Genesis Investment Consultants

What Genesis Investment Consultants does

Genesis Investment Consultants Ltd. is an independent investment banking boutique headquartered at 8 Eliyahu Berlin St., Tel Aviv, Israel, founded in late 1987 by Samuel [Sam] Boneh. The firm delivers corporate finance advisory services to mid-market Israeli and international corporate clients across five interconnected service lines: Capital Recruitment (equity, mezzanine, and debt placement; IPO advisory; PIPE financing), Mergers & Acquisitions Advisory, Buy-Side Advisory, Sell-Side Advisory, and Strategic Partnering (equity investments, technology transfer, licensing). Genesis has been the Israeli partner of AICA (Alliance of International Corporate Advisors) since AICA's founding in 2009, providing access to a global network of 41 M&A advisory firms across 39 countries for cross-border transactions.

The firm generates revenue through transaction fees on advisory mandates, with pricing structured on a project-based, quote-driven basis depending on transaction size and complexity. It has no proprietary technology platform, no public API, and no digital self-service channels; all services are delivered through direct engagement between senior principals (Managing Director Sam Boneh, Associate Kuti Oren since 1996, Affiliate Menachem Burko) and the executive management of corporate clients. Named enterprise clients include Elbit Systems, Electra, Danya Cebus, Matrix, Maman's Paper Products, Gadot, Bigger, Protrome, and The Company for Israel, spanning defense, retail, construction, technology services, manufacturing, chemicals, and food/beverage sectors.

With a stated headcount of 1-10 employees and 37 years of continuous operation, Genesis operates as a founder-led boutique with no disclosed institutional investors, parent company, or external funding. Marketing channels are limited to a LinkedIn company page, a News & Insights blog, and participation in AICA network conferences. The firm relies on its AICA membership and senior-partner relationships for deal origination rather than on technology-driven sourcing or marketing.

Name

Genesis Investment Consultants

Legal name

Genesis Investment Consultants Ltd.

Website

https://genesiscf.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

Genesis Investment Consultants is an independent Tel Aviv-based investment banking boutique founded in 1987 that provides capital recruitment, M&A advisory, buy/sell-side, and strategic partnering services to mid-market Israeli and international corporate clients via its AICA network membership.

Ownership category

akta.pro rank

Product category

Investment Banking / Corporate Finance Advisory

NAICS

Miscellaneous Intermediation (52391), Miscellaneous Financial Investment Activities (523999), All Other Financial Investment Activities (52399)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro industry

PRIMARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYBPAHADAG

Capital Raising Advisory (Debt/Equity/Private Capital)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAHAOAE

Equity Capital Advisory (Private Equity Placements, Growth Capital)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAE

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

• Investment banking services
• Capital raising advisory
• Mergers and acquisitions
• Corporate finance advisory
• Cross border M&A

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Corporate Finance Advisory Fees: Advisory fees for capital raising, M&A transactions, and strategic business development services. Engagements include placing institutional, corporate or other sourced equity, mezzanine and debt capital, introducing financing for takeovers, management and partner buyouts, as well as recapitalizations. Also advises on IPOs and PIPE financing for public companies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Genesis Investment Consultants is an independent investment banking boutique that provides corporate finance advisory services to mid-market Israeli and international corporate clients. Its offerings span Capital Recruitment (equity, mezzanine, and debt placement, IPO and PIPE advisory), Mergers & Acquisitions Advisory, Buy-Side Advisory, Sell-Side Advisory, and Strategic Partnering (equity investment, technology transfer, and licensing transactions).

Product overview

Genesis Investment Consultants is an independent investment banking boutique that offers a unified suite of corporate finance advisory services rather than a modular software product. The company's service portfolio comprises five interconnected offerings: Capital Recruitment Services (for equity, mezzanine, debt capital placement and IPO advisory), Mergers & Acquisitions Advisory (for exit and growth strategies), Buy-Side Advisory (for acquisition transaction execution), Sell-Side Advisory (for business sale facilitation), and Strategic Partnering (for equity investments, technology transfer, and licensing). These services are designed to address the investment banking needs of mid-market local and international corporate clients, with a specific focus on capital raising and Cross Border M&A transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Recruitment Services

Named customers9 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

Partnerships

One partnership is on record.

• AICA (Alliance of International Corporate Advisors)coreStrategic or Co-development Partner · 1 January 2009Genesis is a founding member of AICA, an integrated global network of middle-market M&A advisory firms established in 2009. AICA currently comprises 41 firms from 39 countries covering all industry sectors, offering full-service solutions from valuation and identification of buyers through to management of cross-border M&A transactions and fundraising. The network is 'members led' and partners are active in emerging markets bringing opportunities to Genesis clients.

Scale indicators3 records

Expansion highlights2 records

Broad incumbents

• Kroll (formerly Duff & Phelps): Global financial advisory firm offering M&A, valuation, restructuring, and corporate finance services. Comparable to Genesis in valuation and M&A advisory offerings but as a broad incumbent with significantly larger scale, broader service lines, and global footprint.
• Poalim Capital Markets: Investment banking arm of Bank Hapoalim, Israel's largest bank. It is a broad incumbent offering capital markets, M&A, and corporate finance services to Israeli mid-market and large-cap clients, competing with Genesis for Israeli advisory mandates but with materially larger scale and balance-sheet resources.

Direct peers

• Cascadia Capital: Independent US-based middle-market investment bank advising on M&A, capital raising, and strategic advisory. Highly comparable as an independent boutique competing with bulge-bracket and bank-affiliated advisors for mid-market transactions, with a similar senior-led, sector-generalist model.
• Harris Williams: US-based middle-market investment bank focused on M&A advisory across multiple sectors. Comparable as an independent, mid-market-focused advisor with a generalist model, although significantly larger than Genesis and serving predominantly North American clients.
• MHT Partners: Independent US middle-market M&A advisory firm serving technology, business services, and consumer companies. Comparable as a senior-led boutique competing on mid-market M&A mandates with a similarly relationship-driven, conflict-free positioning.
• PM Finance: Israeli boutique investment bank providing M&A, capital raising, and corporate finance advisory to mid-market clients. Closely matches Genesis's positioning as a small Israeli independent advisory boutique competing in similar domestic mandates.
• Lincoln International: Global mid-market investment bank providing M&A advisory, capital raising, and valuations across more than 25 countries. Comparable to Genesis in mid-market focus and cross-border orientation, though materially larger in headcount and deal volume.
• 4Global Consulting (AICA peer firm): Independent mid-market M&A advisory firm and AICA network member operating in additional geographies. Comparable as a fellow AICA boutique offering similar cross-border M&A advisory services, illustrating the type of network partner that sources deals for Genesis.
• Rosenzweig & Co. Israeli independent investment banking boutique specializing in M&A, capital raising, and corporate finance advisory. Most directly comparable to Genesis in size, business model, and client segment (Israeli mid-market), and a natural local competitor for the same mandates.

Others

• FIMI Opportunity Funds: Israel's largest private equity firm, focused on acquiring and growing mid-market Israeli companies. Related rather than directly comparable: FIMI is a capital provider, while Genesis is an advisor, but they frequently interact on Israeli mid-market M&A and capital-raising mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/genesis-investment-consultants

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Genesis Investment Consultants