< PreviousCFNEWS DIGITAL PUBLICATIONSDOWNLOAD THE FILEIDIA CAPITAL INVESTISSEMENT AREAS OF EXPERTISE12 PLACE DES ÉTATS-UNIS92127 MONTROUGE CEDEXwww.ca-idia.com PRI SIGNATORY: NOContact: marie-catherine.cornic@ca-sodica.com Contact: pascale.crab@ca-sodica.comPhone: +33 (0)1 43 23 39 94 Growth capital Buyout capital Equity reorganisation€1.5BnESG TEAMMarie-Catherine CORNICIn charge of Communication and ESG.Pascale CRAB Communication and ESG Manager.© PHOTOS : DRESG DUE DILIGENCES DURING INVESTMENT PROCESSESG SUPPORT TO PORTFOLIO COMPANIESQUALITATIVE DESCRIPTION OF THE ESG STRATEGY IDIA Capital Investissement carries out pre-investment ESG analysis to identify key issues involved in each investment and define improvement targets. Exchanges with management on CSR theme in the authorities of governance. Close involvement of General Management in installation of data gathering and consolidation applications both internally and for the investment portfolio. Consideration of ESG parameters in the investment process: analysis and insertion of a paragraph in all shareholders’ agreements. Census of the taking into account of CSR approachs within our wallet of participations. Establishment of an annual ESG report since the formalization of a ESG Charter in 2014. ESG VENDOR DUE DILIGENCES IDIA Capital Investissement does not carry out Vendor Due Diligence.ASSETS UNDER MANAGEMENTREAD THE 2017 EDITION TÉLÉCHARGEZLA FICHECFNEWS DIGITAL PUBLICATIONSPortfolio management company authorised by the AMF, reference GP-15000010 - Member of France Invest Find our news on https://www.linkedin.com/company/5205335 and @idia_ci - www.ca-idia.comSPECIALIST IN MINORITY PRIVATE EQUITY FOR INTERMEDIATESIZED COMPANIES(ETIS AND SMES)AGRI-FOOD PACKAGINGFRUITS AND VEGETABLESANIMAL HEALTH AND NUTRITIONEXPORT OF WINESANIMAL HEALTHAGRICULTURAL SUPPLIESFOLDS AND SMALL PARCELS’ TRANSPORTFOOD PRODUCTS’ TRADINGAND DISTRIBUTIONSNACKINGSEEDS AND CEREAL PRODUCTSTECHNOLOGY CONSULTINGCOOKIES, CAKES, PASTRIES AND SEMOLINAREGIONAL WINESFITNESS CENTERSEDIBLE OILS AND ANIMAL NUTRITIONCEREALS, VITICULTURE, BREEDING,GARDEN CENTRE, POP CORNCLINICSVEGETABLES, MILK, BEVERAGEHOUSEHOLD PACKAGINGINTERACTIVE ORDER PLACEMENT KIOSKSwww.kazoar.fr - Photo credit : Fotolia/Frank Peters.Our latest achievementsCFNEWS DIGITAL PUBLICATIONSDOWNLOAD THE FILEREAD THE ESG CHARTERESG TEAMLBO FRANCEAREAS OF EXPERTISEMarc GUYOT Head of ESG.148, RUE DE L’UNIVERSITÉ75007 PARISwww.lbofrance.com PRI SIGNATORY: YES (2011)Contact: marc.guyot@lbofrance.com Phone: + 33 (0)1 40 62 77 67 Small-cap LBO Mid-Market LBO Real estate Debt Venture capitalASSETS UNDER MANAGEMENT3 €3,4Bn© PHOTO : DRESG DUE DILIGENCES DURING THE INVESTMENT PROCESS AND VDDESG SUPPORT TO PORTFOLIO COMPANIESQUALITATIVE DESCRIPTION OF THE ESG STRATEGY LBO France performs an ESG due diligence prior to each investment. The due diligence is specified based on the features of each investment opportunity and involves the head of ESG, the investment team and independent consultants. Save for exceptions due to a specific context, LBO France conducts ESG Vendor Due Diligences with independent consultants for each sale of a portfolio company. For most of its portfolio companies, LBO France conducts an ESG tailored review together with the management and external consultants. This results in a multi-annual action plan with corresponding KPI(s) which is then regularly updated and monitored. Early 2017, LBO France launched an operational ESG club, which allows once to twice a year the managers of all portfolio companies to share with LBO France teams, current events, reflections, as well as good practices with the presence of experts when required. LBO France drafted an ESG charter in 2011, updated in 2017. Among other principles, It provides exclusions. ESG clauses are inserted in the agreements with portfolio companies managers. All LBO France employees receive training in ESG and then follow courses specific to their business lines and regularly attend conferences. They have all signed the Company’s Code of Ethics. An ESG section and ESG qualitative and quantitative data on the various portfolio companies are included in the management reports to investors. LBO France will issue a specific report in 2018. Marc Guyot is a member of the steering committee of the France Invest ESG Commission and represents LBO France in the Business Ethics Circle (“Cercle Ethique des Affaires”) and the European Business Ethics Forum. LBO France thereby takes active part in the events, discussions and publications of these three bodies. The management company also sponsors and funds the Innovation Award for the best business project conducted by students on the Imagine Bioentrepreneurs master’s course created by the Fondation Imagine, University Paris-Descartes, Ecole Polytechnique and HEC Paris. LBO France won the ESG-Sustainable Development Award at the 2017 and 2018 Private Equity Magazine Awards.CLIMATE LBO France is a founding member of the “Initiative Climat 2020” (IC20) launched in November 2015, in favour of a responsible and transparent management of gas emissions for greenhouse effect. The management company has produced its own carbon footprint assessment and monitors its action plan. In its Real Estate activity, LBO France signed the energy efficiency charter for public and private commercial buildings under the “Plan Bâtiment Durable” (sustainable building plan) in October 2016.READ THE 2017 EDITION TÉLÉCHARGEZLA FICHENEWS DIGITAL PUBLICATIONSCFNEWS DIGITAL PUBLICATIONSDOWNLOAD THE FILENAXICAPPARTNERSESG DUE DILIGENCES DURING THE INVESTMENT PROCESS AND VDDESG SUPPORT TO PORTFOLIO COMPANIESCLIMATEQUALITATIVE DESCRIPTION OF THE ESG STRATEGYAREAS OF EXPERTISE Since 2015, the teams highlight the main ESG risks and opportunities prior to each investment. As signatory of IC20, the investment memorandum also includes a climate analysis. ESG audits are systematically carried out by external specialists and include a detailed action plan for the short and long term. An ESG clause is systematically included in the Shareholders Agreement. When signing the Shareholders Agreement, companies commit to implement a detailed action plan, to inform Naxicap regularly on their actions and to annually report on ESG data. Since 2017, ESG vendor due diligences are conducted for all investments where a financial vendor due diligence has been undertaken. Naxicap Partners uses an online ESG reporting tool to monitor annually ca. 121 indicators of its portfolio companies. The actions implemented by the companies are discussed and evaluated by the teams of Naxicap at least once a year during a Supervisory Board. As a signatory of IC20 (October 2016), Naxicap aims at reducing the greenhouse gas emissions of its investments. Naxicap Partners has assessed its own carbon footprint in 2017.5/7 RUE DE MONTTESSUY75007 PARISwww.naxicap.frPRI SIGNATORY: YES (2016) Naxicap considers that a long-term and ethical approach to investment is a key driver of the companies’ expansion and is generator of value. Since 2015, Naxicap has adopted a set of procedures, controlled by our Middle Office, aiming to integrate the consideration of ESG issues throughout the investment process. Naxicap’s investment teams encourage collaboration with the company management to identify the material ESG issues and to support the development of its ESG roadmap. Naxicap organizes ESG trainings for its employees led by Naxicap’s ESG team and external. Naxicap has published its ESG charter and produces annually an ESG report for its Investors.Contact: elodie.pavot@naxicap.frContact: kyrrejohan.knudsen@naxicap.frPhone: +33 (0)1 58 19 43 72 LBO mid cap LBO small cap Growth capitalESG TEAMElodie PAVOT Investor Relations Associate. Kyrre Johan KNUDSEN ESG Analyst.© PHOTOS : DRASSETS UNDER MANAGEMENT€3.1BnREAD THE 2017 EDITION TÉLÉCHARGEZLA FICHECFNEWS DIGITAL PUBLICATIONSwww.naxicap.frCrédits photos : Romolo Tavani, Fastrum, GettyImages.Entrepreneurs en capitalNAXICAP Partners is deeply convinced by the positive impact of the sustainable growth of its portfolio companies. We consider that a long-term and ethical approach to investment is a key driver of the companies’ expansion and is generator of value. Naxicap highly values and encourages business initiatives for reducing environmental impact, improving internal processes in order to reduce operational risks and implementing actions in favor of balanced governance. We are committed to helping sustain and enhance responsible initiatives by working with our sta , our investors, our portfolio companies and their employees.NAXICAP Partners, subsidiary of Natixis Investment Managers, has € 3.1 billion of assets under management and gathers 64 professionals, organized in four o ces: in Paris, Lyon, Nantes and Toulouse. We mainly operate in France, Benelux, Germany and Spain. NAXICAP Partners is a French Private Equity firm, operating in all sectors and focusing on leverage buyouts and growth capital, through controlling majority stakes, aiming at liquidity after 5-7 years. We invest in growing companies, with strong and committed management teams, to finance ambitious development projects. We build solid and constructive partnerships with entrepreneurs based on trust and respect.OWN BEHALF (BPCE group)37%THIRD PARTIES 63%Signatory of:Data as of 31/12/2017OUR INVESTORS CFNEWS DIGITAL PUBLICATIONSDOWNLOAD THE FILEAREAS OF EXPERTISE37-41, RUE DU ROCHER75008 PARISwww.omnescapital.comPRI SIGNATORY: YES (2009) Venture capital Buyout & Growth capital Infrastructure ASSETS UNDER MANAGEMENTOMNESESG DUE DILIGENCES DURING THE INVESTMENT PROCESS AND VDDCLIMATEESG SUPPORT TO PORTFOLIO COMPANIESQUALITATIVE DESCRIPTION OF THE ESG STRATEGY ESG criteria form an integral part of the due diligence carried out during the analysis process that precedes any decision to invest. For the renewable energy infrastructure projects, the ESG analysis is carried out internally while it is outsourced for buyout and growth capital investment. In each shareholders’ agreement, Omnes integrates an ESG clause. When exiting a company, an ESG vendor due diligence may be carried out by an independent third party. Omnes analyses the results recorded throughout the holding period and their potential impacts on value creation. Omnes expanded its investment strategy in the energy transition, with the launch of a “Sustainable Buildings” department in October 2016. A €120m fund dedicated to investments in high environmental performance public and private buildings has been raised. Omnes is a signatory of the Initiative Climat 2020 launched in November 2015. This collective initiative of several French management companies seeks to limit the carbon impact of portfolio companies. Under this initiative, Omnes will start evaluating and reporting on its portfolio’s carbon footprint. Each year: Investee companies fulfill an ESG questionnaire. Omnes monitors the roadmaps drawn up initially with the management of the portfolio companies. Omnes ESG practice is an integral part of its investment process and hands on support to investeecompanies. Each initial due diligence includes systematically an ESG component. The follow-up of ESG issues is then carried out through annual audits. They focus in particular on the progress made on the roadmap. At exit, an economic impact study is carried out. Omnes also seeks to bring these issues in the day to day management of portfolio companies: they are an integral part of sustainable value creation. ESG TEAMContact: martine.sessincaracci@omnescapital.comContact: gregoire.samain@omnescapital.comPhone: +33 (0)1 80 48 79 00Martine SESSIN-CARACCIManaging Partner.Grégoire SAMAIN Account Manager.Investor Relations.© PHOTOS : DR€3.6BnREAD THE 2017 EDITION TÉLÉCHARGEZLA FICHECFNEWS DIGITAL PUBLICATIONSAt Omnes, we are entrepreneurs.We view entrepreneurshipas one of society’s essential drivers for growth.We believe in the power of entrepreneurship in private equity.The power to bring together talent and determinationaround a vision. The power to grow and transform markets. To expand horizons and build real success.@OmnesCapitalomnescapital.comDOWNLOAD THE FILE PAI partners provides an ESG VDD in the Data Room including an updated action plan, a progress report, and documents linked to ESG transmitted by the company during the holding period. When relevant, the VDD may be performed by external consultants.ESG VENDOR DUE DILIGENCES 232, RUE DE RIVOLI 75001 PARISwww.paipartners.comPRI SIGNATORY: YES (2010)PAI PARTNERS ESG DUE DILIGENCES DURING THE INVESTMENT PROCESS ESG SUPPORT TO PORTFOLIO COMPANIESQUALITATIVE DESCRIPTION OF THE ESG STRATEGYCLIMATE The ESG team systematically performs ESG-specific due diligences on all potential investments, from the very beginning of the investment process. The result is presented to the Investment Commitee through an ESG memo. The analysis is done hand-in-hand with the investment team, and external consultants when relevant. Once the investment has been made, PAI Partners conducts an ESG audit and draws up a targeted ESG action plan with the help of external consultants. PAI Partners uses two tools to implement and monitor the ESG strategy. First, it makes customised recommendations, a set of priority measures to be implemented by portfolio companies according to their level of ESG implementation and risk exposure. In addition, companies complete a detailed annual ESG questionnaire (154 indicators), to assess progress over time, to identify ESG key issues as they arise, and to submit new recommendations. Since 2011, PAI has met portfolio company’s sustainability managers in person at least twice a year, at the PAI Sustainability Club. The 14th was organized in June 2018. PAI Partners conducts ESG portfolio reviews since 2011. Since 2014, PAI Partners publishes an ESG annual review with the support of a dedicated ESG team: in 2018, the review Impact was published with a focus on cyber-security and diversity. Since 2017, PAI Partners organizes once a year an «ESG Lab» during the Investor Days, in order to discuss and share views with its investors on responsible investment.ESG TEAM Contact: cornelia.gomez@paipartners.comContact: thomas.carlier@paipartners.comPhone: +33 (0)1 43 16 63 00Cornelia GOMEZHead of ESG & Sustainability. Thomas CARLIER ESG Analyst.© PHOTOS : DR PAI Partners is one of the 5 founders of “Initiative Carbone 2020” launched in November 2015. Every year PAI Partners assess the carbon footprint of all its participations, taking into account direct and indirect emissions (scope 1,2 and 3)AREAS OF EXPERTISE LBO ASSETS UNDER MANAGEMENT€12,3BnREAD THE REPORT 2018 Next >