Advisory Services – Implementing Impact

For over 20 years, SIMA’s Managing Partners have engaged in cutting edge initiatives in impact investing, and have placed over $2 billion in 250 social businesses across 50 countries. Our clients and investors include major development institutions as well as Fortune 500 companies, foundations, networks and social investors. We have teams in Kenya, Uganda, Nigeria, Zimbabwe, Pakistan, India and the US providing local on the ground knowledge and implementation capability.

Our advisory services provide tools for investors and practitioners to balance scale and sustainability with appropriate risk, and enhance impact. We see alignment of business and social goals as fundamental to serve low-income people and reduce climate change.

What We Do

Execution & Market Analysis

Originate, structure and implement impact investments

Diligence companies serving customers at the Base of the Pyramid

Execute mission and 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, technical assistance, and grant programs

Leverage resources by mobilizing international and local resources

Share knowledge through research, convening stakeholders and industry events

Implement CSR initiatives and employee engagement programs

Training for boards and employees

Goal Setting & Evaluation

Develop metrics, tools and scorecards for social and environmental outcomes and impact

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

Evaluate and assess impact and technical assistance

Select Experience

Completed syndications and co-investments for off-grid solar, minigrid and microfinance companies

Produced impact assessment of a portfolio of off-grid solar and financial inclusion companies

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

Advised off grid solar companies on business planning, internal controls and fundraising

Served as financial advisor to impact investment fund focused on agriculture in Africa

EUR 25 million equity raise for large microfinance network

Developed nonbank finance company for the financing of affordable schools in Pakistan

Previously developed and implemented CSR strategy related to impact investing for Deutsche Bank

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 achieve your impact goals.