ESG Value Proposition Newground is a values-aligned fiduciary RIA and SPC known for shareholder engagement to advance ESG. Sales opportunities include offering ESG data, impact measurement, governance advisory, and shareholder engagement services to corporate clients and fund managers seeking to demonstrate ESG impact and drive profitability.

Scalable Ops With a small team and revenue mix, Newground could benefit from outsourced investment operations, back-office support, CRM and onboarding services to scale client onboarding and service delivery.

Strategic Partnerships Their leadership in shareholder engagement and SPC status creates opportunities to partner with ESG data providers, governance consultants, and impact networks to co-deliver comprehensive ESG investment solutions to institutions and high-net-worth clients.

Talent Growth Recent hire signals expansion plans; potential to offer recruitment, onboarding and training solutions to help grow planning and advisory capacity, or to collaborate on talent acquisition for RIAs and SPCs.

Tech Modernization Current tech stack suggests opportunities to provide CRM, portfolio analytics, data integration, cybersecurity, investor portal, and marketing automation to improve client experience and scale marketing efforts.