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A top 50 private equity firm sought to implement a program to collect, track, and report its environmental, social, and governance (ESG) key performance indicators (KPIs). Its portfolio included services and industrial portfolio companies. The firm was already using Aeterra to conduct standard ESG due diligence for its transactions, so they built upon that existing relationship.
The first step was to establish industry specific KPIs based on the industries that the PE firm invests in. Overlapping KPIs would be tracked universally across the portfolio, while other indicators would be industry specific.
Once the KPIs were set, Aeterra worked with the existing portfolio company management teams to identify the data sources and responsible personnel who would report the metrics through the Aeterra Workspace platform.
Identifying the relevant data sources was also incorporated into Aeterra’s existing ESG due diligence assessment framework and process for new acquisitions that it was already providing. Aeterra has continued to assist the firm as management teams of the portfolio companies integrate new portfolio companies and add-on acquisitions. The information collected supports board-level ESG discussions and annual reporting to LPs.
Meeting LP demands
Increased transparency across the portfolio
A global electronics manufacturer and its private equity sponsor were preparing for a sale. They retained Aeterra to conduct preparatory sell-side diligence and corrective action for identified issues.
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A chemical distributor and supplier had a cluster of facilities in close proximity in New Jersey. Each facility was subject to a number of historical and on-going remediation projects. New cleanup obligations would be triggered by the transaction in accordance with ISRA.
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A portfolio company with more than 100 North American locations, sought an approach that would show future investors that they had taken a deliberate and proactive approach to compliance.
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A bagel bakery faced challenges with their air permit. Aeterra conducted a comprehensive baseline air audit to solution their challenges.
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