ESG Due Diligence Playbook

Ensure you’re asking the right questions during the ESG diligence process of a target company. Our built-in ESG due diligence playbook will help streamline your transaction workflow.

• Turn ESG into value, not just compliance
  Use this playbook to systematically assess environmental, social and governance factors—helping identify risks and opportunities that impact transaction value. dealroom.net+1
• Structured workflow for sustainable deals
  Assign owners, attach audit-grade evidence, and track each ESG request in one shared workspace—so your deal team stays aligned and prepared.
• Risk meets return
  Quantify issues like supply-chain exposure, carbon liabilities, or governance gaps, and link them directly to value adjustments before signing. KPMG Assets
• Seamless integration with diligence & execution
  Merge ESG findings into broader diligence and post-close plans by keeping everything in-platform—so nothing falls through the cracks.

Supplement your review with the Nonprofit Merger Due Diligence Checklist or prepare your board-level proposal using the Form of Bid Comparison Chart.