White Paper

Playbook for Decarbonizing Portfolio Companies by Cloverly and Optera

Private equity (PE) firms are increasingly recognizing the importance of environmental sustainability for their portfolio companies. Whether it’s regulatory pressures, investor demands, or the pursuit of cost savings and tax credits, the benefits of decarbonization and climate action are substantial. This private equity playbook is a collaborative effort by Optera and Cloverly that draws from successful engagement programs. Learn how to set your portfolio companies up for long-term success in their sustainability programs.

  • Key highlights include:
  • Why it matters
  • Key concepts and terms
  • How to make the business case
  • Setting up & managing a program
  • Neutralizing emissions and beyond
  • Best practices and tips for PE firms