Families and business owners of closely-held companies often have a range of concerns when contemplating a transaction, including control going forward, whether the transaction will generate a sufficient amount of value and liquidity for family members and owners, and whether the company will have access to capital for growth.

Genesis has developed flexible transaction structures to address a range of these needs. Non-control equity recapitalization transaction that seeks to resolve the closely held or family business owner’s competing financial and personal demands by providing what are often the three most important considerations:

• Continued operating control
• Liquidity to all shareholders
• Capital for growth

Genesis has a long history of successfully working with and investing in closely held and family owned and operated businesses. This experience and perspective have proven very helpful in allowing the firm to understand and navigate the specific needs of families when considering a transaction with a private equity investment group.

Growth is never by mere chance; it is the result of forces working together.

Genesis specializes in investing and providing a turnkey solution for small and mid-sized companies desiring to be publicly listed in Western markets. We will co-invest and arrange investment $3 to $300 million USD for company development. Genesis focuses on opportunistic and special situation investments globally across asset classes, industries and geographies. Our management team has been retained by more than 200 public companies for investor relations programs, market awareness campaigns, and merger and acquisition strategy and to develop fundraising initiatives.

Genesis provides strategy and execution services to entrepreneurs, who believe that penetrating US markets is critical to achieving their core operating and financial objectives.

Genesis focuses its investment activities on the middle market where there is often more abundant opportunity to enhance businesses, in partnership with management by using financial, operational, and strategic value creation initiatives.

Founded more than 15 years ago, Genesis has transformed into a diversified financial company with the ability to provide investment capital, asset management and financial advisory services to clients internationally in the corporate, real estate and municipal finance sectors. An elite team of financial industry experts and leaders drives our firm’s innovation and oversees the development and execution of Genesis’s comprehensive capital solutions offering.

With businesses spanning corporate lending, private equity, venture finance, commercial real estate, municipal finance and healthcare, Genesis serves as a growth catalyst for business.  Always adapting to meet the specific needs of our clients, we offer a continually expanding set of customized products and services including, but certainly not limited to:

• Middle-market lending, mezzanine and private equity
• Venture finance
• Capital market investments, such as:
  • Leveraged loans
  • High-yield bonds
  • Public equities
  • Structured finance (CDOs, ABS, RMBS, CMBS)
• Commercial real estate mortgages and capital investments
• Municipal bonds, loans and investments
• Fund investments
• Merger and acquisition counsel and funding
• Debt restructuring counsel and funding
• Valuation analysis and counsel

We believe in mutual benefit and mutual responsibilities. Executing a transaction involves a series of choices- to obtain the best terms from the best class of investors. We will never act or offer advice that in any manner compromises our integrity, honesty, or ethics, or those of our clients and partners.

We never accelerate our partners into a transaction unless success is imminent. We believe this focus has helped, and will carry on to help us draw clients who want a firm where these actions are the complete focus, not the fees.

Genesis Capital core competency is opening capital through public markets in United States and abroad. Genesis teams with growing companies as both an investor and partner. Genesis invests its own capital, resources and management team to help structure and market our partner client in the United States and abroad.

Initial Public Offering

An IPO in which a company sells its unissued securities and receives all the proceeds in the form of additional capital is called a primary offering. A securities sale in which securities held by the owners of the company are sold, and from which the owners receive the proceeds, is called a secondary offering. IPOs are almost always primary offerings, but may include a small number of shares by the present owners.

• Raise money for expansion of operations
• Increase market value
• Acquire other companies
• Attract and retain employees
• Diversify and liquefy personal holdings
• Implement an estate tax-planning strategy
• Enhance the company’s reputation and immense prestige

Going Public is a monumental decision for any company. It forever changes how a company goes about doing business. The actual process of going public can be time consuming, expensive, and take a substantial amount of key management focus away from the day-to-day operations of the company.   But, an IPO is the cleanest and clearest path to wealth creation and company development.