CrossBoundary Advisory

Advisory services to unlock private capital in underserved markets

About Us

CrossBoundary Advisory combines local presence and networks with a global reach to bridge capital gaps.

We provide transaction and strategy advisory for investors, fund managers, companies, donors, and governments to mobilize capital into underserved markets.

 

Explore our Work

For capital providers, we offer unmatched expertise across the investment lifecycle in underserved markets

For capital seekers, we offer a full-service approach to capital raising, expansion, and value creation to support their growth

For governments, company management, policymakers, and donors we provide strategic advice on how to address underserved markets globally

Mobilizing Capital: Our View

Foundational insights that shape how we approach investment in underserved markets

Every Deal is a Blended Finance Deal

Every deal has positive or negative externalities that are not fully captured in its financial returns. Blended finance acknowledges these externalities

Investment Facilitation as a Tool for Economic Growth in US Underserved Markets

We believe investment facilitation has a critical role to play in driving economic growth in underserved markets within the United States

Investment Facilitation in Transitional and Fragile States

Our 2013 paper outlines a new tool for policymakers to deploy to encourage private-sector development in developing nations

Investment Facilitation Revisited

What we learned through practical application of the Investment Facilitation model in the years since our original report Investment Facilitation in Transitional and Fragile States

Investment Facilitation: A new tool for economic development

A 2021 review of the Investment Facilitation approach and the lessons we’ve learned from implementing it

Capabilities

We provide our clients with the expertise they need to ensure the best outcomes

Transaction Advisory

Matching socially impactful projects with the right capital providers, clearly articulating both commercial returns and societal benefits

Strategy Advisory

Navigating market complexities to support a variety of capital providers and policymakers 

Data Analytics

Leveraging big data and analytics to turn obscure data points in underserved markets into actionable insights for your strategy

Sovereign Advisory

Providing governments with strategic advice on how to attract private investments, while also facilitating public-private partnerships

Innovation

Through our Mini-Grid Innovation Lab, we refine and validate business model innovations aimed at expanding energy access in off-grid areas

Deal Structuring

Navigate the structuring and negotiation process to achieve both short- and long-term objectives

Opportunity Validation

Zero in on high-ROI investment targets across multiple sectors, evaluating their commercial viability, and aligning with fundraising and strategic needs

Capital Raising

Streamlining the capital acquisition process, effectively linking projects with both domestic and international investors

Fund Design and Strategy

Designing financial vehicles tailored to your sector, maximizing both financial returns and social impact

Blended Finance

Engineering finance structures that combine public and private funds, reducing investment risks without diluting returns

Market Access & Assessment

Dissecting markets to provide actionable insights into local trends, competitive landscapes, and regulatory environments

Due Diligence

Our rigorous vetting process includes financial feasibility studies and real-time data on regulatory climates, fortifying your investment decisions

Fundraising Support

From equity to debt and even niche products like political risk insurance, we source the right types of capital from investors who align with your needs

Post-Investment Planning

Post-acquisition, charting a path to growth through business development strategies, operational improvements, and cost-saving measures

Financial Analysis

In-depth financial feasibility studies, valuations, and FX risk analyses to guide investment choices

Procurement Advisory

With a deep understanding of market dynamics, we help clients achieve specific procurement objectives efficiently and cost-effectively

Our Approach to Blended Finance

As pioneers in blended finance, we know that intentional structuring is the key to driving both financial returns and long-term impact

Commercial Capital

We work with private investors who seek risk-adjusted returns while creating a positive impact

Catalytic Capital

Our impact-first clients seek structures that deliver on development goals while mobilizing private capital

When structuring blended finance vehicles, we help clients:

 

Efficiently apply catalytic capital to shape and develop underserved markets

Minimize concessionality, while still incentivizing pioneering transactions

Drive strong returns while creating long-lasting impact

Sectors

We provide a depth of knowledge and understanding of the most important sectors in underserved markets

Agriculture & Agribusiness

Channeling investments into agriculture and agribusiness; bridging gaps in supply chains, technology, and financial access to catalyze transformative growth

Clean Power & Energy Transition

Mobilizing capital that scales reliable renewable energy and shifts away from fossil fuels

Healthcare

Improving the longevity of people living in underserved markets with investment toward healthcare infrastructure, technological innovations, and service delivery

Housing & Real Estate

Unlocking investment opportunities to meet surging demand for real estate across sectors—including accommodation, healthcare, and warehousing

Natural Capital

Driving capital toward high-potential projects in nature-based enterprises, carbon projects, conservation funds, and climate finance

Financial Services

Enhancing access to essential financial services for the ~1.7 billion people globally who remain unbanked, from traditional banking to groundbreaking fintech solutions and insurance

ICT

Tapping into the transformative potential of the Information and Communication Technology (ICT) sector to boost connectivity, foster innovation, and bridge the digital divide in underserved markets

Transactions

We have structured investment solutions in more than 75 markets globally

View our work
  • Client
  • Year
    2023

Carbon Markets

Under the Carbon Investment Facilitation Platform, providing transaction advisory services to organizations in Mozambique to facilitate access to private capital for projects generating carbon credits.

  • Client
    AgDevCo
  • Year
    2022

Agriculture & Agribusiness

Buy-side advisor for an equity investment in Kenya supporting one of the continent’s fastest-growing aquaculture companies committed to tackling the challenges of over-fishing in Lake Victoria.

  • Client
  • Year
    2022

Sovereign Advisory

Assessing climate and nature financing options, supported two African countries in identifying, evaluating, and establishing a roadmap to access debt and non-debt instruments to scale climate and nature action.

  • Client
  • Year
    2022

Clean Power

Transaction advisor for a debt raise designed to raise capital for the longest-operating off-grid solar company in Haiti, currently providing power to +37K households.

  • Client
  • Year
    2022

Marine Conservation

Design of a Conservation Trust Fund for the Red Sea. Advised on fund strategy and blended finance structuring for a marine conservation trust fund that will help protect and restore coral reefs in Egypt’s Red Sea region.

  • Client
    Confidential
  • Year
    2022

Forestry

Supporting the capital raise process for a portfolio of reforestation projects across five African countries.

  • Company
    Pearl Capital Partners
  • Year
    2022

Agriculture & Natural Capital

Commercial due in support of investment into a Ugandan agro-processing company, to enable the enrollment of an additional 1,900 smallholder farmers through its value chain.

  • Client
    Confidential
  • Year
    2022

Forestry

Commercial due diligence for sustainable timber investment, including market assessment for wood products and competitive landscaping for timber processors.

  • Client
    The Nature Conservency
  • Year
    2022

Regenerative Agriculture

Strategic assessment of investment opportunities in regenerative agriculture including barriers and motivations driving the adoption of regenerative agriculture in investor and corporates’ portfolios. 

  • Client
    Confidential
  • Year
    2022

Agriculture

Designed and structured a new agriculture-focused impact fund focused on agriculture value chains and built an initial pipeline of high-impact investments.

  • Client
    Confidential
  • Year
    2021

Healthcare

Supporting the growth of a safe and reliable pharmaceutical supply chain in underserved markets across Africa as a sell-side advisor to a health-tech company’s equity raise.

  • Client
  • Year
    2021

Financial Services

Transaction advisor to African mortgage financier debt issuance, designed to unlock global capital markets for West Africa’s largest mortgage refinancing company and support the growth of affordable housing in the region.

  • Client
  • Year
    2020

Micro-forestry

Support for US$28M Series B capital raise for Kenyan-based sustainable forestry company Komaza, which has planted over 6 million trees in partnership with 25,000 farmers nearly doubling Kenya’s rate of commercial tree planting.

  • Client
  • Year
    2017

Real Estate

Commercial due diligence for Kenyan warehouse assets, supporting the growth of the logistics value chain in East Africa.

Engagements

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