Generational Group

Generational Group is an independent investment banking firm based in Dallas, Texas, specializing in mergers and acquisitions (M&A) advisory services for mid-market businesses. With over 250 professionals across North America, the firm provides a comprehensive suite of services including exit planning education, business valuation, value enhancement strategies, and wealth management. Generational Group assists privately held business owners in maximizing the value of their companies during transitions, such as sales or mergers. Their five-step approach encompasses education on exit strategies, valuation assessments, enhancement tactics, transactional support, and ongoing wealth management. Additionally, the firm hosts M&A-focused seminars to equip owners with knowledge of the M&A process and strategies for successfully closing deals. With a commitment to high-quality service and ethical practices, Generational Group has established itself as one of the leading firms in its field, catering to a diverse range of industries including healthcare, technology, and manufacturing.

Lori Galloway

Executive Managing Director

Christopher Heckert

Senior Managing Director, M&A and Supervising Principal

Brenen Hofstadter

President and Supervising Principal

James Korreck

Managing Director

Phil Pizzurro

Senior Managing Director

John Poythress

Managing Director

Tom Staszak

Senior Managing Director, M&A

3 past transactions

H&S Autoshot Manufacturing

Acquisition in 2016
H&S Autoshot Manufacturing Co., Ltd. is a Canadian company specializing in the manufacture of stud welders and various tools for the automotive industry. Established in 1980 and based in Georgetown, Ontario, H&S Autoshot produces a range of products, including steel welders, dent pulling tools, curing systems, and hand tools. The company supplies its products through paint body and equipment suppliers as well as mobile tool providers across Canada. Additionally, H&S Autoshot offers repair services for its equipment. As of January 2016, it operates as a subsidiary of Nu-Tec Systems, LLC.

Somay Products

Acquisition in 2015
Somay Products, Inc. manufactures and markets roof paints and waterproofing coatings for the interior and exterior of architectural surfaces (industrial, floor, technical, and residential/commercial applications). It offers house and wall paints, enamel paints, primers, recreational coatings, clear coatings, concrete floor preparation products, damaged concrete repair products, concrete and floor coatings, varnishes, and specialty paints. The company was incorporated in 1973 and is based in Miami, Florida. As of May 29, 2015, Somay Products, Inc. operates as a subsidiary of Guerra Holdings.

ERA Software Systems

Acquisition in 2012
ERA Software Systems specializes in designing and developing grant and contract management systems for universities and research institutions. The company offers The Grant and Application Management System (GAMS), a software solution that facilitates electronic research administration with features such as profile-based workflows, advanced reporting, regulatory compliance, and cloud capabilities. In addition to GAMS, ERA Software Systems provides custom programming, training, implementation, and data conversion services. The company also offers ongoing support and maintenance, including help desk assistance, online support, system consultation, and product updates. Founded in January 2000 and based in Lake Zurich, Illinois, ERA Software Systems aims to enhance the efficiency of research administration processes for its clients.
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