Executive Education

FOR PE AND
VC-BACKED CFOS

Focused insights for finance leaders operating under private equity and venture capital ownership. Navigate board dynamics, sponsor expectations, value creation plans, and the unique pressures of institutional capital.

80 Articles
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Sponsor Relations

Managing PE board dynamics, reporting cadence, and investor alignment

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Value Creation

100-day plans, EBITDA improvement levers, and exit readiness frameworks

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Capital Structure

Leverage management, covenant compliance, and debt capacity modeling

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Operating Rhythm

Monthly reporting, rolling forecasts, and the cadence institutional capital demands

Knowledge Archive

Exclusive insights for the PE & VC path

M&A Integration Through the CFO Lens: Turning a Deal into One Company

Executive Summary M&A integration is where the value promised in a deal is either realized or quietly lost.…

Financial Due Diligence in M&A: A CFO's Framework for Real Value

Executive Summary Financial due diligence in M&A is rarely about catching fraud. It is about separating durable value…

Exit Waterfalls and Liquidation Preferences: Who Gets Paid, When, and How Much?

Executive Summary A liquidation preference decides who gets paid first when a company exits, and how much they…

Pushdown Accounting, Fresh Start Rules, and Purchase Price Allocation: A CFO's Field Guide to Post-Deal Reporting

Executive Summary Deal teams often treat pushdown accounting as a footnote in deal documentation. Deal teams bury it…

Deal Structuring Finance: Tools That Close M&A Gaps

Executive Summary Deal structuring finance rarely gets the boardroom’s attention. Yet it often determines whether the deal survives…

Working Capital in M&A: The Hidden Risks CFOs Cannot Afford to Miss

Executive Summary Working capital is often treated as a routine measure of operational efficiency. It is the line…

Valuation Multiples: What EBITDA, Revenue, and Comparable Transactions Really Tell a CFO

Executive Summary Valuation multiples are the language buyers and sellers use to translate a business into a single…

What Is an Escrow Account in M&A? A CFO's Guide

Executive Summary What is an escrow account? The answer decides whether a deal closes cleanly. It can also…

Earnouts in M&A: Structuring Contingent Consideration to Avoid Litigation

Executive Summary An earnout is one of the most useful instruments for bridging a valuation gap in mergers…

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CFO Masterclass: PE & VC Strategies

22 deep-dive sessions applying systems thinking to the unique challenges of institutional ownership.

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The System CFO Series

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