PE-backed CXOs play an integral role in identifying and executing the high-priority initiatives that ultimately optimize exit value.
Is Sales Operations Really Needed?
CEO’s ask this question consistently: ‘Can’t the CFO do the Sales Ops job?’ Sales Operations Leaders play a pivotal role in developing and maintaining an efficient…
Email Nurture Campaigns Keep Sales Funnels Full
Nurture versus nature: Overcome prospects’ reluctance one thoughtful email at a time.
Sample Due Diligence Checklist: Are You Data Room Ready?
Roughly half of all M&A deals that enter the formal due diligence process never reach a final transaction. Though numerous factors can kill a deal,…
Revitalizing a Struggling Finance Department En Route to Exit
“When I came in, I had a whole department that lacked confidence.”
Creating Bandwidth and Saving Cost by Switching to a Virtual IT Department
The switch to a virtual IT team is quickly becoming best practice in the minds of many PE-backed CFOs.
Your Data Is a Hairball: How to Untangle It With an Integrated Process Strategy
To gain visibility into the business and leverage investments a CFO needs to manage application sprawl with a thoughtful integration strategy.
Executing a Lead-to-Cash Project at a Highly-Acquisitive Tech Platform
It was a necessary resetting of the base that set the foundation for strong revenue growth.
Mastering the Pre-Diligence Phase of the Acquisition Process
M&A activity is executed in multiple phases. It is critical that the buy-side management team align with their sponsor on the objectives associated with each…
SURVEY: Nearly Half of PE-Backed CFOs Cite ‘Data Fragmentation’ as Top Challenge
Private equity-backed CFOs who lack an accurate fact base struggle to provide the deep management information required to drive top-quartile returns. Test edit. While establishing…