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 Issue and Regulatory Review
Identified key ESG focus issues and regulatory requirements through secondary research and media analysis
Red Flag Reporting
Prepared a red flag report highlighting risks based on site visits, stakeholder consultations, and ESG policy and implementation assessment
ESG Due Diligence Report
Developed an ESGDD report with detailed observations and recommended mitigation measures tailored to each site
Impact Assesment Framework
Constructed a framework to assess the HSE’s impact on stakeholders and the environment
Impact Drivers and KPIs
Created impact drivers and KPIs informed by academic research, industry literature, and peer reports
Global Framework Alignment
Aligned KPIs with the United Nations Sustainable Development Goals and frameworks, including TCFD, IRIS+, HIPSO, SASB, and MSCI standards
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 from an on-ground assessment of the institution’s operations and laid out areas for creating a positive impact and mitigating negative externalities. Finally, we designed a comprehensive action plan to address immediate needs while enabling long-term excellence.
Strengthen Every Stage of Your Deal Journey
From Pre-Deal Accounting to Post-Acquisition Integration, We Deliver Precision and Compliance Across Borders
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