Activate the Power of Capital
We help companies who care about profits while also thinking about the opportunity and responsibility to impact their stakeholders.
Business/Investment
Capital has the power to change the world…
Capital is a tool and is used for good and for bad. The difference is the goal and the motives behind the capital. Imagine what would happen if we filled the gap between purely profit and purely charity. It would create another vision of success and undoubtingly would unleash creativity and innovation totally untapped.
Business/Investment is the vehicle to deliver this change
The idea that a business’s sole purpose is for profit is being challenged. While profit is necessary and good, a business serves more stakeholders than just stockholders. Employees, service providers, the environment, communities, and shareholders are all impacted by how businesses are run. In addition, the mission and what the business produces (product or service) also impact these stakeholders. Increasingly business leaders are looking for capital and capital providers who take this holistic approach.
The New Exchange
Let us help you with your business needs by infusing excellence of the mind and heart. We don’t view this as a transaction, but rather as a relationship helping businesses do well by doing good. And this is not a simple formula, but a commitment to progress that never stops.
Our Services
Advisory Strategy and Structuring
Let us help you with your business needs by infusing excellence of the mind and heart.
Advisory Impact/ESG
Let us help you with your business needs by infusing excellence of the mind and heart.
Mergers and Acquisition
Let us help you with your business needs by infusing excellence of the mind and heart.
Our Impact Framework
When assessing an Impact investment, these are the four key elements we evaluate…
Financial Return
Targets range from risk-adjusted competitive returns to concessionary levels below market rate
Intentionality of Impact
An ethos of creating positive social or environmental benefits for all stakeholders
Measurement / Reporting
Detailed and tangible disclosure of financial and non-financial outcomes
Sustainability
Meeting the needs of the present without compromising future generation’s needs
Take the Next Step
If you are interested in learning more about integrating Impact Investing into your investment banking needs please contact us.
Related News
Watching an Industry Grow
There are events and moments in history that seem ordinary, but in actuality are more significant than we currently realize. Only time and momentum will prove these out. In 2015 I told the CEO of a leading Alternative Investment asset manager I was leaving to pursue...
Russell Ginise on the shortage of Affordable and Workforce Housing
We recently sat down with Russell Ginise, President of Alliant Strategic, to find out more about the extreme shortage of Affordable and Workforce Housing in the US. The Alliant Strategic team has 25 years of industry experience and has invested in 100,000+ units in 48...
Private Equity Industry Establishes First-Ever LP and GP Partnership to Standardize ESG Reporting
Recently it was announced in a press release that LPs and GPs representing more than $4 trillion in AUM are calling on peers to join commitment to a collaborative ESG data reporting system to drive meaningful progress and transparency... "The group’s...