Business Sustainability Strategies

Our
Beliefs

We are more than the leading independent private equity fund manager in the Iberian market.

We firmly believe that sustainability generates value. This belief gives us the freedom to explore value-creating levers linked to ESG factors that have the potential to transform the company in each of our investments.

This multiplicative effect is the result of pooling external and internal efforts, giving each of our investees a unique reality.

RESPONSIBLE INVESTMENT POLICY

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Integration
of ESG
factors

We have a proprietary methodology according to which we integrate ESG into our investment process.

This methodology is no accident: it is based on the profound belief that our unique way of investing contributes to generating lasting wealth for Society.

We have therefore carefully selected SDGs 8, 9 and 16, because of the contribution we make to preserving and generating quality employment, to building a sustainable industry, and we create strong governance in all the companies in which we invest, without exception.

1 MATCH

2 GROWTH

3 EXIT

SOURCING

ACQUIRE

OPTIMIZE

BOOST

EXIT

Promoting
sustainable
business
practices

Once we invest in a company, we support it in creating ESG strategies that provide a competitive advantage and act as an engine for growth.

This support is real: we provide our investees with our knowledge as consultants as well as external experts who systematically identify risks and design opportunities so that they can be implemented in a sustainable manner. mitigate negative impacts, and to amplify positive contributions to the environment, people, and other stakeholders of each of the companies.

All of this is supported by a rigorous process of measuring KPIs so that our investees can understand and act on improvement plans.

STUDY CASE 1

STUDY CASE 2

Founded in 2006 by a group of professionals with extensive experience in the field of sports management, BPXport is an operator of concessional sports centers that manages 20 sports centers and 25 sports management services contracts in Guipúzcoa, Vizcaya, Navarra, Cantabria, Madrid, Valladolid, Valencia and Granada. Sustainability value creation

BPXport has a strong social benefit by providing sports management solutions that enable better well-being and health for its customers.
The company is aligned with SDG 3.
Since the entry of Sherpa Capital, policies and procedures have been established to promote ESG aspects (EMAS, ISO 9001, ISO 14001, 45001 certifications, among others).

Founded in 1998 and headquartered in Archena (Murcia), Omega Spice is a reference company in the spice sector with a clear international vocation. The company is a benchmark in product and raw material quality, audited and accredited with the strictest food safety and innocuousness certificates and with its own laboratory dedicated to the analysis and validation of its production. Sustainability value creation

Omega Spice considers product quality and customer welfare to be the material issues in sustainability. Highlights:
Certifications that ensure customer confidence in the quality and safety of the products.
Responsible sourcing practices, with strict requirements for suppliers.
The company is aligned with SDG 9.
Since the entry of Sherpa Capital, policies and procedures have been established to promote ESG aspects: Corporate Social Responsibility Policy, code of conduct and ethical sourcing practices, quality and food safety policy, workplace harassment prevention protocol, occupational risk assessment, among others.

SFDR
Compliance

Sherpa Capital is subject to compliance with the Disclosure Regulation (REGULATION (EU) 2019/2088 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 27 November 2019 on disclosure of information concerning sustainability in the financial services sector). The attached provisions enable us to comply with this regulation:

adverse sustainability events

Remuneration POLICY

sustainability risk integration policy

Transparency with our
investors

We are proud that our investors are following our sustainability progress step by step.

This transparency goes beyond our commitment as a signatory to ONE PRI – of which we have been a signatory since 2018 – as it establishes a bond of trust and alignment with our investors, for whom we have to deploy our fiduciary work responsibly.

Comité ESG

Alfredo Bru

Managing Partner

Begoña Aguilera

Head of Investor Relations & ESG

Fernando Aguado

Operating Partner

Jesús Méndez

CFO Portfolio Companies

Jose María de Retana

Investment Director

Alfredo Bru

Founding Partner, CEO

“Sustainability is a clear investment trend for most investors, given the European Union’s climate targets. This offers us attractive investment opportunities as well as transformational strategies in our investees in which we are confident we can generate a multiplier effect, with financial and societal transformational impact.”

Begoña Aguilera

Director of Investor Relations and ESG.

“We remain committed to advancing a solid sustainability strategy, which allows us to be aligned with our investors. Action, based on commitment and transparency and supported by rigorous measurement, provides us with the perfect foundation to generate positive results.”