STRATEGY

Volery makes private equity investments in financial services businesses that generate positive environmental and social impact. We believe that strong financial returns and positive societal benefit are mutually reinforcing and seek to generate superior economic and impact returns for our limited partners.

Through our investments, Volery seeks to address two critical environmental and social challenges – climate change and inclusive economic growth – by helping to scale market-based solutions.

Scaling solutions that ​address climate change

Energy transition
Transitioning to a low carbon economy

Resource efficiency
Accelerating environmental sustainability

Scaling solutions that ​​promote ​inclusive economic growth

Education & workforce development
Access to opportunities for advancement

Financial inclusion & well-being
​Promoting social and economic resilience

Our theory of change is that by helping to institutionalize and grow financial services businesses that are addressing these challenges, Volery will help to accelerate market growth and amplify the positive impact these businesses are having on people and the planet.

INVEST

Volery invests in financial services businesses that are scaling solutions that address climate change and/or promote inclusive economic growth. We are focused on a core set of sub-sectors including asset management, specialty finance, consumer finance and related business services and technologies. For asset management, we target emerging and established firms. For financial services companies, we target growth and later stage companies. 

IMPROVE

Volery provides growth capital and hands-on support to help management teams achieve new levels of growth, financial performance, and positive impact through strategic business planning, capital formation and impact best practices. We provide capital to fund growth, to provide liquidity for existing shareholders, and to facilitate alignment with next generation management team members; we bring institutional expertise, roadmaps, benchmarking, and access to a network of our financial and strategic industry partners; and we help develop and build impact measurement and management processes.

SCALE

We believe that institutionalizing processes around marketing, business planning, recruiting and retention, operations, reporting, and strategic planning - with impact considerations embedded throughout - enables businesses to ​​mitigate downside risk, unlock economic opportunity, create enterprise value, and amplify positive impact. We seek to provide strategic and operational support to help businesses become more sustainable for the long-term.

WHY VOLERY?

Purpose built
Our team has deep experience investing in, growing and helping institutionalize financial services businesses as well as significant expertise in the private equity and impact industries.

Sourcing
Our differentiated outbound sourcing process is built to originate proprietary deals with management teams who seek to have an impact partner at the table. 

Deal execution
We employ a rigorous underwriting process with impact considerations integrated throughout.

Value-add
We provide growth capital and strategic support to scale and institutionalize our portfolio companies.