Full Title: Transition Finance Case Studies: Corporate Strategy Advisory
Author(s): Shravan Bhat
Publisher(s): Rocky Mountain Institute
Publication Date: May 2, 2025
Full Text: Download Resource
Description (excerpt):
In 2023, an advisory firm successfully de-risked the sustainable aviation fuel (SAF) strategy of their client — a global chemicals company — showing how banks can play a similar strategic advisory role for their industrial clients.
As part of their due diligence on a client’s transition readiness, banks can assess a client’s proposed production plans for new, green commodities to then provide high-value advisory services. Those advisory services could optimize client engagement and prepare banks’ front officers to pitch deals including use-of-proceeds financings and/or acquisitions.