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Screening

  • Ensure alignment of target company with PE firm’s values and principles (e.g. consider specific RI Policy exclusions, potential LP or other sensitivities).

  • Evaluate inherent sector and geographical ESG risks, using ESG sector/geographical briefing notes for investment teams or other tools. Some firms align later stages of due diligence with initial risk ratings (e.g. internal policy may indicate that “low” inherent risk businesses require no further ESG action during due diligence whereas “moderate” or “high” risk businesses may require further due diligence).

  • Consider ESG risks and opportunities in light of the entire value chain of the business/sector, see diagram below:


Value chain