Generational Equity Advises Excel Mechanical in its Sale to Taconic Capital Holdings

DALLAS–(BUSINESS WIRE)–Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Excel Mechanical, Inc., to Taconic Capital Holdings. The acquisition closed July 14, 2023.

Established in 1996 and headquartered in Tewksbury, Massachusetts, Excel Mechanical (Excel) is an HVAC/Plumbing contractor focused on conventional heating and cooling. Excel also offers ventilation, refrigeration, and plumbing services for residential and commercial applications.

Excel’s excellent industry reputation and local brand awareness has established it as the preeminent HVAC/Plumbing contractor in its market. The Company has established an excellent reputation for their products, services, and professionalism.

Taconic Capital Holdings, located in Boca Raton, Florida, is a private investment firm with a focus on long-term investing and partnering with experienced operators to build great businesses.

Generational Equity Executive Managing Director, M&A-Technology Practice Leader, David Fergusson, Jeff Carignan, a Generational Group Authorized Affiliate, with the support of Managing Director of M&A, Corey Painter successfully closed the deal. Senior Managing Director, James Carr established the initial relationship with Excel.

About Generational Equity

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.

With more than 350 professionals located throughout 16 offices in North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. The Generational suite of advisory services includes strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A services, wealth management and digital services.

The M&A Advisor named Generational Equity Investment Banking Firm of the Year three years in a row, Valuation Firm of the Year in 2020, and North American Investment Bank of the Year in 2022 as well as Consulting Firm of the Year. The Global M&A Network named Generational USA Investment Bank of the Year in 2023. For more information visit or the Generational Equity press room.


Carl Doerksen