Generational Equity Advises Westchester Therapy Solutions in its Sale to Family of Kidz

DALLAS–(BUSINESS WIRE)–Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Westchester Therapy Solutions to Family of Kidz. The acquisition closed June 2, 2023.

Located in Harrison, New York, Westchester Therapy Solutions (WTS) is a therapy provider that serves children and their families throughout Westchester County. Originally founded in 1990 as Donna Klein Pediatric Therapy, the Company expanded and became Donna Klein & Associates in 2002 as an S-Corporation, servicing both occupational and physical therapy.

Then in 2011, after the Company added speech therapy, New York state required a name change so the Company renamed itself to Westchester Therapy Solutions. WTS’ therapists are experts in the art of motivating children and families. Parent surveys reveal nearly 100% satisfaction with WTS’ therapeutic experience. The therapists provide services to children in a state-of-the-art therapy gym, a client’s home, via telehealth, daycare center, preschool, or school district and can follow a child from infancy through adolescence.

Family of Kidz, located in Westbury, New York, has been a leader in providing services to children and adolescents for over 25 years, including Educational, Speech, Physical, Occupational, Behavioral, and Mental Health Services. They provide the highest quality of care within multiple settings, including the home, school, clinic, community, and through remote platforms. In collaboration with families and a dedicated team of professionals, every child is supported in all areas of life. Enriching the lives of children is the Family of Kidz mission.

Generational Equity Executive Managing Director, M&A-Technology Practice Leader, David Fergusson, Bill Shipman, a Generational Group Authorized Affiliate, with the support of Managing Director, M&A, Corey Painter, successfully closed the transaction. Senior Managing Director, Thomas Hamm established the initial relationship with WTS.

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.

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


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