Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of its client, Moving Forward, LLC, to WellRive. The acquisition closed May 1, 2024.
Located in Madison, Wisconsin, Moving Forward, LLC, affiliated with the National Association of Senior & Specialty Move Managers®, is renowned for assisting seniors and their families with the complexities of downsizing and relocating in the Madison area. Their skilled and empathetic team is dedicated to ensuring safe and cost-effective moves for their clients. By combining Moving Forward’s specialized knowledge with WellRive’s extensive services, the expansion will enhance relocation solutions, guaranteeing a seamless transition for all clients.
WellRive, based in Dallas, TX, is a full-service moving management company that serves the 55+ community by providing comprehensive relocation services. The company originated from the merger of Gentle Transitions and Managing Moves & More, combining their extensive experience with Corporate Relocation International's global expertise. WellRive aims to offer stress-free moving experiences focused on personalized care and new beginnings for seniors. Their services include everything from decluttering and packing to setting up new homes, ensuring smooth transitions for their clients.
Anthony Horton, WellRive’s CEO, stated “WellRive has always been dedicated to making the moving process as seamless and stress-free as possible. By welcoming Moving Forward into the WellRive family, we are not only expanding our geographic reach but also enhancing our ability to serve our clients with the same compassion and integrity that both companies are renowned for.”
Generational Group Executive Managing Director of M&A – Central Region, Michael Goss and his team, led by Generational Group Affiliate, Steve Dinehart, with the support of Vice President, M&A, Lance Thomasson, closed the deal. Senior Managing Director, James Carr and Chief Marketing Officer, David Ohrvall, established the initial relationship with Moving Forward, LLC.
Ryan Binkley, CEO of Generational Group, added, “This strategic partnership will drive growth and innovation for both companies. At Generational Group, we are proud to facilitate such impactful acquisitions."
About Generational Group
Generational Group, headquartered in Dallas, is a leading, award-winning, full-service M&A advisory firm. With more than 350 professionals located throughout 16 offices in North America, the company helps business owners release their business’ wealth by providing growth consulting, merger, acquisition, and wealth management services. The Generational suite of advisory services includes strategic growth consulting, exit planning education, business valuation, value enhancement strategies, M&A services, digital services, and wealth management. For more information visit generational.com.
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Contacts
Jenna Gaston
469-694-8764
jgaston@generational.com
