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Environmental, Social and

Corporate Governance Policy

At Aptean, our mission is to solve tomorrow’s unique challenges today with unrivaled, purpose-built software and superior customer experiences from people who care. Our industry-specific solutions, designed to maximize business value and process efficiency, are at the heart of our customers’ operations. In order to build and retain the trust and confidence our customers place in us, we must adhere to the highest standards of integrity, professionalism, discretion and confidentiality. Environmental, social and corporate governance (ESG) considerations are essential to creating value for our customers, partners and employees and must be part of our sustainable, long-term strategy. We are committed to ESG management and best practices.

Through our years of experience, we have determined that the essential areas for our ESG focus include data privacy and protection, ethics and compliance, anti-bribery and corruption, customer and employee relations, diversity and inclusion, and community engagement. Our software development philosophy champions iteration and improvement so that we can continue to meet the needs of specific industries. We will regularly revisit and update our ESG policy to ensure that it evolves with changes in industry demands and regulations. 


At Aptean, we offer ESG understanding and accountability throughout the company. Our team is responsible for managing and instilling the guiding principles of our ESG policy across our organization. In addition, Aptean is actively involved in identifying and mitigating potential ESG risks within the company. Our compliance team provides oversight and ensures that employees at Aptean receive training on and adhere to our ESG policy. Additionally, we ensure ESG measures are maintained through regular, documented meetings with Aptean leadership, as well as with the Board of Directors during quarterly meetings.

Investment Process

We incorporate ESG analysis into our annual investment planning process and in our day-to-day operations so that we can limit risks and position our company for sustainable growth and success. We implement our ESG policy and best practices across each business we acquire as well.

Guiding Principles

  • Wellness and Safety: Ensure proper labor and working conditions to safeguard the health and safety of Aptean employees.

  • Inclusivity: Always be fair, transparent and nondiscriminatory in our work practices.

  • Trust and Responsibility: Promote honesty, integrity, fairness and respect in all of our business practices.

  • Privacy and Cybersecurity: Protect the privacy of confidential consumer and corporate information through our own operations and those of Aptean portfolio companies.

  • Transparency: Provide stakeholders with clear, transparent information regarding ESG risks.

  • Protecting Our Planet: Ensure and continuously improve the environmental responsibility and energy efficiency of our firm and our portfolio companies.

  • Community Empowerment: Promote the development of our communities and use our position as a community leader to provide charitable contributions with a focus on job training and opportunity, access to education, supporting the arts and culture, and protecting our health and environment.