Genesis Capital

What Genesis Capital does

Genesis Capital is an independent investment and merchant banking firm headquartered at Monarch Plaza in Atlanta, Georgia, operating as Genesis Capital, LLC since approximately 2002. The firm provides M&A advisory (both buy-side and sell-side), capital raising, financial advisory, private capital, capital markets, and restructuring services. Its stated client base spans family-owned businesses, publicly traded corporations, and privately held companies operating in Business Services, Consumer, Healthcare, Industrial Manufacturing, Leisure & Entertainment, Real Estate, and Technology/Media/Telecom sectors, with claimed national and cross-border reach.

The revenue model is professional services: advisory retainers combined with success-based transaction fees on completed deals. Pricing is not publicly disclosed. Distribution is direct and relationship-led, with senior professionals engaging company leadership and boards from pitch to closing — a "needs vs. deal size" posture that the firm uses to differentiate from larger advisors. Marketing relies primarily on LinkedIn/Instagram presence, a company website featuring success stories, and newsletter signup infrastructure.

Disclosed transaction credits include advising Popeyes on its sale to Restaurant Brands International (3G Capital), advising Pure Wafer on its sale to Edgewater Capital Partners, advising Prime Oncology on its sale to WebMD Health Corp, executing a 10+ year buyside M&A program for Herschend Family Entertainment (Adventure Aquarium, Harlem Globetrotters, Newport Aquarium, Wild Adventures), executing buyside M&A for Spectrum Brands (Black Flag, Liquid Fence, etc.), advising TrueBlue on the divestiture of PlaneTechs to LAUNCH, and advising Cox Industries on dual divestitures. A May 2026-dated partnership with Trilogy Investment Company on a build-to-rent construction loan in Decatur, Georgia suggests expansion into real estate finance. No AI, software, or technology product lines are disclosed.

Name

Genesis Capital

Legal name

Genesis Capital, LLC

Website

https://genesis-capital.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Genesis Capital is an Atlanta-based independent investment and merchant banking firm providing M&A advisory, capital raising, financial advisory, and restructuring services to family-owned businesses, public corporations, and growth-sector companies across the US and internationally.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Mergers and acquisitions advisory
• Investment banking services
• Sell-side advisory
• Buy-side advisory
• Capital raising services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. M&A Advisory Services: Genesis Capital earns fees from buy-side and sell-side M&A transactions, including success fees upon transaction completion and advisory retainers. The firm provides strategic alternatives evaluation, divestitures, and acquisition advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Genesis Capital is an independent investment and merchant banking firm that provides merger and acquisition (M&A) advisory services, including buy-side and sell-side advisory, strategic alternatives evaluation, capital raising, private capital, capital markets, and restructuring services. The firm serves family-owned businesses, publicly traded corporations, and companies in growth sectors including Business Services, Consumer, Healthcare, Industrial Manufacturing, Leisure & Entertainment, Real Estate, and Technology/Media/Telecom. Engagements are delivered through a senior-led, relationship-based model with consistent involvement from pitch to closing.

Product overview

Genesis Capital is an investment banking and financial advisory firm that provides merger and acquisition (M&A) advisory services, including buy-side M&A, sell-side M&A, financial advisory, capital raising, private capital, capital markets, and restructuring services. The firm focuses on serving family-owned businesses, publicly traded corporations, and companies in growth sectors of the economy including Business Services, Consumer, Healthcare, Industrial Manufacturing, Leisure & Entertainment, Real Estate, and Technology/Media/Telecom. Rather than offering a unified software product platform, Genesis Capital delivers personalized advisory services tailored to each transaction and client.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory (Buy-side and Sell-side)
• Capital Raising
• Strategic Alternatives Evaluation
• Private Capital Services
• Capital Markets Advisory
• Restructuring Services

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Harris Williams: Richmond, VA-based middle-market M&A advisory boutique serving similar founder, family-owned, and public-company clients across consumer, healthcare, and industrial sectors — the closest direct competitor to Genesis Capital in deal profile and target segment.
• Brown Gibbons Lang & Company: Middle-market M&A advisory firm providing sell-side, buy-side, and capital raising services to founder-led and family-owned businesses, directly overlapping Genesis Capital's core value proposition and target customer base.
• Lincoln International: Global mid-market M&A advisory firm with strong cross-border execution capabilities, comparable to Genesis Capital's mid-market, family/founder, and cross-border deal profile across consumer, healthcare, and industrials.
• Stout: Middle-market advisory firm offering M&A, capital raising, and restructuring services to family-owned and lower-middle-market clients, closely matching Genesis Capital's service mix and target segment.
• PMCF (Plante Moran Corporate Finance): M&A advisory practice focused on middle-market industrial and consumer transactions for founder-led and family-owned businesses, with comparable deal sizes and client profiles to Genesis Capital.
• Carl Marks Advisors: Middle-market advisory firm providing M&A, restructuring, and capital raising services to founder-owned and family-controlled businesses, with a service mix and deal size profile highly comparable to Genesis Capital.
• Ziegler: Specialty investment bank with M&A and capital markets advisory to founder-led and family-owned businesses across consumer, healthcare, and leisure — overlapping with several of Genesis Capital's stated growth sectors.

Broad incumbents

• Robert W. Baird & Co. Larger, full-service investment bank with a well-established middle-market M&A practice serving founder-led and public-company clients across consumer, healthcare, and industrials — broader scope and balance sheet than Genesis but overlapping in deal profile.
• Piper Sandler: Public, full-service investment bank with deep middle-market M&A advisory across consumer, healthcare, and TMT — competing for many of the same founder/family-owned and lower-middle-market mandates as Genesis Capital.
• Jefferies: Global, full-service investment bank with a sizable middle-market M&A franchise across consumer, healthcare, and leisure — a broader incumbent that nonetheless competes for the same founder/family-owned advisory mandates Genesis Capital targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/genesis-capital-llc
• Instagraminstagram.com/genesis_capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Genesis Capital