Pursuant to Article 10(1) of the EU Regulation (EU) 2019/2088 on sustainability‐related disclosures in the financial services sector (“SFDR”) this document describes the environmental characteristic promoted by the Fund (as defined below) and the methodologies that are used to assess, measure and monitor the characteristic.

(a) Summary

Through Webster Equity Partners, L.P. ’s (“Webster”) activities, Webster Equity Partners VI, L.P. (the
Fund”) considers a broad range of social characteristics that may have a material impact on the
risk/return characteristics of its investments. This includes the following characteristics of (i)
expanded access to healthcare and (ii) enhanced patient experience. Ongoing monitoring of access
to healthcare is undertaken using indicators including market/geographic coverage, volume of
beneficiaries, facilities under management, provider census, volume of trials conducted and scale of
investments in critical infrastructure. Likewise indicators for patient experience and outcomes
include patient survey results, In patient/ER visit reduction per population and company specific
metrics. Additionally, Webster occasionally champions related areas, such as boosting provider
satisfaction and lowering per capita healthcare expenditures.

A proprietary responsible investment policy (“Responsible Investment Policy”) is applied to all Fund
investments as a part of a standard due diligence process and sets out the steps to be taken on any
investment during its acquisition and ownership by the Fund so relevant ESG factors impacting each
investment are properly addressed. Webster makes reasonable efforts to obtain all the information
required prior to investing into a proposed investee.

The Responsible Investment Policy applies both pre-investment and on an ongoing basis. Ongoing
engagement involves gathering numeric data and, in addition, qualitative responses from portfolio
companies to contextualize the numeric data provided. The investment teams may from time to time
engage directly with companies to seek further information, to address concerns and/or to drive
improvements in a timely manner with respect to social and governance practices. Webster
prioritises an experienced, active, and engaged board of directors with the skill to properly oversee,
directly manage, and encourage, protocols to promote a culture of integrity, accountability, and
transparency, and a legal structure that provides for adequate governance, including
internal/external audit functions and the appropriate checks and balances to prevent conflicts of
interest and to prevent corruption and bribery. Webster promotes the adoption of codes of conduct,
whistleblower policies, and other policies and procedures that promote ethical behavior.

Webster generally seeks to acquire middle-market companies in the North American healthcare sector
with what it believes is the potential to achieve strong EBITDA growth. Webster integrates the
Responsible Investment Policy into the investment strategy to ensure that investment decisions are
based on multiple factors, including ESG considerations. Please note, however, that while Webster
acknowledges ESG risks, the Fund’s focus is on generating strong risk-adjusted returns. Thus, the Fund
may maintain investments despite ESG risks if deemed appropriate; the Fund believes that divestment
may not always yield desired results and that market recognition of improvement is essential.

Data to monitor the characteristics promoted by the Fund is sourced through a combination of preinvestment due-diligence and ongoing monitoring, which involves gathering both numeric data and
qualitative responses from portfolio companies (and prospective portfolio companies) to
contextualize the numeric data provided. Webster continuously seeks to improve data and disclosure
provision in relation to the Fund, by regularly reviewing the performance and application of the
Responsible Investment Policy. The data sourcing process under the Responsible Investment Policy is,
however, subject to various limitations and dependent on external parties sharing timely and
accurate information. Webster often collaborates with potential investee companies, aiming to verify
the accuracy of the provided information and requesting supporting documentation when necessary
for validation.

The Fund does not commit to making sustainable investments as per the definitions provided in Article
2(17) of Regulation (EU) 2019/2088 or as per the definitions provided under the EU Taxonomy
Regulation (EU) 2020/852. No index has been designated as a reference benchmark to meet the
characteristics promoted by the Fund. Owing to the approach enshrined in the Responsible Investment
Policy, it is expected that certain of the investments made by the Fund will meet the social
characteristics promoted by the Fund. However, the Fund has not set a minimum proportion of its
investments which will be used to meet the promoted social characteristics of the Fund and there is
no guarantee that Webster will be able to implement the proposed asset allocation.

(b) No Sustainable Investment Objective

This financial product promotes environmental or social characteristics but does not have as its
objective sustainable investment.

(c) Environmental or social characteristics of the financial product

Webster applies its Responsible Investment Policy to all Fund investments. The Responsible
Investment Policy sets out the steps to be taken on any investment during its acquisition and
ownership by the Fund so relevant ESG factors impacting each investment are properly
addressed. The Fund is committed to evolving in line with emerging best practices, reviewing the
Responsible Investment Policy on a regular basis and updating it as necessary.

Webster’s Responsible Investment Policy ensures that investment decisions are made based on
multiple factors, including social considerations. However, the Fund prioritizes primary risk and
return factors in line with the fiduciary duties of Webster Equity Partners VI GP, LLC, (the
General Partner”). Social factors are integrated into the process when selecting, holding, and/or
monitoring investments. While Webster acknowledges social and/or environmental risks, the
Fund’s focus is on generating strong risk-adjusted returns. Thus, the Fund may maintain
investments despite environmental and/or social risks if deemed appropriate; the Fund believes
that divestment may not always yield desired results and that market recognition of
improvement is essential.

In the implementation of the Responsible Investment Policy, Webster considers a broad range of
social characteristics that may have a material impact on the risk/return characteristics of its
investments. Material topics are an ever-evolving concern involving many dynamic variables,
including industry, geography, asset class, and investment horizon. Although it is not possible to
enumerate every aspect across all current and future Fund investments, the below is a nonexhaustive summary of the types of social characteristics that are generally most significant, and
that may be incorporated into Webster’s diligence and/or monitoring processes or stewardship
activities, as applicable:

  • Access to health products and services, including opportunities to reduce per capita healthcare costs
  • Patient experience and outcomes
  • Improved provider satisfaction
  • Safety and quality of services, therapies, and drugs
  • Clinical trial practices
  • Employee recruitment, development, and retention
  • Sound management structures
  • Positive employee relations
  • Business ethics policies and procedures, e.g., anti-corruption and diversity and inclusion
    (D&I)
  • Accurate reporting processes and tax compliance procedure
  • Workforce health & safety and well-being

Through Webster’s stewardship activities, the Fund aims to promote the following social
characteristics: expanded access to healthcare and enhanced patient experience. Additionally,
Webster occasionally champions related areas, such as boosting provider satisfaction and
lowering per capita healthcare expenditures. This customized thematic approach to ESG
integration within the Fund is tailored to both the specific healthcare sector in question and the
specific control and investment capital structure of the company.

(d) Investment strategy

Webster generally seeks to acquire middle-market companies in the North American healthcare
sector with what it believes is the potential to achieve strong EBITDA growth. The Fund’s full
investment strategy is set out in the PPM and this short description serves only as a summary of
that strategy. In the event of a conflict between this description and the full description found in
the PPM, the full description in the PPM shall prevail (including with respect to any qualifications
therein and subject to the terms of the limited partnership agreement in respect of the Fund).

Webster integrates the Responsible Investment Policy into the investment strategy to ensure that
investment decisions are based on multiple factors, including ESG considerations. Please note,
however, that while Webster acknowledges ESG risks, the Fund’s focus is on generating strong riskadjusted returns. Thus, the Fund may maintain investments despite ESG risks if deemed
appropriate; the Fund believes that divestment may not always yield desired results and that
market recognition of improvement is essential.

(e) Proportion of investments

Owing to the approach enshrined in the Responsible Investment Policy, it is expected that certain
of the investments made by the Fund will meet the social characteristics promoted by the Fund.
However, the Fund has not set a minimum proportion of its investments which will be used to
meet the promoted social characteristics of the Fund and there is no guarantee that Webster will
be able to implement the proposed asset allocation.

(f) Monitoring of environmental or social characteristics

Webster is committed to ongoing monitoring, which involves gathering numeric data and, in
addition, qualitative responses from portfolio companies to contextualize the numeric data
provided.

Certain of the sustainability indicators which will be used to measure the attainment of the
characteristics promoted by the Fund are listed below.

Promoted CharacteristicIndicator
1. Access to Healthcare• Market / geographic coverage, including shortage
areas
• Volume of beneficiaries
• Facilities under management
• Provider census
• Volume of trials conducted
• $ investments in critical infrastructure
2. Patient Experience and
Outcomes
• Patient survey results (with, e.g., satisfaction
categories)
• In patient / ER visit reduction per population
• Company-specific clinical and operational metrics

Such sustainability indicators may be individually tailored to both the specific healthcare sector in
question and each investment strategy, as appropriate.

(g) Methodologies for environmental or social characteristics

The Responsible Investment Policy is applied to all potential investments considered by the Fund.
This includes obligations to seek to avoid investment in, or activities related to, businesses that
pose significant and irreversible harm to the environment or human health (e.g., extractives,
alcohol, tobacco, and firearms). In particular, the Fund will only invest in companies that exhibit
good governance practices (considering any further initiatives to be implemented). The
Responsible Investment Policy may be updated from time to time but will always be applied in a
standardized, consistent manner

(h) Data sources and processing

Data sources and processing to monitor the characteristics promoted by the Fund are sourced
through a combination of pre-investment due-diligence and ongoing monitoring, which involves
gathering both numeric data and qualitative responses from portfolio companies (and prospective
portfolio companies) to contextualize the numeric data provided.

It should be noted that the healthcare sector has inherent complexities, including how different
portfolio companies may generate some but not all of the characteristics above, and how it is not
always possible to delineate between social characteristics achieved by certain portfolio
companies as opposed to external factors, including other healthcare services and socioenvironmental factors.

The Fund expects actual information to be provided by the portfolio companies (and prospective
portfolio companies) where requested and makes reasonable efforts to obtain all the information
required (noting that it is possible that not all relevant information will be available for all investments and proposed investments). Webster will take reasonable measures to drive accuracy
of data provided and to validate any supporting information provided by a portfolio company or
prospective portfolio company.

Data requested is subject to data availability and data quality, which may evolve and improve over
time. Where data is not available, Webster relies on reasonable assumptions, estimations and/or
proxies.

(i) Limitations to methodologies and data

Webster continuously seeks to improve data and disclosure provision in relation to the Fund, by
regularly reviewing the performance and application of the Responsible Investment Policy. The
proprietary design of the Responsible Investment Policy offers Webster the continued opportunity
to review and address where feasible limitations to methodologies and data.

Webster seeks to manage continued compliance from the investee companies and acknowledges
the dependencies between it and investee companies regarding regular access to accurate
information and data.

Webster expects that some common limitations seen in the healthcare sector will impact the data
quality and information access during each transaction’s term. Such limitations include but are not
limited to data lags, such as delays to investee company’s access to actual data from source
providers.

The data sourcing process under the Responsible Investment Policy is dependent on external
parties sharing timely and accurate information. To facilitate data collection, Webster often
collaborates with potential investee companies, aiming to verify the accuracy of the provided
information and requesting supporting documentation when necessary for validation.

(j) Due diligence

The Responsible Investment Policy is applied to all transactions as a part of a standard due
diligence process. The Responsible Investment Policy may undergo occasional updates, while its
application remains consistently standardized. Webster makes reasonable efforts to obtain all the
information required prior to investing into a proposed investee (noting that it is possible that not
all relevant information is always available for all proposed investments).

(k) Engagement policies

Webster’s Responsible Investment Policy is applied to all Fund investments. This details the steps
to be taken both during acquisition of an investment and on an ongoing basis during the period
of ownership by the Fund to ensure that the relevant environmental and social factors impacting
each investment are properly addressed. The Fund is committed to evolving in line with
emerging best practices, reviewing the Responsible Investment Policy on a regular basis and
updating it as necessary. Ongoing monitoring involves gathering numeric data and, in addition,
qualitative responses from portfolio companies to contextualize the numeric data provided.

In addition to its engagement with an investment’s social characteristics, Webster believes that a
governance assessment is an ongoing rather than a point in time assessment, and the investment teams may from time to time engage directly with companies to seek further information, to
address concerns and/or to drive improvements in a timely manner with respect to governance
practices that the Fund may identify. Webster also supports its portfolio companies at various
stages of their life cycles to implement good governance practices spanning from board
governance to internal controls. Specifically, it prioritises an experienced, active, and engaged
board of directors with the skill to properly oversee, directly manage, and encourage, protocols to
promote a culture of integrity, accountability, and transparency, and a legal structure that provides
for adequate governance, including internal/external audit functions and the appropriate checks
and balances to prevent conflicts of interest and to prevent corruption and bribery. Webster
promotes the adoption of codes of conduct, whistleblower policies, and other policies and
procedures that promote ethical behavior.

In particular, Webster seeks to assess whether a target portfolio company has sound management
structures, positive employee relations (e.g., D&I), business ethics policies and procedures (e.g.
anti-corruption), accurate reporting processes and tax compliance, and effective risk management
and compliance.

(l) Designated reference benchmark

No index has been designated as a reference benchmark to meet the characteristics promoted by
the Fund.