Enterprise and Supplier Development (ESD) Strategy and Fund Structuring

We help companies craft sustainable ESD strategies and establish legal and governance frameworks. Our expertise empowers your business to drive economic growth and create a lasting impact with robust compliance.

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ESD fund structuring clients

discussing education funds in boardroom

Understanding ESD and education funds

Enterprise and Supplier Development (ESD) and Education Funds are Trusts or NPC’s that large corporates can establish to consolidate and manage ESD funding.

These focused funds amplify the ESD impact and optimise Broad-Based Black Economic Empowerment (B-BBEE) points. Moreover, they can allow for the leveraging the funds through strategic relationships with banks, DFI’s, suppliers and customers.

The successful implementation of the fund requires: 

  • Efficient project management of various professional advisors
  • Executing RFQs for long term service providers and partners

Independent advisory for effective implementation

To ensure the successful establishment and operation of an ESD fund, independent advice is crucial. This approach involves three workstreams:

  • Building impactful ESD strategy with the corporate
  • Designing and implementing a BEE, IFRS, tax and legal structure to deliver the impact
  • Running an RFQ to guarantee the best use of both internal and external implementation partners
man looking at data for esd strategy

Building an impactful ESD strategy

Most ESD strategies have been ineffectual. To counteract this, we offer guidance in assembling the right team, composed of your ESD, supply chain, finance, tax, and legal experts.

Our approach ensures a comprehensive understanding of your specific needs and objectives. Building robust partnerships is a crucial part of our strategy development process. We leverage our extensive network, which includes relationships with the largest mines, industrial companies, and banks, to partner with the fund. Furthermore, we assist in the creation of Key Performance Indicators (KPIs) and compressive fund budgets and costings, providing a clear benchmark for the success of your strategy.

Turnkey fund implementation and compliance

We design and implement ESD legal funds framework (including all legal frameworks and agreements) to be fully optimised in compliance Broad-Based Black Economic Empowerment (B-BBEE), IFRS 10, tax guidelines, and the National Credit Regulations (NCR). By providing these holistic services, the corporate has peace of mind to implement its activities with all the compliance being approved and signed off.

Independent Fund Set Up

For the successful establishment of an independent fund, it's vital to seek independent advice to select the right long-term partners, who possess both experience in your business sector and capacity. Our approach involves establishing an RFQ with the corporate outlining the evaluation criteria. Subsequently, we source suppliers, funding partners, and other aligned corporates. We manage the RFQ process and assist with evaluation and final contracting, ensuring the best possible outcomes for your business.

Let's set up a call to discuss how we can help you