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Impact Investing

Over the past decade, Environmental, Social and Governance (ESG) and impact investing programs have taken on significant importance for both financial institutions and philanthropic organizations. Financial institutions have seen the need—for purposes of improving the communities in which they operate, advancing their philanthropic objectives, generating goodwill, and complying with growing regulatory mandates—to foster a positive social impact through strategic portfolio deployments. At the same time, foundations and nonprofits face heightened expectations of sustainability, measurable impact, and demonstrable effectiveness from their supporters.

Attorneys in McCarter & English’s Impact Investing practice have years of experience representing financial institutions, foundations, nonprofits and philanthropic individuals in all aspects of social and impact investing, including impact fund equity investments, loan and investment programs, private equity investments, regulatory and tax advice, and negotiating and implementing various other transactions. Our clients’ projects have encompassed a broad range of activities and development areas, including clean energy and retrofit programs, affordable housing, domestic and international economic development and community renewal, microfinance, charter school finance, low interest lending programs, new markets tax credits and Community Reinvestment Act compliance.

Representative Matters

Counseling and negotiating on behalf of a financial institution with respect to numerous private equity and hedge fund investments with impact strategies in affordable housing; health, wellness and sustainable living; early stage companies reaching low income communities; international microfinance; international low income and “bottom of the pyramid” financial services companies; energy efficient retrofits and cleantech companies; and educational improvement organizations.