Considerations for CFOs when working with portfolio companies

MEDIA: 5 key considerations for CFOs when working with portfolio companies · Learn the reporting guidelines and deadlines · Understand the ...

Five priorities for private equity portfolio company CFOs - PwC

To play an active role in this growth strategy, portfolio company CFOs must continue to move beyond day-to-day financial affairs to data-driven ...

Six things every CFO should know about private equity - Charles Aris

A major tripwire for CFOs working in a PE portfolio for the first time is the challenge of understanding and navigating the reporting relationship with their ...

What Makes a Successful CFO in Private Equity? - Spencer Stuart

Several portfolio company CFOs we interviewed noted that leaner teams in PE-backed companies mean that CFOs must be able to work broadly across many different ...

The PE company CFO: Essentials for success

The idea of leading a private equity (PE) firm's portfolio company can seem attractive to many experienced CFOs. In some cases, the work may ...

What Makes an Ideal Private Equity CFO? - Egon Zehnder

In fact, the ideal portfolio company CFO combines a knowledge of “what good looks like” from having worked in a larger organization with the entrepreneurial ...

10 COMMANDMENTS FOR CFOS OF PRIVATE EQUITY-BACKED ...

10 COMMANDMENTS FOR CFOS OF PRIVATE EQUITY-BACKED COMPANIES · 1. REMEMBER: YOU'RE NOT THE CONTROLLER. · 2. UPGRADE YOUR TEAM. · 3. THE BOARD IS ...

Ideal Private Equity CFO: Expectations, Traits & Considerations

The CFO of a PE-backed portfolio company is critical to the success of that company. The role requires both strategic and operational ...

5 key considerations for CFOs when working with portfolio companies

Here are some ways CFOs who are new to private equity can shift from “feeling green” to “feeling great” with private equity owners.

9 Priorities For The First 100 Days: A PE Company CFO Playbook

Many PE firms have decided that this new performance mandate will require CFOs with more significant operational and value-creation chops. Indeed, according to ...

A 10-Step Playbook for New PE-Backed CFOs | CFO.com

Step 1: Check liquidity. PE portfolio companies don't carry excess cash by design. Quickly kick the tires on the company's 13-week cash flow ...

Supporting Private Equity portfolio company CFOs - KPMG LLP

Optimise working capital to release cash. • Consider all financing levers including factoring and treasury management. Running an efficient cost-effective ...

DACH Portfolio Company CFO Perspectives on Collaborating with ...

Our interviews explored differences in collaboration when working in PE-backed companies, listed companies, and family-owned companies. CFOs ...

How PE CFOs create value through all five stages of the investment ...

At this stage, finance teams must be focused on maximizing EBITDA and improving working capital to create and substantiate the story that maximizes ROI on exit.

Top 8 Things CFOs Need to Know Before a PE Acquisition

Ongoing reporting: Even after that initial transition period, portfolio companies have a variety of ongoing activities and reports to account ...

Why CFOs Are the Most Coveted Leaders in Private Equity Today

Within portfolio companies, elected CFOs take a more granular approach. These PE-backed executives—who, like private equity CEOs, more often than not ...

How PE Firm CFOs Can Make the Case for Modernizing Finance

CFOs may need to address talent issues before proceeding with possible IT projects. Like many businesses, some PE firms have implemented ...

For Portfolio Companies: Does Your CFO Do This? - Thrive Resources

What a Private Equity-backed CFO Should Look Like · P&L Size Experience · Exceptional Technical Skills · Prior CFO Experience · Industry Expertise ...

How CFOs (Chief Financial Officers) Can Handle Investments

A core part of their responsibility in handling your company's investment approach is solid financial risk management. Their expertise and ...

Unveiling the Benefits of Working with a Portfolio CFO - LinkedIn

Portfolio CFOs bring a fresh perspective to the table, offering strategic insights informed by their exposure to diverse business environments.