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BC Partners

PRI reporting framework 2017

You are in Direct – Private Equity » Pre-investment (selection)

Pre-investment (selection)

PE 07. Incorporating ESG issues when selecting investments

07.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

07.2. Describe your organisation's approach to incorporating ESG issues in private equity investment selection.

Since 2010, BC Partners has ensured that during due diligence, a mandatory ESG assessment is undertaken by the deal team members for each prospective investment. Identified risks are documented in the investment memorandum and measures for remedial action post acquisition, if required, are proposed. ESG assessments are conducted by trained deal team members, who have been provided with a due diligence reference checklist to enable them to more efficiently detect potential ESG issues. Depending on the familiarity with the geographic or industrial environment in which the target company operates, the team may choose to seek support from a specialised external ESG advisor. 

07.3. Additional information. [Optional]

PE 08. Types of ESG information considered in investment selection

8.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

8.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

Since 2010, BC Partners has required that each Preliminary Investment Memoranda ("PIM") includes a summary of ESG due diligence conducted along with a description of any issues or concerns identified. The ESG due diligence is conducted by the deal team members and discussed by the Investment Committee prior to the commitment of capital.

PE 09. Encouraging improvements in investees (Private)

PE 10. ESG issues impact in selection process (Private)