Our Services

We work with a range of asset owners, asset managers, investment advisors, and enterprises to mobilize capital into regenerative natural resource investments. To that end, our firm provides expertise in three key areas: advisory services, opportunity sourcing and structuring, and portfolio level engagements.

Work With Us

Advisory Services

We engage with enterprises who need strategic assistance with business readiness, growth strategy, and alternative business structures. In select cases, we also assist with the capital raising process.

Business & investment readiness

    • Enterprise level operational assessment and financial evaluation 
    • Develop roadmap for enterprise to become investment-ready

Strategic planning 

    • Define enterprise goals and assist in the development of the long-term strategy

Alternative business models

    • Educate and advise companies on alternative business structures (e.g. L3Cs, LLCs, etc.) 
    • Illustrate ways to broaden capital sourcing to expand traditional funding base


Opportunity Sourcing & Structuring

We work alongside our investor clients to source and evaluate opportunities that align with their portfolio. We also engage in transaction structuring and investment vehicle development.

Opportunity sourcing & aggregation 

    • Leverage our extensive network to identify high quality companies and funds 

Structuring transactions & capital sources

    • Identify financing needs for various opportunities 
    • Engage & coordinate diverse pools of capital
    • Build de-risking mechanisms (e.g. off-taking agreements, credit enhancements)

Investment vehicle development

    • Create optimal investment mechanisms and capital structure
    • Engaging integrated capital partners, as required


Portfolio Level Engagements

Our firm performs portfolio-level reviews and develops strategies to incorporate regenerative holdings. We also manage specific allocations.

Portfolio assessment & analysis 

    • Assess the current makeup of the portfolio as it relates to natural resources
    • Define risk tolerance, return expectations, and goals  

Portfolio strategy formulation 

    • Develop goal-specific Investment Policy Statements
    • Advise on Investment Committee structure 
    • Identify and evaluate sources of non-traditional risks 

Portfolio construction & asset allocation 

    • Advise on direct investments and funds and perform investment, operational, and impact due diligence across private asset classes
    • Through exposure to regenerative resource funds and individual (SPV) transactions, create customized investment opportunities 

Portfolio management 

    • Ongoing asset management
    • Evaluate the impacts of investments at an individual investment and portfolio level

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.

Clients


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.

To realize the carbon sequestration and climate mitigation potential associated with implementation of regenerative agriculture practices, more than $700B in estimated net capital expenditures over the next 30 years will be needed.

(Source: Croatan Institute)

Based on analysis of Project Drawdown’s published data, projected out to 2050, implementing climate-friendly agriculture practices could mitigate nearly 170 GtCO2e, while generating a nearly $10T net financial return. 

(Source: Croatan Institute)