Are there any good how to books that I could give new CFOs/Controllers on how to be a PE backed CFO? Would be helpful to manage the transition for many finance leaders. If it doesn't exist I might write it myself.
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Based on the most helpful WSO content, there isn't a specific book explicitly titled "How to Be a PE-Backed CFO," but there are several resources and books that can help finance leaders transition into this role effectively. Here are some recommendations:
Books for PE-Backed CFOs:
Human Capital in Private Equity – Managing Your Most Important Asset
The Operating Partner in Private Equity (Volumes 1 & 2)
Private Equity – A Transactional Analysis by Chris Hale
Mastering Private Equity – Transformation via Venture Capital, Minority Investments & Buyouts by Claudia Zeisberger, Michael Prahl, Bowen White
Leveraged Buyouts – A Practical Guide to Investment Banking and Private Equity by Paul Pignataro
Additional Recommendations:
Practical Training:
For hands-on preparation, consider WSO's Private Equity Training or Private Equity Master Package, which include LBO modeling and PE deal processes. These can be invaluable for CFOs looking to understand the financial and operational nuances of PE-backed companies.
If you decide to write a book, focusing on topics like ERP implementation, compliance, FP&A, and working with portfolio companies (as highlighted in WSO discussions) would fill a significant gap in the market.
Sources: Books relevant for PE/VC Professionals, PE Horror Stories, Q&A: Private Equity Portfolio Company CFO
I haven’t found one, and I am taking the same approach (writing it myself).
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