Services
Applying ESG expertise across the investment cycle with a pragmatic understanding of the realities facing private capital and portfolio company management teams.
ESG Due Diligence
Understand ESG risks and opportunities before you invest
ESG issues can create financial liabilities, operational disruption, regulatory exposure and unexpected capital requirements. Equally, they can reveal opportunities to improve performance or strengthen a company’s competitive position.
Our services
We help investors and corporate teams identify and assess material ESG risks and opportunities during the investment process, providing clear findings to inform due diligence, investment decisions and post-acquisition priorities.
What we deliver
- Rapid ESG screening, heatmaps and red-flag reviews
- Buy-side ESG / EHS due diligence
- Sell-side (vendor) ESG / EHS due diligence
- Ethical trade, human rights and labour standards due diligence
- Forensic green / sustainability claims auditing
- Prioritised 100-day ESG roadmaps
- Sell-side value creation narrative
- Exit preparation and deal support
Benefits for the fund
- Earlier visibility of material risks and opportunities
- Clearer understanding of potential upsides
- Focused post-acquisition planning
- Better-informed valuation and investment decisions
- Clearer accretive value narrative
Benefits for the portfolio company
- Clear understanding of ESG strengths and weaknesses
- A prioritised improvement agenda
- Better preparation for investor scrutiny and future reporting requirements
Sector Experience
- Aerospace
- Agriculture
- Business & Professional Services
- Chemicals & Speciality
- Construction & Development
- Consumer Goods
- Education
- Electronics
- Energy & Renewables
- Engineering & Fabrication
- Finance & Investing
- Food & Beverages
- Horticulture
- Import & Wholesale
- Industrial Materials
- Industrial Processing
- Industrial Services
- Infrastructure
- Manufacturing
- Metals & Minerals
- Mining & Quarrying
- Oil & Gas
- Packaging
- Plastics
- Pulp & Paper
- Real Estate
- Telecommunications
- Textiles
- Transportation
- Utilities
- Water
- Waste & Alternative Materials
Portfolio ESG Performance
Build a consistent picture of ESG performance across the portfolio
ESG is often adopted differently across portfolio companies, making it difficult for funds to compare performance, identify emerging issues and respond effectively.
Our services
We provide portfolio ESG support to operating partners, deal teams and company management. We help identify, prioritise and implement ESG-related improvements that support financial performance, strategy, operational resilience and business quality.
What we deliver
- Portfolio ESG frameworks and minimum standards
- Portfolio ESG risk heat-maps
- Benchmarking, baseline reviews and maturity gap analysis
- Gap fill of portfolio sustainability and ESG needs
- Carbon accounting, data and targets
- ESG data and performance metrics
- ESG ratings, disclosures and reporting
- Sustainability reporting readiness
- Materiality assessment
- Stakeholder engagement
- ESG / sustainability strategies and roadmaps
- Support for commercial tenders and customer responses
- Board advisory
- Upskilling, awareness development and coaching
- ESG governance, risk and compliance frameworks
- Fractional ESG integration support
Benefits for the fund
- Greater visibility of ESG performance across investments
- Better identification of material issues and performance trends
- More efficient reporting processes
- Better understanding of portfolio exposure and readiness
- More consistent approaches across relevant investments
- More consistent information for stakeholders
- Earlier identification of specialist requirements and potential costs
- Strengthening the case for improved ROI
Benefits for the portfolio company
- Clearer reporting and investor expectations
- Improved internal accountability and management oversight
- Better visibility of performance and improvement opportunities
- Clearer understanding of current and future ESG needs
- A proportionate plan to address identified gaps
- Better organisation of sustainability data, resources and responsibilities
- Clearer directional focus, purpose and areas of ESG value creation
ESG Value Creation & Exit
Turn ESG priorities into practical business improvements
Identifying ESG risks is only the beginning. Without clear ownership, realistic actions and ongoing monitoring, recommendations can remain unimplemented and potential benefits unrealised.
Our services
We help investors and portfolio company management teams translate ESG findings into longer-term value creation plans that are aligned with business purpose, direction, growth and investment objectives.
What we deliver
- Portfolio company ESG strategy planning and integration
- Alignment with material risk and value drivers, disruptors and shocks
- ESG governance, management and accountability planning
- Operational and supply chain ESG integration
- Financial integration (business growth, cash flow, capital planning, debt)
- ESG business plans and return on sustainability investment
- Cost-benefit and payback analysis
- Sustainability programme sense checks
- Data maturity, supporting evidence and pre-exit ESG readiness
- Holding period sustainability-linked value narrative
- ESG inputs for vendor due diligence and sale materials
Benefits for the fund
- Clearer oversight of improvement priorities
- Better visibility of implementation progress
- Potential reductions in material risk and operating costs
- Stronger evidence of progress, impact and value creation during ownership
- Broader insight into investment-related impacts and dependencies
Benefits for the portfolio company
- A manageable and prioritised ESG agenda
- Clear accountability for actions
- Better alignment between ESG and business objectives
- Practical support in delivering improvements
- Greater understanding of its wider social and environmental relationships
- Identification of areas where positive outcomes could be strengthened
- Better-informed sustainability priorities and data collection
- Positional confidence at exit