Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of Advantage Reporting Services, LLC to Veritext Legal Solutions. The acquisition June 10, 2026.
Advantage Reporting Services, LLC has served its clients for more than 30 years, with a focus on innovation, client service, and teamwork. As part of Veritext Legal Solutions, the company will bring its expertise in remote proceedings and new technologies, including AI solutions for legal teams, paperless exhibit sharing, instant scheduling features, and an online repository. The partnership also provides clients with access to Veritext locations across North America, including deposition suites.
Generational Group Executive Managing Director, M&A, Western Region – Lori Galloway, and her team led by Senior Vice President, M&A, Amy Wall successfully closed the deal. Executive Managing Director, Tom Braun and Senior M&A Advisor, Maria Sutej established the initial relationship with Advantage Reporting Services, LLC.
Ryan Binkley, CEO of Generational Group, added, “This transaction illustrates our focus on partnering with organizations that emphasize long-term strategy and consistent execution. By partnering with teams grounded in disciplined execution and long-term value creation, we aim to foster sustainable expansion and strengthen enterprise value over time.”
About Generational Group
Generational Group, headquartered in Dallas, TX, is a leading, award winning full-service M&A advisory firm. Generational has over 300 professionals across 17 offices in North America. The firm empowers business owners to unlock the full value of their companies through a comprehensive suite of services—including strategic growth consulting, exit planning education, business valuation, value enhancement strategies, M&A advisory, digital solutions, and wealth management.
Celebrating its 21st year, Generational has successfully closed over 1,800 transactions and has ranked #1 or #2 in all LSEG league tables for deals valued between $25 million and $1 billion in 2024 and 2025.
The firm 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.
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Media Contact:
Catherine Binkley
469-828-2798
cbinkley@generational.com