Bridging the Knowledge Gap: M&A in Sustainable Finance

A leading organization in the financial data market caught the sustainability bug. Figuring it was a powerful market, from a financial and social perspective, it wanted to create a division focused on sustainable finance data. Problem was, it did not really understand sustainability, the market opportunities, the regulatory landscape, and it lacked a framework to judge the risks and rewards. It reached out to a WhiteLabel partner, a pioneer in the space. After an initial assessment of the company, they suggested that instead of building a new division, the data provider buy an existing company—it would be cheaper. The partner was hired to lead the M&A assignment, developing the strategy, identifying, and screening, potential targets, leading the outreach campaign and initial meetings, helping perform due diligence and was part of the deal team that successfully negotiated and closed the transaction.