Environmental, Social, and Governance (ESG)

Investors are integrating ESG into their investment process to help secure capital during fundraising, identify risks during due diligence, capitalize on opportunities post-acquisition, and facilitate information disclosure in exit.

ESG Considerations for Private Equity

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Create Value with the Right ESG Strategy

Secure Capital, Minimize Risk, and Enhance Reputation

We can help implement an ESG strategy that will bolster the investment process, create short- and long-term value across the portfolio, and strengthen the firm’s reputation. 

We have the expertise and experience to assist clients integrate ESG in ways that make the most sense for the firm and its portfolio companies. We review risks and opportunities that could have direct financial, operational, and reputational impacts on active or prospective investments. We then help manage these risks and capitalize on opportunities by implementing initiatives and providing value-added services to firms and their portfolio companies. 

From fundraising through exit, we can help your firm implement ESG throughout the investment cycle.  

ESG Management throughout the Investment Cycle

  • Fundraising

    ESG policy and implementation frameworks: - Satisfy investors' ESG expectations - Enhance relationships with new and existing investors - Secure access to funding - Create a competitive advantage

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    ESG factors during investment fundraising
  • Due Diligence

    Conduct an ESG review to: - Eliminate deal-issue threats - Highlight deficient standards - Pinpoint key ESG opportunities for improvement - Highlight customers' sustainability expectations - Analyze changing consumer expectations - Evaluate industry-level trends - Identify regulatory liability

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    ESG factors during due diligence
  • Ownership

    Implement ESG initiatives to: - Increase ROI - Minimize risk - Reduce expenses - Improve employee retention - Avoid business disruption - Reduce regulatory liability - Meet customers' sustainability expectations - Increase market share - Satisfy investors' expectations - Enhance firm and portfolio company reputation

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    ESG factors during investment ownership
  • Exit

    Communicating ESG accomplishments can help: - Highlight growth opportunities - Increase brand value - Establish competitive advantage - Meet public investors' expectations

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    ESG considerations during investment exit

Strategic ESG Consulting Services

Firm-Level Strategy

We help define internal priorities and effectively incorporate ESG into the investment process by:

  • Clarifying an internal ESG vision, mission statement, and priorities;
  • Identifying investors’ motivations and expectations during fundraising;
  • Creating an ESG policy and implementation framework;
  • Constructing a customized ESG action plan to fit present and future goals;
  • Defining ESG Key Performance Indicators (KPIs) to measure the ESG performance across the portfolio;
  • Developing industry trend reviews and risk assessments; and
  • Providing tailored ESG training.

Investment Analysis

We help enhance the investment process by investigating a variety of ESG issues within active and prospective investments. We review the following areas, among others:

 

Environmental

  • Biodiversity Impacts
  • Emissions & Air Quality
  • Energy Consumption
  • Environmental Compliance
  • Extreme Weather Events & Vulnerability Analysis
  • Fuel Efficiency
  • Waste Management
  • Water Quality
  • Water Rights & Availability

Social

  • Community Engagement
  • Conflict Minerals
  • Employee Engagement & Retention
  • Fair Disclosure & Marketing
  • Health & Safety
  • Human Rights
  • Internal Labor Relations
  • Product Stewardship

Governance

  • Anti-Bribery & Anti-Corruption
  • Anti-Sexual Harassment & Anti-Bullying
  • Board Composition & Diversity
  • Business Ethics & Transparency
  • Business Interruption
  • Consumer and Enterprise Customer Expectations
  • Supply Chain

Contact Us

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Carl Spevacek

Manager, ESG Services +1 617 948 2569 EMAIL
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Boston | US
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Topaz Simply

Senior Consultant, ESG Services +1 949 724 8900 EMAIL
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Irvine | US
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Alex Costello

Consultant III +1 312 262 4385 EMAIL
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Chicago | US
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Matt Farnsworth

Technical Director - Sustainable Business, ESG & Transaction Advisory +44 (0) 1454 853 000 EMAIL
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Bristol | UK
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James Carlisle

Operational Director - Transaction Advisory & Due Diligence +44 (0) 20 7280 3240 EMAIL
View profile »
London - Farringdon Street | UK

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