A PE Firm with real estate, agriculture, and industrial assets required a clear plan to meet the 2040 NetZero targets it set for its portfolio
The client also wanted to be ahead of the curve for potential future regulations for biodiversity
The client had decided to achieve 50% of its Net Zero deficit through nature investments but lacked knowledge of carbon and nature investment strategies
The client required a strategic advisor to drive a long-term nature investment program
Approach:
The Barton Partnership provided fractional advisory to the PE Firm’s Founder and executive team to implement the nature investment program.
Framed the goals and strategic questions; engaged subject matter experts to support specific research and analyses; provided oversight to the whole program
Evaluated the potential carbon impact of existing Scottish forestry assets to address the Net Zero gap. Provided recommendations to sell
Collaborated with an environmental consultancy to baseline the natural impact of the existing asset portfolio
Developed a framework for prioritising nature habitats according to carbon capture, biodiversity net gain, and financial potential
Identified and screened nature opportunities in the client’s key markets (e.g., UK, Italy, Nordics, Australia, Indonesia)
Outcome:
Provided clear recommendations to sell forestry assets and reinvest the capital to a global portfolio of carbon and nature assets
Provided a prioritised list of the highest financial and capital redeployment opportunities in key markets
Identified a UK nature asset as a pilot to initiate the reinvestment program
