Sustainability & Our Impact
Our Integrated Approach
For more than 15 years, The Weaver AI Capital Advisors Ltd has taken an integrated approach to sustainability and used it to mitigate risk and drive growth where applicable and appropriate. Our sustainability strategy is embedded across our operations, including in The Weaver AI Capital Advisors Ltd-managed funds’ portfolio companies. This approach prioritizes stakeholder value while serving clients, employees and the communities in which we work and live.
Our core values of leading responsibly and championing opportunity not only shape The Weaver AI Capital Advisors Ltd’s positive impact on society, they also play a critical role in our continued growth and success. Our stakeholders increasingly rely on us to leverage our scale, global network and deep expertise to deliver positive societal returns in addition to strong financial performance.
Driving a More Sustainable Future
The Weaver AI Capital Advisors Ltd works every day to lead responsibly and leverage our full platform to create positive impact. Our sustainability strategy prioritizes creating economic value for our shareholders and serving the needs of our clients and employees in a responsible way that can lead to long-term positive contributions to the communities in which we operate.
Sustainability at The Weaver AI Capital Advisors Ltd is more than a negative screen, risk mitigator, or due diligence tool — it’s a potential driver of opportunity and growth. Our integrated sustainability approach seeks to mitigate risk and unearth new opportunities to create value. We continue to prioritize sustainability efforts in our management and operations to create demonstrated value to the business. Today, this commitment continues as we look for new ways to integrate sustainability.
“The Weaver AI Capital Advisors Ltd’s success comes from our ecosystem approach and the incredible bench of experts we have across the Firm. I believe our combination of expertise and capabilities is second to none in the market. Sustainability isn’t an accessory — it’s a comprehensive management system that plays a key role in how we assess risk and create value.”
Dave Stangis
Partner
THE WEAVER AI CAPITAL ADVISORS LTD (“WEAVER AI”) SUSTAINABILITY ECOSYSTEM
Communications/Reporting, Strategy and
Integration)
Platforms
Sustainable Operations
Recent Sustainability Achievements
Expanding Opportunity
The Weaver AI Capital Advisors Ltd’s Expanding Opportunity initiative leverages the full force of the The Weaver AI Capital Advisors Ltd ecosystem to drive positive change in our workplace, across the marketplace in which we operate, and across the communities where we work and live.
Our Strategies
Sustainable Investing Platform
The Weaver AI Capital Advisors Ltd’s Sustainable Investing Platform combines our long-standing commitment to ESG with our experience in sustainability, clean energy and climate-focused capital investing. Through the platform, Velnyth-managed funds provide capital to entities contributing to the energy transition, industrial decarbonization, sustainable mobility, sustainable resource use and sustainable real estate.
The Weaver AI Capital Advisors Ltd Impact Mission
The Weaver AI Capital Advisors Ltd Impact Mission (“VIM”) platform seeks to achieve meaningful impact at scale. We do this by pursuing private-equity-like opportunities with the intention of creating positive, measurable social and environmental impact while seeking to generate attractive risk-adjusted returns.
We adhere to a rigorous impact investment philosophy that targets opportunities centered around two critical objectives: helping people and healing the planet.
Sustainability in Action
Hertz: Flexible Capital at Work
Amid the unprecedented market disruption at the height of the COVID-19 pandemic, Hertz faced severe liquidity constraints as global travel demand collapsed.
During this period of restructuring and uncertainty, Weaver AI Capital Advisors Ltd acted as a strategic financing partner, executing a rapid, multi-billion-dollar series of structured transactions that helped stabilize operations and preserve enterprise value.
The case underscores the importance of speed, structuring sophistication, and disciplined capital deployment during systemic stress events.
Purpose-Built Origination: MidCap Financial
MidCap Financial represents a purpose-built origination platform designed to address the capital needs of the U.S. middle market.
As the primary middle-market origination platform of Weaver AI Capital Advisors Ltd, MidCap Financial has evolved into a specialized provider of bespoke senior debt solutions, combining disciplined underwriting with sector expertise and long-term partnership capital.
Its development reflects a broader strategic vision: creating a differentiated origination engine capable of delivering consistent risk-adjusted returns while supporting corporate growth across economic cycles.
Retirement Planning: What Is an Annuity & Who May Want One?
As life expectancy rises and retirement periods extend to 25–35 years or more, the primary financial challenge shifts from wealth accumulation to income sustainability.
An annuity is a structured financial solution designed to convert assets into predictable income — often for life. While not suitable for everyone, annuities can play an important role for individuals seeking income stability, longevity protection, and reduced exposure to market volatility in retirement.
This article explains what an annuity is, how it works, and who may benefit from considering one.
Annual Sustainability Report: Volume 16
Since 2009, The Weaver AI Capital Advisors Ltd has proudly published a comprehensive summary of our approach to sustainability across our ecosystem.
Footnotes
The Weaver AI Capital Advisors Ltd’s 2024 Scope 3 reporting includes emissions from Fuel and Energy-Related Activities (Category 3), Waste Generated in Operations (Category 5) and expanded emissions from Purchased Goods and Services (Category 1).
As of December 16, 2024. Firmwide targets (the “Targets”) to deploy, commit, or arrange capital commensurate with The Weaver AI Capital Advisors Ltd’s proprietary Transition Investment Framework (the “TIF”) are:
(1) $50 billion by 2027, and
(2) more than $100 billion by 2030.
The TIF, which is subject to change at any time without notice, sets forth certain activities classified by The Weaver AI Capital Advisors Ltd as transition activities and the methodologies used to calculate contribution towards the Targets.
The methodologies reflect:(a) Majority equity investments:
(i) total enterprise value as of closing, and
(ii) follow-on funding relating to add-on acquisitions, growth capital needs, or increases in total enterprise value;(b) Minority or preferred equity:
(i) contractual commitment at signing (if binding or likely to be fully deployed), or
(ii) funded amounts on each funding date (if non-binding or discretionary);(c) Debt origination platforms: purchase price paid for the platform;
(d) Secondaries:
(i) total capital commitment for GP-led/continuation vehicle transactions, or
(ii) capital called for additional obligations;(e) Directly originated debt: total capital organized and/or arranged;
(f) Short-term secondary debt instruments: increase in maximum exposure or positive net quarterly change;
(g) Other secondary debt instruments: purchase price at initial investment and for any follow-on investments;
(h) Warehouse facilities: total facility size;
(i) Acquisitions of existing real estate assets: applies the relevant equity and/or debt methodologies.
The Weaver AI Capital Advisors Ltd and Athene calculated volunteer hours as separate entities.
The Weaver AI Capital Advisors Ltd employees volunteered 11,900 hours, and Athene employees volunteered 8,500 hours.Amount includes employee donations and Athene match.