Generation Investment Management’s Post

M&A | “Sustainability is now a strategic objective for many, with M&A as a key accelerator!” “The worldwide transition to net-zero greenhouse gas emissions will require shifting more than $100 trillion in corporate assets to low-emissions models. This reallocation is already spurring significant M&A activity. Today, across the globe and industries, companies increasingly see sustainability-linked (green) M&A as a way to catalyze their strategies, stimulate growth, and improve operations while raising their environmental, social, and governance (ESG) profiles. Consequently, they are pursuing deals linked to elements of the broad global energy transition, such as decarbonization from new technologies for power generation, mobility, heating, energy storage, sustainable feedstocks, and circular business models (for example, recycling, reducing, reusing).” McKinsey & Company #Mergersandacquisitions

I am delighted to be featured alongside Irina Gilfanova and Diana Chen from Schneider Electric Sustainability Business in Private Equity International’s Women in Private Funds special report, which was released today. During this interview, we discussed the pivotal role of private equity in driving the energy transition and achieving sustainable outcomes.   https://lnkd.in/evzzVjST Below is one area I'm really glad we could highlight - how PE is driving climate action through focused investment in pivotal technology and energy transition resources, all while decarbonizing assets currently in use.   "Nobody can hide from [sustainability requirements] anymore. Privately owned companies that historically didn’t feel the need to act are now seeing sustainability regulation pushed downstream and are getting hit from the ownership side and from their clients and customers. That has created this perfect storm. The capital going into the funnel to invest in the transition often gets overlooked. The finance sector has experienced reputational challenges at times in terms of its ownership of fossil fuel assets. However, responsible investors that are driving the transition are in a much better position to take ownership of those assets."   Huge shoutout to Lauren Colberg for all the support! Please reach out with questions about how Schneider's PE and Financial Services Practice is supporting across the investment lifecycle.   This article was originally published in Private Equity International's Women in Private Funds 2024 report.

Niam's Sustainability Report for 2023 is here!   Niam is now a multi-strategy fund manager encompassing Real Estate, Infrastructure and Credit. This positions us strongly to drive sustainable impact. The 2023 report reflects our sustainability perspectives and values, illustrating an ongoing journey of learning. Our approach is flexible and tailored to meet the needs of both society and the environment.   We are proud of our achievements to date, having taken significant steps towards creating a better environment, more attractive neighbourhoods and safer workplaces whilst creating value for our investors. Looking ahead, we will continue to push ourselves with high ambitions.   ESG highlights in 2023 include: 💡 a 38% increase in renewable facility electricity across our properties 💡 avoiding nearly 4,000 tons of CO2e emissions as a result of Niam Infrastructure's investments 💡 successfully maintaining a high Employee Satisfaction Index rating of 4.4 out of 5 Read more in Niam's Sustainability Report for 2023 https://lnkd.in/d6XRbhW5

https://lnkd.in/dwDbKiTu The 2024 Global 100 companies earned 51% of their revenues from sustainable sources in the fiscal year 2022, up from 50% the prior year. That compares with just 16% for the broader universe of companies. In the 2024 Global 100 ranking, the top-ranked firms allocated 55% of their investments to sustainable projects, up from 47% the year prior. That compares with sustainable investments at a paltry 17% among the broader universe of publicly traded companies with more than US$1 billion in annual revenue. #esg #sustainablecompanies

Read this 👇 if you want to know more about Permanence!

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Part 3.. Find out how Alevio can help you maximise your ROI when making sustainability investments Alevio Consulting

We certainly hope that #netzero is achievable well before 2050 especially with the help of leading consulting firms like Bain & Company so keep pushing them Grant Dougans #sustainability #esg #cso And get them all to tune into Sustainability Magazine & SUSTAINABILITY LIVE for great examples of best practice.