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In this episode of CFO 4.0, host Hannah Munro welcomes back Private Equity expert Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, for the next episode of The Private Equity CFO.
Together, they break down the key considerations for businesses looking to secure Private Equity investment, the challenges of the process, and how CFOs can prepare to maximize returns.

Key topics covered include:

• Is Private Equity the right option for your business?
• What makes a business ‘mature’ enough for Private Equity?
• Red flags that Private Equity investors watch out for
• Finding the right private equity house and corporate finance advisor:
• The Private Equity investment process: What to expect
• The CFO’s role in Private Equity investment

Links mentioned:

• Richard's Linkedin
• Learn more about Sullivan Street Partners

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this episode of CFO 4.0, Hannah Munro speaks with Stuart Mellis, CFO of Optalysis, about his journey to CFO, the challenges of scaling deep tech startups, and navigating fundraising, investor relations, and financial planning in an emerging market.

Key topics covered:

• Private equity vs venture capital – key differences in expectations and investment approaches
• Managing investor relationships – balancing trust, communication, and transparency
• Fundraising in deep tech – navigating challenges and pitching to the right investors
• Financial planning & budgeting – setting realistic growth targets in an emerging market
• Advice for new CFOs – the importance of coaching, board management, and asking the right questions

Links mentioned:

• Stuart's Linkedin
• Learn more about Optalysis

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

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In this third instalment of the Mastering M&A series, Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon and experienced CFO, to delve into the complexities of business disposals.

Key topics discussed:

• The difference between being sought out by a buyer vs proactively seeking a sale.
• Essential preparations for making your business attractive to potential acquirers
• The critical role of the CFO in managing the disposal process and overseeing data flow.
• The importance of establishing good buyer relationships
• Deal structures: earn-outs, share exchanges, and the implications for sellers.
• Warranties, indemnities, and legal considerations
• The cultural and operational implications of a sale for the management team and employees.

Links mentioned:

• Jeremy's Linkedin
• Learn more about Clarendon Executive Coaching and Mentoring

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!