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Bregal Investments

PRI reporting framework 2020

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

Pre-investment (selection)

PE 05. Incorporating ESG issues when selecting investments

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

05.2. Describe your organisation`s approach to incorporating ESG issues in private equity investment selection.

The respective investment/deal team assesses the relevant ESG aspects of a prospective new investment. The materiality of ESG issues is discussed with the head of ESG, who provides input for the scope of ESG related due diligence.

ESG due diligence is on a case-by-case basis; either performed in-house or specialist ESG/sustainability consultants are engaged. ESG due diligence findings are discussed with company management and in our IC meetings. The head of ESG participates in all IC meetings to consistently address ESG considerations. In IC papers there is a mandatory ESG section to make sure that all Bregal fund deal teams address the relevant ESG considerations.


05.3. Additional information. [Optional]

PE 06. Types of ESG information considered in investment selection

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

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

The Bregal deal teams incorproate ESG due diligence findings in the Investment Committee papers.

In case ESG considerations are material to the business and its long-term prospects, these are discussed in the Investment Committee meetings in which the head of ESG participates to ensure that these considerations are consistently addressed. 

PE 07. Encouraging improvements in investees (Private)

PE 08. ESG issues impact in selection process (Private)