M&A in Focus: Incorporating ESG Factors into M&A Analysis
Date:
Tuesday, 18 May 2021
Location:
On-Demand
Duration:
60 minutes
Exacerbated by political unknowns and turmoil caused by the continued global pandemic, the consideration and inclusion of ESG factors in M&A analysis is increasingly important. While there isn’t a clear cut, universal methodology for ESG data analysis within the M&A context, the integration of such metrics and information is vital when considering the impact they may have on potential opportunities and company valuations.
Speakers will explore:
Key ESG and climate risk factors that can impact M&A, private market investments, and public offering readiness
Methods for integrating analytics into M&A decision-making
How firms are considering ESG along the deal lifecycle
Lawrence ChoyDirector, Corporates Segment, S&P Global Market Intelligence
Lawrence Choy is a Director with the Corporates segment at S&P Global Market Intelligence. In his role, he focuses on the strategic and product direction of the Consumer & Retail segment. Full Bio
Lawrence Choy is a Director with the Corporates segment at S&P Global Market Intelligence. In his role, he focuses on the strategic and product direction of the Consumer & Retail segment. In addition, he oversees the Corporate Development and Corporate Finance personas across the firm.
Previously, he worked extensively in the Investment Banking product segment as a product manager focused on building value-added enhancements for the global Investment Banking user base.
Lawrence holds dual Bachelor of Science degrees in Corporate Finance and Human Resources from the University at Buffalo. Minimize
Speakers
S&P Global Contributor
Evan GreenfieldChief Operating Officer, ESG, S&P Global
Evan G. Greenfield is Chief Operating Officer, ESG at S&P Global where he oversees ESG Research, Operations, Technology & Strategy across the Firm. Full Bio
Evan G. Greenfield is Chief Operating Officer, ESG at S&P Global where he oversees ESG Research, Operations, Technology & Strategy across the Firm. Evan previously led ESG investments and acquisitions at S&P Global which culminated in the acquisition of SAM. Evan has two decades of experience working in the financial services vertical with significant time focused on ESG investing in the alternative markets.
Prior to joining S&P Global, Evan helped build and oversee the ESG and Impact Investing Platform for Deutsche Bank’s Asset and Wealth Management vertical. Previously he spent over a decade as a private equity investor in the States, Europe and Asia.
Evan has an MBA from the Harvard Business School and a BA in Economics from Duke University, where he graduated Summa Cum Laude. Minimize
S&P Global Contributor
Sonia KimManaging Director, Global Head of Product, S&P Global Sustainable1
Sonia Kim is the Global Head of Product in S&P Global’s Sustainable1 organization. Full Bio
Sonia Kim is the Global Head of Product in S&P Global’s Sustainable1 organization. She is responsible for enterprise-wide ESG product initiatives including the development of new data and analytics delivered on key delivery platforms, integration of S&P Global’s ESG assets and capabilities across divisions, and working with third party partners to enhance client facing channels with ESG intelligence. In her previous role, she served as the head of Credit Risk Solutions’ RatingsDirect business, the flagship platform delivering S&P Global Ratings’ credit ratings and research.
Prior to joining S&P Global, Sonia led product development and commercial management of the Fitch Solutions product suite and led Product Strategy and Development for various business and product lines and participated in Strategy, M&A and international expansion efforts at Moody’s. She began her career as a financial analyst at a publicly traded healthcare solutions firm.
Sonia graduated from Barnard College with a degree in Economics and received her M.B.A. from NYU Stern School of Business in International Finance, Marketing, and Organizational Management.
Neema VahebDirector, Capital Markets & Accounting Advisory Services - ESG, PwC US
Neema is a Director in the PwC Deals practice with over 13 years of experience providing accounting and financial reporting, environmental, social, governance (ESG), and sustainability advice. Full Bio
Neema is a Director in the PwC Deals practice with over 13 years of experience providing accounting and financial reporting, environmental, social, governance (ESG), and sustainability advice. Neema leads the PwC ESG in Deals team that supports clients that are pursuing capital markets transactions (Acquisitions, Divestitures, and IPO Readiness). Neema provides clients with strategic advice in buy/sell-side due diligence on target's ESG risks and opportunities, sustainability practices, AROs and Environmental Liability accounting practices, health and safety metrics, and disclosures that can impact business performance and deal value.
Neema has advised numerous fortune 500 public companies and supports domestic and global clients across many industry sectors (including the industrial products, manufacturing, chemicals, metals, mining, energy, automotive, private equity, real estate, and pharmaceuticals) by reviewing processes, systems, controls, potential risks and exposures, and management's key assumptions in clients' and potential targets’ accounting for asset retirement and environmental obligations and broader ESG risks.
Neema leads environmental specialist support to financial audit teams including the planning, implementation and documentation of tailored audit procedures (client environmental reserves, and asset retirement obligation portfolios have ranged from $1 million to $1 billion). Neema has recently advised several Fortune 100 companies in determining the appropriate accounting for their environmental liability reserves and AROs for their proposed spin-offs and divestitures.
Neema has authored several thought leadership pieces including, “Evaluating environmental liabilities and their impacts on future earnings,” “Considering an IPO? Have you thought about Sustainability Disclosures,” “Factoring Sustainability into IPO Planning,” and “Capitalizing on a Climate of Change.”
Prior to joining PwC, at the Financial Accounting Standards Board (FASB), Neema assisted in the research, development, revisions and drafting of various accounting standards under U.S. Generally Accepted Accounting Principles.
Neema is a Certified Public Accountant (New York). He graduated with honors from the University of Connecticut with a Masters of Science in Accounting and a Bachelors of Science in Business. Minimize
S&P Global Contributor
Amy Liane WestManaging Director, Global Head of Sustainable Finance & Corporate Transitions, TD Securities
Amy West is Managing Director and Global Head of the TD Securities Sustainable Finance & Corporate Transitions team. In her role, Amy works with corporate and institutional clients across Global Banking & Markets to provide Environmental, Social, and Governance advisory services and solutions. Full Bio
Amy West is Managing Director and Global Head of the TD Securities Sustainable Finance & Corporate Transitions team. In her role, Amy works with corporate and institutional clients across Global Banking & Markets to provide Environmental, Social, and Governance advisory services and solutions.
Amy has led TD's Sustainable Finance efforts since 2015 and co-chairs TD's Sustainable Finance hub within the ESG Centre of Expertise. Amy currently holds a seat on the ICMA Climate Transition Finance and Sustainability-Linked Bonds working groups, as well as the Canadian Standards Association (CSA) Transition Finance technical committee.
Prior to joining TD in 2013, Amy worked at HSBC and RBS in investment banking and debt capital markets. Minimize
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