Strategic support drives climate tech success for private equity firm

Posted by | Fuld & Company

Objective 

A Private Equity (PE) firm sought to expand its presence in the growing North American climate tech market. The firm wanted to strengthen its brand recognition and build a robust network of industry stakeholders to support future investments.

Solution 

Fuld provided a comprehensive solution combining marketing, research and outreach to achieve the firm’s goals:

• Developed a thought leadership strategy:
  • Designed a marketing campaign producing vertical-specific content, including newsletters, whitepapers, and blog posts to position the firm as a thought leader in Climate Tech.
  • Published high-quality content highlighting market trends, investment opportunities, and sector developments, to engage prospective portfolio companies and potential investors.
• Conference engagement and networking:
  • Identified six key Climate Tech conferences in North America, focusing on sustainability and environmental innovation.
  • Compiled a list of 2,500+ attendees, including prospective investment targets and key stakeholders.
  • Vetted and arranged meetings with top-tier executives and thought leaders.
  • Conducted in-depth research on Climate Tech industry trends, growth drivers, and recent M&A activity to equip the firm’s representatives with talking points and actionable insights to facilitate meaningful conversations.
• Expanding outreach:
  • Leveraged email campaigns, LinkedIn, and CRM tools to reach a wider audience of potential prospects.
  • Distributed targeted marketing materials and thought leadership content to increase the firm’s visibility and establish its reputation as an industry authority, engaging potential investment opportunities and institutional investors.

Outcome 

• Strengthened the firm’s visibility in the Climate Tech market, building valuable relationships with key industry players, investors, and stakeholders.
• Within 14 months, the client successfully closed one platform acquisition and two add-on acquisitions.
• The expanded network generated significant interest from institutional investors and positioned the firm to secure Limited Partners (LPs) for its upcoming Climate Tech-focused fund.

Tags: Financial Services, Mergers & Acquisition, private equity