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Private equity and the finance function

Quality of earnings, buy-and-build, carve-outs and the hold period - what each one demands of the numbers, and of the team producing them.

Finance Value Score by AIS

A PE-backed finance function is measured by the deal, not by the statutory calendar. Quality of earnings tests whether your numbers survive someone else's reconstruction of them. Buy-and-build turns consolidation into the binding constraint the month the second acquisition lands. A carve-out can leave a group with no finance stack of its own at all. And the hold period sets a clock under all of it.

This series takes each of those from the CFO's side of the table: what a sponsor actually needs in the first 100 days, what a diligence team reconstructs and how fast, and what exit readiness demands long before a process starts.

In this series

What a Carve-Out Does to a Finance Function - and How to Stand One Up for Day One →
A carved-out entity rarely has a finance function of its own: it has a share of someone else's, and a ticking TSA to prove it.
Exit Readiness: What It Demands of a Finance Function →
A successful exit is decided years before the process opens - by whether the finance function can evidence its numbers at entity level, without a rebuild.
PE-Backed CFO First 100 Days: What the Finance Function Actually Needs From You →
From reading the investment thesis to being honest with the sponsor about the gap between the reporting they want and the function they bought.

See where you stand

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