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LBO France (2023)
| Signing Date | 02 Mar 2020 |
| Region of Headquarters: | Europe |
| Current EPFI Reporting Year/Period: | 2023 |
| Institutional Reporting: | Link to Report |
Please read the important notes and disclaimer for further information on ‘EPFI Reporting’, compliance and publication on the EP website.
Further information on this EPFI may be obtained through the Institutional Reporting hyperlink.
Project Finance Advisory Services
Total number mandated in the reporting period: 0
Project Finance Transactions
Total number that reached Financial Close in the reporting period: 0
Project-related Refinance & Project-related Acquisition For Project Finance
This information is required under EP4. EP4 applies for those transactions mandated after 1 October 2020 and that have reached Financial Close by the end of the period being reported.
Project-Related Corporate Loans
Total number that reached Financial Close in the reporting period: 1
| Equator Principles Category | A1 | B2 | C3 |
|---|---|---|---|
| Sector | |||
| Mining | |||
| Infrastructure | 1 | ||
| Oil & Gas | |||
| Power | |||
| Others | |||
| Region | |||
| Americas | |||
| Europe, Middle East & Africa | 1 | ||
| Asia Pacific | |||
| Country Designation | |||
| Designated Country 4 | 1 | ||
| Non Designated Country | |||
| Both | |||
| Independent Review | |||
| Yes | |||
| No | 1 | ||
| Totals | 1 | ||
1
Category A – Projects with potential significant adverse environmental and social risks and/or impacts that are diverse, irreversible or unprecedented.
2
Category B – Projects with potential limited adverse environmental and social risks and/or impacts that are few in number, generally site-specific, largely reversible and readily addressed through mitigation measures.
3
Category C – Projects with minimal or no adverse environmental and social risks and/or impacts.
4
Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment.
Project-related Refinance & Project-related Acquisition For Project-related Corporate Loans
This information is required under EP4. EP4 applies for those transactions mandated after 1 October 2020 and that have reached Financial Close by the end of the period being reported.
Project Name Reporting For Project-related Corporate Loans (And Project-related Refinance & Project-related Acquisition For Project-related Corporate Loans)
| No. | Project Name | Sector | Project Location(s) | Year of Financial Close |
|---|---|---|---|---|
| 1 | EnergeaVITA | Infrastructure | Italy | 2022 |
Implementation of the Equator Principles
- At LBO France, EnergeaVITA’s Investment manager is the primary person responsible for the enforcement of Equator Principles, notably the reviewing and classification of projects.
- Operational implementation:
- The EP Guidance for loan documentation is applied to all transaction debt agreements.
- Review process: Monitoring and reporting requirements set for each transaction are designed in compliance with national environmental and social laws and regulations. Note that all transactions occur in Designated countries, as all transactions support assets only operating in the EU for the time being, focusing on renewable energy and energy efficiency improvements.
- Incorporation of the Equator Principles in its credit and risk management policies and procedures:
- EnergeaVITA’s internal review processes include compliance with Equator Principles.