The topic of ESG – Environmental Social Governance – is becoming increasingly important for the society, investors, and regulators. We promote out of conviction social and environmental initiatives among our portfolio companies, thereby creating trust, values and a competitive advantage. Together for sustainable and successful entrepreneurship.
Responsible Investment Strategy
Beyond Capital Partners considers sustainability risks and value creation potential at every step of the investment process, from the selection of potential companies, due diligence and investment decision-making to all activities within the holding period and potential divestiture of one of our portfolio companies.
An essential part of our personal and professional understanding and values of doing good business and generating valuable returns is to participate in the sustainable development of our environment, our society and economy. In particular, but not conclusively, the following areas are close to our hearts:
To act in accordance with our values, we committed ourselves to adopt and implement the UN-supported principles for responsible investing (PRI) and to promote the following SDGs (UN Sustainable Development Goals) by advising and supporting our portfolio companies on initiatives and measures, that positively contribute to the following goals:
Our three Beyond Capital Partners’ team members – Helena Hausen, Bianca Bertsch und Lena Bürger – are part of the non-profit organization Level 20. In addition, we support the initiative at senior management level. Christoph D. Kauter, CEO and founder of Beyond Capital Partners, acts as mentor. Beyond Capital Partners supports as sponsor Level 20’s mission to encourage greater female representation across the private equity industry with the goal of having 20% of senior positions in the industry held by women and with a particular focus on increasing the number of women in investment roles. Level 20 was founded in the UK in 2015 and currently has more than 4,000 members worldwide. In 2018, the initiative was also launched in Germany and has already gained more than 100 members.
What are the cornerstones of our ESG Risk Management?
Beyond Capital Partners recognizes the importance of identifying, assessing and managing material sustainability risks as an integral part of its business. Our formal investment strategy (Responsible Investment Strategy) outlines how sustainability aspects are embedded in all decision-making processes along the investment cycle and at Beyond Capital Partners’ corporate level as part of our “ESG along the Investment Cycle” program – particularly with regard to environmental, social and governance issues. These guidelines apply to all affiliated companies.
Beyond Capital Partners takes numerous sustainability aspects into account before and after the acquisition. These include corporate governance, resilience to climate change and initiatives to mitigate the effects of climate change, carbon emissions, biodiversity, resource efficiency, health and safety, education and training of relevant stakeholders, social engagement, labor and employment practices, etc.
ESG and sustainability risks and value drivers are taken into account at all stages of the investment process for each individual investment opportunity. In addition to clear exclusion criteria, which narrow down the selection of potential investment objects in the first step, the investment team is obliged to carry out an ESG due diligence review together with an external provider. Furthermore, an ESG profile is created on the basis of an internal, digital ESG questionnaire created by Beyond Capital Partners, which queries the company’s sector-specific, material ESG risks and value drivers.
The results of the internal and external ESG risk analysis are a key component of the decision-making basis for the Investment Committee’s review of the investment project.
The aim is to ensure the greatest possible transparency of potential risks and value creation potential in the area of sustainability and to initiate appropriate measures to minimize risks as early as possible. Serious concerns regarding ESG principles and/or issues in areas that are considered unethical or not in line with acceptable ESG practices – if these cannot be remedied or are unlikely to be remedied – will result in termination of the investment process.
External ESG due diligence (by third-party providers) is a mandatory part of every investment project. Furthermore, a Beyond Capital Partners internal, digital ESG questionnaire is mandatory in the run-up to each transaction. Both are included as an ESG risk and value driver profile in the document for the relevant investment committee meeting and are used, among other analyses, for decision- making purposes.
The Sustainable Finance Disclosure Regulation (“SFDR”) requires Beyond Capital Partners to make a “comply or explain” determination as to whether the principal adverse impacts (“PAI”) of its investment decisions on sustainability factors are considered in accordance with a specific rule described in the SFDR. Beyond Capital Partners has chosen not to comply with this regulation at company level in accordance with Art. 4, both generally and in relation to the Beyond Capital Partners Funds I and II.
Beyond Capital Partners has carefully considered the requirements of the PAI regime in Article 4 of the SFDR and in the draft regulatory technical standards published in April 2020 (the “PAI regime”). Beyond Capital Partners supports the policy objectives of the PAI regime to improve transparency for clients, investors and the market and how financial market participants integrate consideration of the negative impact of investment decisions on sustainability factors. However, for the portfolio companies of Funds I and II, the available data is not sufficient in quality and scope to fully comply with the reporting requirements of the PAI regime.
Notwithstanding Beyond Capital Partners’ decision not to comply with the PAI requirement for Funds I and II, Beyond Capital Partners has established and implemented a variety of ESG-related initiatives and policies as part of its overall commitment to ESG, as summarized above. For the avoidance of doubt, none of the information is intended to create the impression that Beyond Capital Partners complies with the PAI requirements for Fund I and II.
For Beyond Capital Partners Fund III, Beyond Capital Partners has decided to comply with the PAI and as part of this decision has prepared PAI reporting in accordance with the requirements of the SFDR Art. 8.
Beyond Capital Partners (along with its subsidiaries and controlled affiliates) has established a remuneration policy (the “Policy”) applicable to all Beyond Capital Partners entities. The Policy is developed, approved, implemented, and monitored by the Managing Partners. The Policy applies to all employees of Beyond Capital Partners, save for limited exceptions.
The Policy has been developed with the aim of supporting Beyond Capital Partners’ business strategy, corporate values, and long‐term interests, including by facilitating the identification, assessment and management of sustainability risks when determining individual remuneration packages. The key principles of the Policy include fostering appropriate risk culture (including with respect to the management of actual and potential conflicts of interest) and compliance with applicable law and regulation.
The performance management and rewards framework envisioned by the Policy has been designed to promote effective risk management, including in particular by:
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Beyond Capital Partners GmbH
Skyper – 35th Floor
Taunusanlage 1
60329 Frankfurt am Main
EUR 10-15 Mio.
Turnover
20 %
EBITDA
25
Employees
ECD International Holding GmbH was founded by Alexander Osterwald and Jörn Pfotenhauer in Stuttgart in 2004 and is a multidisciplinary and international full-service agency with proven expertise in the premium and luxury segment. ECD International has been established for 20 years and offers a wide range of international first-class services such as brand management, live marketing, communication, creative work, guest relations and CRM programs aiming at a demanding client base. The company offers groundbreaking “money can’t buy formats” for the world’s top brands based on their methodology called Emotional Relationship Marketing (ERM).
Together with the founders and managing directors of ECD International, Beyond Capital Partners will implement a targeted organic growth strategy with selective acquisitions and thus position the agency as the first point of contact for high-end brand events in the long term.
Headquarters
Stuttgart
Transaction
Buy-Out, succession solution
Industry
Agency
Business Model
Agency for Experiential Marketing
Add-ons
ReachCon GmbH
Fund Generation
Beyond Capital Partners Fund III
Software Distribution
The Ank Group is the leading medical supply store group in Rhineland-Palatinate with a focus on medical supply and rehabilitation technology solutions for its customers.
E-Commerce
Optometry and Acoustics
Lighting Technology
IT / Software (B2B)
IT Security
Lifestyle & Entertainment
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EUR 5-15 Mio.
Turnover
>30 %
EBITDA
50
Employees
Holger Grelck Forstbaumschulen is one of the leading German forest nurseries for the cultivation of premium forest seedlings and grows many millions of seedlings annually on more than 100 hectares, on which a wide range of tree species, including sweet chestnut, oak, spruce, service tree and Douglas fir, are nursed. The forest tree nursery has been supplying municipalities, states as well as other nurseries and private forest owners since 1938 and has grown continuously in recent years. Our location in Halstenbek is the largest forest tree nursery region in Germany and is considered the “cradle of the forest” due to the fertile soil and optimal microclimatic conditions.
Forest tree nurseries are an important subgroup of tree nurseries and operate around 12% of Germany’s total tree nursery area. Overall, forest nurseries play a central role in the fight against climate change, as they are an integral part of the reforestation of German forests. At the same time, they enable companies to become more sustainable and achieve climate targets. Demand for seedlings for forestry plants has risen accordingly. The German forest relieves the atmosphere of 62 million tons of CO2 every year.
The aim is to further accelerate the impressive growth of Holger Grelck Forstbaumschulen together with Beyond Capital Partners and to continue its expansion through selective acquisitions.
Headquarters
Halstenbek
Transaction
Buy-Out, succession solution
Industry
Forestry
Business Model
Forest Nursery
Fund Generation
Beyond Capital Partners Fund III
Software Distribution
The Ank Group is the leading medical supply store group in Rhineland-Palatinate with a focus on medical supply and rehabilitation technology solutions for its customers.
E-Commerce
Optometry and Acoustics
Lighting Technology
IT / Software (B2B)
IT Security
Lifestyle & Entertainment
We Stand for Trust, Passion and Integrity
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