Strategies Impact Investments

Seeking to deliver attractive returns while generating meaningful and measurable impact

We seek to make impact investments with a dual objective of generating attractive risk-adjusted returns while creating a measurable social and environmental impact. Since 2001, we have been developing and investing in mission-driven customized portfolio solutions for our clients, investing across the growing market opportunity and leveraging Hamilton Lane’s global platform, network and deal flow. Importantly, we also identify and report on impact metrics of underlying investments.

  • Strategic investment partner for private markets fund managers globally with broad coverage of private impact markets
  • Striving to generate measurable social and environmental impact in addition to financial returns
  • Same rigorous underwriting, shared intel, data and resources across Hamilton Lane’s investment and research activities, including an impact lens
  • Investing with a focus on the core impact sectors of: Healthcare, Energy & Environment, Community Development and Financial Empowerment
$6.3B

Opportunities Reviewed in 2023

$4.1B

Impact Capital Committed

23

Years of Impact Investing Experience

As of 12/31/2023.

Deal Spotlights

H&MV Engineering

Who they are

Provider of high-voltage design, engineering and construction services with a specialized focus on data centers, renewable facilities and the utility, commercial and industrial sectors.

Why it matters

H&MV Engineering operates within the $5.5 billion European market for high-voltage substations, which is expected to undergo significant growth as substantial capacity and upgrades are continuously required to meet increasing demand for data and electricity. The company directly contributes to the energy transition by offering a full suite of consultation, design, procurement and build services for high-voltage substation and infrastructure projects.

The HL advantage

Our Impact Investments team originated the opportunity after tracking the company for several years and ultimately completed this minority equity recapitalization alongside one other party. The team co-underwrote the transaction alongside the sponsor and provided expertise throughout the diligence process due to our advanced assessment of the sector prior.

Daewon

Who they are

One of the largest food waste treatment operators in South Korea, with a combined processing capacity of 500 tons per day.

Why it matters

South Korea’s food waste industry faces high barriers to entry as the country maintains one of the most advanced and comprehensive composting programs in the waste treatment space today. Daewon is an established asset with a vertically integrated system. The Company plans to expand its capabilities into the waste-to-energy segment through the buildout of its biogas production facilities, which directly contributes to South Korea’s efforts to reduce carbon emissions and accelerate the transition into a circular economy.

The HL advantage

Due to our primary relationship with the Sponsor, who is an established investor in Korea with domestic expertise and prior investments in the waste-to-energy space, we received proprietary access to the transaction as the largest of a limited number of co-investors in the deal.

Bloomerang

Who they are

A provider of donor management and retention software for small- and mid-sized non profit organizations aiming to increase donation volumes for its customer base across a variety of missions.

Why it matters

The nonprofit space’s biggest challenge is donor retention; Bloomerang’s software helps nonprofits search, engage and retain advocates by enabling users to view and organize donor records, maximize contact efficiency and measure donor engagement level.

Principal Andrew Durante dives deeper into the HL advantage in this video spotlight.

Read our take on the current Impact landscape
Hamilton Lane’s platform, scale and data expertise give us a powerful advantage in identifying and executing on what we believe to be attractive investment opportunities aimed at benefitting society.
David Helgerson
Head of Impact Investments

Technology facilitates impact metric tracking

Hamilton Lane’s technology solutions support our objective of generating compelling returns and social and environmental impact for our investors. Using these technology solutions, we can monitor and report the relevant impact metrics respective to each investment. These metrics include, but are not limited to:

  • Reduction in CO2 emissions
  • Energy savings
  • Water cleaned
  • Landfill waste reduction

Recent Content

News | 4 Min Read

Hamilton Lane Expands Sustainable Investment Platform, Raising More than $850 Million with Close of Second Impact Fund and Across Separately Managed Accounts

Hamilton Lane has announced the final close of its second Impact Fund, emerging as a leader investing in sustainable and impact strategies.

Read the Press Release
Report

2024 Market Overview

The Market Overview offers a comprehensive and unique perspective on the investment landscape to help navigate what may lie ahead for our industry.

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News | 4 Min Read

HL Leads Continuation Fund Investment

Hamilton Lane announced a partnership with Levine Leichtman Capital Partners as lead investor in its $575M continuation fund.

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