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Peter Stone

Senior M&A Advisor and Conference Group Leader at Generational Equity

Richardson, TX Website 877-213-1792
Updated October 2026

About

Peter Stone serves as Senior M&A Advisor and Conference Group Leader at Generational Equity. He advises privately held owners who plan to sell their companies. At a previous M&A firm, he worked directly with owners pursuing sales. He brings deal structuring experience to those engagements. He also owned and sold a privately held financial services company. Stone directed sales, marketing, and M&A functions at major public and private corporations. As Vice President, Marketing at Mass Mutual Financial Group, he led nationwide campaigns for privately held businesses. He served as Vice President Sales at Advo, Inc., and held marketing leadership and general management roles at GlaxoSmithKline Consumer Products and SmithKline in Canada. At Western New England University, he earned a Bachelor of Arts in English and an MBA in Management. He earned another MBA in Marketing and Strategic Planning at the Wharton School.

Who is a good fit for Peter Stone

  • Owners of privately held companies planning a sale that calls for deal structuring advice.
  • Financial services entrepreneurs seeking an advisor who has owned and sold a company in their sector.

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Frequently Asked Questions

Peter Stone works with privately held business owners who want to sell their companies. He draws on direct experience with selling owners at an M&A firm and brings deal structuring knowledge to those engagements.

Peter Stone owned and sold a privately held financial services company. He draws on that experience when discussing exit planning with entrepreneurs who face decisions about selling their own businesses.

Peter Stone led marketing for privately held businesses at Mass Mutual Financial Group. He also held sales leadership at Advo, Inc., marketing leadership at GlaxoSmithKline Consumer Products, and a general management role at SmithKline in Canada.

Peter Stone earned a Bachelor of Arts in English and an MBA in Management from Western New England University. He also earned an MBA in Marketing and Strategic Planning from the Wharton School.

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