DALLAS–(BUSINESS WIRE)–Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, JEH-EAS, Inc. to CASO Document Management. The transaction closed January 26, 2024.
Located in San Antonio, Texas, Stars Information Solutions (SIS), is a leading provider of digital document management and automation of business processes. SIS is a full-service document management provider specializing in the automation of business processes. SIS provides document conversion services in its secure, HIPAA compliant San Antonio-based service bureau. They sell and fully support document capture software and hardware including document, check, and microfilm scanners that automate the capture of information at the source.
CASO Document Management (CASO), located in San Antonio, Texas, redefines productivity with document scanning services, book scanning, workflow automation software and enterprise content management (ECM) solutions. CASO has been helping clients across the country with all of their document scanning and electronic document management needs since 1994.
Generational Equity Executive Managing Director of M&A – Central Region, Michael Goss, Celeste Garner, a Generational Group Authorized Affiliate, with the support of Vice President, M&A, Lance Thomasson successfully closed the transaction. Senior Managing Director, Joe Van Voorhis established the initial relationship with SIS.
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 growth consulting, exit planning education, business valuation, value enhancement strategies, M&A services, digital services, and wealth management.
