Sustainability in Investment Banking Transactions: Valuation, Financing and Exit Returns

Session 1: Sustainability in Today’s Deal Environment

• How sustainability considerations are influencing current dealmaking activity
• Shifts in capital availability, investor mandates and financing conditions
• Impact of policy, regulation and geopolitical developments on transactions
• Where sustainability factors show up in deals versus where they do not
• Gap between institutional sustainability strategy and deal-level execution
• Key transaction pressure points: valuation, financing and exit

Session 2: Sustainability and Valuation Implications

• Impact on cash flows and growth assumptions
• Discount rates, risk premia and long-term risk perception
• Transition risk and stranded assets
• Multiple expansion versus compression
• Market perception versus fundamental value
• Case study: valuation impact

Session 3: Sustainability and Financing Considerations

• Access to capital and investor requirements
• Sustainability-linked financing implications
• Financing constraints and sector exclusions
• Implications for leveraged transactions
• Cost of capital and risk pricing
• Case discussion

Session 4: Sustainability, Exit and Investment Returns

• Impact on exit valuation and buyer universe
• Investor appetite and mandate restrictions
• Positioning assets for exit
• Impact on IRR and realised returns
• Mispricing risk
• Case study: exit outcomes

Redcliffe’s course trainer has over a decade of experience across investment banking, financial training and sustainable finance, working with financial institutions, investment platforms and advisory teams globally. His background spans core investment banking activities including valuation, financial modelling, transaction structuring and capital markets. In addition to his transaction experience, the trainer has been actively involved in sustainability and impact-focused initiatives, working at the intersection of capital allocation, policy and long-term value creation. This gives him a practical perspective on how sustainability considerations are increasingly influencing investment decisions, financing conditions and exit outcomes.

• Identify key sustainability risks and opportunities relevant to M&A and capital markets transactions
• Analyse how sustainability factors affect valuation assumptions, discount rates and exit multiples
• Evaluate the impact of sustainability considerations on financing structures and capital availability
• Apply sustainability thinking to transaction decision-making and deal structuring
• Assess how sustainability factors influence investor appetite and deal execution risk
• Evaluate how sustainability considerations impact exit outcomes and overall IRR

• Investment Banking Analysts, Associates and Vice Presidents
• Corporate Finance and M&A; Advisory Professionals
• Private Equity and Investment Professionals
• Transaction Advisory and Deal Teams
• Corporate Strategy and Development Professionals

This course explores how sustainability considerations impact investment banking transactions, focusing on valuation, financing and exit outcomes in today’s market environment. Through practical frameworks, case studies and discussion, participants will learn how sustainability factors influence deal execution and investment returns.

The programme is designed for finance professionals involved in transactions who want to move from awareness to applied decision-making.