One quality Dr. John Binkley has always been keen to reinforce at Generational Equity is unity. This spirit of unity helps to ensure the firm’s 200+ strong team of M&A professionals are motivated, comfortable and working towards a common goal – the well-being of clients.
This was supported throughout 2017, culminating in Generational Equity’s Christmas Lunch event on Friday, December 15 at the Renaissance Dallas at Plano Legacy West Hotel.
As Founder and Chairman of Generational Equity, Dr. John Binkley was delighted to attend the event with his entire family, including his son Ryan, the organization’s President and CEO. It was a great opportunity to reflect on what had been a positive year for the firm, as they continued to strengthen their position as one of the preeminent M&A advisory firms in North America.
Core Values – The Generational Way
Dr. John Binkley watched on as his son Ryan, Heath Flock (COO) and Terry Johnson (CRSO) led a dynamic presentation to Generational Equity’s staff.
They recapped the accomplishments of 2017, including success at the 16th Annual M&A Advisor Awards, where Generational Equity was named Investment Banking Firm of the Year, and the completion of the firm’s 600th deal back in July. They also highlighted what the team can look forward to in 2018.
Outside of this review of past achievements and preparations for an exciting future, Ryan focused on sharing stories that tied into Generational Equity’s core values, values that underline everything the firm stands for. These five values constitute “The Generational Way”. These are:
- Golden Rule
These act as Generational Equity’s GUIDE to successful client relationships and effective exit planning.
Generational Equity’s Golden Rule is to treat clients and staff with the same respect and responsible stewardship as you would expect yourself. Dr. John Binkley champions this a great deal, as clients entrust Generational’s team with their most valuable asset – their business.
It is important that dealmakers and advisors are empathetic towards their concerns and treat them in the best possible manner.
As previously mentioned, unity is a key quality – Generational Equity’s staff work effectively together, and through deep research and communications they create strong bonds with clients to work towards a single goal.
This is complimented by a promise of integrity. Dr. Binkley has always held Generational’s team to an unbreakable code of ethics, a code that protects the best interests of clients and forges an ironclad degree of trust.
In the M&A industry, diligence is essential. Dealmaking is often far from straightforward; it often takes months to finalize an acquisition. That is why Dr. Binkley prioritizes diligence in building the right deal for clients at Generational Equity.
Last, but certainly not least, is excellence. Generational’s team strives for the best in every category. This helps clients to reap the rewards of exiting their business.
Generational Christmas Lunch
After this presentation, Dr. John Binkley joined the team for the Christmas Lunch. As everyone enjoyed a hearty meal, Ryan randomly drew table numbers so people could receive gifts for a year of hard work.
Gifts included Nutribullets, digital picture frames, food from Omaha Steaks and much more. Following a year that Generational Equity had much to be thankful for, it was the least the team deserved for their efforts.
Alongside the great gifts and delicious food, the team enjoyed live music, amazing decorations arranged by HR, and time to chat with other staff in a relaxed, comfortable setting. It was the ideal round-up for 2017, a year where new records were set and great relationships established.
Now, Dr. John Binkley is looking forward to a promising 2018 for Generational Equity. We’ll be sure to keep you updated on developments here on this blog, as well as on Generational’s Insights page.
You can also find out more about Dr. John Binkley here.