Define a clear long-term vision that encompasses the creation of a diverse portfolio of businesses focused on high growth potential in sectors such as renewable energy and technology, while also offering advisory services to help other businesses scale effectively.

Identify the critical success factors that will drive the strategy, including finding the right acquisition targets, establishing a strong advisory service offering, and successfully blending private equity with social impact strategies.

Outline the specific industries and geographical regions where the firm will operate, focusing initially on North America and expanding into emerging markets with high scalability and impact potential.

Develop a competitive advantage through strategic acquisitions, impactful advisory services, and building trust with clients, ensuring that both financial and social goals are met.

Establish the necessary capabilities and management systems to support the execution of the strategy, including robust advisory offerings, operational transformation expertise, and effective impact measurement tools.