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Jurisdiction(s):
United Kingdom
United Kingdom
Key definition
Private equity definition What does Private equity mean? Private equity describes investment by professional funds in unlisted (unquoted) companies to obtain minority or controlling stakes, financing growth, management buy-outs/ins, recapitalisations or turnarounds, often alongside acquisition debt. The shares acquired are not admitted to trading on a stock exchange, so are less marketable and less liquid than public (quoted) equity. The term is not defined in legislation or case law; it is a market description used consistently across England & Wales, Scotland, Northern Ireland and Ireland. Transactions are privately negotiated and typically documented through investment and shareholders’ agreements, amended articles, preference shares or loan notes, management incentive arrangements (such as...
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Implementing the UN PRI in Private Equity: Legal and contractual mechanisms for ESG integration across due diligence, investment agreements, ownership, reporting and exits
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LexisNexis Financial Services expert
Practice notes
This Practice Note addresses the United Nations-supported Principles for Responsible Investment and considers sector guidance and recommended practical actions for private equity houses to embed environmental, social and governance (ESG) considerations within private equity vehicles and their portfolio businesses.
Overview of tools and resources
Numerous industry and sector-focused organisations (including development finance institutions (DFIs) and non-governmental organisations (NGOs)) provide publicly available tools and resources to assist private equity firms with integrating ESG factors into their investment decisions and operations.
The principal bodies and their tools and resources include:
- Principles for Responsible Investment (PRI): Supplies guides and case studies on ESG integration. (Resource/tool: PRI Data Portal)
- Sustainability Accounting Standards Board (SASB): Provides sector-specific ESG standards for financial materiality. (Resource/tool: SASB Materiality Finder)
- Global reporting Initiative (GRI): Sets out a framework for sustainability reporting aligned to global ESG factors. (Resource/tool: GRI Standards)
- Task Force on Climate-related Financial Disclosures (TCFD): Offers guidance on managing climate risks and opportunities in investments. (Resource/tool: TCFD recommendations and scenario analysis)
- Global ESG Benchmark for Real Assets (GRESB): Specialises in ESG benchmarking and reporting tools for real assets, including private equity. (Resource/tool:)...
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Web page updated on 21/05/2026
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