01
Acquisitions.
Buy side and sell side, with the integration plan written before the close.
Deals and Projects
Deals worth doing. Enterprises built to last.
We originate, structure and stay inside the transactions and projects that build enterprises, from the mid market to the largest enterprise transactions.
What we originate
Acquisitions, partnerships, joint ventures, development projects and growth capital.
For mid market and larger companies, and for sponsors standing up something new. Transaction size is not a filter. We work on deals from the mid market to the largest enterprise transactions, and we bring the same discipline to each.
02
Strategic partnerships and joint ventures.
Structured so both sides have reason to stay, and the governance survives the honeymoon.
03
Development projects.
Energy, data centers, digital infrastructure and healthcare projects from site and sponsor to operating asset.
04
Growth capital and recapitalizations.
Sized, structured and told to the right investors, with the use of funds tied to a plan.
05
Enterprise launches.
New ventures, divisions and spinouts, from entity to first operations.
How a transaction is structured
- Sponsor and ownersControl, vision, the asset or company
- Capital partnersFamily offices, private capital, banksEquity, Mezzanine, Senior debt
- Strategic partnersJV partners, acquirers, developers, suppliers
- Deal vehicleHoldCo, joint venture or project company. Entity, governance and capital stack designed by Generis.Governance, Capital stack, Operating agreement
- Operating company or project assetWhere Generis stays and keeps working after the close.
- Asset and controlSponsor and owners to deal vehicle
- Capability and contractsStrategic partners to deal vehicle
- Equity and debtCapital partners to deal vehicle
- Ownership and governanceDeal vehicle to operating company or project asset
- Returns and distributionsOperating company or project asset to sponsor and owners
Hover a party or a step to follow its path through the structure.
Where we work, and why
We take on the deals and projects that leave something behind.
We choose the deals and projects that leave something behind, and we work the numbers as hard as anyone.
Energy and infrastructure.
A waste to energy plant changes a region's economics for decades.
Data centers and digital infrastructure.
Power, land, capital and partners for the facilities AI runs on.
Healthcare and medtech.
Better care should reach more people, and the structure behind it decides whether it does.
Technology and AI.
Applied well, they raise the productivity and profit of every other sector on this list.
Manufacturing, industrial and government contracting.
Advanced manufacturing and the government programs where structure matters most: simulation and training, unmanned platforms, photonics, data and cybersecurity.
Media and entertainment.
Labels, studios and live experiences, structured through joint ventures and partnerships built to scale.
Education and mission driven organizations.
They scale impact, not just revenue.
Veteran owned and veteran led enterprises.
We help veteran owned and veteran led enterprises build the structure, systems and partnerships to grow.
Representative engagements
Where we have been at work.
Energy and infrastructure
Energy infrastructure development and acquisition transactions
Our role: deal structuring, capital strategy and partner alignment
Data centers and digital infrastructure
Site, power and capital strategy for digital infrastructure development
Our role: site and power strategy, capital stack design and partner alignment
Healthcare and medtech
Growth capital raise for an established clinical company
Our role: capital plan, investor narrative and targeted introductions
Technology and AI
Commercialization and investor alignment for a marketing technology company
Our role: growth strategy, go to market plan and capital stack design
Defense and government
Launch of a defense simulation division, from first facility to competitive program awards
Our role: division strategy, facilities, teaming and program capture
Media and entertainment
Joint venture with music industry leaders to build a record label
Our role: joint venture structure, partner alignment and capital strategy
Natural resources
Off market natural resources transactions
Our role: origination, diligence coordination and buyer and partner alignment
Engagements span Generis Advisory Group and the founder's prior firm. Some are confidential. All are described by type, never by name.
Ways to partner with us
Advisory, participation, or both.
We do not stop at the slide deck, or at the closing table. We stay in the room until the structure holds.
How Generis works
01
Advisory for a fixed fee.
A monthly retainer or a scoped project, with the deliverables and the timeline in writing before we start.
02
Equity or revenue share.
On select opportunities we take a stake in the outcome and share in the upside we help create.
03
Direct participation.
On the right ones we come in alongside you, and we keep working inside the company through execution and afterward.
We do not broker securities and we do not take compensation tied to raising capital. Our fees are for the work.
For investors and strategic partners
Opportunities we have already worked inside of.
We bring deals and projects with a hands on read of structure, team and commercialization, and we keep working inside the company through execution and afterward. If you want vetted opportunities in the sectors we work in, start here.
Book a callFor owners and sponsors
You have the asset. We build the rest.
If you have the company, the technology, the site or the partner and need the structure, the capital stack and the team to get it done, this is the door.
Share an opportunity