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Mid-year Gut Check: What to Read, Review, and Rethink to Sharpen the Path Forward

Even the most fast-paced environments offer moments to step back and reset. For private equity–backed CFOs and Operating Partners, now is a smart time to zoom out, realign priorities, and sharpen the path to value creation.

Here’s one thing to read, one to review, and one to rethink — all curated to help leaders like you turn an inflection point into an opportunity for sharper execution.

One Thing to Read: The Strategic CFO — Driving Value Creation in PE

  • Are you still reporting the numbers — or driving the transformation behind them? In today’s PE-backed environment, the CFO’s role isn’t just evolving — it’s being redefined as a catalyst for accelerated value creation.
  • Strategic CFOs are expected to serve as “growth architects,” blending financial oversight with operational execution and digital acumen.
  • The article outlines five essential capabilities today’s CFOs must embrace — from performance forecasting to value realization.
    Read the article ›

One Thing to Review: Your IT Spend — and What It’s Really Delivering

  • Do you actually know what your IT spend is doing for your business — or just what it’s costing you? This case study shows how one PE-backed company uncovered $6.2M in savings by moving beyond surface-level oversight.
  • It highlights the importance of tracking usage, mapping value to spend, and creating accountability across business units.
  • This provides a powerful example of turning technology cost centers into value creation levers — quickly and sustainably.
    Read the case study ›

One Thing to Rethink: How You Govern Sourcing and Vendor Relationships

  • Are your vendors helping you scale — or quietly draining margin across your portfolio? Today’s top-performing firms treat sourcing as a strategic lever, not a back-office task.
  • PE Operating Partners are leaning into sourcing and vendor management to unlock margin and scale across portfolios.
  • The article outlines how smarter governance, supplier rationalization, and cross-portfolio insights can drive speed-to-value.
    Read the article ›

Whether you’re aligning for the next quarter or recalibrating your long-term strategy, these three reads will help you stay focused on what matters most. If you’re exploring where to prioritize next, we’re ready when you are.

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