Key Takeaways
- • Generational Group reported total company revenue up 13% year over year for the first three quarters of 2026, according to a Business Wire release issued from Dallas.
- • M&A advisory revenue rose 24% year over year, remaining the firm's core business driver.
- • Wealth advisory exceeded $1.5 billion in assets under management, and Private Client Group total revenue climbed 173%.
- • DealForce, the firm's buyer-matching platform, grew its network 20% to more than 42,000 registered domestic and international buyers following an April relaunch.
- • The firm ranked #1 or #2 in all LSEG league tables for deals valued between $25 million and $1 billion in 2024 and 2025.
Summary
The firm's year-to-date highlights also include growth in its broader service lines. Generational Wealth Advisors, which provides personalized wealth management and family office strategies, exceeded $1.5 billion in assets under management. The Private Client Group reported total revenue growth of 173%, though the release did not disclose the base figures behind that percentage. Generational Growth Advisors focuses on helping owners improve performance and build enterprise value.
Digital and buyer-engagement initiatives also expanded. DealForce was relaunched in April with enhanced buyer qualification and deal-matching tools, and its network now exceeds 42,000 registered buyers. The platform was recently named a finalist for Product/Service of the Year at the 25th Annual M&A Advisor Awards. In August the firm announced a strategic cross-border alliance with Nihon M&A Center Holdings, which the company says adds more than 25,000 buyers to its global network.
The company, which has over 350 professionals across 17 offices in North America and has closed more than 1,900 transactions, is celebrating its 21st year. It was named 2025 USA Investment Banking Firm of the Year by the Global M&A Network and recognized as Investment Banking Firm of the Year by The M&A Advisor in 2024 and 2025. The figures are company-reported and were not independently verified in the release.
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