Data Devices International, Inc.

in their acquisition by

Undisclosed

November 2014

Generational Group

Finance and Insurance

Advised

Arrowhead Armored LLC

in their acquisition by

Sectran Security Inc.

November 2014

Generational Group

Advised

Colorado Cleanup Services, Inc.

in their acquisition by

Mountain View Endeavor

October 2014

Generational Group

Architecture, Engineering, and Construction (ACE), Book Stores and News Dealers, Engineering Services (Non-Construction), General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Research and Development in the Physical, Engineering, and Life Sciences, Sporting Goods, Hobby, Musical Instrument, and Book Stores

Advised

Northwest Fastener Sales, Inc.

in their acquisition by

Monroe Engineering Products, LLC

October 2014

Generational Group

Advised

S&S Fire Suppression Systems, Inc.

in their acquisition by

Davis-Ulmer Fire Sprinkler Company, Inc.

October 2014

Generational Group

Advised

EnviroSense, Inc.

in their acquisition by

EnSafe Inc.

October 2014

Generational Group

Computer Accessories (Consumer), Computer Accessories (Enterprise), Computer cable sets (e.g., monitor, printer) manufacturing, Computer Manufacturing (Enterprise), Computer software tapes and disks, blank, rigid and floppy, manufacturing, Computing Electronics, Games, computer software, mass reproducing, IT Services, Personal Computers (Consumer), Printed Circuit Assembly (Electronic Assembly) Manufacturing, Software and Online Services, Technology Consulting Services

Advised

Absolute Computer Solutions, Inc.

in their acquisition by

Alliance Technologies, Inc.

October 2014

Generational Group

Computer Software, Hardware, and Electronics E-Commerce, Electronics Stores

Advised

CExchange, LLC

in securing investment from

FIH Mobile Limited

September 2014

Generational Group

Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations

Advised

Elite Treating Solutions, Ltd.

in their acquisition by

WadeCo Specialties

September 2014

Generational Group

Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Primary Metal Manufacturing

Advised

Dakota Foundry Inc.

in their acquisition by

Anderson Industries, LLC

September 2014

Generational Group

Advised

Firmament LP

in their acquisition by

Decision Tree Resources

September 2014

Generational Group

IT Services, Technology Consulting Services

Advised

MarketNet Services LLC

in their acquisition by

Undisclosed

September 2014

Generational Group

Advised

Wine Valley Siding Supply, Inc.

in their acquisition by

Succession Capital Inc.

August 2014

Generational Group

Advised

Osborn Architects

in their acquisition by

NAC\| Architecture

August 2014

Generational Group

Advised

Generational Equity

in their acquisition by

JM

July 2014

Generational Group

Adhesive Manufacturing, Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Architectural and Structural Metals Manu

Advised

Niagara Tools Ltd.

in their acquisition by

Apex Tool Group

July 2014

Generational Group

IT Services, Technology Consulting Services

Advised

Actium Consulting, Inc.

in their acquisition by

Peoplelink, LLC

July 2014

Generational Group

Process, Physical Distribution, and Logistics Consulting Services, Truck Transportation

Advised

Budde Trucking, Inc.

in their acquisition by

Shane Goodman

July 2014

Generational Group

Chemical Manufacturing

Advised

Chempace Corporation

in their acquisition by

FGL Group, LLC

July 2014

Generational Group

Advised

Caregiver Services

in their acquisition by

Undisclosed

July 2014

Generational Group

Chemical Manufacturing

Advised

AKJ Industries

in their acquisition by

Nalco Holding Company

July 2014

Generational Group

Healthcare Software (Consumer), Healthcare Software (Enterprise)

Advised

Avid Design, Inc.

in their acquisition by

Myelin Health, Inc.

June 2014

Generational Group

Architecture, Engineering, and Construction (ACE), Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, Engineering Services (Non-Construction), House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Research and Development in the Physical, Engineering, and Life Sciences, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

LSR Refinishing, Inc.

in their acquisition by

MetalStone Technologies

June 2014

Generational Group

Advised

Genie Products, Inc.

in their acquisition by

Praxair

June 2014

Generational Group

Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Primary Metal Manufacturing

Advised

Colorado WaterJet Company

in their acquisition by

MJJ Incorporated

June 2014

Generational Group

Adhesive Manufacturing, Architectural and Structural Metals Manufacturing, Asphalt roofing construction machinery manufacturing, Building materials (e.g., fascia, panels, siding, soffit), plastics, manufacturing, Building panels, corrugated and flat, plastics, manufacturing, Ceiling lumber, dressed, resawing purchased lumber, Ceramic tiles, floor and wall, manufacturing, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Dimension stone for buildings manufacturing, Door locks, metal, manufacturing, Doors and door frames, plastics, manufacturing, Doors, unframed glass, made from purchased glass, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Gypsum building products manufacturing, Industrial Machinery and Equipment Distribut

Advised

RN Motion Technologies

in their acquisition by

Swanson Industries

April 2014

Generational Group

Advised

W.B. Johnston Grain

in their acquisition by

CGB Enterprises, Inc.

April 2014

Generational Group

All Other Nonmetallic Mineral Mining, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Forestry and Logging, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Stone Mining and Quarrying

Advised

Winfield Wood & Lath Ltd.

in their acquisition by

Lynx Equity Ltd

March 2014

Generational Group

Advised

Slaughter and Stanley Construction, Inc.

in their acquisition by

Blue Point Capital Partners, LLC

March 2014

Generational Group

Advised

Tents Hawaii, Inc.

in their acquisition by

Undisclosed

February 2014

Generational Group

Advised

Container Services, Inc.

in securing investment from

Undisclosed

February 2014

Generational Group

Advised

Matrix Learning Systems, Inc.

in their acquisition by

Abitus

February 2014

Generational Group

Nonscheduled Chartered Freight Air Transportation, Pesticide, Fertilizer, and Other Agricultural Chemical Manufacturing, Process, Physical Distribution, and Logistics Consulting Services, Scheduled Freight Air Transportation, Truck Transportation

Advised

Johnston's Port 33, Inc.

in their acquisition by

Bruce Oakley Inc

February 2014

Generational Group

Advised

MBK Machine Corp.

in their acquisition by

S&DC, LLC

January 2014

Generational Group

IT Services, Software and Online Services, Technology Consulting Services

Advised

K. Plunk, Inc.

in their acquisition by

Perigee Capital Partners

January 2014

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

C.G.S. Technologies Inc.

in their acquisition by

Systems Integrators, LLC

January 2014

Generational Group

Alternative energy (e.g., geothermal, ocean wave, solar, wind) structure construction, Electric power generation, tidal, Hydroelectric Power Generation, Solar Electric Power Generation, Solar power structure construction, Wind Electric Power Generation

Advised

SUNworks

in their acquisition by

Solar3D

January 2014

Generational Group

Advised

Paramount Landscape & Maintenance, Inc.

in their acquisition by

Undisclosed

January 2014

Generational Group

Adhesive Manufacturing, Architectural and Structural Metals Manufacturing, Asphalt roofing construction machinery manufacturing, Building Finishing Contractors, Building materials (e.g., fascia, panels, siding, soffit), plastics, manufacturing, Building panels, corrugated and flat, plastics, manufacturing, Ceiling lumber, dressed, resawing purchased lumber, Ceramic tiles, floor and wall, manufacturing, Death Care Services, Dimension stone for buildings manufacturing, Door locks, metal, manufacturing, Doors and door frames, plastics, manufacturing, Doors, unframed glass, made from purchased glass, Electrical Contractors and Other Wiring Installation Contractors, Fabricated Metal Product Manufacturing, Gypsum building products manufacturing, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Machine Shops; Turned Product; and Screw, Nut, and Bolt Manufacturing, Other Concrete Product Manufacturing, Other Millwork (including Flooring), Personal and Laundr

Advised

High Standard, Inc.

in their acquisition by

Nudo Products, Inc.,

December 2013

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Iden's Detailing, Inc.

in their acquisition by

Pacific Northwest Capital Group

November 2013

Generational Group

Advised

The Big Easy Tobacco Company

in their acquisition by

Undisclosed

October 2013

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Oil and Gas Field Machinery and Equipment Manufacturing, Research and Development in the Physical, Engineering, and Life Sciences, Support Activities for Oil and Gas Operations

Advised

Team Well Services, Inc.

in their acquisition by

Team Well Services, Inc.

October 2013

Generational Group

IT Services, Professional, Scientific, and Technical Services, Technology Consulting Services

Advised

CoreBrand LLC

in their acquisition by

Brandlogic

October 2013

Generational Group

Advised

Eastern Technologies, Inc.

in securing investment from

Global Resources International, Inc.

October 2013

Generational Group

Pharmaceutical and Medicine Manufacturing

Advised

UST Corp.

in their acquisition by

Tregaron Capital

October 2013

Generational Group

Finance and Insurance, HMO Medical Centers

Advised

American Claims Services, Inc.

in their acquisition by

York Risk Services Group

October 2013

Generational Group

Medical Equipment and Supplies Manufacturing, Medical glassware made from purchased glass, Medical glassware made in glass making plants, Pharmaceutical and Medicine Manufacturing, Professional, Scientific, and Technical Services

Advised

Currently Private

in their acquisition by

Tregaron Capital

September 2013

Generational Group

Apparel, Piece Goods, and Notions Distributors (Wholesalers), Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), E-commerce, Flower, Nursery Stock, and Florists' Supplies Distributors (Wholesalers), Furniture and Home Furnishing Distributors (Wholesalers), Grocery and Related Product Distributors (Wholesalers), Hardware, and Plumbing and Heating Equipment and Supplies Distributors (Wholesalers), Household Appliances and Electrical and Electronic Goods Distributors (Wholesalers), Miscellaneous Durable Goods Distributors (Wholesalers), Office Equipment Distributors (Wholesalers), Other Commercial Equipment Distributors (Wholesalers), Other Miscellaneous Nondurable Goods Distributors (Wholesalers), Other Professional Equipment and Supplies Distributors (Wholesalers), Paper and Paper Product Distributors (Wholesalers), Pharmaceutical and Medicine Manufacturing, Photographic Equipment and Supplies Distributors (Wholesalers), Promotional Products Distributors (Wholesalers), Service Establishme

Advised

Creative Bioscience

in securing investment from

Kuzari Group

September 2013

Generational Group

HMO Medical Centers

Advised

Health Associates, Inc.

in their acquisition by

Undisclosed

September 2013

Generational Group

IT Services, Security Systems Services, Technology Consulting Services

Advised

CETECH, Inc.

in their acquisition by

Triumph Enterprises Inc.

September 2013

Generational Group

Direct Property and Casualty Insurance Carriers, Insurance Agencies and Brokerages, Insurance Carriers and Related Activities

Advised

ISI Insurance Services

in their acquisition by

Kaufman Financial Group, Inc.

August 2013

Generational Group

Architecture, Engineering, and Construction (ACE), Coal gasification at mine site, Coal liquefaction at mine site, Coal Mining, Engineering Services (Non-Construction), Oil and Gas Field Machinery and Equipment Manufacturing, Research and Development in the Physical, Engineering, and Life Sciences, Support Activities for Oil and Gas Operations

Advised

J&R Construction, Inc.

in their acquisition by

JWright Companies, Inc.

August 2013

Generational Group

Apparel & Textiles

Advised

JewelPop, Inc.

in their acquisition by

Lynx Equity, Ltd.

August 2013

Generational Group

Air Transportation, Nonscheduled Chartered Freight Air Transportation, Scheduled Freight Air Transportation

Advised

Phoenix Rising Aviation, Inc.

in their acquisition by

Saker Aviation Services

August 2013

Generational Group

Machinery Manufacturing

Advised

Kurz Electric Solutions, Inc.

in securing investment from

Colville Capital

July 2013

Generational Group

Advised

Industrial Equipment Manufacturing Company

in their acquisition by

Undisclosed

July 2013

Generational Group

Advised

Genisco Filter Corporation

in their acquisition by

HSI Sensing

June 2013

Generational Group

Water, Sewage and Other Systems

Advised

First Water Systems, Inc.

in their acquisition by

Georgia by HydroLogic, LLC

June 2013

Generational Group

Administration of Environmental Quality Programs, Architecture, Engineering, and Construction (ACE), Biotechnology research and development laboratories or services in environmental science, Engineering Services (Non-Construction), Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Pollution testing (except automotive emissions testing) services, Research and Development in the Physical, Engineering, and Life Sciences, Services to Buildings and Dwellings, Waste Management and Remediation Services, Waste Treatment and Disposal

Advised

DeLuca-Hoffman Associates, Inc.

in their acquisition by

Fay, Spofford, & Thorndike

May 2013

Generational Group

Book Stores and News Dealers, Business Support Services, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Office Supplies (except Paper) Manufacturing, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Sporting Goods, Hobby, Musical Instrument, and Book Stores

Advised

Financial Supply, Inc.

in their acquisition by

American Solutions for Business

April 2013

Generational Group

Administration of Human Resource Programs, Employment Services, Human Resources Consulting Services

Advised

Temploy, Inc.

in their acquisition by

Corporate Resource Services, Inc.

March 2013

Generational Group

Software and Online Services

Advised

Mentor Engineering, Inc.

in their acquisition by

Trapeze Group

January 2013

Generational Group

Water, Sewage and Other Systems

Advised

Water Products of Oklahoma, Inc.

in their acquisition by

HD Supply Waterworks

December 2012

Generational Group

Administration of Environmental Quality Programs, Administration of General Economic Programs, Aerospace Product and Parts Manufacturing, Ammunition (except Small Arms) Manufacturing, Architectural, Engineering, and Related Services, Armored military vehicles (except tanks) and parts manufacturing, Business, Professional, Labor, Political, and Similar Organizations, Consumer Software and Online Services, Executive, Legislative, and Other General Government Support, Investigation and Security Services, Management of Companies and Enterprises, National Security and International Affairs, Professional, Scientific, and Technical Services, Small Arms Ammunition Manufacturing, Small Arms, Ordnance, and Ordnance Accessories Manufacturing, Space Research and Technology, Transportation Equipment and Supplies (except Motor Vehicle) Distributors (Wholesalers)

Advised

Anonymous

in their acquisition by

Anonymous

November 2012

Generational Group

IT Services, Software and Online Services, Technology Consulting Services

Advised

Emineo Group, Inc.

in their acquisition by

Alliance Technologies, Inc.

November 2012

Generational Group

Direct Property and Casualty Insurance Carriers

Advised

Tracz & Associates

in their acquisition by

Kaufman Financial Group, Inc.

October 2012

Generational Group

Software and Online Services

Advised

Brightstar Partners

in their acquisition by

AVNET

October 2012

Generational Group

Health Care Services, Pharmaceutical and Medicine Manufacturing

Advised

Waupaca Woods Pharmacy, Inc.

in their acquisition by

Shopko Stores Operating Co., LLC

September 2012

Generational Group

Finance and Insurance

Advised

IM Solutions, LLC

in their acquisition by

LeadingResponse

July 2012

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers, Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Shopko Stores Operating Co., LLC

in their acquisition by

Camping World

July 2012

Generational Group

Alumina and Aluminum Production and Processing, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

ALCOM, LLC

in securing investment from

Hudson Ferry Capital

June 2012

Generational Group

Professional, Scientific, and Technical Services, Software and Online Services

Advised

ERA Software Systems, Inc.

in their acquisition by

Undisclosed

May 2012

Generational Group

Advised

Absolute Manufacturing, Inc.

in their acquisition by

Roanwell Corporation

May 2012

Generational Group

Book Stores and News Dealers, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Motor Vehicle and Parts Dealers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Sporting Goods, Hobby, Musical Instrument, and Book Stores

Advised

Super Runners Shops of New York

in their acquisition by

Surefoot L C

May 2012

Generational Group

Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations

Advised

DLM Oilfield Enterprises Ltd.

in their acquisition by

Westward Partners, LLC

April 2012

Generational Group

Chemical Manufacturing

Advised

Pure Chem Separation, LP

in their acquisition by

Diversified CPC International

April 2012

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers

Advised

Carter Car & Truck Rentals

in their acquisition by

Calmont Leasing Ltd.

March 2012

Generational Group

Pharmaceutical and Medicine Manufacturing, Pharmacies and Drug Stores

Advised

Lang's Pharmacy Inc.

in their acquisition by

Walgreens Corporation

March 2012

Generational Group

Advertising, Public Relations, and Related Services

Advised

Paw Marketing, Inc.

in their acquisition by

The Straub Corporation

March 2012

Generational Group

Amusement Parks and Arcades, Book Stores and News Dealers, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Amusement and Recreation Industries, Other Direct Selling Establishments, Performing Arts, Spectator Sports, and Related Industries, Sporting Goods, Hobby, Musical Instrument, and Book Stores

Advised

Central Specialties Ltd.

in their acquisition by

Smarte Carte, Inc.

February 2012

Generational Group

Air Transportation, Airport Operations, Airport, full service, Other Support Activities for Air Transportation, Transportation Infrastructure Services

Advised

Hemico, Inc.

in their acquisition by

The Weinberg & Bell Group

February 2012

Generational Group

Air Transportation, Airport Operations, Airport, full service, Other Support Activities for Air Transportation, Transportation Infrastructure Services

Advised

AeroRepair Corp.

in their acquisition by

The Weinberg & Bell Group

February 2012

Generational Group

Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations

Advised

Perennial Energy Inc.

in their acquisition by

Kansas Venture Capital Inc.

December 2011

Generational Group

Oil and Gas Field Machinery and Equipment Manufacturing, Support Activities for Oil and Gas Operations

Advised

Perennial Energy Inc.

in their acquisition by

Capital For Business

December 2011

Generational Group

Advised

Morrison Terrebone Lumber Center

in securing investment from

Central Network Retail Group

November 2011

Generational Group

Software and Online Services

Advised

Small Business Computers

in their acquisition by

Undisclosed

November 2011

Generational Group

Advised

Ace Packaging Limited

in their acquisition by

Bellwyck Packaging Solutions

November 2011

Generational Group

Architecture, Engineering, and Construction (ACE), Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Engineering Services (Non-Construction), Navigational, Measuring, and Control Instruments Manufacturing, Research and Development in the Physical, Engineering, and Life Sciences

Advised

Midwest A & E Supplies Inc.

in their acquisition by

GeoShack

October 2011

Generational Group

Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, Gasoline Stations and Truck Stops, Home and auto supply stores, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Motor Vehicle and Parts Dealers, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

Trevathan Tool Company

in their acquisition by

Undisclosed

September 2011

Generational Group

Data processing services, Information Technology (IT) infrastructure services (outsourced), Temporary Help Services

Advised

Tarasoft

in their acquisition by

CoreLogic

September 2011

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Tranergy Corporation

in their acquisition by

Loram Maintenance of Way, Inc

September 2011

Generational Group

Health Care Services, Medical Equipment and Supplies Manufacturing, Medical glassware made from purchased glass, Medical glassware made in glass making plants

Advised

Sterling Surgical Supply, Inc.

in their acquisition by

Undisclosed

August 2011

Generational Group

Advised

Century Building Supply, Inc.

in their acquisition by

SRS Acquisition Corporation

August 2011

Generational Group

Advised

Blagrave & Duffey, Inc.

in their acquisition by

Thorpe Holdings

July 2011

Generational Group

Advised

D&D Plumbing

in their acquisition by

Bonney Plumbing

June 2011

Generational Group

Professional, Scientific, and Technical Services

Advised

MPI Consulting

in their acquisition by

John H. Hawkins

June 2011

Generational Group

Advised

Avio-Tech Ltd.

in their acquisition by

Undisclosed

June 2011

Generational Group

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences, Support Activities for Rail Transportation, Support Activities for Road Transportation

Advised

J-W Payne Construction Co., Ltd.

in their acquisition by

Fred Weber, Inc.

May 2011

Generational Group

Newspaper, Periodical, Book, and Directory Publishers, Paperboard Container Manufacturing

Advised

Pinnacle Business Products, LLC

in their acquisition by

Foxfire Printing and Packaging, Inc.

April 2011

Generational Group

Advised

Crocker & Associates, Inc.

in their acquisition by

D&D Environmental

March 2011

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers, Nonscheduled Chartered Freight Air Transportation, Process, Physical Distribution, and Logistics Consulting Services, Scheduled Freight Air Transportation, Truck Transportation

Advised

Ottawa Trailer Repair, Inc.

in their acquisition by

The Benson Group, Inc.

March 2011

Generational Group

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, IT Services, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Technology Consulting Services, Warehousing

Advised

OneLife Digital, Inc.

in their acquisition by

Lexy Pacific Corporation

February 2011

Generational Group

Direct Life, Health, and Medical Insurance Carriers

Advised

MedSolutions LLC

in their acquisition by

Undisclosed

February 2011

Generational Group

Advised

Neill Supply Company, Inc.

in their acquisition by

Long Island Pipe Supply, Inc.

January 2011

Generational Group

All Other Nonmetallic Mineral Mining, Architecture, Engineering, and Construction (ACE), Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Engineering Services (Non-Construction), Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Primary Metal Manufacturing, Research and Development in the Physical, Engineering, and Life Sciences, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Stone Mining and Quarrying

Advised

Gulf Coast Supply & Manufacturing Inc.

in their acquisition by

Cove Point Holdings, LLC

December 2010

Generational Group

Chemical Manufacturing

Advised

BHS Marketing

in securing investment from

Post Capital Partners LLC

November 2010

Generational Group

Direct Property and Casualty Insurance Carriers

Advised

Cornerstone Appraisal Services, LLC

in their acquisition by

CIS-Cornerstone Holdings, LLC

November 2010

Generational Group

Security Systems Services

Advised

EZWatch Pro

in their acquisition by

Generation3 Capital LLC

November 2010

Generational Group

Software and Online Services

Advised

Software Unlimited

in their acquisition by

Brook Venture Partners

November 2010

Generational Group

Advised

Autodraft Inc.

in their acquisition by

Cansel, Global CADD Systems

October 2010

Generational Group

Medical Equipment and Supplies Manufacturing, Pharmaceutical and Medicine Manufacturing

Advised

Remedies Pharmacy

in their acquisition by

Remedies Inc.

October 2010

Generational Group

Advised

Pro Heating and Air Conditioning, Inc.

in their acquisition by

Pro Mechanical Services, Inc.

October 2010

Generational Group

Book Stores and News Dealers, Cosmetics & Toiletries Manufacturing, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Sporting Goods, Hobby, Musical Instrument, and Book Stores

Advised

TonicCare, LLC

in their acquisition by

Delta Direct Marketing, LLC

October 2010

Generational Group

Advised

Hoefler Consulting Group, Inc.

in their acquisition by

SLR International Corporation

July 2010

Generational Group

Advertising, Public Relations, and Related Services

Advised

Country Signs

in their acquisition by

Lynx Equity Limited

July 2010

Generational Group

Advised

First Class Landscaping, Inc.

in their acquisition by

The Brickman Group, LLC

June 2010

Generational Group

Book Stores and News Dealers, Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Jewelry, Luggage, and Leather Goods Stores, Legal Services, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Sporting Goods, Hobby, Musical Instrument, and Book Stores, Travel Arrangement and Reservation Services

Advised

Veterinary Ventures, Inc.

in their acquisition by

Radio Systems Corp.

June 2010

Generational Group

Architecture, Engineering, and Construction (ACE), Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Engineering Services (Non-Construction), Fabricated Metal Product Manufacturing, Fabricated Structural Metal Manufacturing, Ferrous Metal Foundries, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Iron and Steel Forging, Iron and Steel Mills and Ferroalloy Manufacturing, Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing, Rese

Advised

Hydroflo Pumps USA, Inc.

in securing investment from

Undisclosed

May 2010

Generational Group

Advised

Wheatland Systems, Inc.

in their acquisition by

Clearview Capital, LLC

May 2010

Generational Group

Architecture, Engineering, and Construction (ACE), Chemical Manufacturing, Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences, Water, Sewage and Other Systems

Advised

Cox Instruments, LLC

in their acquisition by

Badger Meter, Inc.

April 2010

Generational Group

Advised

Barenco Inc.

in their acquisition by

Trow Global

February 2010

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers, Process, Physical Distribution, and Logistics Consulting Services, Truck Transportation

Advised

Truckers 24 Hr. Road Service

in their acquisition by

Power Train Service Co.

January 2010

Generational Group

Advised

Heat Pipe Technology, Inc

in their acquisition by

MiTek Inc.

November 2009

Generational Group

Advised

GPL Laboratories LLC

in their acquisition by

Microbac Laboratories, Inc.

November 2009

Generational Group

Nonscheduled Chartered Freight Air Transportation, Scheduled Freight Air Transportation

Advised

US Logistics

in securing investment from

Ranger International

August 2009

Generational Group

Advised

First General Services

in their acquisition by

FirstOnSite Restoration L.P.

July 2009

Generational Group

Advised

Wisconsin Farmers Union Specialty Cheese Co. LLC

in their acquisition by

Arthur Schuman, Inc.

June 2009

Generational Group

Advised

Amstrong McCall

in their acquisition by

Undisclosed

April 2009

Generational Group

Health Care Services, Pharmaceutical and Medicine Manufacturing, Pharmacies and Drug Stores

Advised

Waipahu Town Pharmacy

in their acquisition by

Walgreens

April 2009

Generational Group

Advised

Powertuff Rig Parts Inc.

in their acquisition by

Bronco Manufacturing LLC

April 2009

Generational Group

Paper Manufacturing

Advised

Impact Specialties, Inc.

in their acquisition by

Undisclosed

February 2009

Generational Group

Advised

Technology Assessment & Transfer, Inc.

in their acquisition by

Annapolis

February 2009

Generational Group

Software and Online Services

Advised

Records Consultants, Inc.

in their acquisition by

FDG Associates

January 2009

Generational Group

Coastal and Great Lakes Freight Transportation, Deep Sea Freight Transportation, Freight railways, line-haul, Freight railways, short-line or beltline, Inland Water Freight Transportation, Pipeline Transportation, Tanker trucking (e.g., chemical, juice, milk, petroleum), local, Tanker trucking (e.g., chemical, juice, milk, petroleum), long-distance, Water Transportation

Advised

Eggens Direct Service, Inc.

in their acquisition by

Molo Oil

December 2008

Generational Group

All Other Nonmetallic Mineral Mining, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Concrete Block and Brick Manufacturing, Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying, Stone Mining and Quarrying, Support Activities for Rail Transportation, Support Activities for Road Transportation

Advised

MGI Traffic Control Products

in their acquisition by

Undisclosed

December 2008

Generational Group

Research and Development in Biotechnology

Advised

California Peptide Research, Inc.

in their acquisition by

Undisclosed

October 2008

Generational Group

Advised

Island Environmental Services

in their acquisition by

General Environmental Management

September 2008

Generational Group

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Global Systems Inc.

in their acquisition by

Mitchell Industries LLC

September 2008

Generational Group

Advised

Water & Energy Saving Corporation

in their acquisition by

Constellation Energy Projects and Services Group

September 2008

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

Ahead Magnetics, Inc. dba AheadTek

in their acquisition by

Hurtiga International Holding Company, Singapore

July 2008

Generational Group

Advised

RCI Painting, Inc.

in their acquisition by

Undisclosed

July 2008

Generational Group

Storage Devices (Consumer), Storage Devices (Enterprise)

Advised

Digital Solutions, Inc.

in their acquisition by

Bart & Associates

June 2008

Generational Group

Advised

Accu Tech Plastics

in their acquisition by

Undisclosed

May 2008

Generational Group

Communications software (chat, messaging, email), Consumer Software and Online Services, Data processing services, Information Technology (IT) infrastructure services (outsourced), Online News, Social Games, Social Media Management Software, Social Networking Services, Temporary Help Services

Advised

Concise Data Management Inc.

in their acquisition by

FaceTime Strategy

May 2008

Generational Group

IT Services, Software and Online Services, Technology Consulting Services

Advised

Carpathia Hosting

in their acquisition by

Spire Capital Partners

May 2008

Generational Group

Electronic and Precision Equipment Repair and Maintenance

Advised

Breaker Electric Ltd

in their acquisition by

Robertson Bright Inc.

May 2008

Generational Group

Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing

Advised

Pyramid Technologies, Inc.

in their acquisition by

Hanover Partners, Inc.

April 2008

Generational Group

Food and Beverage Stores

Advised

Pittman & Davis

in their acquisition by

Southern Fulfillment Services LLC

April 2008

Generational Group

Advised

Bonney Plumbing

in their acquisition by

Skylight Capital

March 2008

Generational Group

Advised

Creasy & Whiteed Roofing Company Inc.

in their acquisition by

Undisclosed

February 2008

Generational Group

Gasoline Stations and Truck Stops, Home and auto supply stores, Motor Vehicle and Parts Dealers

Advised

Volvo Rents

in their acquisition by

WesternOne Equity

February 2008

Generational Group

Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Food and Beverage Stores, Food Manufacturing, Grocery and Related Product Distributors (Wholesalers), Tobacco and Tobacco Product Distributors (Wholesalers)

Advised

Treasure Valley Business Group, Inc.

in their acquisition by

Creo Capital Partners

January 2008

Generational Group

Computer Accessories (Consumer), Computer Accessories (Enterprise), Computer cable sets (e.g., monitor, printer) manufacturing, Computer Manufacturing (Enterprise), Computer software tapes and disks, blank, rigid and floppy, manufacturing, Computing Electronics, Games, computer software, mass reproducing, Personal Computers (Consumer), Printed Circuit Assembly (Electronic Assembly) Manufacturing, Telecommunications

Advised

Essex Telecom

in their acquisition by

T6Broadband

January 2008

Generational Group

Food and Beverage Stores

Advised

Libations Wine & Spirits

in their acquisition by

John A. Hunter Management Corp.

November 2007

Generational Group

Software and Online Services

Advised

Synergy Software Technologies, Inc.

in their acquisition by

JMI Equity

October 2007

Generational Group

Telecommunications

Advised

B&C Telephone

in their acquisition by

Black Box Network Systems

October 2007

Generational Group

Advised

Blue Sky Marine

in their acquisition by

Undisclosed

October 2007

Generational Group

Professional, Scientific, and Technical Services, Telecommunications

Advised

A&F Networking

in their acquisition by

NetTeks

March 2007

Generational Group

IT Services, Software and Online Services, Technology Consulting Services

Advised

The DBA Group, LLC

in their acquisition by

Zanett, Inc.

March 2007

Generational Group

Advised

Nivisys Industries, LLC

in their acquisition by

Relativity Capital

April 2006

Sectors Generational Group serves:

Manufacturing

Financial Services

Industrials

Consumer Goods

Materials

Technology

Energy & Utilities

Retail

Business Services

Distribution

Health Care

Media

Consumer Services

Life Sciences

Telecommunications

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