Julie Sandoval
Generational Equity
Julie Sandoval
Senior Managing Director
Generational Equity
What led you to a career in the deal-making industry?
I have been intrigued with mergers and acquisitions since graduate school for my MBA. I applied for an opportunity with an M&A firm as an associate and I was lucky enough to transition to the deal-maker team after a few years.
How does diversity add value in the deal-making process?
Diversity adds value in the deal-making process by bringing different perspectives and experiences, which benefits each unique transaction.
The most memorable deal I worked on....
I represented a Nebraska seed company and went to a buyer’s visit there in the middle of a snow storm, with temperatures dipping to 15 degrees below zero. It took me a day to get there, then two days to get home after my two-hour meeting. It was a great deal and well worth the snowy ordeal.
Advice for achieving success in the industry....
My advice for achieving success in the industry is to listen, communicate well with all parties and be as transparent as possible.
Profile:
Julie Sandoval works directly with private middle-market business owners in developing and executing exit strategies. As a Sr. Managing Director in the Southeastern US region, she manages a team of Deal Makers, Vice Presidents, and M&A Analysts that specialize in middle market sized deals. Prior to serving in her current position, Julie performed financial valuations and marketing duties and most recently served as the Senior Vice President of the Central Region and Vice President of the Southeastern Region.
Location: Generational Equity, Richardson, Texas, United States.
Education: M.B.A., and B.A., with degree in Psychology from New Mexico State University.
