The Strategic CFO: Unlocking Value in Middle Market Private Equity Portfolio Companies
PE-backed CFOs are expected to do more than manage the books. This whitepaper shows how to align finance with the sponsor's value creation goals. It covers FP&A, cash flow, and liquidity, with real examples from mid-market CFOs.
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What's inside
Five sections on how finance leaders create value for their sponsors.
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The evolving role of the CFO in private equity
How the job has shifted from reporting to strategy.
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FP&A best practices for middle market portfolios
Rolling forecasts, scenario planning, targeted KPIs, and standard reporting.
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Cash flow and liquidity optimization
13-week forecasts, working capital, cost management, and capital structure.
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Case studies from mid-market CFOs
Three real examples of financial turnarounds and what drove them.
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Actionable insights
Five takeaways you can use with your sponsor.
What the case studies show
Who this is for
CFOs, controllers, and finance leaders at PE-backed mid-market companies. It's also useful for PE operating partners who work with portfolio finance teams.
Written by finance experts
Jose Fornell
Partner, Miami
Craig Harwerth
Partner, Houston
Ready to get the full picture?
Download The Strategic CFO and see how finance leaders create value in PE-backed companies.
