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.

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