What We Do

Genesis Capital in Figures

€ 
 4 
 mil.
private equity funds
€ 
 170 
 mil.
for companies
€ 
 35 
 mil.
investments

What We Offer

Capital for growth


We offer access to capital to support and finance the growth of small and medium-sized enterprises in our region.

Financing management buy-outs


We provide financing for management buy-outs, management buy-ins and leveraged buy-outs.

Resources from GPEF III


The current fund, Genesis Private Equity Fund III (GPEF III), has over 80 million euros at its disposal.

Supporting industry and services


GPEF III is a general fund focused both on the traditional industries and the service sector.

Investment Criteria

The fund invests into equity capital or business interests in companies.
The invested amount ranges from 4 to 12 million euros; larger investments are possible in cooperation with a co-investor.
We seek out suitable investment opportunities and evaluate them in particular according to the following criteria:
  • Existing company with a proven history of several years
  • Strong growth potential
  • Experienced management team with demonstrated ability to implement development projects
The Fund typically exits its investment in the company within three to seven years of the investment, usually by sale to a strategic investor. The exit strategy must be clear at the time of entry into the company.
We do not provide standard loans, or pure project financing.
We do not invest into projects in the following areas:
  • real estate,
  • the arms industry,
  • gambling,
  • adult entertainment,
  • tobacco products and spirits.

Genesis Capital in Figures

€ 4-12 mil.
invested in each company
3-7 years
engagement in each company

Investment Process

The outline of the investment process provided below is only informative. The actual process and duration may differ, based on the nature of the particular transaction and investment.

Obtaining information

Obtaining information

For our initial analysis and valuation, we need to obtain basic information about the company, its commercial activities, products and services, and financial results. Before we obtain information about a company, we are prepared to sign a confidentiality and business information secrecy agreement.

Evaluating the investment opportunity

Evaluating the investment opportunity

Should we find the proposed investment opportunity to be of interest, we proceed to conduct our own analysis and valuation of the investment. We propose the volume of the funds to be invested, the indicative price, the share in the company, and other conditions, based on the required return on the investment and its valuation at the time of exit/realisation.

Proposing the main terms and conditions

Proposing the main terms and conditions

We present the terms and conditions of the planned investment, set on the basis of our analysis and valuation, for further discussion with the company’s owners. Once we reach an agreement on the basic parameters of the investment, a preliminary agreement is formalised in the form of a so-called Term Sheet – a non-binding agreement on a future agreement, embodying basic business and legal conditions, and including a time-schedule for the transaction. We present the conditions of the investment proposed at this stage for initial approval to the Fund’s Investment Committee.

Due diligence

Due diligence

Once the Term Sheet is signed with the owners, we commission reputable law firms and audit companies to carry out legal and financial due diligence. Should the type of business require it, we also commission an environmental audit. All the above services are provided by reputable companies accepted by the international investment community.

Final price offer and conditions

Final price offer and conditions

On the basis of the outcome of due diligence, the precise volume of the investment is specified along with the Fund’s ownership interest in the company. If no fundamental discrepancies emerge from due diligence, as compared to the information we obtained about the company at an earlier stage, the price and other conditions do not substantially differ from those agreed in the original Term Sheet.

Drafting the legal documentation

Drafting the legal documentation

At the next stage, our legal advisors draft contractual documentation, which reflects the investment conditions and terms set out in the Term Sheet. These include, in particular, a share purchase agreement, an agreement on increasing the company’s registered capital, and a shareholders’ agreement, if required.

Final recommendation of the Investment by the Investment Committee

Final recommendation of the Investment by the Investment Committee

Final conditions and structure of the transaction, including an internal information memorandum and reports by external advisors, are presented to the Investment Committee for recommendation.

Signing contractual agreements and transferring funds

Signing contractual agreements and transferring funds

Legal documentation is signed and the transaction concluded.

Week I
Week II
Week III
Week IV

Portfolio company management

In each of its investments, Genesis Capital significantly relies on the management, to which it grants considerable flexibility in the strategic and operative management of the company. Our representatives do not engage in day-to-day operating matters of its portfolio companies, focusing usually only overseeing the companies through their statutory bodies.

Exiting from the investment

The goal of Genesis Capital is to maximise the company’s value and to prepare it, in structural and strategic terms, for a successful sale, usually within a time-frame of three to seven years. In managing the process of exiting from the investment, Genesis Funds also frequently cooperates with reputable consulting firms and specialised advisors.


Our Funds