Private equity and financial services practice
Comprehensive advisory and software solutions for decarbonisation and sustainable value creation for private equity funds, asset managers, and other financial institutions.
Sustainability solutions for the complete investment lifecycle
At our Sustainability Business private equity and financial services practice, we integrate sustainability into every phase of your investment process, including: Â
- Strategy and fundraising.
- Investment and portfolio management.Â
- Holding and value creation.
- Divestment and exit strategy.
Our expertise in consulting, data management, energy, and renewables makes us your ideal partner. We provide guidance and solutions to help you achieve your sustainability goals.
We are your trusted ally in achieving your investment goals. We focus on value creation and risk management to enhance your environmental, social, and corporate Governance (ESG) strategy. Our expert sustainability team offers innovative services and technology solutions for all finance sector players throughout the investment lifecycle.
Our expertise includes:
- Private Equity.
- Infrastructure Funds.
- Investment Banks.
- Global and Regional Banks.
- Insurance.
- Real Estate Funds.
Why choose the Sustainability Business for private equity?
Client retention rate
Managed sited around the world
Clients globally
Portfolio companies
Real estate assets
Supporting assets under management (AUM)
Global sustainability finance team
At the core of our Private Equity and Financial Services Practice is a team of dedicated professionals committed to guiding you through your sustainability journey. Our global presence, with local experts in key financial markets across Europe, North America, and Asia, ensures we are always within reach to provide tailored support. Â
Finance industryÂ
With extensive experience in the financial industry, we are well-equipped to support your investment throughout its lifecycle and help you achieve your sustainability goals. Â
Comprehensive supportÂ
We take a holistic approach to addressing all aspects of sustainable finance thanks to the expertise of our finance team leaders, supported by global and regional teams of sustainability professionals. Â
Cristy House
Rose Shaver
Irina Gilfanova
Diana Chen
A unique value proposition for global financial services
Our sustainability business offers unique solutions to support global financial services firms including insurance, investment, and regional banks.
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- Baseline and targetingÂ
- Implementation roadmapÂ
- Efficiency supportÂ
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- Comprehensive sustainability consulting across all domainsÂ
- Expert guidance on ESG strategiesÂ
- Risk assessment and mitigation strategies for sustainable investmentsÂ
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- Advanced software platforms for sustainability reporting and data managementÂ
- Tools for managing renewable energy projects and optimising portfolio engagementÂ
- Analytics and insights for informed decision-makingÂ
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- On-site implementation of sustainability initiativesÂ
- Customised strategies to meet specific operational needsÂ
- Continuous improvement and monitoring for sustained impact
Sustainability solutions for the life cycle of your investment
Our sustainability team helps you develop a robust sustainability strategy by identifying investment targets, building a sustainability scorecard, and effectively communicating your strategy to the market, ensuring confident investment decisions.
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- Data-driven investment hypothesis: Assess and plan your investment approach using a data-led methodology.Â
- Comprehensive sustainability consideration: Ensure thorough analysis evaluation of all relevant sustainability factors.Â
- ESG due diligence framework: Assess and grade risk on target assets and capital expenditure projects.Â
- Market and lifecycle maturity assessment: Evaluate the maturity of markets and the lifecycle of investments.Â
- Investment forecasting: Plan for operations, energy budgeting, and supply chain considerations.Â
- Decarbonisation journey: Define a clear path towards decarbonisation.Â
- Stakeholder communication strategy: Align communications with key stakeholders for cohesive messaging. Our impact on your investment strategyÂ
- ESG baseline assessment: Perform a comprehensive ESG assessment at the General Partner (GP) level, aligned with regulations and best practices.Â
- ESG strategy and governance: Set clear KPIs and responsibilities in your ESG framework.Â
- Fund-level GHG footprint and targets: Set fund-level greenhouse gas (GHG) footprint targets following best practices. Â
- Actionable decarbonisation plan: Implement a climate playbook linked to value creation.
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Our due diligence team leverages extensive experience across sectors to support you at every investment stage.Â
Our services Â
- Screening Assessments: ESG, Climate Risk, GovernanceÂ
- Tiered ESG due diligence solutionsÂ
- Climate due diligence report
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We support you in achieving value-creation targets by integrating pragmatic and actionable energy with sustainability strategies into your fund and asset portfolio.Â
Our expert services include:Â
Energy Management:Â
- End-to-end energy procurement services to manage market volatilityÂ
- Comprehensive energy management strategies Â
- Baseline assessments and climate risk evaluationsÂ
- Decarbonisation target setting and robust business case developmentÂ
- Renewable energy solutions and onsite decarbonisation initiativesÂ
- Enhancements in efficiency, electrification, and fuel switchingÂ
- Advanced tools and advisory services within regulatory frameworksÂ
- Transparent and compliant ESG reporting to meet stakeholder expectationsÂ
With best-in-class energy management and sustainability support, we help your portfolio companies achieve impactful and sustainable growth by realising value creation and effectively mitigating risks
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Understanding how to report and deliver the ESG premium in your divestment and exit strategy is a crucial part of the sustainability journey.Â
From day one, we integrate sustainability considerations into the divestment process, ensuring that you fully realise the sustainable premium driving your investment hypothesis.Â
Our dedicated sustainable finance advisory and ESG due diligence teams help articulate the value created for specific investments. Leveraging our ESG reporting expertise, we support the integration of ESG performance into your exit strategy.
With Resource Advisor, your entire portfolio’s energy, ESG, and sustainability data can live in one place, making visualisation, reporting, and confident decision-making easier than before. In addition, you can get support on your path to net-zero energy consumption from our network of sustainability experts, for whom your goals are a target.
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