Private Equity Firm Questionnaires

Stand Out to Your Private Equity Investors on ESG

As private equity firms seek to build a more future-proof portfolio, they are increasingly considering ESG in their investment decisions. ESG disclosure, once seen as limited to the public market, is quickly becoming table stakes for private companies.

However, unlike public markets, there is no standardization or commonly accepted framework for ESG disclosure in private markets—most private companies have never before been asked to disclose such sensitive information about their operations, strategy, or governance. Today, some private equity investors are using best-in-class reporting standards such as TCFD or CDP, but many use their own, in-house ESG questionnaires.

Our team has helped companies across a variety of industries respond to requests from private equity firms, and we understand these questionnaires can be costly and time consuming. We will support you from start to finish, while also identifying areas to improve so you can stand out to your owners.

With SBC’s PE Firm Questionnaire Services, you can:

Identify climate and ESG risks and opportunities
Show investors that you take ESG issues seriously and are proactively addressing hotspots
Develop your ESG program and communicate your efforts to your investors, owners, and parent companies
Stand out to new investors and satisfy emerging Limited Partner requirements
Create an actionable plan for driving improvement

“SBC has been pivotal in partnering with Acumatica to establish our core strategy and drive our sustainability effort forward – resulting in industry recognition and several certifications. We deeply value their knowledge, capability and responsiveness.”

– Todd Wells, Chief Marketing Officer, Acumatica

Did You Know?

Private companies are under more pressure to disclose ESG performance than ever before. Here are a few ESG trends to keep an eye on:

SEC Pressure

The US Securities and Exchange Commissions (SEC) is pushing for increased transparency from private equity asset managers. In fact, the SEC is currently considering rules for private funds on ESG claims and disclosures.

Industry Collaboration

A coalition of LPs and GPs, including Blackstone and Bridgepoint, recently joined forces to create the ESG Data Convergence Project, which aims to streamline the PE industry’s approach to collecting ESG data.

Global Support for PRI

Over 400 private equity firms around the world have supported the United Nations’ Principles for Responsible Investment (PRI), which promotes sustainable investment through the incorporation of ESG.

Related Services

Baseline ESG
Assessment

Baseline Your ESG Efforts and Create a Plan for Improvement

Vision, Goals,
and KPIs

Create a Guiding Vision for Your Sustainability Efforts

Greenhouse Gas
Inventory

Measure and Manage Your Greenhouse Gas Emissions

Let’s work together.

We start every project with a simple conversation, getting to know you and your business needs. Then we create a customized work plan to bring your sustainability needs and vision to reality.