What is your company’s mission?
Our mission is to educate our clients about mergers and acquisitions, growth capital markets and the importance of an experienced partner throughout an efficient investment banking transaction process. We strive to help our clients achieve their personal and business goals through trustworthy, unbiased corporate finance transaction advice.
What does your company do?
Genoa Partners is a privately owned investment banking firm dedicated to the corporate finance needs of growing businesses, their owners and intrepid entrepreneurs. We provide entrepreneurs and business owners with the trusted, innovative and cost efficient investment banking solutions in order to assist them in:
• Selling their business
• Acquiring competitors or other complimentary businesses
• Seeking growth capital from equity and debt investors.
Why do you do it?
Traditional investment banking firms have historically required their clients to be of a certain size and have a minimum financial wherewithal in order to meet the fee schedule required to get top notch investment banking services. We do not believe in this philosophy as it goes against everything we want to accomplish on behalf of our clients and we do not believe in only servicing large clients, ignoring smaller clients simply due to their size. Despite client size, all clients need trusted and unbiased corporate finance advice. Our goal has and always will be to provide trusted, innovative and cost efficient investment banking solutions to all clients, regardless of size.
Do you sign a confidentiality agreement with clients?
Yes. This is not only for their protection, but a policy of the firm as well.
How long does the typical transaction last?
Our combined experience over the past two decades has shown us there is no typical time frame for any single transaction. Several factors that can never be accounted for always come up which can either increase or decrease our time to closing. However, we can confidently say that for mergers and acquisitions, the typical timing could be anywhere from six to nine months and growth capital transactions, the usual timing could be anywhere from four to six months. Our process takes into account everything we can to make sure we have all potential timing setbacks accounted for ahead of time during our preliminary due diligence phase.
What industries do your clients service?
We have experience executing transactions in Technology, Healthcare, Consumer and Business Services, Industrial and Manufacturing industries.
What items should I bring to an introductory meeting?
Just bring yourself. Our introductory meetings will focus on your goals, both business and personal, as it relates to our services. We look at each client very personally and take our relationships seriously.
What type of professionals do you typically coordinate with as part of a transaction process?
We would not be a successful firm without the support of our close relationships with transactional attorneys, CPAs, wealth managers and other arm’s length advisors to guide our clients. In any transaction you will typically need at least an attorney that has experience in the industry. Depending on your goals and the type of transaction, we would also like to include other trusted advisors to the client in order to maximize the total value our services.
If I do not have other arm’s length transaction advisors, can we still move forward?
Absolutely. We do not require our clients to have other advisors. However, our experience shows us that having other advisors earlier in the process will make the entire transaction both time and cost efficient and less burdensome on the owner.
Have you ever turned away a potential client?
We may decide to exclude a potential client from services is if in our own due diligence process red flags came up or if the potential client was being untruthful in representing themselves.
How do I get in contact with you?
What does SEC stand for and why is it important to me?
United States Securities and Exchange Commission (SEC) is an agency of the United States federal government. It holds primary responsibility for enforcing the federal securities laws, proposing securities rules, and regulating the securities industry, the nation’s stock and options exchanges, and other activities and organizations, including the electronic securities markets in the United States. The SEC has a three-part mission:
• To protect investors
• To maintain fair, orderly and efficient markets and
• To facilitate capital formation