Institute for Private Investors

Generational Equity Advises Philip Michael Fashion for Men in its Sale to Private Investor

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星期五, 十一月 10, 2023
Men, Other Retail, Professional Services, Business, Specialty, Consumer, Fashion, Retail, Other Consumer, Other Professional Services, Finance, Consulting, Sale, Equity, Acquisition, Institute for Private Investors, Financial services, Management

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of one of its client’s locations, Philip Michael Fashion for Men in Fayetteville, North Carolina to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of one of its client’s locations, Philip Michael Fashion for Men in Fayetteville, North Carolina to a Private Investor.
  • The acquisition closed October 24, 2023.
  • Generational Equity Executive Managing Director, M&A-Technology Practice Leader, David Fergusson , Bobby Blumenfeld, a Generational Group Authorized Affiliate, with the support of Vice President, Aaron Presley successfully closed the transaction.
  • Executive Managing Director and Group Leader, Randy Kamin established the initial relationship with Philip Michael Fashion for Men.

Canadian Fintech Simplifying SME Payments Closes Seed Round with $2M in Funding

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星期四, 十一月 23, 2023
Small and medium-sized enterprises, Accounting, Acquisition, Risk management, Peloton Technology, Optical disc image, Institute for Private Investors, SME, Small, Growth, Architecture, Peloton

VICTORIA, BC, Nov. 23, 2023 /CNW/ - Peloton Technologies is announcing the close of their late seed round after securing $2M in investment.

Key Points: 
  • VICTORIA, BC, Nov. 23, 2023 /CNW/ - Peloton Technologies is announcing the close of their late seed round after securing $2M in investment.
  • This funding is earmarked for activities that contribute to the company's rapid growth trajectory.
  • Founded in 2011, Peloton's mission is to change the Canadian payments industry for the better by simplifying the traditionally convoluted workflows faced by SMEs (Small and Medium Sized Enterprises).
  • We have a world-class group of investors with deep background in payments, banking, risk management, compliance, accounting, IT architecture, and securities law.

Generational Equity Advises JFG Systems in its Sale to Private Investor

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星期二, 十月 10, 2023
Electronic Design Automation, Data Management, Consumer Electronics, Technology, VoIP, Mobile, Wireless, Security, Nanotechnology, Audio, Video, Finance, Asset Management, Consulting, Banking, Professional Services, IOT (Internet of Things), Other Technology, Telecommunications, Software, Networks, Wearables, Mobile Technology, Internet, Hardware, JFG, ITIL, GDPR, HIPAA, Professional, NIST, Equity, CMMC, Institute for Private Investors, Sale, PCI-DSS, Financial services

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client JFG Systems, Inc. to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client JFG Systems, Inc. to a Private Investor.
  • Located in Carson City, Nevada, JFG Systems (JFG) specializes in challenging IT environments with a special focus on regulatory compliance.
  • JFG brings extensive experience and professionalism to every case and customizes its support to every clients individual needs and concerns.
  • Generational Equity Executive Managing Director of M&A – Western Region, Stephen Crisham and his team, led by Vice President - Western Region, Bo Zhao closed the deal.

Generational Equity Advises Southwestern Tile and Coping in its Sale to Private Investor

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星期四, 八月 31, 2023
Other Consumer, Women, Other Professional Services, Men, Urban Planning, Family, Finance, Consulting, Landscape, Building Systems, Interior Design, Consumer, Other Construction & Property, Professional Services, Architecture, Residential Building & Real Estate, Commercial Building & Real Estate, Construction & Property, Small Business, Institute for Private Investors, M&A, Equity, Sale, Financial services

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Southwestern Tile and Coping to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Southwestern Tile and Coping to a Private Investor.
  • Located in Dallas, Texas, Southwestern Tile and Coping designs and installs modern outdoor living spaces.
  • Projects include new pools & pool remodels, custom fire pits & fireplaces, outdoor kitchens, flagstone patios and custom stonework.
  • Generational Equity Senior Managing Director, Cory Strickland , Milt Flinn, a Generational Group Authorized Affiliate, with the support of Vice President, M&A, Vanessa Christian, successfully closed the transaction.

Generational Equity Advises Red Oak Medical Supply in Its Sale to Private Investor

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星期四, 六月 15, 2023
Medical Supplies, Finance, Hospitals, Banking, Business, Professional Services, Small Business, Practice Management, Health, Institute for Private Investors, Central Region, ROMS, Senior, Jobst, Equity, Innogen, MEDLINE, Hollister, Sale, M&A, Nova, Pleasure, Convatec, Bariatrics, Nursing, Respironics, ResMed, Invacare

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Emaan Medical Supply, Inc. (dba, Red Oak Medical Supply) to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client Emaan Medical Supply, Inc. (dba, Red Oak Medical Supply) to a Private Investor.
  • Founded in 1997, Red Oak Medical Supply (ROMS), located in Houston, Texas, is one of the leading medical supply retailers in Houston.
  • With more than 10,000 unique items in stock, ROMS is truly a one-stop-shop for all medical supplies in Houston.
  • "It was a pleasure working with the seller and buyer as both have similar values,” said Farahmandi.

Generational Equity Advises Modern Woodcrafts in its Sale to Private Investor

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星期二, 三月 28, 2023
Other Manufacturing, Construction & Property, Finance, Consulting, Professional Services, Manufacturing, Architecture, Forest Products, Natural Resources, Other Professional Services, Institute for Private Investors, M&A, Equity, Carignan, Woodcraft, Engineering, Sale, Interior design

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Modern Woodcrafts LLC to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Modern Woodcrafts LLC to a Private Investor.
  • Modern Woodcrafts , located in Plainville, Connecticut, is a leading architectural millwork manufacturer that provides unique, intricate woodwork designs to contractors remodeling a myriad of commercial buildings.
  • Modern Woodcrafts manufactures state-of-the-art, finely crafted millwork for the interiors of high-end commercial buildings.
  • The buyer is highly motivated to enter the industry and add Modern Woodcrafts to vertically integrate its capabilities,” said Carignan.

Generational Equity Advises Catachem in its Sale to Private Investor

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星期二, 三月 14, 2023
Engineering, Chemicals, Plastics, Manufacturing, Other Manufacturing, Research, Science, Equity, Sale, Senior, Institute for Private Investors, M&A, Management

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

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Catachem, Inc. to a Private Investor.
  • Catachem , Inc., located in Oxford, Connecticut, is a leading, U.S.-based manufacturer of clinical chemistry reagents for use on automated analyzers for both veterinary and human diagnostic labs.
  • Generational Equity Executive Managing Director, M&A-Technology Practice Leader, David Fergusson , Senior M&A Advisor, Ray Palombi, with the support of Managing Director, M&A, Corey Painter successfully closed the transaction.
  • We were able to find the right buyer, with an experienced management team, to carry the company forward,” said Palombi.

Generational Equity Advises Electronic Manufacturers Associated in its Sale to Private Investor

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星期一, 二月 27, 2023
Technology, Finance, Consulting, Engineering, Chemicals, Plastics, Aerospace, Professional Services, Manufacturing, Hardware, Indian Electrical and Electronics Manufacturers Association, SR, Honeywell, Rockwell Collins, Senior, Acquisition, Associated, Boeing, Equity, Cessna, Beechcraft, MRO, EMA, F16, Institute for Private Investors, Sale, F15, C-130, Airline, KC135, F5

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Electronic Manufacturers Associated to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Electronic Manufacturers Associated to a Private Investor.
  • Located in Chatsworth, California, and founded in 1946, Electronic Manufactures Associated (EMA) is a well-established distributor of aircraft components and a reliable source of supply for spare parts for the aviation industries.
  • Parts include electrical components, avionics, engine parts, airframe parts, chemicals, raw materials, and hardware.
  • Generational Equity Executive Managing Director of M&A – Western Region, Stephen Crisham , Senior M&A Advisor, Kris Nielsen, with support from Sr.

Generational Equity Advises Elements Massage Franchisee in its Sale to Private Investor

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星期二, 二月 14, 2023
Retail, Other Professional Services, Other Health, Finance, Consulting, Physical Therapy, Business, General Health, Professional Services, Women, Luxury, Other Retail, Men, Lifestyle, Consumer, Health, Sale, Senior, Retirement, Equity, ACH, Massage, EMPC, Institute for Private Investors, Acquisition, Element, Procurement, Financial services

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Peaceful Massage, Inc. (dba Elements Massage Phoenix-Camelback) to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Peaceful Massage, Inc. (dba Elements Massage Phoenix-Camelback) to a Private Investor.
  • Founded in 2014, Elements Massage Phoenix-Camelback (EMPC) operates an Elements Massage therapy studio franchisee.
  • Payments for non-member therapy as well as for additional member therapy sessions are collected at the time of service.
  • Generational Equity Executive Managing Director of M&A – Western Region, Stephen Crisham , Senior M&A Advisor, Chuck Canli, with support from Managing Director - M&A, Chad Comroe , successfully closed the deal.

Generational Equity Advises ServiceMaster Chesapeake in its Sale to Private Investor

Retrieved on: 
星期五, 二月 10, 2023
Home Goods, Retail, Other Professional Services, Construction & Property, Green Technology, Insurance, Consulting, Small Business, Other Consumer, Professional Services, Environment, Other Retail, Specialty, Family, Consumer, Other Construction & Property, Sale, SMC, Senior, ServiceMaster, Equity, M&A, Institute for Private Investors, Will Shortz, COVID-19, Acquisition

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, ServiceMaster Chesapeake to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, ServiceMaster Chesapeake to a Private Investor.
  • ServiceMaster Chesapeake (SMC), located in Millersville, Maryland operates as a ServiceMaster franchise, and offers comprehensive commercial cleaning services.
  • Specifically, SMC offers carpet cleaning, janitorial services, hard floor cleaning, specialty cleaning, green cleaning, COVID-19 cleaning, and disinfection services.
  • Generational Equity Executive Managing Director, M&A-Technology Practice Leader, David Fergusson , Senior M&A Advisor, Mark Shortz, with the support of Managing Director, M&A, Corey Painter successfully closed the deal.