Our Services
Clients
If you are an enterprise or fund seeking our support with a current or future fundraise, please fill out the relevant form below and one of our team members will get back in touch if there is a fit.
Work With Us
Enterprise Advisory
We engage with enterprises who need strategic assistance with business readiness, growth strategy, and alternative business structures. This work is closely connected with our capital coordination services.
Situation assessment
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- Conduct comprehensive enterprise-level operational assessments and financial evaluation
Business & investment readiness
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- Identify opportunities for improvement and provide actionable recommendations
- Develop roadmap for enterprises to achieve key milestones prior to fundraising
Strategic planning
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- Define enterprise goals and assist in the development of the long-term plan
Alternative business models
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- Educate and advise companies on alternative business structures (e.g. L3Cs, LLCs, etc.)
- Illustrate ways to broaden capital sourcing to expand traditional funding base
Private Placement
Provenance Capital Group will understand where you are in your fundraising journey, get you investor ready and connect you to the capital markets.
Our services are tailored to your needs and our process includes:
- Full advisory services and gap analysis
- Transaction structuring & valuation analysis
- Financial modeling
- Impact and ESG analysis
- Market analysis
- Data room buildout & maintenance
- Investor relations and outreach
- Full management of the fundraising process
- Regulatory compliance oversight
Provenance Capital Group provides private placements through our own Broker-Dealer, Provenance Capital Services.
Securities offered to U.S. investors through Provenance Capital Services, member FINRA/SIPC 1519 Woodlark Drive Northbrook, IL. 60062
Investment Advisory
In partnership with our clients, PCG develops and implements investment strategies to incorporate regenerative holdings. We also manage specific client allocation requests.
Goal & strategy setting
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- Define goals, risk tolerance, and return expectations
- Review and/or develop Investment Policy Statement
- Structure portfolio transition plan
Portfolio implementation
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- Advise on direct investments and funds and perform investment, operational, and impact due diligence across private asset classes
- Create customized investment opportunities through exposure to regenerative resource funds and individual (SPV) transactions
Portfolio management & iteration
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- Monitor portfolio risk and report on asset performance
- Measure and report on impact objectives
- Continuously iterate on asset allocation and portfolio strategy
Transactions
Equity capital raise for progressive regenerative meat processing company for the expansion of infrastructure and sales.
Role: Exclusive sell-side capital raise
Sector: Meat Processing
Year: 2022
Equity capital raise to provide FDIC capital requirements for the first new FDIC approved mutual bank in 50 years
Role: Sell-side capital raise
Sector: Consumer Banking
Year: 2022
Equity funding and a concessionary line of credit from mission aligned investors for a biodynamic baby food processer and distributor.
Role: Exclusive agent – sell-side capital raise
Sector: CPG
Year: 2021
Equity raise for a large REIT who purchases conventional farmland and converts it to organic with an emphasis on land stewardship.
Role: Sell-side capital raise
Sector: Regenerative Land Management
Year: 2022
Advisory work to guide the spin off of the privately held Land to Market program into Public Benefit Corporation
Role: Financial advisor
Sector: Regenerative Land Management
Year: 2022
Equity capital raise for high end producer of Iberico pork filling the need for high quality nutritious protein while reshaping the California grazing landscape
Role: Exclusive agent – sell-side capital raise
Sector: Regenerative Land Management – Grazing
Year: 2021
Advisory services for the Regional Fiber Manufacturing Initiative which aims to resurrect West Coast manufacturing and processing of regenerative fibers and textiles.
Role: Exclusive Agent – Advisory and Financial Consultancy
Sector: Fiber / Manufacturing
Year: 2021
Financial advisory services for a farm management company that consolidates organic farmland and provides capital to regionalize infrastructure and processing facilities with the aim to lower cost and securitize supply chains.
Role: Exclusive Agent – Advisory and Financial Consultancy
Sector: Agriculture
Year: 2021
Client Case Studies
The Client
Fibershed is a pioneering nonprofit developing regional fiber systems that build soil, create community wealth, and protect the health of our biosphere.
The Project
In collaboration with Fibershed, we have developed the Regional Fiber Manufacturing Initiative (RFMI) to coordinate and implement a manufacturing strategy that will regionalize the production of textiles and contribute to climate solutions.
The Approach
The RFMI has mapped the gaps in regional infrastructure, identified resources and capital for existing supply ecosystem partners, provided business and manufacturing technical assistance to supply ecosystem entrepreneurs, and educated and attracted investors who are interested in supporting a regional fiber manufacturing system.
The Results
PCG Advisory Services identified key regional infrastructure needs, provided business model support, and assisted with capital sourcing and investment vehicle development.
The Client
Savanna Institute is a nonprofit laying the groundwork for widespread agroforestry in the Midwest.
The Project
By evolving its agricultural system to one that integrates row crops, livestock, and trees, the Midwest region can foster economic prosperity, vibrant rural communities, ecological resilience, and climate stability.
The Approach
Before these integrated agroforestry systems can scale, several bottlenecks across the supply ecosystem need to be addressed. We co-authored an Impact Investment Plan which offered solutions for each bottleneck, identified the most appropriate capital sources, and considered the ideal order of investment.
The Results
As a result of our collaboration, The Savanna Institute is in the process of being awarded a grant which will give it a multi-year runway to implement its findings.
The Client
Savanna Institute is a nonprofit laying the groundwork for widespread agroforestry in the Midwest.
The Project
By evolving its agricultural system to one that integrates row crops, livestock, and trees, the Midwest region can foster economic prosperity, vibrant rural communities, ecological resilience, and climate stability.
The Approach
Before these integrated agroforestry systems can scale, several bottlenecks across the supply ecosystem need to be addressed. We co-authored an Impact Investment Plan which offered solutions for each bottleneck, identified the most appropriate capital sources, and considered the ideal order of investment.
The Results
As a result of our collaboration, The Savanna Institute is in the process of being awarded a grant which will give it a multi-year runway to implement its findings.
Integrated Finance
PCG uses integrated financial structures to find ways to match the time horizon and cash flow profile of biological systems. Typically, we work within the private debt, equity, and real assets sleeves of a portfolio, and we aim to use existing financial structures when possible.
However, if there is not a good match between traditional financial structures and the investment, we explore integrated capital solutions that best capture the financial profile of the biological system. This often enables us to blend private, public and philanthropic pools of capital.