Following Palatine’s appointment of Flotilla as its ESG data platform partner in September, we’re pleased to share that all Palatine portfolio companies are now fully onboarded onto the Flotilla platform.
This milestone ensures the portfolio is fully prepared for the reporting season, with consistent, high-quality ESG data collection already embedded across all businesses. By onboarding the full portfolio early, Palatine will be able to significantly streamline the reporting process, enabling faster, more efficient data flows and reducing the burden on individual portfolio companies.
Crucially, the Flotilla platform provides Palatine with real-time visibility into portfolio ESG performance and carbon emissions, aligned to annual reporting requirements. This gives the investment team earlier access to portfolio-wide insights, allowing them to shift focus sooner from data gathering to strategic decision-making, ultimately enabling more effective stewardship and value creation.
This achievement reflects Palatine’s long-standing commitment to embedding sustainability at the core of its investment strategy and ensuring ESG is consistently measured, managed and used to drive long-term value across its portfolio.
A shared commitment to sustainability and value creation
Palatine is a UK mid-market private equity firm renowned for its sustainable investment approach and its philosophy of positive equity, backing ambitious management teams to grow while delivering enhanced value through responsible business practices.
Founded in 2005 and headquartered in Manchester, with offices in London and Birmingham, Palatine invests across buyout, impact and growth credit strategies. The firm pioneered its industry-leading ESG framework over 15 years ago and was the first regional private equity firm to launch a dedicated Impact Fund, targeting businesses that deliver positive social and environmental outcomes alongside strong financial returns.
Earlier this year, Palatine closed its largest-ever fundraise with Buyout Fund V, raising £254 million, underpinned by a strong emphasis on sustainability and internal ESG capability.
Portfolio-wide ESG insight, in practice
As part of the partnership, Palatine is using Flotilla’s Portfolio Manager to monitor ESG performance consistently across its portfolio companies, providing greater transparency and actionable insight at fund level. Real-time tracking of ESG and carbon data enables Palatine to stay ahead of reporting requirements while gaining faster access to insights that inform investment strategy and active ownership.
Across the portfolio, companies are using Flotilla’s solutions in ways that reflect their specific sectors, maturity and sustainability ambitions. This includes:
Papilo: a total waste management and recycling solutions provider focused on sustainability and the circular economy, is using Flotilla’s Net Zero Solutions to set science-based decarbonisation targets, supporting their mission to help clients minimise waste, maximise resource efficiency and transform waste into strategic sustainability gains.
Cura Terrae: a leading UK environmental services group providing multidisciplinary solutions across land, air and water, from ecology and habitat restoration to environmental monitoring and compliance, is using Flotilla to support group-wide ESG measurement and reporting, strengthen responses to ESG requirements in RFPs, and enable more informed decision-making across the business.
Together, this approach allows Palatine to maintain consistency across the portfolio while enabling each business to follow a decarbonisation pathway that is practical, credible and commercially aligned.
Turning ESG ambition into measurable performance
With its own Science Based Targets initiative (SBTi) target in place, Palatine is actively supporting portfolio companies to take meaningful steps towards decarbonisation. Flotilla’s platform enables Palatine and its portfolio to move beyond static reporting, embedding sustainability into decision-making and value creation strategies.
Flotilla is already trusted by leading private equity investors looking to integrate ESG as a driver of growth, resilience and long-term returns. This partnership with Palatine reflects a shared belief that sustainability works best when it is data-led, consistent and fully embedded across the portfolio.
Commenting on the partnership, Caroline Linford, Responsible Business Director at Flotilla, said:
“We’re thrilled to partner with a firm like Palatine, whose market-leading ESG philosophy closely aligns with our own. By implementing our Portfolio Manager and core decarbonisation solutions across their portfolio, we’re enabling them to translate sustainability commitment into tangible performance and long-term value creation.”
Stephanie Wall, Senior Sustainability Director at Palatine, added:
“This partnership reinforces our commitment to responsible investing and leveraging the opportunities that ESG presents in delivering superior and sustainable returns. With Flotilla’s tech-led approach, we look forward to streamlining, standardising and enhancing the quality of our ESG metrics and reporting, supporting our portfolio to drive meaningful sustainable outcomes and progress.”
Looking ahead
Completing the onboarding of all Palatine portfolio companies marks a significant milestone and demonstrates what’s possible when sustainability is embedded consistently across a portfolio. With the right data, tools and insight in place, Palatine and its portfolio companies are well positioned to continue turning ESG ambition into measurable performance and long-term value creation.
Get in Touch
If you’re a private equity firm looking to gain clearer portfolio-level insight, strengthen ESG reporting and embed sustainability into value creation strategies, get in touch to see how Flotilla can support your journey.
To learn more about our partner, visit Palatine
