Articles

Selecting an interim CFO is a different exercise from selecting a permanent one — different criteria, different references, different screen. Here’s the framework we use to evaluate interim candidates against the operational reality of the next 90 days.

The CFO who stabilized the business after close may not be the one who can lead it through a buy-and-build, a refinancing, or preparation for exit. Here’s how sponsors can recognize when a portfolio company has outgrown its CFO and what the next hire needs to look like.

Most finance leaders assume the path to a PE CFO role starts with getting noticed. It doesn’t. It starts with knowing what sponsors are actually screening for. Here’s what placed CFOs say made the difference.