ESG & Impact Advisory


30 Years of Private Equity & Investment Advisory Services Covering the Full Investment Lifecycle

Stax partners with clients to operationalize the integration of material ESG factors and impact goals, enabling investors and management teams to make more strategic, informed decisions. Our solutions are designed to identify, measure, and mitigate ESG risk as well as to create value for stakeholders throughout the investment lifecycle.   

What We Do

  • ESG Due Diligence

    • Identify business-specific material ESG risks given industry, size, and geographic footprint. 
    • Conduct comprehensive assessment of ESG risk factors and produce actionable recommendations to manage and mitigate ESG risks. 
  • ESG Value Creation

    • Benchmark ESG performance and highlight areas of opportunity to realize value by improving ESG performance gaps. 
    • ESG risk and opportunity strategy embedded in 100-day plan. 
    • Ongoing monitoring of ESG KPIs and regular reporting of top ESG issues and priorities. 
  • ESG Sell-Side Assessments

    • Identify business-specific material ESG risks and associated KPIs; benchmark ESG performance relative to industry best practices. 
    • Prepare ESG reporting to communicate ESG business case and streamline buy-side ESG due diligence.
  • Impact Strategy & Advisory

    • Strategic advisory and framework design to integrate and assess sustainability objectives across the investment lifecycle.

Recent Insights

ESG Trends to Watch: Stax’s Top 10 for 2024
By Anuj A. Shah 12 Jan, 2024
Stax Managing Director and ESG practice leader, Anuj A. Shah, shares the top 10 ESG trends to be to watch for 2024. Click to read more.
Building a Sustainable Future: ESG Risk in the Industrials Industry
By Anuj A. Shah & Joel Slater 03 Nov, 2023
Stax has identified multiple ESG risks the industrials industry faces, each with far-reaching implications for businesses and their stakeholders. Click here to learn more.
Shaping Sustainable Events: ESG Risk in the Events Ecosystem
By Anuj A. Shah & Carole Boletti 03 Nov, 2023
In the events ecosystem, Stax has identified numerous ESG risks that have come to the forefront, each with the potential to reshape the industry. Learn more here.
Robust Growth in Outdoor Recreation Market: Factors Driving Expansion and Enthusiast Appeal
By Dhruv Yadav 03 Nov, 2023
The Outdoor Recreation market has shown resilience in the harshest of economic climates. Learn why by reading Stax Senior Manager Dhruv Yadav’s latest article.
ESG Challenges in the Business Services Industry
By Anuj A. Shah & Tyler Veit 26 Oct, 2023
The business services industry consists of a diverse range of professional solutions and unique ESG challenges. Learn more about Stax and our expanded ESG offering.
Addressing ESG Challenges in the Consumer Industry
By Anuj A. Shah & Anantha Natalegawa 16 Oct, 2023
Stax has pinpointed numerous material ESG risks inherent to the Consumer industry that form the core of our ESG due diligence framework. Click here to learn more.
Managing ESG Risk in Healthcare
By Anuj A. Shah & Rob Larson 12 Oct, 2023
Within the healthcare industry, Stax has identified numerous pivotal ESG risks that may play a key role in the future landscape of the industry. Learn more here.
Navigating ESG Risk in the Software and Technology Sector
By Anuj A. Shah & Athul Ravunniarath 03 Oct, 2023
In the software and technology sector, Stax has identified a number of significant ESG risks investors need to consider during diligence. Click to learn more.
U.S. Treasury Releases Net-Zero Principles: A Roadmap to a Sustainable Financial Future
By Anuj A. Shah 27 Sep, 2023
Anuj A. Shah, Stax ESG & Impact Advisory practice leader, comments on the recent publication by the U.S. Department of the Treasury: the Principles for Net-Zero Financing & Investment. Click to read what Anuj has to say.
A Recap: The Current and Rapidly Evolving ESG Landscape
20 Sep, 2023
Stax hosted colleagues from 30+ private equity firms and investment banks to discuss the current—and rapidly evolving—ESG landscape. Click to learn more.
ESG Trends to Watch: Stax’s Top 10 for 2024
By Anuj A. Shah 12 Jan, 2024
Stax Managing Director and ESG practice leader, Anuj A. Shah, shares the top 10 ESG trends to be to watch for 2024. Click to read more.
Building a Sustainable Future: ESG Risk in the Industrials Industry
By Anuj A. Shah & Joel Slater 03 Nov, 2023
Stax has identified multiple ESG risks the industrials industry faces, each with far-reaching implications for businesses and their stakeholders. Click here to learn more.
Shaping Sustainable Events: ESG Risk in the Events Ecosystem
By Anuj A. Shah & Carole Boletti 03 Nov, 2023
In the events ecosystem, Stax has identified numerous ESG risks that have come to the forefront, each with the potential to reshape the industry. Learn more here.
Robust Growth in Outdoor Recreation Market: Factors Driving Expansion and Enthusiast Appeal
By Dhruv Yadav 03 Nov, 2023
The Outdoor Recreation market has shown resilience in the harshest of economic climates. Learn why by reading Stax Senior Manager Dhruv Yadav’s latest article.
ESG Challenges in the Business Services Industry
By Anuj A. Shah & Tyler Veit 26 Oct, 2023
The business services industry consists of a diverse range of professional solutions and unique ESG challenges. Learn more about Stax and our expanded ESG offering.
Addressing ESG Challenges in the Consumer Industry
By Anuj A. Shah & Anantha Natalegawa 16 Oct, 2023
Stax has pinpointed numerous material ESG risks inherent to the Consumer industry that form the core of our ESG due diligence framework. Click here to learn more.
Managing ESG Risk in Healthcare
By Anuj A. Shah & Rob Larson 12 Oct, 2023
Within the healthcare industry, Stax has identified numerous pivotal ESG risks that may play a key role in the future landscape of the industry. Learn more here.
Navigating ESG Risk in the Software and Technology Sector
By Anuj A. Shah & Athul Ravunniarath 03 Oct, 2023
In the software and technology sector, Stax has identified a number of significant ESG risks investors need to consider during diligence. Click to learn more.
U.S. Treasury Releases Net-Zero Principles: A Roadmap to a Sustainable Financial Future
By Anuj A. Shah 27 Sep, 2023
Anuj A. Shah, Stax ESG & Impact Advisory practice leader, comments on the recent publication by the U.S. Department of the Treasury: the Principles for Net-Zero Financing & Investment. Click to read what Anuj has to say.
A Recap: The Current and Rapidly Evolving ESG Landscape
20 Sep, 2023
Stax hosted colleagues from 30+ private equity firms and investment banks to discuss the current—and rapidly evolving—ESG landscape. Click to learn more.

Global Practice Lead

Global Practice Lead

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