Value Strategy
Sustainability isn’t just about compliance—it’s a driver of long-term value. We help private equity firms and portfolio companies identify, quantify, and act on sustainability opportunities, leveraging their core strengths to enhance financial performance and differentiation.
At the portfolio level, we conduct portfolio-wide scans to pinpoint where sustainability leadership can create the most value across investments. For individual companies, we develop tailored value creation strategies, integrating sustainability into core business plans, setting targets, and aligning with industry best practices. By embedding sustainability into growth strategies, we ensure firms stay ahead of investor and market expectations.
Case Study: Re:Co partnered with a consumer goods company to develop a sustainability-driven value creation strategy aligned with its core strengths and private equity owner’s value creation plan. Through peer benchmarking, customer insights, and decarbonisation target setting, we identified key initiatives to differentiate the brand and enhance long-term value.
Value Monitoring
Value at Exit
Sustainability strategies only create value if they’re effectively implemented. We help private equity firms and portfolio companies track progress, measure performance, and adjust strategies to ensure sustainability drives long-term financial and operational benefits.
At the portfolio level, we develop bespoke monitoring frameworks that align sustainability performance with financial key performance indicators, providing clarity on where initiatives are delivering the most value. For individual companies, we design dashboards, and provide regular check-ins, to keep leadership informed and accountable. By embedding sustainability into ongoing performance monitoring, we help firms stay on track, refine strategies, and maximise value creation.
Case Study: Re:Co has worked with a private equity firm’s portfolio over multiple years, conducting annual data collection and benchmarking. We hold sessions with each company, highlighting performance trends, improvement areas, and value creation opportunities. By linking sustainability progress to financial impact, we help prioritise key initiatives for the year ahead.
We help portfolio companies quantify and communicate the value created through sustainability during the hold period and beyond. Using sustainability value creation levers, we model both the financial uplift and risk protection generated by sustainability initiatives.
We work alongside traditional exit service providers, ensuring sustainability value is embedded in investor-ready materials. Our analysis highlights how existing initiatives have driven growth and resilience, while providing a clear narrative and quantification of key levers on future opportunities for the next buyer.
Case Study: For companies earlier in the hold period, considering exit strategy early through strategy and value monitoring ensures all progress is well-documented, substantiated, and positioned for maximum valuation impact.
Tying Regulation to Value
Regulations like CSRD and ISSB aren’t just about compliance—they can drive strategic advantage when linked to business priorities. We use single and double materiality frameworks to identify not only material sustainability risks but also opportunities that can enhance differentiation and growth.
Our approach ensures companies meet reporting requirements while gaining strategic insight. We deliver the documentation and data collection needed for compliance, but go further—helping companies integrate sustainability into core business strategy to create long-term value.
Case Study: Re:Co helped a Tech company comply with CSRD while linking sustainability to growth. We conducted a Double Materiality Assessment (DMA) and a stakeholder workshop to prioritise value-driving initiatives, outline next steps, and estimate EBITDA potential. This positioned the company to meet compliance requirements, strengthen its supply chain, and enhance competitiveness against peers.
Trainings
We provide tailored sustainability training for private equity firms, portfolio companies, and deal teams—elevating knowledge and skills to integrate sustainability into core business decisions. Our sessions go beyond theory, focusing on real-world applications of sustainability-driven value creation.
Designed for leaders at all levels, our training ensures the right messaging for each audience, whether it’s investment professionals, sustainability teams, or portfolio executives. We offer both focused workshops and in-depth training programmes, helping firms turn sustainability from a compliance challenge into a competitive advantage.
Case Study: Re:Co supported a leading private equity firm in ensuring its partners had a consistent understanding of sustainability trends and their role in driving value creation as board members. The Re:Co solution included offline materials, recorded sessions, and an in-person facilitated discussion to ensure alignment.
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