Details

Served as a strategic advisor to a global private equity firm focused on investing in wellness, hospitality, and sustainability-forward brands. The work centered on integrating ESG frameworks across a diverse portfolio—ensuring alignment with emerging disclosure standards, enhancing long-term valuation, and preserving brand authenticity during growth or acquisition.

This required navigating between high-level financial metrics and deeply embedded brand values—bridging operational data with narrative integrity.

• Integrate ESG performance frameworks across portfolio companies

• Align sustainability reporting with international investor expectations

• Preserve and amplify brand values related to purpose, wellness, and regeneration

• Identify material ESG risks and opportunities at both asset and portfolio levels

• Contribute to internal and external reporting narratives to enhance transparency and market differentiation

• Designed and implemented ESG reporting structures tailored to wellness and hospitality brands

• Supported portfolio-wide adoption of materiality assessments and sustainability KPIs

• Worked with leadership across multiple companies to build ESG literacy and accountability

• Integrated sustainability performance data into financial reporting cycles and investor briefings

• Advised on certification alignment and narrative coherence across growing brand assets

• Created clear, executive-facing communications to align partners and stakeholders

• ESG reporting successfully adopted across all portfolio brands

• Strengthened investor confidence and valuation by clarifying purpose-aligned performance

• Improved brand cohesion through consistent sustainability narratives and practices

• Positioned the firm as an early leader in sustainable finance within hospitality and wellness sectors