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.

Secure Capital, Minimize Risk, 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.  

Our Expertise

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 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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Stephany Lane

Senior Vice President, Transaction Advisory Services +1 312 541 4200 EMAIL
Chicago Office
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Kristen Magee

Vice President, Transaction Advisory Services +1 617 880 1436 EMAIL
Boston Office
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Carl Spevacek

Manager, ESG Services +1 617 948 2569 EMAIL
Boston Office
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Doug Bannerman

Director, Sustainability Services +1 281 448 6188 EMAIL
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Topaz Simply

Senior Consultant, ESG Services +1 949 724 8900 EMAIL
Irvine Office

Get in touch

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