Case Studies

Delivering ESG Due Diligence Inside a Live Deal Timetable

Eight-workstream due diligence inside a live deal timetable, delivered in three weeks.

8 workstreams

IFC Category C ESG due diligence, mapped to SFDR PAI indicators

3 weeks

from mandate to delivered assessment

60–70 stores

in the Croatian optical retail chain acquired

Overview

Sustineri Partners advised MidEuropa on its acquisition of a Croatian optical retail chain of approximately 60 to 70 stores: an eight-workstream IFC Category C ESG due diligence assessment mapped to SFDR PAI indicators, delivered in three weeks.

Approach

The report covered a dual-materiality assessment against SFDR PAI indicators and the VSME Basic Module, RAG-rated findings across the fund’s five ESG priority areas, a 100-day action plan, and an executive summary written for the investment committee rather than for the file.

Impact

The firm is contracted for Phase 1 of the implementation with the target company, taking it from baseline towards Fund VI reporting readiness. The relationship now spans the private equity ESG lifecycle: fund-level requirements, acquisition due diligence, and post-investment implementation across portfolio companies, with consistent IFC and SFDR alignment.

Sector
Private equity and funds
Client type
Investor
Framework
SFDR
Geography
Croatia