Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of CashLine Solutions, LLC to Western Trail Capital. The acquisition closed February 23, 2026.
Based in Houston, Texas, CashLine Solutions, LLC is a financial and management consulting company that specializes in helping businesses improve cash flow by optimizing their order to cash processes. Founded in 2017 by professionals with extensive experience in the oil and gas sector, the company provides services such as credit management, collections, dispute resolution, and accounts receivable risk analysis to reduce payment delays and strengthen financial performance. Using proprietary software and process improvements, CashLine Solutions works to streamline billing, accelerate collections, and lower operational costs while enhancing customer relationships. The firm operates as a remote order to cash partner for organizations of various sizes, focusing on practical implementation and measurable results that increase liquidity and reduce financial risk.
Headquartered in Dallas, Texas, Western Trail Capital is a private investment firm that focuses on building and scaling specialized outsourcing and business services companies. The firm partners with founder-led teams that provide essential operational functions, offering flexible capital along with hands-on operational guidance to help modernize systems, improve workflows, and support long-term growth. Western Trail Capital targets businesses with strong customer retention, recurring revenue, and industry-specific expertise, particularly those that combine skilled human operators with purpose-built technology or automation. By strengthening operational infrastructure and sales capabilities, the firm aims to develop durable service platforms that play a critical role in everyday business operations.
Generational Group Executive Managing Director, M&A, Central Region – Michael Goss, and his team led by Senior Managing Director, M&A, Cory Strickland, with the support of Managing Director, M&A, Ryan Johnson successfully closed the deal. Senior Managing Director, Doug Morrow and Senior M&A Advisor, Mike Moore established the initial relationship with CashLine Solutions, LLC.
“Every business owner knows cash is king. CashLine Solutions is the turn-key solution for businesses to improve their liquidity. As co-workers at a large oil and gas company, Ross & Rob have the order-to-cash process running through their blood. Together they built the most efficient platform translatable to any billing company. I’m confident the partnership with Western Trail Capital will help CashLine reach new heights,” said Strickland.
Ryan Binkley, CEO of Generational Group, stated, “This transaction demonstrates our belief in partnership driven value creation. With stakeholders aligned behind a unified vision, the organization is better equipped to expand, innovate, and prosper over time.”
About Generational Group
Generational Group, headquartered in Dallas, TX, is a leading, award winning full-service M&A advisory firm. Generational has over 300 professionals across 16 offices in North America. The firm empowers business owners to unlock the full value of their companies through a comprehensive suite of services—including strategic growth consulting, exit planning education, business valuation, value enhancement strategies, M&A advisory, digital solutions, and wealth management.
Celebrating its 20th year, Generational has successfully closed over 1,800 transactions and has ranked #1 or #2 in all LSEG league tables for deals valued between $25 million and $1 billion in 2024 and 2025.
The firm was named 2025 USA Investment Banking Firm of the Year by the Global M&A Network and recognized as Investment Banking Firm of the Year by The M&A Advisor in both 2022, 2024, and 2025.
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Contacts
Media Contact:
Catherine Binkley
469-828-2798
cbinkley@generational.com
