Lepage

Generational Equity Advises Tail Wind Informatics in its Sale to Trace3

Retrieved on: 
Tuesday, January 23, 2024

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Tail Wind Informatics to Trace3, LLC.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Tail Wind Informatics to Trace3, LLC.
  • Located in Minnetonka, Minnesota, Tail Wind Informatics (Tail Wind) is a technology consulting services company with experts in business intelligence, cloud analytics, data, and information management.
  • Tail Wind provides data scientists to act as visionaries and trusted advisors, transforming customer data into actionable information.
  • Trace3 is a powerhouse and the perfect partner for Tail Wind.

Generational Equity Advises Alloyweld Inspection in its Sale to Acuren Inspection

Retrieved on: 
Friday, October 20, 2023

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Alloyweld Inspection to Acuren Inspection, Inc.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Alloyweld Inspection to Acuren Inspection, Inc.
  • Located in Bensenville and Elgin, Illinois, Alloyweld Inspection (Alloyweld) serves critical industries, including aerospace, electronics, medical devices, and forensics.
  • Alloyweld was one of the world’s first organizations to achieve National Aerospace & Defense Contractors Accreditation Program (NADCP) certification in CR and DR digital x-ray inspection.
  • Acuren shares many of the same values and is the perfect partner for the Alloyweld family,” said LePage.

Invictus Marketing Solutions Joins Integrity to Offer Industry-Leading Technology Solutions for Agents

Retrieved on: 
Thursday, September 14, 2023

DALLAS, Sept. 14, 2023 /PRNewswire/ -- Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with Invictus Marketing Solutions ("Invictus"), a leading independent marketing organization ("IMO") based in Jefferson City, Missouri, and led by Travis LePage and Scott Amos. Financial details of the partnership were not disclosed.

Key Points: 
  • Now, Invictus is positioned to help even more Americans protect their life, health and wealth by leveraging Integrity's world-class resources and technology.
  • The Integrity technology suite has revolutionized agents' course of business by integrating data across systems into intuitive, streamlined solutions.
  • These solutions include Ask Integrity, a one-of-a-kind, proprietary AI-powered and voice-activated technology that allows agents to quickly access critical client information and build optimal solutions.
  • For more information about Invictus Marketing Solutions' partnership with Integrity, view a video at www.integritymarketing.com/Invictus .

Generational Equity Advises DevLinks in its Sale to JHFOSTER

Retrieved on: 
Friday, June 2, 2023

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client DevLinks, Ltd. to JHFOSTER (a portfolio company of High Road Capital Partners).

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client DevLinks, Ltd. to JHFOSTER (a portfolio company of High Road Capital Partners).
  • DevLinks , located in Arlington Heights, Illinois, is a national systems integrator with a focus on tailoring robotics technology and advanced automation solutions for the plastic’s industry.
  • From the project inception to completion, DevLinks’ process involves project management, mechanical engineering, robot programming, controls engineering, support and diagnostics, installation and documentation.
  • JHFOSTER is a tremendous organization and an excellent partner for DevLinks both culturally and operationally.

HAI Group Names New Chief Operating Officer, Further Expands C-Suite with Chief Legal and Compliance Officer Hire

Retrieved on: 
Wednesday, April 5, 2023

CHESHIRE, Conn., April 5, 2023 /PRNewswire-PRWeb/ -- HAI Group, the nation's leading member-owned property-casualty insurance company for the affordable housing industry, announced today that it has named a new chief operating officer and a new chief legal and compliance officer.

Key Points: 
  • Troy LePage, the company's chief financial officer, will assume the additional role of chief operating officer and Tony Corleto was named chief legal and compliance officer.
  • CHESHIRE, Conn., April 5, 2023 /PRNewswire-PRWeb/ -- HAI Group, the nation's leading member-owned property-casualty insurance company for the affordable housing industry, announced today that it has named a new chief operating officer and a new chief legal and compliance officer.
  • Troy LePage, the company's chief financial officer, will assume the additional role of chief operating officer.
  • He joined HAI Group in 2017 and has held a variety of senior-level positions at the company, including director of enterprise compliance and chief compliance officer.

Generational Equity Advises WebInterstate in its Sale to ASG

Retrieved on: 
Tuesday, October 25, 2022

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, WebInterstate LLC (dba MediMatrix) to ASG (a portfolio company of Alpine Investors).

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, WebInterstate LLC (dba MediMatrix) to ASG (a portfolio company of Alpine Investors).
  • ASG , headquartered in Walnut Creek, California, is a unique and fast-growing software business that buys and builds market-leading vertical SaaS companies.
  • Were excited to welcome MediMatrix into the ASG community, said Alice Song, President & Head of M&A at ASG.
  • 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.

Ideal Image Appoints Scott LePage as Chief Experience Officer

Retrieved on: 
Tuesday, September 27, 2022

TAMPA, Fla., Sept. 27, 2022 (GLOBE NEWSWIRE) -- Ideal Image , the leading aesthetic services brand in North America, today announced that Scott LePage will be joining the company in the newly created role of Chief Experience Officer.

Key Points: 
  • TAMPA, Fla., Sept. 27, 2022 (GLOBE NEWSWIRE) -- Ideal Image , the leading aesthetic services brand in North America, today announced that Scott LePage will be joining the company in the newly created role of Chief Experience Officer.
  • Scott is a great addition to Ideal Image, and he will play a central role in continuing to build our operational, service and client journey experiences, helping us to further accelerate our growth, said David Prokupek, CEO, Ideal Image.
  • His broad leadership experience in hospitality leading teams that supported both managed and franchised hotels is exactly what we are looking to bring to Ideal Image.
  • Ideal Image is a leader in delivering unparalleled customer service in the aesthetics industry, said Scott LePage.

Merit Financial Advisors Expands Presence in Connecticut with Acquisitions of Ceponis Financial Group and Brook Wealth Management

Retrieved on: 
Thursday, September 1, 2022

ATLANTA, Sept. 1, 2022 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Ceponis Financial Group ("CFG") and Brook Wealth Management, LLC ("BWM"), adding two new offices and expanding Merit's existing presence in Fairfield County, Connecticut.

Key Points: 
  • ATLANTA, Sept. 1, 2022 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Ceponis Financial Group ("CFG") and Brook Wealth Management, LLC ("BWM"), adding two new offices and expanding Merit's existing presence in Fairfield County, Connecticut.
  • "Expanding our presence in Connecticut has been an important focus of ours, and we are delighted to welcome Ceponis Financial Group and Brook Wealth Management to our growing team," said David Brounley, Regional Director of Merit Financial Advisors.
  • Merit Financial Group, LLC, doing business as Merit Financial Advisors ("Merit"), is a national wealth management firm that supports both the independent broker-dealer and RIA models.
  • Merit Financial Group, LLC, Merit, Merit Financial Advisors are separate entities from LPL Financial.

Generational Equity Advises Green Wave Computer Recycling in its Sale to QGistix

Retrieved on: 
Friday, September 24, 2021

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of Green Wave Computer Recycling to QGistix, LLC.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of Green Wave Computer Recycling to QGistix, LLC.
  • Green Wave Computer Recycling (GWCR), located in Indianapolis, Indiana, helps organizations properly recycle their e-waste and destroy data-containing items to ensure security.
  • Mark Sherman, CEO of QGistix, said, "Since inception, both QGistix and Green Wave Computer Recycling have been dedicated to a zero-waste business model and have focused on the 100% reuse or recycle of electronics.
  • The merger of Green Wave Computer Recycling and QGistix is an absolute perfect match.

Canada's largest real estate company, Royal LePage, partners with Inside Real Estate to deliver powerful new tech ecosystem, rlpSPHERE

Retrieved on: 
Wednesday, September 23, 2020

"Royal LePage is known as Canada's tech-forward real estate company," said Carolyn Cheng, COO, Royal LePage.

Key Points: 
  • "Royal LePage is known as Canada's tech-forward real estate company," said Carolyn Cheng, COO, Royal LePage.
  • "We're honored to be the long-term technology partner powering Canada's leading real estate brand," said Joe Skousen, President of Inside Real Estate.
  • Inside Real Estate is a fast growing, independently-owned real estate software firm that serves as a trusted technology partner to over 200,000 top brokerages, agents and teams.
  • Royal LePage is a Bridgemarq Real Estate Services Inc. company, a TSX-listed corporation trading under the symbol TSX:BRE.