Impact Investing

As champions of better business, investing for positive impact has been close to our hearts for over two decades.

If you’re thinking of investing for positive social and/or environmental impact, or if you’re a civil society organisation or mission-driven business raising finance, we can help.

We have a deep understanding of the issues faced by those seeking to make – or raise – investments which not only provide a financial return, but create positive value for society and/or the environment as well.

Most impact investing transactions call for a tailor-made approach, to honour the integrity and purpose of the organisation receiving investment. Our advice centres around this.

We don’t just advise on the law in this field, we shape policy and the most significant developments around it. We made the argument for the creation of the statutory social investment power for charities, created the Community Interest Company, worked with Government on the design of social investment tax relief (SITR), and structured key institutions such as Big Society Capital, Social Finance and Charity Bank. You might be an impact investor looking to achieve real social change. Maybe you’re an ambitious start-up looking to embed purpose in every facet of your business, or a charity seeking innovative ways of raising investment to further your charitable purposes.

How we help

  • If you’re an investor, an intermediary or a civil society organisation looking for advice on your investment activities, we can give practical, bespoke advice.
  • We can support you in structuring and documenting the whole spectrum of social finance and impact investing transactions and activities. This includes investments in the form of loans (secured and unsecured, senior or subordinated, syndicated and convertible), bonds, equity, quasi-equity (including revenue participation and royalties), investment funds, crowdfunding, blended finance and others.
  • We can also support you in navigating through the legal and regulatory issues that may arise from your investment, including charity law and charity tax issues, FCA regulatory considerations and related constitutional and governance issues.

Explore

Purpose & Impact: Your roundup

Welcome to your roundup – a monthly selection of news hand-picked to keep you up to date with what’s going …
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The Be a Better Business Handbook

It can be hard to know where to start when thinking about embedding purpose into your organisation. However – we’ve …
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What ESG lessons can businesses learn from impact investing firms?

Nirav Patel, our new Corporate Partner, shares some thoughts on how businesses can learn Environmental, Social and Governance (“ESG”) best …
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People and culture discussion: Celebrating women every day, and social causes at the heart of business

We recently hosted a discussion with a range of HR professionals from fellow B Corps. At our Spring meeting, the …
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Impact Focus: A purpose-driven approach to managing workforce disputes and supporting harmonious culture

Bates Wells convenes a regular Impact Counsels’ Forum for senior counsel working within impact investors, B Corps, and other purpose-driven …
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Our Purpose & Impact roundup is a helpful reference point and resource for our network

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