For clients who need assistance evolving their ESG management programs, Bridge House Advisors facilitates a process that starts with understanding the firm’s history, culture, investment thesis and LP base and concludes with a practical and fit-for-purpose ESG management program that includes policy, an integrated approach to pre-investment ESG due diligence, metrics and monitoring at the portfolio company level, and a strategy for reporting to LPs and other external stakeholders.
Collaborated with an upper middle market GP who had little more than a high-level ESG policy in place and helped the firm benchmark and evolve their ESG policy, developed sector-specific ESG guidance documents for use by deal teams earlier in the investment process, engaged with existing portfolio companies and established ESG metrics, and helped the firm prepare their first annual ESG report.
ESG Program Support (Metrics & Monitoring)
Bridge House Advisors provides a tailored approach for pre-investment due diligence designed to highlight the material risks, as well as value creation opportunities, associated with the environmental, social, and governance (ESG) considerations relevant to a business’s operations. Our deep knowledge of ESG and extensive experience conducting ESG due diligence across industries enables our Clients to make informed, responsible investment decisions and effectively manage ESG risk.
Established a hybrid pre-investment ESG Due Diligence and post-investment Carbon Footprint scope for a global PE Client seeking to minimize ESG risk, capitalize on ESG opportunity, and understand their go forward exposure to future carbon and climate risk.
Identified potential vehicle fleet cost savings of $1.7M annually for a business through our pre-investment review of Energy Efficiency. The business was operating a fleet of over 350 vehicles without fuel or efficiency considerations.
Bridge House works with global private equity clients and portfolio companies on developing customized ESG metrics as well as establishing a process for monitoring and reporting results year over year. We assist clients with maintaining their ESG programs through direct engagement with companies on ESG metrics and monitoring. Our reporting services include developing annual ESG Reports for employees and investors, and preparing client responses to the UN Principles for Responsible Investment (UN PRI) and other 3rd party frameworks.
Partnered with a multinational private equity firm to assess ESG material topics for its portfolio, set ESG KPIs with new companies, discuss performance with existing companies, and prepare results in an annual report for Limited Partners.
Led the quarterly ESG monitoring of portfolio companies for a middle-market private equity firm. This support included developing a prioritized list of ESG initiatives and metrics for companies to implement and be evaluated against moving forward. We also prepared the firm’s annual reporting submittal to the UN PRI on which they scored an A grade.
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