Catalytic Investment Exchange

We're connecting deal sponsors and investors through a digital platform and in-person events. Join the first round focusing on green infrastructure in Africa.
Register now

 

Accelerating capital flows to economies most vulnerable to the risks and realities of climate change is core to implementing climate transition across the global economy. In emerging and frontier markets, investing in the transition has the potential to support critical climate adaptations, from the delivery of renewable energy sources and improvements in energy efficiency to the enhancement of economic infrastructure and resilience to the effects of global warning.

To help clients and investors around the world navigate the energy transition, we’re launching the Catalytic Investment Exchange (CIX). The CIX will bring together deal sponsors and direct investors and will seek to enable effective and efficient due diligence. It provides potential investors a digital due diligence review platform and provides the opportunity for investors to meet with deal sponsors at Mercer lead events around the world. 

The focus of the first round of deals is on green infrastructure in Africa and the first event will be held in New York during Climate Week. If successful, we will continue to run the online platform and provide regular opportunities for in-person connection. Register your interest by emailing CIX@mercer.com by September 12 to take part in an initiative which has the potential to drive direct investment in climate projects across emerging markets. 

Catalytic Investment Exchange Pilot

Online deal review: From August 14
In-person: Event: September 20 - 22
Location: Marsh McLennan New York
Register now

How the initiative works

Participation is easy. Prior to the event, deal sponsors complete a questionnaire, and those responses are then made available to direct investors. Investors can conduct their own due diligence of deals based on the information available in CIX, and those who are interested in discovering more about a specific deal can choose to join an in-person event for direct engagement with deal sponsors. Using an online scheduling platform, investors will have the opportunity to select a 55-minute block over the course of the three days.
  1. Deal sponsors complete a questionnaire.
  2. Deal information is made available on the CIX platform.
  3. Institutional investors register and log in to the platform to view project profiles and conduct due diligence.
  4. Institutional investors schedule a meeting with deal sponsors of interest.
This graphic shows the process that an investor will following when looking at an investment deal. Investors can filter the list of deals based on criteria such as country, size and asset class. Once they examine a deal they can decide whether or not they would like to meet the deal sponsor at the next event organized by Mercer. If they decide to meet the deal sponsor, they get taken to a scheduling application to select a time that work with the deal sponsor. If they decide not to meet the deal sponsor, the platform strongly encourages them to provide feedback that will be presented to the deal sponsor in an aggregated anonymized way.

How you can participate

If you are a deal sponsor, adding your deal to the Catalytic Investment Exchange database and attending the event is free. All you need to do is follow a few simple steps:

Step 1. Write to us.

Step 2. Use the link provided in our response to add your project information on the site.

Step 3. Respond to meeting invitations from investors that are interested in knowing more about your project and/or receive anonymized feedback on your project.

Step 4. Attend meetings with potential investors at our next CIX event.

If you are an institutional investor (such as a pension plan, endowment, foundation, sovereign wealth fund, general partner, development bank) registering for the Catalytic Investment Exchange database and attending the in person event is free.  All you need to do is follow a few simple steps:

Step 1. Write to us.

Step 2. Use the link provided in our response to indicate interest in viewing projects.

Step 3. Schedule meetings at the in person event.

Step 4. Meet with project sponsors.

Register now

Take part in an initiative that has the potential to drive direct investment in climate projects across emerging markets.

Catalytic Investment Exchange Important Notices

References to Mercer shall be construed to include Mercer (US) LLC and/or its associated companies. © 2023 Mercer (US) LLC. All rights reserved.

Mercer shall not be acting as an underwriter of securities, an agent of issuers of securities, or a broker-dealer or as an associated person of a broker-dealer, engaging in the business of effecting transactions in securities for the account of others, in connection with the Catalytic Investment Exchange initiative, including but not limited to your access to any related materials, your submission of any information to Mercer in relation thereto, and/or any your attendance at any related events or activities.  

In connection with the Catalytic Investment Exchange initiative, Mercer does not (i) receive any transaction-based compensation in connection with the sale of interests in any investment vehicle or portfolio company; (ii) handle any funds or securities; (iii) solicit investors other than operating a platform that includes information about the issuers; (iv) provide information of any nature regarding the advisability of buying or selling securities; and (v) intermediate transactions between project sponsors and potential investors.

This contains proprietary information of Mercer and is intended for the exclusive use of the parties to whom it was provided by Mercer. Its content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity without Mercer's prior written permission.

The contents herein, including discussions of the Catalytic Investment Exchange initiative, are subject to change without notice. 

Mercer does not provide tax or legal advice. You should contact your tax adviser, accountant and/or attorney before making any decisions with tax or legal implications.

This and the Catalytic Investment Exchange initiative are not intended, and shall not be construed, to constitute advice, a recommendation, or an offer to buy or sell a specific fund or investment. You acknowledge and agree that the Catalytic Investment Exchange initiative is intended for information purposes only and not intended as, and shall not be construed to be, an offer or solicitation with respect to the purchase or sale of any security. No investment decision should be made based on this information or the Catalytic Investment Exchange initiative without first obtaining appropriate professional advice and considering your circumstances. Potential investors are encouraged to conduct their own due diligence of any projects that they learn of through the Catalytic Investment Exchange initiative. Neither Mercer nor any of its associated companies have conducted any due diligence on any such projects.

This contains the intellectual property of Mercer and are subject to change without notice.

Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party.

In no event shall Mercer or any of its associated companies be liable to you or any other person or entity for any direct, indirect, special, incidental or consequential damages, including, without limitation, the loss of sales or revenues, loss of goodwill, loss of business information, or the loss of savings or profits, arising out of or in any manner connected with this and/or the Catalytic Investment Exchange initiative, whether in tort (including strict liability), contract or otherwise, even if they are advised of the possibility of such damages, losses or expenses.