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Catching the wave of private equity value creation

The role of the private equity portfolio CFO in maximizing value on exit

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 private equity 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—especially as they focus on executing an effective value creation plan to drive private equity value creation?

To answer this question, we conducted more than 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.

Catching the wave

Download the report

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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.

To learn more about our Deloitte Private Equity practice and our suite of services, use the interactive map below:

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Get in touch

Guy Langford
Partner,
Deloitte & Touche LLP
glangford@deloitte.com
+1 212 436 3020

Emma Cox
Global Private Equity Leader,
Deloitte United Kingdom
ejcox@deloitte.co.uk
+44 (0)20 7007 0635

Chris Donovan
UK Head of Portfolio Company Services
and UK PE Exits Lead, 
Deloitte United Kingdom
cdonovan@deloitte.co.uk
+44 (0)20 7007 7561

Ian Whitefoot
Partner,
Deloitte Ireland
iawhitefoot@deloitte.ie
+3 531 417 2901 

Victoria Bovaird
Private Equity Business Leader,
Deloitte Canada
vbovaird@deloitte.ca
+1 416 601 5764

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