Who we are

Tailored support to reach your goals 






Our History

Génesis is an independent Colombian firm with over 27 years of experience, dedicated to providing investment banking and multi-family office services.

Since 1997, we have provided advisory services to various companies in financial valuation, mergers and acquisitions, corporate finance, financial structuring, intangible asset valuation, and financial expert opinions. We have advised on over 140 projects across sectors such as:

  • Financial services
  • Real estate
  • Agriculture and agribusiness
  • Education
  • Infrastructure
  • Oil and energy
  • Consumer goods and services
  • Technology and telecommunications
  • Healthcare

We are members of Pandion Partners, a global M&A (mergers and acquisitions) alliance that enables us to have global reach (presence in 24 countries) while maintaining the advantages of our local and personalized service to our clients.

Additionally, our broad experience in investment banking and advisory to major financial institutions, as well as in the comprehensive management of the wealth of several Colombian families, has enabled us to develop the necessary capabilities to offer our clients Family Office services with the highest market standards.


Our values

Quality

Our services are recognized by their high quality and reliability.

Commitment

We assume the objectives of our clients as our own. We aim exclusively at protecting their interests.

Transparency

We fulfill our responsibilities under stringent values of transparency, professional ethics, credibility and honesty, seeking to build long-term trust bonds with our clients.


Our team

Our team is composed of a group of professionals with ample knowledge on financial, administrative, tax, accounting and legal matters, focused on generating value for our clients and providing our services according to the highest market standards.

Juan Pablo

Juan Pablo Ortiz Salom

Managing Partner

BSc in Economics from Universidad de los Andes and Executive Master in Finance (with honors) from ESADE. He has over 28 years of experience in investment banking and wealth advisory. Since 2002, he has led Genesis, overseeing all financing and M&A transactions carried out by the firm, as well as advising families on their wealth management strategies. His strong financial, legal and tax expertise, combined with his experience in strategic advisory, have been instrumental to the success of the firm’s transactions and to delivering significant value to the families it advises. He has experience in the sale of companies to strategic and institutional investors; bank financing, including multilaterals, institutional investors and private investors; project structuring and public-private partnerships (PPPs); corporate and liability restructuring; investment fund structuring; and advisory to multilateral organizations. He is a member of the Investment Committee of Alphamundi ALA30, a Swiss impact investment fund focused on emerging markets. Languages: Spanish and English.

Louis F.

Louis F. Kleyn, CFA

Senior Advisor

BSc. Economics, Universidad de los Andes and MBA, Yale University. He holds the CFA (Chartered Financial Analyst) title. He worked for Banco Económico (Exel BBVA) of Brazil at its New York Office and for Andersen Consulting (currently Accenture) at its Madrid office. He worked for Banco Granahorrar, where jointly with Bear Stearns he developed mortgage securitization in Colombia. He was Financial VP for Banco Agrario, Executive VP for Banco Granahorrar, leading the restructuring and sale process, and Executive VP of Mortgage Banking for Banco BBVA in Colombia. Until 2018 he was partner of Genesis, before being appointed President of the National Infrastructure Agency (ANI). Since 2020, he returned to Genesis as Senior Advisor, providing advice on financial structuring and M&A operations. Languages: Spanish, English and German.

Juliana

Juliana Figueroa

Partner

BSc. Business Administration, Universidad de los Andes, with major in finance and Certified Public Accountant in Colombia. She joined the firm in 2006 where she participated in the financing of projects and companies as well as in the M&A transactions carried out by the firm. She leads, since the beginning, the development of the Genesis Family Office and has been involved in all the family wealth consulting provided by the firm. She holds broad expertise on financial modeling, business valuation and analysis of alternative investments. She coordinates and supervises the legal, accounting, tax and administrative matters required for managing the family-wealth consolidating businesses. Languages: Spanish, English and French (intermediate).

Sebastián

Sebastián Quiroga, CFA

Partner

BSc. Industrial Engineering from Universidad de los Andes, with majors in finance and management. He is a CFA® (Charter Financial Analyst) charter holder. With Genesis since 2012 becoming a partner in 2021. Sebastian is in charge of assisting clients in all aspects of financial, tax and estate planning, investment analysis, family governance and legal matters. His experience includes the understanding, analysis, planning and implementation of wealth management structures in Colombia and abroad, and its ongoing administration. Languages: Spanish and English.

Juan Diego

Juan Diego Alzate

Partner

BSc. Industrial Engineering and Economics, Universidad de los Andes and Master's Degree in Software Engineering. With Genesis since 2012 and Partner since 2021. He is in charge of leading the investment banking projects including valuation processes, financing, sale transactions, financial planning and project structuring. He has extensive experience in financial institutions modeling and the development of statistical projections for consumer loan portfolios, as well as in financial structuring of real estate projects. Languages: Spanish and English.

Catalina

Catalina Jiménez

Associate Director

BSc. Industrial Engineering, Universidad de los Andes, with minor in economics and Master in Industrial Engineering. With Genesis since 2017. She has participated in valuation and sale processes of companies, structuring of Public Private Partnerships and development of products for financial institutions, as well as in purchase price allocation processes for M&A transactions. Languages: Spanish, English, French (intermediate) and Chinese (basic).

Oscar

Oscar Sánchez

Accounting and Tax Manager

Certified Public Accountant specialized in Tax Auditing from Universidad Santo Tomás and in International Financial Reporting from Universidad Javeriana. Holds an International Financial Reporting Standards (IFRS) certification granted by the Association of Chartered Certified Accountants (ACCA) in the United Kingdom. He has been part of the Génesis team since 2017 and is responsible for overseeing all accounting and tax matters for the firm’s Family Office clients. His previous experience includes roles at Grupo Bavaria, the Pension and Parafiscal Management Unit (UGPP), PwC, and Banco Davivienda. Languages: Spanish and English.

Andrés Felipe

Andrés Felipe Ramírez

Associate

BSc. Industrial Engineering, Universidad de los Andes, with major in finance and operations research. He has experience in the valuation of financial institutions and companies in the logistics, construction materials, and agricultural sectors, as well as in the structuring of real estate projects and startups valuation. Languages: Spanish and English.


Paloma

Paloma Moreno

Associate

BSc. Economics, Universidad Sergio Arboleda, with a major in Regional and Urban Economics. She has been part of the Genesis team since 2021, where she has gained extensive experience in the comprehensive management of family wealth. She participates in financial, tax, and estate planning processes, private investment analysis, family governance, and legal matters, contributing to the diagnosis, structuring, and implementation of wealth solutions in Colombia and abroad. Languages: Spanish and English.

Daniela Alejandra

Daniela Alejandra Quintero

Senior Analyst

BSc. Economics, Universidad de los Andes. She has participated in projects involving business valuation, financial planning, strategic development planning, and intangible asset valuation. Languages: Spanish, English, Portuguese (basic), and Chinese (basic).

Fabio Andrés

Fabio Andrés Bustos

Operations Analyst

BSc. Finance, Universidad Sergio Arboleda. He has knowledge in financial analysis and supports accounting and administrative matters related to the management of the assets of the families that Genesis advises. Languages: Spanish and English.

Juan Fernando

Juan Fernando Arias

Junior Planning Analyst

BSc. Business Administration, Pontificia Universidad Javeriana, with a major in Finance. He has knowledge in financial analysis and modeling, as well as in the consolidation and management of accounting information applied to the planning and wealth management of the families advised by Genesis. Languages: Spanish and English.

Zharick

Zharick Tovar

Junior Analyst

BSc. Economics, Universidad de los Andes, with an academic track in Organizational Management. She has participated in business valuation projects in the food and chemicals sectors. Languages: Spanish and English.



Over 27 years of experience in investment banking.

Our experience includes more than 140 projects involving private business valuation and sale, financial structuring, loan portfolio projection and analysis, and intangible asset valuation, among others. Since 1997, we have been providing advisory services in financial structuring and M&A transactions.


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Family Office – Management of your family’s wealth

Genesis is an independent multi-family office, composed of a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests.


See more about Family Office



Tailored support to achieve your goals


* Genesis does not provide services deemed as financial intermediation services or securities intermediation by Colombian regulations, and it is not subject to the surveillance of the Colombian Financial Superintendence. Genesis may support its clients with the understanding of financial products and services offered by financial institutions under surveillance of the Colombian Financial Superintendence. Advisory activities offered by Genesis include specialized advice excluded from securities intermediation activities set forth in Decree 2555 of 2010. Our services do not include the offering of services or advice on securities registered in the National Registry of Securities and Issuers. Genesis does not promote products or services from foreign financial institutions.