About Generational Equity
Generational Equity is an investment bank founded in 2004. It is part of undefined. It is primarily based in Richardson, United States. As of Apr 2026, Generational Equity has facilitated 579 deals, comprising 566 M&A deals and 13 funding rounds. It primarily facilitates Business Acquisition and PE deals for United States and Canada based companies. The deals facilitated are spread across a wide range of sectors from Business Services to Real Estate and Construction. Most recently, it facilitated the $***** Series B round of Boca Biolistics on Feb 21, 2023 and the acquisition of Nasco-Corp on Mar 08, 2024. Apart from facilitating deals, Generational Equity has also acquired 8 companies till Apr 2026.
Key Metrics
Founded Year
2004
Location
Richardson, United States
No. of Deals facilitated
579
Top Deal Types
Business Acquisition, PE
Top Locations of Deals
Top Sectors of Deals
Funding Rounds Facilitated
M&A Facilitated
Recent Funding Deals facilitated by Generational Equity
Generational Equity has facilitated a total of 13 funding deals including Series B deals. The latest round that they facilitated was on Feb 21, 2023 for Boca Biolistics in their Series B round of $*****.Their most notable funding round deals include a $***** PE round of Litter Robot. The investor in this round is Pondera Holdings.Here is the list of recent funding rounds facilitated by Generational Equity:
Date | Company | Round Name | Amount | Investors |
|---|---|---|---|---|
Feb 21, 2023 | Series B | 5291 | ||
Dec 21, 2022 | Seed | 6292 | ||
Dec 12, 2022 | Seed | 2756 | ||
Sep 30, 2021 | PE | 3578 |
Recent M&A Deals facilitated by Generational Equity
The latest M&A that they facilitated was on Mar 08, 2024 where Nasco-Corp was acquired.Their most notable M&A deals include acquisition of Cloud 9 by Canopy Capital Partners.Here is the list of recent M&A deals facilitated by Generational Equity:
Date | Company | Amount | Acquirers | Co Facilitators |
|---|---|---|---|---|
Mar 08, 2024 | - | - | - | |
Mar 07, 2024 | - | - | ||
Mar 05, 2024 | - | - | - | |
Jan 19, 2024 | - | - |
Team profile of Generational Equity
Generational Equity has a team of 88 members including 42 Partners and 18 Principals located in United States and Canada. Generational Equity's team does not sit on the board of any company as of now.Here is a list of top team members in Generational Equity:
Name | Designation | Location | Contact Details |
|---|---|---|---|
Partner | Irvine | - | |
Partner | Laguna Niguel | - | |
Partner | Irvine | - | |
Partner | Richardson | - | |
Partner | Sacramento | - | |
Partner | Irving | ||
Partner | Dallas | - | |
Partner | Dallas | - | |
Partner | Chicago | - | |
Partner | Dallas | - | |
Partner | Richardson | - |
Generational Equity News
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Generational Equity Advises Aanicca Ventures in its Sale to Perform[cb]Business Wire•Mar 06, 2024•Generational Equity, Perform, Aanicca Ventures
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Generational Equity Advises Tail Wind Informatics in its Sale to Trace3labourseetlavie.com•Jan 24, 2024•Tail Wind, Trace3, Generational Equity
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