Catching the wave

The role of the CFO has never been more challenging – with increasing demands and expectations layered on top of their core role as ‘guardian of the numbers’. These challenges are heightened in a private equity (PE) context, with responsibility for planning and leading the exit process typically falling to the CFO.

So what should portfolio company CFOs be doing to ensure that they are in a position to maximize exit value and successfully ‘catch the wave’ of anticipated PE exits?

To answer this question, we conducted over 200 one-to-one interviews throughout 2024 with CFOs and CEOs of PE portfolio companies, as well operating partners and deal team members from both large-cap houses and mid-cap investors around the globe.

We highlight our key findings and insights in this report.

If you’re interested in understanding our Exit Value Maximization proposition or CFO Advisory services more broadly, please contact your Deloitte relationship lead or the partners below.