LP-led Deals: ESG Analysis
Request and Guidelines Provided
- ESG considerations are increasingly crucial in today’s private equity landscape, driving sustainable value creation, mitigating risks, and meeting evolving investor and regulatory expectations
- The client required assistance conducting an ESG screening for all the underlying assets in the deal
- The screening required classifying the assets as per the GICS sector guidelines and understanding the concentration of the assets across various industries
Final Deliverable and Value-add
- Outputs included the detailed ESG screening analysis with classifications done based on the 4 levels and a summary of the entire deal portfolio
- The team leveraged the GICS classification and assisted the client in bucketing the portfolio of assets based on their operations. They also provided a summary of the findings which enabled easier decision making on the deal
- As the ESG-compliant framework equip funds with a competitive advantage to attract investors and lenders, the analysis performed by TresVista helped the client understand their ESG impact through the deal
Methodology
