Executive, Advisory and Impact

About

Louise is an Executive in BWB’s Advisory and Impact department. She has recently completed her chartered accountancy qualification and uses these skills to lead and support the delivery of a diverse range of projects from social finance to impact management.

Experience

Louise advises organisations on their strategies for capital fundraising from both mainstream and ‘social’ sources. She specialises on working with charities and social enterprises, where understanding the organisation’s values and social goals are an important part of the process of finding the right financing strategy.

Once the strategy is developed, she also supports organisations through the often complex fundraising process, including coordinating different work streams, arranging introductions with potential investors, and drafting key investment documents.

Louise has co-authored a number of social impact studies for clients and has been the technical lead for the underpinning socio-economic models within these. Reports include solvent abuse, physical activity, arts, and housing. Increasingly, Louise’s impact work focusses on developing measurement frameworks to enable organisations to continuously monitor outcomes data and understand whether they are meeting their social goals.

Examples of recent work

  • Currently part of the lead advisory team listing retail bonds for a large charity.
  • Advising several charities and social enterprises, including holiday specialist Dementia Adventure, on appropriate strategies for raising finance. Such early stage advice means clients can go into the capital raising process with a realistic plan for raising finance that meets the needs of both the client and the lender.
  • Developing financial models, particularly for assessing an organisation’s capital requirements when planning fundraising strategies.
  • Partnering with City Bridge Trust to run a training session for several charities on ‘Investment readiness’ and the social investment landscape. This explained what sources of social investment are available for charities and what social investors are looking for.
  • Working with solvent misuse charity Re-Solv, to develop the first impact models showing the cost and impact of solvent misuse to the UK.
  • Facilitating a workshop for a large arts sector charity to enable the organisation to understand its own story and social impact.
  • Writing several social impact reports, including one to meet Social Stock Exchange membership requirements.
  • Developing impact models for a Social Impact Bond. By showing the savings project commissioners could achieve if communities are helped to exercise more, we were able to show the scale of the positive impact of the project, and structure commissioner payments to be cost-effective and low risk.
  • Working with a client in the Arts and Leisure/Tourism to design a system for the continuous measurement of ‘Social KPIs’, enabling the client’s management team to understand whether different areas of the organisation are achieving the organisation’s aims.
  • Reviewing measurement systems for a large construction company to assess whether the measures were being used correctly and were measuring the right information. This system forms part of the company’s long term risk management strategy.
  • Conducting an options analysis explaining the social and commercial implications of different housing models. This enabled the client to make an informed choice between different options when formulating its strategy for developing social housing.

Qualifications and Career

  • Clare College, Cambridge, BA (Hons) Politics, Psychology and Sociology, 2013
  • University of Law, Graduate Diploma in Law, 2014
  • Trainee, Bates Wells Braithwaite, 2014 – 2017
  • Qualified as a Chartered Accountant and membership of the ICAEW – 2018

Pro-bono, Memberships and Appointments

Louise has previously held advisor and Trustee roles with the advocacy charities Nailsea Disability Initiative and Greenwich Housing Rights.