A SUSTAINABLE DEVELOPMENT INITIATIVE 

Strategic Sustainable Investments (SSI) are an emergent market financial strategy that recognizes and rewards leading companies that are moving society towards a sustainable operation   Whereby a vision of a sustainable future is set as the reference point for developing strategic actions, is the preferred approach to strategically move a company towards sustainability. 

Over the past several years, the rise of structured finance—there are a myriad of structures and arrangements that facilitate this relationship, but all involve some degree of risk transfer away from government to a private firm, or consortium of firms. These risks may be associated with the investment, design, construction or operation of an asset, such as a public building or civil engineering works, or the provision of services, such as waste or water management.   This capital allocation will provide an incentive for companies to move forward in a sustainable direction. This movement is reported in corporate social responsibility (CSR) and other extra-financial reports, but is also recorded in traditional areas of a firm’s financial balance sheets.  

By incorporating sustainability investment and returns into traditional financial reporting, a clearer picture of the bottom-line impact of a company’s actions towards sustainability is made available. In this positive reinforcing loop, greater investor returns and increased movement towards sustainability are generated with every cycle.  Morgan Stearns works with corporations, financial institutions and governments on structuring and raising capital to create sustainable investments and investment vehicles and operating within the sectors that stand to benefit the most from the world’s move toward resource efficiency and sustainable development:

  • Energy
  • Water treatment
  • Waste management and technologies
  • Sustainable land development & management
  • Agri-Industry

MS provides creative solutions across complex and critical mandates and structure,  with team(s) that are amongst the most highly experienced and expertise, and our global relationships and reach.

  • Project Development - Our services include the structuring, development, building, financing, of energy and infrastructure projects; Leveraged and synthetic financings.
  • Project Finance/Securitization - Complex and/or tax driven equity structures, including public offering, private placement, Rule 144A and Eurobond financings.  Financing involving multiple lenders, including export credit providers, multilateral agencies, capital market transactions; securitization of electric, oil and gas assets; general obligation bonds, project revenue bonds, pollution control bonds, grants and all forms of public financing; cross-border financings; leveraged, unleveraged and synthetic lease structures.
  • Alternative Energy Projects and New Energy Technologies - Consistent with the goals of the SSI towards alternative energy projects and projects developing and utilizing new energy retrieval, production, generation, storage and transportation methods. Our services include assistance with the development and financing of new technologies, encompassing governmental concessions and preferences, such as grants, loans, loan guarantees, tax credits and accelerated depreciation

  Morgan Stearns has a global outreach a rich and diverse network of industry contacts and professional relationships in Europe, Asia, Latin America and around the globe,  to provide added value to our clients and partners.  MS focused and confidential counsel is proactive, tenacious and highly responsive to form integrated working relationships with your team, develop a deep level of understanding of our client's business.

PUBLIC PRIVATE PARTNERSHIP (PPP)

PPP refers to arrangements, typically medium to long term, between the public and private sectors whereby some of the services that fall under the responsibilities of the public sector are provided by the private sector, with clear agreement on shared objectives for delivery of public infrastructure and/ or public services.  PPPs typically do not include service contracts or turnkey construction contracts, which are categorized as public procurement projects, or the privatization of utilities where there is a limited ongoing role for the public sector.

Morgan Stearns' Emerging Markets and Sustainable development division was formed in response to a soaring demand for Structured Finance in emerging countries, particularly in areas related to urbanization, water, climate change and social issues.  The existing involvement of our financing teams and the considerable presence of the bank's international network in these countries give us the opportunity to harness the strengths of the Group to tackle this demand.

PRIVATE FINANCE INITIATIVES (PFI)

Private finance initiative (PFI) is a method of providing funds for major capital investments where private firms are contracted to complete and manage public projects. Under a private finance initiative, the private company, instead of the government, handles the up-front costs s a way of creating "public–private partnerships" (PPPs) by funding public infrastructure projects with private capital.  PFI and its variants have now been adopted in many countries as part of the wider program of privatization and financialization and has also been used simply to place a great amount of debt 'off-balance sheet'

We offer a broad range of products to our clients, whether corporate or public, including capital-raising, risk management and advisory services. Based on asset and sector expertise as well as structuring skills in tax, regulatory compliance and accounting areas, the team offers tailor-made solutions in dedicated sectors such as:
•    Transportation: ground, road, logistics and support services
•    Public services: health, education, public infrastructure, defence and custodial
•    Environment: water, waste, wind farms and solar

Natural Resources & Energy Opportunities

The global energy industry is in a constant state of change towards financing needs and investor confidence. Today’s energy market is dynamic, and, the dedication of resources by funds to create new continued growth in energy resources.

The future belongs to those who can keep abreast of these changing market dynamics and develop sound strategies to take advantage of these opportunities.  Strategic sustainable investments for  Energy and Natural Resources brings together integrated, multidisciplinary teams from across the firm’s many practice areas to advise energy companies, utilities, project developers, investors, regulators, governments and other energy industry participants in important aspects of their business. 

Our experience as professionals within many segments of the energy industry, harnessing our sectoral expertise.  MS provides a full range of finance and advisory services for producers, traders, processors and end-users of energy, metals and soft commodities through three key platforms:

•    Energy Group
•    Metals & Mining Finance
•    Traders, Commodity Finance & Agribusiness

Natural Resources & Energy Finance works in an integrated manner with the Commodity Markets activities for hedging and investor solutions to provide a global offer in commodities.