Close
Let's Talk
Close

Let's Talk.

Looking for our offices? View locations.

Knowledge  |  03/17/2021  |  By Junaid Samnani, Sanjay Purohit, and Nick Leopard

The Private Equity Guide To CFO-Led Transformation

PE-Backed CFOs: The Architects of Enterprise Transformation

By Junaid Samnani, Co-Head of Transformation, Sanjay Purohit, Co-Head of Transformation, and Nick Leopard, CEO & Founder


Business buzzwords have evolved through the decade. Ten years ago, it was “disruption”. Five years prior “innovation” was all the rage. Now, it’s “transformation”.

However, buzzwords are more than just marketing speak; they point to a shared marketplace perspective on how to best create value and improve EBITDA. Specific to the current perspective, organizations had been focused on transformational initiatives even prior to COVID. Far from disrupting that focus, the pandemic has us doubling down on it.

The report that follows outlines why and how CFOs must be the central architects of any PE-backed enterprise-wide transformation effort. In doing so, it examines the reasons that transformation is best led by the CFO, and the three hats CFOs must wear in order to be effective, transformational stewards and change agents.

It also identifies enterprise targets for transformation, offering CFOs a checklist of the potential value creation programs through which transformation can be achieved (and the sub-levers they may pull within each program to best achieve it). Finally, the report that follows provides CFOs with a transformation cheat-sheet via an illustrative example of potential/expected ROI from various function-specific initiatives within a sample organization.

Download the full report.

About The Authors

Junaid Samnani
Junaid Samnani
Co-Head of Transformation

Junaid is a Managing Director with nearly two decades of experience in numerous consulting leadership roles. His specific expertise includes performance improvement, technology transformation, merger integration, and divestitures. Over the course of his career, Junaid has led engagements for public and private organizations and has serviced more than 30 private equity firms.   Read more

Sanjay Purohit
Sanjay Purohit
Co-Head of Transformation

Sanjay is a Managing Director and Co-Head of Accordion’s Transformation Practice. He has nearly two decades of experience leading transformation and performance improvement projects – both as an interim CEO and in restructuring advisory roles – in various sectors such as retail, manufacturing, auto ancillary, logistics, and technology.  Read more

Nick Leopard
Nick Leopard
CEO & Founder

Nick Leopard is the CEO & Founder of Accordion, the private equity-focused financial consulting and technology firm. Founded in 2009, Accordion serves more than 200 of the world’s premier private equity firms and their portfolio companies – providing operational prowess and an execution-oriented approach to maximize value.  Read more