Pre-Acquisition ESG Due Diligence for a PE Firm
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Case Study
Pre-Acquisition ESG Due Diligence for a PE Firm
One of the largest private equity firms, with more than USD 5 billion in assets under management across a wide variety of industries.
The business situation
The client planned to acquire a healthcare sector entity. They needed a comprehensive ESG due diligence assessment to identify potential risks, evaluate compliance gaps, and understand the entity’s impact on stakeholders and the environment.
Our team’s role
ESG Focus & Regulatory Analysis
Identification of key ESG focus issues & regulatory requirements through a review of secondary information and media analysis
Red Flag Risk Report
Preparation of a red flag report to highlight risks through site visitation, stakeholder consultation, ESG policy & implementation assessment
ESG Due Diligence Report
Development of an ESGDD report comprising detailed observations and recommended mitigation measures tailored to each site
HSC Impact Assesment Framework
Construction of an impact assessment framework to assess the HSE’s effects on internal & external stakeholders and the environment
Impact Drivers & KPIs Creation
Creation of Impact Drivers and KPIs based on an extensive assessment of academic & industry literature and peer reports
KPI Alignment with Global Standards
Alignment of KPIs with the United Nations’ Sustainable Development Goals and TCFD, IRIS+, HIPSO, SASB, and MSCI
The value our team added
- Through our work on the ESG Due Diligence and the Impact Assessment, we enabled our client to have a clear understanding of ESG related risks that could be associated with the acquiree healthcare sector entity. We delineated concerns that emanated out of an on-ground assessment of the institution’s operations and laid out areas for creating positive impact and mitigating negative externalities. Finally, we designed a comprehensive action plan to address immediate needs while enabling long-term excellence in the domain.
Ensure Sustainable Investments
Leverage Our Pre-Acquisition ESG Due Diligence
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