Digital Materials

Description

Digital Materials is a merchant banking platform dedicated to serving the basic materials industry, specifically focusing on agriculture, forest products, chemicals, metals, and mining. We believe that we are on the verge of a digital materials revolution being shaped by these mega trends: • The convergence of scientific breakthroughs at the atomic level with advances in artificial intelligence and quantum computing are driving a step change in what constitutes a basic material. Biological, chemical, and metal product categories are being created while existing value chains are being disrupted. • The decentralization wave powered by permissionless blockchains is poised to dramatically impact the commodities world. Workflows are already being successfully tokenized, creating substantial efficiency gains for players embracing these tools. Trade finance, commodity ownership, and corporate capital structures are on the cusp of transformation. • Finally, companies in basic materials sectors are facing relentless pressure to decarbonize that will require significant transformational investment and focused corporate action. We work with companies and investors in numerous and flexible ways: Research: We provide focused analysis on the technological breakthroughs that are about to impact the corporate landscape. We publish a quarterly report that takes a deep dive approach to highlight where we see emerging across our sectors. Strategy: We identify ways to buy, build or integrate the digital materials revolution into your business. In addition, we work with public and private companies to parse how the market sees them and craft ways to change that perception. Investment: We create specific investments in private growth opportunities, divestitures, distressed assets and public equities ahead of catalysts or cycles. If you share these beliefs and think we can help you - let's talk!