Sustainable Finance & Transactions

Futureproof Solutions supports investors and corporates to identify risks and opportunities on acquisition, to support integration, and then to create and protect value on divestment. This can include guidance on whether an investment can be defensibly defined as an “Impact” or “Sustainable” investment, for example, in line with the EU Taxonomy.

We support mergers & acquisitions, real estate and infrastructure investments, and debt provision. Our due diligence services include ESG & EHS, Integrity, Workplace Culture, Commercial, Technical, Human Rights & Supply Chain, and Climate Change.

We help lenders and borrowers design and execute sustainability-linked loans and bonds with robust KPI and target governance. Support includes baseline definition, KPI selection, calibration of performance targets, documentation support, and annual performance verification aligned to market guidance from bodies such as LMA, LSTA, and APLMA.

For lenders, we also support pre-lending due diligence, portfolio-level ESG data collection and analysis (including carbon metrics), and reporting suitable for internal governance and external stakeholders.

We assist investors and corporate businesses seeking to raise capital through direct private investment or IPO, to prepare to meet institutional investor expectations around ESG and sustainable investment criteria. We support clients to put in place robust ESG strategies and data to evidence performance improvement.

We also assist in creating defensible narratives around the sustainable credentials of a business’ operations and services, showing eligibility and alignment with the EU Taxonomy and other frameworks where applicable.

We help Financial Institutions to review, develop, and implement ESG and Responsible Investment strategies that integrate ESG and sustainable investment criteria into their operations, services, products, and investment activities.

We assist clients to identify their material ESG aspects, regulatory obligations, and relevant voluntary frameworks, and to determine a level of ambition, leveraging peer analysis and stakeholder engagement to define the optimum approach. We then assist with implementation, building policies and systems, providing education and training, and secondment support where required.

We help clients build the policies, systems, and disclosures needed to meet regulatory and stakeholder expectations, including SFDR, EU Taxonomy, and CSRD where applicable. We also support alignment to voluntary frameworks used by investors and lenders, such as IFRS Sustainability (ISSB), TCFD, and TNFD, plus disclosure programmes like CDP.

We support engagement with ESG rankers and raters (for example MSCI and S&P) and prepare sustainability reporting and investor communications that are consistent, evidence-backed, and decision-useful. Tooling remains tool-agnostic so it fits your data ecosystem.

We work with investors and asset managers to enhance the ESG performance of their assets. We provide ESG education programs and help onboard investments into portfolios, implementing the client’s standard ESG requirements and identifying and supporting the implementation of broader, asset-specific ESG improvement programs.

Within this, or as separate programs, we help clients make and manage their investments consistent with a Net Zero carbon transition and manage key topics including circularity, nature, human rights & supply chain, and DEI. Throughout, we help collate robust data to evidence the improvement, meet stakeholder and regulatory requirements, and support value creation at exit.