Capital advisory: funding strategy and sustainable finance
Funding strategy, capital structuring and sustainable finance for wholesale clients — connecting ESG credentials to capital access and pricing.
Capital advisory for wholesale clients involves structuring funding strategies that optimise capital access, cost and risk — increasingly integrating sustainability and transition considerations into how capital is raised and deployed. Lever Impact Capital's investment and ESG professionals provide capital structuring, funding strategy, market engagement and sustainable finance advisory for wholesale clients directing or seeking capital for growth, transition and real-asset opportunities.
For wholesale and sophisticated investors only. Financial services on this page are provided by Lever Impact Capital Pty Ltd, a Corporate Authorised Representative (AR No. 001319049) under AFSL 505332. Regulatory information →
How sustainability is reshaping capital access in Australia
ESG and climate considerations now influence capital allocation across institutional equity, private credit, infrastructure debt and green-bond markets. Investors and lenders apply ESG screens, expect sustainability disclosures aligned with global standards, and increasingly offer preferential pricing for companies with credible transition credentials.
For companies and sponsors raising capital, aligning funding strategy with sustainability factors is a material determinant of pricing, access and terms — not an optional extra. The firms that move fastest are those that treat their sustainability story and their capital story as the same story.
Capital advisory services
Capital Structuring
Optimising the mix of debt and equity, designing sustainability-linked structures, and shaping funding terms to match the company's risk profile and stage.
Funding Strategy
Identifying appropriate capital providers aligned with the company's sector, stage and ESG credentials, and sequencing capital to preserve optionality.
Market Engagement & Investor Positioning
Preparing investor materials, articulating the investment case, and supporting wholesale capital engagement for companies and sponsors.
Sustainable & Transition Finance
Advising on green bonds, sustainability-linked loans and transition finance instruments — including how to qualify for preferential terms and structure the underlying ESG frameworks.
Dealing & Arranging
Arranging transactions and capital introductions for wholesale clients, within our AFSL authorisation.
Sustainable finance instruments, explained
The range of sustainability-linked capital instruments available to Australian companies has expanded significantly:
Sustainability-linked loans (SLLs)
Interest margins that adjust based on performance against agreed ESG KPIs, rewarding genuine progress.
Green bonds
Proceeds restricted to eligible green projects, with growing investor demand and improving pricing.
Transition bonds and transition finance
Funding the decarbonisation of hard-to-abate sectors, increasingly supported by major lenders.
Social and sustainability bonds
Instruments that fund social as well as environmental outcomes, relevant for certain sectors and investors.
Qualifying for these instruments requires credible ESG credentials, documented transition plans and robust data. Lever Impact's integrated model means the sustainability and reporting work — GHG accounting, AASB S2 disclosures, transition planning — directly supports capital access and pricing.
How we work
A typical engagement moves through four stages: diagnosis (understanding objectives, capital profile and sustainability position); strategy (funding and structuring approach); preparation (investment case, materials and provider mapping); and execution support (market engagement and arranging, within our authorisation). Throughout, investment and ESG expertise sit in the same team.
Important Information — Lever Impact Capital Pty Ltd (ABN 70 693 349 647)
Lever Impact Capital Pty Ltd (ABN 70 693 349 647) is a Corporate Authorised Representative (AR No. 001319049) of BMYG Capital Pty Ltd (ACN 641 756 773), holder of Australian Financial Services Licence No. 505332.
Any financial product advice on this page is general advice only. It does not constitute personal financial advice and does not take into account your individual objectives, financial situation, or needs. Before acting on any general advice, consider whether it is appropriate to your circumstances and seek independent advice if needed.
Financial services under Lever Impact Capital are available to wholesale clients only, as defined under the Corporations Act 2001 (Cth). Lever Impact Pty Ltd does not provide financial product advice.