Complete ESG buy-side and sell-side due diligence (VDD) services for direct investments and platform add-ons, with optional inclusion of Target’s impact assessment. Our tailored approach ensures seamless integration of ESG factors, driving sustainable value and mitigating risks in every transaction. Buy-side DD: direct investments Add-ons to Platform Investments ESG Vendor Due Diligence
Enhancing our clients’ ESG imprint through expert advisory services; starting by defining ESG key focus through a double materiality assessment, crafting impactful ESG strategies, as well as delivering a pragmatic and effective implementation plan to fulfil ESG ambitions. Our approach aims beyond the meeting of regulatory standards, highlighting opportunities to position our clients as leaders in making a positive, lasting impact. DMA Strategy and Implementation Workshops and Training
Clear and effective communication builds trust and credibility. fp works with clients to assess their ESG standing and present a compelling narrative that resonates with stakeholders. Our comprehensive and accurate reporting, aligned with the latest standards, empowers businesses to showcase sustainability achievements, enhance transparency and ensure regulatory compliance. Corporate Sustainability Reporting Directive Sustainable Finance Disclosure Regulation EU Taxonomy Other frameworks: PRI, GRI, SASB
Our CSRD-informed methodology identifies relevant topics for thorough assessment and screening of internal documents, policies and processes to identify key impacts, risks and opportunities. We evaluate the target’s operational ESG implementation and performance through supply chain assessments, peer benchmarking and regulatory readiness analysis, alongside ad-hoc elements such as assessment on impact, climate risk, EU Taxonomy eligibility and Principal of Adverse Impact indicators. We aim for clear insights into potential for enhancements in business resilience, growth opportunities and strengthening the investment’s long-term sustainability profile. Our recommendations are tailored for deployment by the acquiror in post-acquisition integration.
For add-ons to platform investments, we offer tailored ESG due diligence focusing on essential areas relevant to the new market, product or geography. This allows for a streamlined process while still uncovering ESG impacts, risks, and opportunities specific to the new potential acquisition. Our approach integrates ESG considerations with clients’ broader platform strategy, enhancing the portfolio's overall ESG performance and ensuring compliance with relevant standards and regulations.
Our ESG Vendor Due Diligence (VDD) services offer a proactive analysis of ESG impacts, risks and opportunities, giving sellers an edge in the market. We assess the company’s ESG profile from a buyer’s perspective, helping sellers identify material ESG factors that could impact the transaction, but most importantly, uncovering ESG opportunities that a potential buyer might be attracted to. By addressing potential ESG concerns early on and showcasing the business's potential from an ESG perspective, we help clients position the company for a smoother sale process, ensuring optimal value while meeting the growing demand for ESG transparency.
The gateway to an effective ESG strategy is a solid understanding of the specific sustainability issues shaping both strategy and reporting obligations (CSRD), and it starts with a DMA. fp’s methodology is aligned with the European Sustainability Reporting Standards (ESRS) under the CSRD, whereby we identify the key sustainability (ESG) topics essential to the target business by looking at both the impact materiality – the impacts of that business on society and the environment – and financial materiality – the impacts of sustainability issues impact on the business (i.e., risks and opportunities). With an audit-proven methodology, refined by our in-house experts, we ensure compliance, meet stakeholder expectations, and drive long-term sustainable value.
A well-defined ESG strategy, designed to integrate seamlessly with broader corporate strategy, is the most effective means of achieving sustainability in business. Using our fp Strategic Framework, we (re)define our clients’ ESG values and ambitions alongside an in-depth benchmarking of current practices against industry standards. We tailor our approach to support and drive long-term value in clients’ individual sustainability journeys, whether defining the ESG framework of a new Fund, identifying ESG focus areas, or executing a top-tier ESG strategy. Our framework also embeds SFDR and CSRD reporting requirements, making compliance with these key regulations seamless, whilst enhancing clear and meaningful stakeholder communication.
Customised ESG workshops and training programmes provide the knowledge and tools necessary to enhance an organisation’s sustainability practices. Our workshops cover a wide range of topics, from regulatory compliance (i.e., CSRD, EU Taxonomy, SFDR) and reporting standards to best practices in sustainability strategy and implementation. We offer flexible delivery formats, including in-person sessions and online modules. In partnership with fp, clients’ teams will gain the expertise needed to navigate the evolving ESG landscape confidently and effectively..
fp’s CSRD Advisory Services guide our clients through the complexities of the Corporate Sustainability Reporting Directive (CSRD), aiming for the highest standards of sustainability reporting and regulatory compliance. . We establish clear alignment with regulatory requirements, ensuring that your sustainability reporting meets the highest standards. We identify ESG topics essential to a business by addressing both the impact materiality (impact of that business on society and the environment) and the financial materiality (impact of sustainability issues on the business as risks and opportunities). The completed assessment is the basis for determining which of the ESRS topical standards the company must report on. Double Materiality Assessment We identify ESG topics essential to a business by addressing both the impact materiality (impact of that business on society and the environment) and the financial materiality (impact of sustainability issues on the business as risks and opportunities). The completed assessment is the basis for determining which ESRS topical standards the company must report on. Policy, Strategy, Metrics & Targets setting Each applicable ESRS topical standard presents disclosure requirements for policy, strategy, metrics (KPIs) and targets under the CSRD. We support clients in developing or updating a coherent plan for each standard. Gap Assessment Our gap assessment identifies where current ESG practices fall short of CSRD compliance based on the ESRS requirements and provides a clear roadmap for improvement. Reporting We ensure sustainability reporting is comprehensive, accurate, and aligned with CSRD requirements, enhancing transparency. Reporting We ensure sustainability reporting is comprehensive, accurate, and aligned with CSRD requirements, enhancing transparency.
fp’s SFDR Advisory services present a clear road map to navigate the Sustainable Finance Disclosure Regulation (SFDR), ensuring compliance while enhancing transparency and credibility in ESG disclosures. Fund Setup We can advise the establishment of SFDR Article 8 and Article 9 funds, by thinking strategically together with our client about the various ESG areas needed (e.g., ESG characteristics promoted, governance, policies, etc) Gap Assessment Our gap assessment pinpoints areas where ESG disclosures need improvement to meet SFDR requirements, providing a roadmap for compliance. Reporting We support the creation of clear, compliant, and investor-focused SFDR reports that align with regulatory standards and promote sustainable investment strategies.
fp’s EU Taxonomy Advisory services ensure our clients’ business or investments align with the EU’s green classification system , meeting regulatory requirements and showcasing strong commitment to sustainability. Eligibility We conduct comprehensive assessments of business activities to pinpoint those that are eligible under the EU Taxonomy, identifying opportunities to classify these as environmentally sustainable. Alignment We analyse eligible activities to ensure they align with the detailed criteria set out by the EU Taxonomy, confirming compliance and enhancing ESG credibility.
ESG and sustainability regulations and frameworks sit within a dynamic and evolving space. Our experts are constantly reviewing changes in the regulatory landscape, the best-in-class frameworks, and those which have attracted criticism in the public sphere. Contact us to hear more of our advisory experience in these arenas.
