INDEPENDENT & CONFLICT-FREE — SINCE 2002
Genesis Capital is an independent investment banking and financial advisory firm focused on families and companies in the growth sectors of the economy — selective about the engagements we take, so that our expertise and unique approach maximize the goals of every client we serve.
Jonathan Goldman, Founder & Managing Partner · jgoldman@genesis-capital.com · Monarch Plaza, 3414 Peachtree Rd NE, Ste 700, Atlanta, GA 30326
Popeyes Louisiana Kitchen, Inc.
(NASDAQ: PLKI)
has been sold to
Restaurant Brands International Inc.
(NYSE / TSX: QSR)
Genesis Capital LLC served as
exclusive financial advisor to
the Board of Directors
Atlanta, Georgia · Flagship Transaction
No. 01 · The Genesis Standard
Most investment banks answer to a balance sheet. We answer to a client. Genesis Capital was founded on a deliberately different model — an advisory firm with no lending arm, no trading desk and no proprietary products to sell — free to work for companies the way a founder would want: without conflict.
“Genesis Capital guided our family through a very complex process and delivered a fabulous result that exceeded our expectations.”
Marc Skalla — President, SASCO ChemicalSuccess doesn’t just happen. It is engineered.
Genesis Capital focuses on more than one industry and does not lend capital or trade securities — enabling the firm to work with companies entirely free of conflicts. Advice is the only product.
We bring the best practices of public boardrooms into family boardrooms — governance discipline, reporting rigor and professional deal process, applied with discretion to enterprises built across generations.
Current, relevant experience ensuring independence and execution capability across acquisitions, divestitures and go-private transactions for public companies — from NASDAQ issuers to NYSE platforms.
We work with companies of all sizes, having completed transactions ranging from over $1B to under $50M. The engagement is shaped by the need — never by the fee threshold.
We work with companies to develop a tailored solution roadmap to meet specific objectives — a sale, a capital partner, a bolt-on platform, a refranchising — engineered step by step.
An established client base throughout the United States and completed cross-border transactions involving international operations and acquirers across over 48 countries — with fluency in financing, currency, manufacturing, labor, IP, environmental, contract and regulatory issues.
Industry experience without conflict across six primary sectors — Business Services, Consumer/Retail, Healthcare, Industrial Manufacturing, Lodging & Entertainment, and Technology/Media/Telecom — plus Chemical, Food & Beverage and Retail depth.
No. 02 · The Lucite Vault
Select success stories from family offices to corporate boardrooms. Each completed engagement is commemorated as a lucite tombstone — the tradition this firm has maintained since its first closing. Filter the archive, or open any block for the full record.
The lucite-designed award encases the tombstone advertisement in lucite. Tombstone ads date back to the late 19th century, when they became the approved format for publicizing financial transactions. By the late 1960s, banks began celebrating each new partnership announcement by enclosing it in lucite — a custom Genesis Capital continues with every closing.
@genesis_capital on Instagram ↗
◆ Every tombstone — a closed deal
◆ Every lucite — a client’s trust honored
◆ Every name — advised without conflict
Select Transaction
No. 03 · The Advisory Lab
Interactive models that show — rather than tell — how an independent firm behaves differently.
When the advisor also sits across the table
Does not lend capital · does not trade securities
At Genesis: no lending · no trading · no competing interests — 100% client-aligned.
Move the dial — the standard never moves
$175M Middle MarketAt $175M, as at $40M or $1.1B: a tailored solution roadmap built to your specific objectives — not a shelf product sized to a fee grid.
The same roadmap, at any size
◆ Selective by design — focus where our unique approach maximizes your goals
“Genesis Capital provided invaluable advice, helping us achieve our financial, strategic and operational goals — including securing the optimal partner for our family business. The team was actively involved at every stage of the process.”
Skalla Family — SASCO ChemicalNo. 04 · National & Cross-Border Reach
Genesis Capital has completed numerous cross-border international transactions, providing experience with the financing, currency, manufacturing, labor, IP, environmental, contract and regulatory issues involved in global deals.
Over 48 Countries Represented
No. 05 · Industry Experience Without Conflict
Diverse by design — deep enough to command the room, independent enough to owe the room nothing. Open a sector for its subsectors and representative engagements.
No. 06 · Engagements
Genesis Capital is an independent investment merchant banking firm focused on the key growth sectors of the economy. We work with public and private corporations, as well as family-owned businesses, to achieve strategic growth initiatives and maximize shareholder value.
Because we are selective about the engagements we take, every mandate receives the full weight of the firm’s expertise and network — without size or geography constraints.
Buy-side and sell-side execution for mid-market companies and families — from platform acquisitions to full-company sales, nationally and cross-border.
Disciplined auction and negotiated processes for corporate carve-outs and founder exits — including divisional divestitures and refranchisings.
Private placements of equity and debt, growth capital and new capital partners — structured without a lending desk’s agenda.
Independent assessment of every path — sale, merger, recapitalization, partnership or independence — weighed solely against the client’s objectives.
Execution capability for management buyouts, sponsor partnerships and public-company take-privates, with current and relevant market experience.
Certain derivative and hedging structures for companies managing currency, commodity and rate exposure — particularly in cross-border contexts.
“We focus on need, not size.” — the operating principle behind every engagement Genesis Capital accepts.
No. 07 · The Firm
Founder · Managing Partner & CEO
In July 2002, Jonathan Goldman founded Genesis Capital with a vision of establishing a leading independent investment banking, advisory and consultancy firm — one that serves clients without competing interests, from founder- and family-owned businesses to public corporations.
“After working at multiple firms that went through a series of mergers — getting lost in the shuffle — I decided it was time to start an independent firm. Genesis Capital was born in record time.” Jonathan Goldman — on founding the firm, 2002
Foundation in institutional investment banking and capital markets execution.
Senior leadership across middle-market advisory and underwriting.
Management Committee member with responsibility for global investment banking activities; headed the Healthcare Group.
Built the firm with fellow investment bankers from Robertson Stephens — independent, conflict-free, and focused on need rather than size.
| Professional | Title | Direct Line |
|---|---|---|
| Jonathan Goldman | Founder · Managing Partner & CEO | (404) 816-7535 |
| Alex Collier | Chief Client Officer | (404) 816-7598 |
| Jeremy Ellis | Managing Director | (404) 816-7538 |
| Jack Savarese | Vice President | (404) 816-7502 |
| Kevin Whitney | Vice President | (404) 816-7522 |
| Matthew Milburn | Vice President | (404) 816-7520 |
Main (404) 816-7540 · Fax (404) 816-7553 · Monarch Plaza, 3414 Peachtree Rd NE, Suite 700, Atlanta, GA 30326
Confidential · No Obligation · Senior Bankers Only
Whether you are a founder weighing a sale, a family planning generational transition, or a corporation pursuing acquisitions, divestitures or capital — the conversation starts privately, with the founder himself.