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YFM invests in Integrum ESG to fund growth plans

YFM Equity Partners invested £3m of growth capital into Integrum ESG, a SaaS platform that provides investors with actionable ESG data and analytics.
Date
September 2024
Type
Fundraising
Our role
Sell side
Sector
B2B SaaS

About the companies

Integrum ESG

Integrum ESG provides clear and actionable ESG data and analytics for investors. Their platform offers tools like real-time alerts, customisable scoring, and intuitive reporting to help asset managers and financial institutions navigate ESG risks and opportunities. A standout feature of their approach is the 'glass-box' transparency, providing users with direct access to company-disclosed data for deeper insights into ESG scores.

YFM Equity Partners

YFM Equity Partners (YFM) is an independent private equity company with over £730 million in assets under management. This includes venture capital trusts and private equity funds. They have been investing in small businesses since 1982 and typically invest £2-15m in: Growth Capital opportunities - helping commercially proven businesses scale up; and Buyout Capital opportunities - facilitating management buyouts and equity release situations.

Our role

We acted on behalf of Integrum ESG to prepare for its funding round with YFM. This involved a deep dive into the company’s historical financial performance to calculate robust SaaS KPIs and create a detailed financial plan to support the investment case. We also ensured that the Integrum ESG finance team was fully equipped to maintain and update our bespoke solution for ongoing board reporting.

Read the full media release here
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