Advisory Services – Implementing Impact

For over 20 years, SIMA’s Managing Partners have engaged in cutting edge initiatives in impact investing. We see alignment of business and social goals as fundamental to serve low-income people and reduce climate change.

Our advisory services provide tools for investors and practitioners to balance scale and sustainability with appropriate risk, and enhance impact.

SIMA’s team has placed over $1.5 billion in 250 social businesses across 50 countries. Our clients and investors include Fortune 500 companies, foundations, development institutions, networks and social investors. We have teams in Kenya, Pakistan, Switzerland and the US which provide us with local on the ground knowledge.

What We Do

Investment & Market Analysis

Develop and structure impact investments

Evaluate and diligence companies serving the Base of the Pyramid

Execute program related investments for foundations and family offices

Portfolio evaluation and stress testing of credit risk management

Merger and acquisition advisory – buy- and sell- side mandates

Strategy & Implementation

Develop and implement impact investing and grant programs

Leverage resources by engaging stakeholders and mobilizing local resources

Share knowledge through research, organizing conferences and industry events

Implement CSR initiatives and employee engagement programs

Training for boards and employees

Goal Setting & Evaluation

Develop metrics and scorecards for social and environmental impact

Align business and impact strategies with stakeholder goals and Sustainable Development Goals (SDGs)

Evaluate and assess programs and technical assistance

Select Experience

EUR 25 million equity raise for large microfinance network

Fulfilled impact and climate change investment mandate with Fundacion Netri (Europe), MGR Foundation (US) and other foundations

Developed and implemented CSR strategy related to impact investing for Deutsche Bank

Development of a nonbank finance company for the financing of affordable schools in Pakistan

Creation of three regional microfinance holding companies with subsidiaries in South America, Central America and Central Asia / Mongolia.

Developed and rolled out social performance assessment for Moody’s Corporation

Clean Energy & Climate

Microfinance & Financial Inclusion

Education

Affordable Housing

Achieve Impact and Business Goals

We help investors, donors, business operators and nonprofits integrate sustainable development targets into their operations and across value chains. SIMA can help you measure and achieve impact and align with the Sustainable Development Goals and other frameworks.