Our guide to help private equity sponsors and portfolio company CFOs get on the same page about how to drive value creation and exit readiness.
Private equity sponsors and portfolio company CFOs are not on the same page.
In fact, 74% of PE sponsors say their CFOs aren’t meeting expectations—primarily due to a misalignment on how value creation should be approached. Sponsors are pushing for greater strategic involvement, while many CFOs remain anchored elsewhere.
Accordion’s 2025 survey report highlights gaps in three key areas:
- Fundamentals: To drive real value, CFOs need to double down on the fundamentals—even if you’re nailing predictive analytics or sophisticated forecasting, it’s not enough if you’re losing revenue due to elongated close cycles or inefficient core processes.
- Equity performance: CFOs need to shift their mindset around multiple arbitrage: instead of relying on macroeconomic tailwinds, they need to focus on creating value through company-specific levers—financial, organizational, operational, and digital.
- Getting exit ready: No one knows when deal making will pick up. So CFOs need to adopt an always-on exit readiness posture, positioning their company for accelerated sales processes by demonstrating both immediate value creation and a compelling roadmap for future growth.
Download our 2025 survey report to:
- Learn strategies to align CFOs’ and sponsors’ objectives for optimal value creation
- See what steps enhance exit readiness amidst market uncertainties
- Best practices for CFOs to meet and exceed sponsor expectations