We serve a wide range of institutional clients seeking to achieve or catalyze social and environmental impact using return-seeking investment capital.

Our Client Base

Our clients include both new institutional entrants and established players in the impact investing industry. This broad spectrum of clients provides us with the market depth and breadth necessary to develop a deep understanding of different strategies, platforms and investor types.


Private and public markets investment firms specializing in equity, credit, securitized debt, venture, infrastructure, and real assets


Institutional investors, fund-of-funds, family offices, endowments, wealth management platforms, and RIAs

Finance Institutions (DFIs)

Both community development finance institutions (CDFIs) and international development finance institutions

Foundations &

Private and corporate foundations, nonprofits, and networks active in the impact investment market


Public and private companies using their balance sheets to make impact investments, businesses with a social mission including B Corps and other social enterprises, and impact-focused operating divisions

Here is a sampling of clients broken down by our five client segments:

Asset Managers

  • Avenue Capital
  • BlueOrchard
  • Calvert Impact Capital
  • Community Investment Management
  • Franklin Templeton Investments
  • Impact Community Capital
  • Kohlberg Kravis Roberts & Co (KKR)
  • LeapFrog Investments
  • LGT Venture Philanthropy
  • Macquarie Infrastructure and Real Assets
  • Naturevest
  • Partners Group
  • Temasek
  • The Osiris Group
  • TPG Growth

 Asset Allocators

  • Four of the top five global wealth managers
  • Blackstone
  • Prudential Financial
  • Omidyar-Tufts Microfinance Fund
  • Leading private markets customized solution and advisory services provider
  • TIAA-Nuveen

Development Finance Institutions (Community and International)

  • BlueHub Capital
  • CDC Group
  • Enterprise Community Partners
  • European Bank for Reconstruction Development (EBRD)
  • European Development Finance Institution Management Company (EDFI MC)
  • Expanding Black Business Credit Initiative (EBBC)
  • LISC/New Markets Support Company
  • United States Agency For International Development (USAID)


Foundations & Nonprofits

  • Annie E. Casey Foundation
  • Association For Enterprise Opportunity (AEO)
  • Austin Community Foundation
  • Bill & Melinda Gates Foundation
  • Blended Finance Taskforce (BFT)
  • Build Healthy Places Network
  • Center For Financial Services Innovation (CFSI)
  • Echidna Giving
  • Environmental Defense Fund (EDF)
  • Ford Foundation
  • Housing Partnership Network (HPN)
  • Impact Capital Managers (ICM)
  • Impact Management Project (IMP)
  • Investors’ Circle
  • John D. And Catherine T. Macarthur Foundation
  • Kresge Foundation
  • Nonprofit Finance Fund (NFF)
  • Omidyar Network
  • Rockefeller Foundation
  • United Nations Development Programme (UNDP)


  • Danone
  • Keenan & Associates / AssuredPartners
  • Medtronic
  • MetLife