Strategies

Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

Flexible capital and strategic assistance for market-leading companies in high-growth sectors in North America and Europe

Equity capital for mid-sized companies in the DACH region and Italy

Growth capital and strategic assistance to software companies throughout Europe

Impact platform investing in climate and nature-based solutions

Equity capital for founder-owned companies in consumer and multi-unit, food and beverage, and business services.

Private equity primaries, co-investments, and secondaries across North America and Europe

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Responsible Investment Report 2024

Our Responsible Investing Strategy

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Our Indirect Strategy Approach

We aim to partner with like-minded GPs and offer support and guidance to help them strengthen their ESG programs, with the goal of improving year-on-year performance as measured by our internal scoring methodology.
How we partner with GPs
Our Direct Approach

The Responsible Investing program seeks to bring a compelling value-add offering to our portfolio, while continually responding to market and regulatory demands and developments.

Pre-Investment

Pre-investment, the Responsible Investment team works alongside the deal teams to apply screening criteria and evaluate responsible and sustainable investment risks and opportunities. Leveraging data analytics and third-party experts, they assess the value creation potential ahead of the final Investment Committee, documented in the final Investment Committee materials.

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Holding Period

Within the first 100 days of investment, we co-define a materiality-driven sustainability roadmap with company management, integrating KPIs into value creation plans reviewed annually under Board oversight. Our tools focus on driving growth and enhancing investments through digitalization, sustainability, and operational excellence.

1. Business Resiliency

Improve governance processes, policies, and accountability in alignment with best practices; uphold human rights across business operations and direct supply chains.

Resources and Tools to Support Companies

  • ESG materiality assessments
  • ESG strategy definition
  • ESG regulation readiness
  • Policy definition
  • Public reporting support
  • Supply chain risk assessments

2. Cybersecurity and Responsible AI

Manage and strengthen cybersecurity, data privacy,  and responsible AI governance and practices.

Resources and Tools to Support Companies

  • Cyber assessment and roadmap
  • Cybersecurity managed services
  • Certifications and readiness

3. Inclusive Employee Engagement

Enhance talent development, workforce well-being and satisfaction, and inclusive cultures to build resilient, productive, and motivated teams.

Resources and Tools to Support Companies

  • Employee engagement survey
  • Community engagement through the Bregal Helps initiative

4. Climate & Nature Action

Manage the climate and nature risks in the portfolio, including mitigating carbon impacts and reducing emissions in line with the Paris Agreement.

Resources and Tools to Support Companies

  • Third party energy audits
  • Carbon assessments
  • Decarbonization roadmaps
  • Energy management and efficiency initiatives
  • Sustainable product offerings
  • Sustainable financing
  • Climate and nature risk identification 

Exit Preparation

Our team actively incorporates the company’s sustainability improvements and best practices achieved during the holding period to maximize value. As relevant, sell-side diligence may be undertaken where we have identified clear and significant value from sustainability initiatives or when sustainability is intrinsic to the product or service and business model of the company.

Our Indirect Approach

We aim to partner with like-minded GPs and offer support and guidance to help them strengthen their ESG programs, with the goal of improving year-on-year performance as measured by our internal scoring methodology.

Pre-Investment

We apply an initial screening process guided by a set of exclusionary criteria and a principle based approach to ensure alignment with our responsible investing standards.

Diligence

As part of the due-diligence process, we actively engage and evaluate prospective GPs on policies, process and procedures and thematic areas including: human rights, climate change, inclusive employee engagement, cyber security and data privacy, and promotion of good governance practices.[[2]]

Each GP is evaluated on a scale from 0 to 100%, and subsequently qualified into four categories based on their score: (i) Laggard, (ii) Novice, (iii) Professional, and (iv) Leader.

We create an ESG scorecard for each GP, which is included into Investment Committee memos.

Post-Investment

1. Onboarding

Following diligence, we provide new GPs with onboarding materials outlining BPEP’s Responsible Investing approach. The aim is to provide guidance to help GPs continuously improve their ESG performance.

2. Annual GP Monitoring Questionnaire

Building on the GP’s diligence assessment, we engage GPs to complete an annual “ESG Monitoring Questionnaire”. This includes GP, Fund and co-investment specific information. The questionnaire seeks insight into GP ESG practices and thematic areas.

3. ESG Scorecard

The data collection output is presented in an ESG scorecard, which is shared with GPs, providing them with a score between 0-100% and grouping them into the scoring methodology described above.

4. Annual Engagement

On an annual basis, the team engages with participating GPs to discuss data collection & scorecard results to support GPs in advancing their ESG strategies.

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