Business Consulting Short Case Studies Business Consulting

Conservation Capital offers the following services within our Business Consulting advisory division:

Core Competence: • Conservation Area Business Planning

Supporting Disciplines: • Private Sector Partnerships • Commercial Revenue Scoping • Tendering & Concession Management • Developing Conservation Businesses • Organisational Strategy Development • Sector-Wide Strategy Development

KEY TO SYMBOLS

Tourism Residential Housing

Agriculture Bio-products

Livestock Public Sector Engagement

Fisheries Private Sector Engagement

Forestry Local Community Engagement

Sport Hunting Core: Conservation Area Business Planning

1 Amapá State, Amazonia (Brazil) Supported a private investor to develop a conservation area business plan for a multi-revenue conservation enterprise – including non-timber forest products and eco-tourism – to contribute to restoration of one of the world’s most important connected rainforest landscapes.

2 Borana Conservancy (Kenya) As a co-founder of the Borana Conservancy, developed its first ranch-to-conservancy conservation area business plan. Borana is Kenya’s newest rhino sanctuary operating an innovatively structured commercial model focusing on integrated tourism, livestock, agriculture and residential development.

3 Chuilexi Conservancy (Mozambique) In support of Flora and Fauna International, we designed, planned and secured one of the largest private sector tourism holdings in Africa. Operating today as Chuilexi Conservancy, we provide strategic and management oversight to this 1.4 million-acre wilderness set within Niassa National Reserve.

4 Dundreggan Reserve (Scotland) On behalf of Trees for Life, developed a conservation area business plan to finance ecosystem restoration in the Highlands of Scotland, featuring a range of nature-based businesses and recommendations for management cost efficiencies. Core: Conservation Area Business Planning

5 Gonarezhou National Park (Zimbabwe) We carried out business planning for Frankfurt Zoological Society on the 1.2 million-acre Gonarezhou National Park, forming the operating framework for a subsequent public-private management arrangement over this Park.

6 Ingwizi Wildlife Conservancy (Zimbabwe) Supported the African Wildlife Foundation to develop a business model for Zimbabwe’s first indigenous-owned wildlife conservancy, where former livestock farms will be converted to wildlife habitat with funding from nature-based businesses.

7 Kilombero Nature Reserve (Tanzania) Supported the African Wildlife Foundation to develop a business plan for low-impact agriculture, sustainable forestry and nature tourism helping to support conservation of East Africa’s largest wetlands and the rich biodiversity of the Udzungwa Mountains.

8 Lewa Wildlife Conservancy (Kenya) Board representation for 7 years of this world-renowned 55,000-acre wildlife conservancy based in North Kenya. Lewa has become one of Africa’s benchmark private sector organisations for wildlife management, rare species conservation and conservation-based community development. The Nature Conservancy (TNC) acquired Lewa in 2010. Core: Conservation Area Business Planning

9 Loisaba (Kenya) Development of the first conservation area business plan for Loisaba - a pioneering 60,000- acre commercial, integrated wildlife–livestock conservancy model, paving the way for the development of multiple ranch-to-rewilded-conservancy projects across Laikipia’s Ewaso ecosystem and beyond.

10 Maasai Mara Wildlife Conservancies Association (Kenya) We conducted a thorough assessment of the financial sustainability of multiple conservancies in the Maasai Mara, resulting in concrete recommendations (now adopted) for fee generation and revenue diversification.

11 Mara Conservancy (Kenya) As a co-founder of the Mara Conservancy, lead responsibility for developing its first conservation area business plan - the first ever example of a public-private partnership for the management of a national protected area in Kenya, and more than 15 years on, a leading example of conservation area management in East Africa.

12 North Luangwa National Park (Zambia) On behalf of Frankfurt Zoological Society, led a business planning process, linked to the development of a new General Management Plan, designed to expand tourism operations and concessions significantly in Zambia’s iconic North Luangwa National Park, and consequently to cement the Park’s pivotal role in the wider 21,000 km² North Luangwa ecosystem. Core: Conservation Area Business Planning

13 Okapi Faunal Reserve (DR Congo) Developed a conservation area business plan on behalf of Wildlife Conservation Society for the 13,000 km² Okapi Faunal Reserve, a pivotal part of the wider Ituri landscape that makes up the northern Congo forest.

14 Ol Pejeta Conservancy (Kenya) As a co-founder of Ol Pejeta Conservancy and its first chair, developed its first ranch-to- conservancy conservation area business plan. The conservancy is now an IUCN recognised, award-winning commercial enterprise-driven conservancy in central Kenya welcoming 80,000 visitors per year and home to the largest black rhino population in East Africa.

15 Save Valley Conservancy (Zimbabwe) Supported the African Wildlife Foundation and one of Africa’s most successful black rhino conservancies to develop a revised corporate ownership structure and operating model, accommodating new indigenisation laws and including local communities in conservancy ownership and benefits.

St Georghe Community Conservancy 16 (Romania) Based on our experiences with community conservancies in Africa, supported Rewilding Europe to work with a community in the Danube Delta and a Bucharest-based legal firm to plan what would be the first wildlife conservancy of its type in Romania. Core: Conservation Area Business Planning

17 Wolf Mountains (Central Europe) On behalf of Frankfurt Zoological Society, led a collaborative business planning exercise for this evolving conservation area stretching across the borders of Poland, Slovakia and Ukraine, one of Central Europe’s largest remaining unspoilt natural ecosystems and set to become a leading nature and wildlife tourism destination. Commercial Revenue Scoping

1 Amazonia (Brazil) Conducted a rapid assessment of current and possible commercial revenue opportunities – including non-timber forest products and eco-tourism – within one of the world’s most important connected rainforest landscapes in Amapá State in Brazil.

2 Carpathian Mountains (Romania) Developed a series of business plans for nature-based enterprises in and around the Carpathia Reserve, widely regarded as Europe’s most ambitious ecosystem restoration project. Focused on a combination of nature tourism, biomass and non-timber forest products businesses.

3 Carpathian National Parks (Ukraine) Carried out a scoping exercise on behalf of Frankfurt Zoological Society to inform development of conservation businesses across 9 national parks in the Carpathian Mountains of Ukraine. Primary focus on nature tourism, sustainable commercial timber and non-timber forest products.

4 Grumeti Reserves (Tanzania) Provided recommendations on the institutional arrangements for the Grumeti Reserves on behalf of the Singita Grumeti Fund, twinned with an assessment of current and potential tourism development opportunities across these reserves, a 350,000-acre mosaic of state, community and private land on the border of the legendary Serengeti National Park. Commercial Revenue Scoping

5 Laikipia Conservancies (Kenya) With a deep historical involvement in establishing the leading conservancies on the Laikipia Plateau, we are outlining a collaborative framework for five contiguous conservancies to maximise their enterprise potential and long-term conservation footprint across 300,000 acres.

6 Summit To Sea (Wales) Across 20,000 hectares from the summit of Pumlumon down to Cardigan Bay, we are helping Rewilding Britain to design a partnership of multiple stakeholders to restore habitats, ecosystems and wildlife. This has contributed to an application for €4 million of funding for restoration and nature-based business development. Private Sector Partnerships

1 Gonarezhou National Park (Zimbabwe) We provided detailed structural design and input to an innovative new public-private partnership model between the Zimbabwe Parks & Wildlife Management Authority and Frankfurt Zoological Society over the 1.2 million-acre Gonarezhou National Park.

2 Grumeti Reserves (Tanzania) We reviewed the current institutional arrangement over Grumeti Reserves, a 350,000-acre mosaic of state, community and private land on the border of Serengeti National Park and designed a potential public private partnership model between Singita Grumeti Fund and the Tanzanian Wildlife Authority (now under negotiation).

3 Kashikoto Conservancy (Zambia) We are supporting a new private initiative, the 130,000-acre Kashikoto Conservancy, situated on the border of Kafue National Park with technical design and advice around multiple partnership arrangements, including government, local communities and other private sector partners.

4 Maasai Mara Wildlife Conservancies (Kenya) We have been instrumental in the design and development of Greater Mara Management Limited, a single management entity representing a series of local community-based conservancies and constituent tourism operators across critical wildlife corridors bordering the Maasai Mara National Reserve. Private Sector Partnerships

5 Mara Conservancy (Kenya) Co-founded the Mara Conservancy - the first ever example of a public-private partnership for the management of a national protected area in Kenya, and more than 15 years on, a leading example of conservation area management in Eastern Africa.

6 Niassa National Reserve (Mozambique) We provided in-depth structural redesign to a former public-private partnership responsible for managing the 42,000 km² Niassa Reserve. This led to a substantial increase in private sector investment which is now at the forefront of protecting one of Africa’s largest conservation areas.

7 North Luangwa National Park (Zambia) We are providing on-going technical assistance and design to the creation of joint venture between the Zambian Department of National Parks & Wildlife and Frankfurt Zoological Society for the co-management of the 1.1 million-acre North Luangwa National Park.

8 Northern Rangelands Trust (Kenya) We were intimately involved and instrumental in the design, launch (with both board and executive representation) and development of Kenya’s largest community conservation programme. NRT is now at the forefront of community conservation in Africa, representing and supporting 27 community conservancies totaling an area of 31,000 km², equivalent in size to over 60% of Kenya’s formal protected area estate of national parks and reserves. Private Sector Partnerships

9 Nyungwe National Park (Rwanda) We developed a conservation area business plan for Nyungwe National Park, Rwanda’s primary catchment as part of a due diligence process for a prospective public-private partnership between the Rwanda Development Board and the Wildlife Conservation Society.

10 Okapi Faunal Reserve (DR Congo) We designed a joint venture model (now under negotiation) between the Institut Congolais pour la Conservation de la Nature and the Wildlife Conservation Society over the 13,000 km² Okapi Faunal Reserve, part of the Ituri landscape making up the northern Congo forest.

11 Tondwa Concession (Zambia) Together with Frankfurt Zoological Society, we led the strategy and design behind the formation of Tondwa Conservation Limited, a Zambian company aimed at acquiring the 130,000-acre Tondwa concession adjoining Nsumbu National Park – negotiations are now underway with the Department of National Parks & Wildlife to secure this concession.

12 The Uganda Conservation & Investment Forum (Uganda) Together with the Giants Club and Space for Giants, we are leading the ongoing design, development and awarding of a series of new public-private partnerships for the management of key protected areas across Uganda’s protected area estate. Tendering & Concession Management

1 Clouds Lodge (Uganda) Led an international tendering process for the development of the first wholly community owned lodge in Uganda, now established as both a leading tourism destination in Uganda and key player in the mountain gorilla conservation movement.

2 Niassa National Reserve (Mozambique) On behalf of the Government of Mozambique we conducted a complete overhaul and redesign of the tendering and contracting process for this 10-million acre protected area, leading to the structured award of 10 hunting and photographic tourism concessions to private sector operators, increasing the reserve’s revenues by 500%.

3 Ol Pejeta Conservancy (Kenya) Following its acquisition (a process we led) subsequently managed international tendering processes for multiple tourism concessions within the Ol Pejeta Conservancy - now an IUCN recognised, award-winning commercial enterprise-driven conservancy in central Kenya which welcomes 80,000 visitors per year and is home to the largest black rhino population in East Africa.

4 Sabinyo Silverback Lodge (Rwanda) Managed and led an international tendering process for the development of a community owned lodge in Rwanda, the first of its kind and now established as both a leading tourism destination in Rwanda and key conservation player for the mountain gorilla. Tendering & Concession Management

5 The Uganda Conservation & Investment Forum (Uganda) Together with the Giants Club and Space for Giants, as part of an ongoing process we are leading the design, development and awarding of a series of new tourism concessions across the entirety of Uganda’s protected area estate. Developing Conservation Businesses

1 Bale Mountains Lodge (Ethiopia) As a founder investor, via Umiliki Investments, co-developed the business plan for this eco-lodge in Bale Mountains National Park - the first ever conservation tourism facility to be developed within an Ethiopian national park, setting an important precedent for others to follow.

2 Chuilexi Conservancy (Mozambique) Designed and in process of implementing a long-term tourism revenue development plan for one of the largest private sector tourism holdings in Africa. The model incorporates a disruptive fees model that inverses the traditional balance between high accommodation / touring fees and low conservation fees, leveraging the conservancy’s strengths of scale, remoteness, active conservation focus and exclusivity.

3 Clouds Lodge (Uganda) Having led the associated tendering process, co-developed the business plan for the development of a wholly community owned lodge in Uganda, the first of its kind and now established as both a leading tourism destination and key conservation player for the mountain gorilla.

4 Congo Shipping Project (DR Congo) Designed and implemented an innovative grant-funded revolving debt fund to stimulate the regeneration of large tonnage trade shipping on the Congo River post the civil war as a means of reviving formal agricultural trade with inland high value forest areas and mitigating negative subsistence exploitation of those forests. Developing Conservation Businesses

5 Flower Valley (South Africa) Over a 3-year period worked with this innovative Fynbos landscape conservation project on Cape Aghulas to secure and expand a conservation flower business and to develop a diversified joint venture tourism product (Fynbos Retreat) with the well-known neighbouring Grootbos group of lodges.

6 The Forest (Kenya) As a founder investor, via Umiliki Investments, co-developed the business plan for this adventure centre and eco-lodge as the first ever tourism development concession undertaken by the Kenya Forest Service. Focusing on the emerging Kenyan middle class, it welcomed 39,000 guests in its first full year of operation.

7 Jambo Camp (Kenya) Worked with Ol Pejeta Conservancy and Kenya’s Agricultural Development Corporation to develop a 20,000-acre conservation tourism concession within the Mutara Group Ranch, together with financing and developing a 30-bed luxury tented camp in partnership with an established private sector operator.

8 Koija Starbeds (Kenya) Having successfully pioneered the ‘Starbed’ concept at Loisaba with very high returns on capital employed, exported this innovative tourism product to the neighbouring 1,500-member local community group ranch where it has since funded a range of critical healthcare, education and water management projects. Developing Conservation Businesses

9 Lake Mburu (Uganda) Completed a tourism assessment determining the viability and market demand for a community owned eco-lodge within Lake Mburu National Park as a mechanism for building tourism revenue and related community incentives to enhance protection of the Park and its buffer zones.

10 Limalimo Lodge (Ethiopia) As a founder investor, via Umiliki Investments, co-developed the business plan for this eco-lodge in Simien Mountains National Park which followed our investment into Bale Mountains Lodge as the second ever eco-tourism facility to be developed in an Ethiopian national park.

11 Linking Livestock Markets To Conservation (Kenya) As the founder investor, via Umiliki Investments, developed the business plan for a pioneering trading partnership between one of Kenya’s largest commercial livestock operations and a growing base of pastoralist communities across the semi-arid savannah landscapes of northern Kenya.

12 Lions Bluff Lodge (Kenya) Managed the sale of an existing lodge in the 125,000-acre LUMO Community Wildlife Sanctuary bordering Kenya’s iconic Tsavo West National Park. As part of this transaction created a fully restructured corporate and partnership model that led to significant improvements in local community relations and much enhanced conservation impact. Developing Conservation Businesses

13 Maasai Mara Wildlife Conservancies Assn. (Kenya) Developed a range of summary business plans to diversify and increase tourism revenue across the Maasai Mara community wildlife conservancies network, incorporating tourism, livestock and arts and crafts; and with a particular focus on targeting the rapidly expanding Kenyan domestic tourism market.

14 Manyara Ranch Tented Camp (Tanzania) Having created a tourism development concession opportunity with the Tanzania Land Conservation Trust on Manyara Ranch, a critical wildlife corridor between Lake Manyara and Tarangire National Parks, worked with a group of established Tanzanian tourism operators to finance and develop a semi-permanent camp to support the newly formed Manyara Ranch Conservancy.

15 Mount Kenya Wildlife Estate (Kenya) Developed the business and execution plan for a 100-house residential development within one of East Africa’s premier wildlife conservancies generating critical funding (c. US$ 10 million once complete) for conservation. First two phases (of three) complete and sold out.

16 Ngoma Safari Lodge (Botswana) Worked with 7,000 local community members of the Chobe enclave bordering the Chobe National Park to set aside further land for conservation, paving the way for the financing and development of a high-end, community-owned tourism facility in partnership with a private sector operating partner. Developing Conservation Businesses

17 North Luangwa (Zambia) Supporting Frankfurt Zoological Society to develop a series of summary business plans for supporting conservation in the Game Management Areas surrounding the North Luangwa National Park, combining wildlife tourism, self-drive tourism and sustainable hunting to increase revenue for conservation and create economic opportunities for local communities.

18 Rungwe Avocado Company (Tanzania) As a founder investor, via Umiliki Investments, co-developed the initial business plan for this innovative example of how investment in sustainable agriculture can be used to drive both improved livelihoods and increased conservation incentives in high value natural landscapes.

19 Sabinyo Silverback Lodge (Rwanda) Having led the associated tendering process, co-developed the business plan for the development of the first wholly community owned lodge in Rwanda, now established as both a leading tourism destination and key player in the mountain gorilla conservation movement.

20 The Sanctuary At Ol Lentille (Kenya) Having created a tourism development concession opportunity with a local community group ranch in Kenya’s Laikipia district, worked with an international investor to finance and create a premium tourism retreat together with the new Ol Lentille Conservancy. The project has since raised more than US$ 5 million for local community development initiatives. Developing Conservation Businesses

21 Satao Elerai Camp (Kenya) Having created a tourism development concession opportunity with a local community group in the critical Kitenden wildlife corridor neighbouring Kenya’s famed Amboseli National Park, worked with Southern Cross Safaris to design, finance, develop and launch a high-end tourism camp as well as the Satao Elerai Community & Wildlife Trust, which the tourism facility now funds.

22 Soysambu Conservancy (Kenya) Developed a restructuring and business turnaround plan for this 55,000-acre mixed wildlife and livestock (largest ranching herd in Kenya) conservancy in the Rift Valley adjoining the iconic Lake Nakuru National Park. Subsequently asked by the board to appoint a representative to a newly formed business development sub-committee. Organisational Strategy Development

1 African Wildlife Foundation (Africa) AWF is the oldest international African conservation organisation – now recognised as having one of the best track records for any NGO in conservation enterprise. Over 10 years we worked with AWF to design, lead and roll out this strategy, building a significant enterprise portfolio in 10 countries.

2 Gorilla Tourism (Rwanda, Uganda and DR Congo) On behalf of the International Gorilla Conservation Programme, supported the development of a new system of standards for gorilla tourism in Rwanda, Uganda and the Democratic Republic of Congo, actively engaging governments and tourism businesses to drive positive change in the sector.

3 Kenya Wildlife Service (Kenya) Engaged by the board of KWS, developed a single ‘one size fits all’ commercial partnership formula that could be uniformly applied to each and every tourism concession, regardless of type, size or location across all of Kenya’s extensive network of world-famous national parks.

4 Lewa Enterprises (Kenya) While represented on the Lewa Wildlife Conservancy board, co-founded Lewa Enterprises, operating under a separate advisory board, as an initiative to ring-fence and coordinate the development and management of all commercial initiatives within the wider conservancy operations. Organisational Strategy Development

5 Rewilding Europe (pan-Europe) We co-founded one of Europe’s most pioneering conservation organisations with specific responsibility for designing its conservation enterprise strategy. Currently operating in its sixth year, our ongoing involvement has conceived over 10 businesses, invested (via Rewilding Europe Capital) in 21, and advised more than 50 small and medium enterprises across 11 countries and 5 core sectors.

6 Rwanda Development Board (RDB) (Rwanda) Worked within an international consortium to provide advice to the Rwandan government on commercial revenue development from nature-tourism business infrastructure and services.

7 USAID Uganda Tool Development (Uganda) Developed a tool for USAID in south-west Uganda to assess the success (or otherwise) of community-based tourism initiatives in key conservation contexts in which they have been engaged. This assessment provided the framework for future investment planning by USAID and partners in Uganda’s ecotourism sector. Sector-Wide Strategy Development

1 Bonobo Tourism Development (DR Congo) Supported WWF and the African Wildlife Foundation in preparation of detailed ecotourism strategies and associated business plans for proposed bonobo tourism developments in the Malebo, Lomako-Yokokala and Iyondji regions of the Democratic Republic of Congo.

2 Laikipia Tourism Strategy (Kenya) Developed a regional wildlife tourism strategy for the County of Laikipia, (building on a similar exercise we had completed ten years earlier for the Laikipia Wildlife Forum) further strengthening and diversifying the tourism sector and supporting wildlife conservation - the first of its kind under Kenya’s new devolved system of local government.

Lower Zambezi Tourism Strategy 3 (Zambezi Basin – Botswana, Zambia, Zimbabwe) Conducted an in-depth tourism sector assessment along the Zambezi River Basin. The study addressed conservation, community and tourism markets and trends aiming to identify new community related tourism opportunities, especially within Game Management Areas.

4 National Tourism Laws and Strategy (South Sudan) Developed this newly independent country’s first national tourism strategy and tourism laws, working with minsters, civil servants and the Wildlife Conservation Society. Although of national and sector-wide application, the primary emphasis was on the role of nature tourism in supporting protected areas. Sector-Wide Strategy Development

5 National Wildlife Tourism Strategy (Ethiopia) Having developed tourism plans for the Simien Mountains, Bale Mountains and Nechisar national parks, we were engaged by the African Wildlife Foundation to develop a protected area wildlife tourism strategy for Ethiopia as a whole on behalf of the Ethiopian Wildlife Conservation Authority.

6 Parks & Wildlife Management Authority (Zimbabwe) We developed the framework for a new commercial tourism model, involving a full review of park management’s business model across all its national parks, safari areas, sanctuaries and recreational areas. We thereafter planned a pilot phase of this model for Gonarezhou, Hwange and Mana Pools National Parks in collaboration with their management authorities.

7 The Uganda Conservation & Investment Forum (Uganda) Together with the Giants Club and Space for Giants, designed a comprehensive tourism development strategy for Uganda’s entire protected area estate, prior to launching a series of tourism concession investment opportunities as part of a high-profile forum hosted by the Ugandan President.

8 World Bank (multi-African) On behalf of the World Bank, we completed an assessment of wildlife and nature tourism potential within Cameroon, Central African Republic, Gabon and the Republic of Congo, analysing 36 national parks and providing recommendations to government leaders for increasing economic benefits at both national and protected area levels. For more information please contact Matt Rice at [email protected] or visit us at www.conservation-capital.com