For PE Deal Partners and Operating Partners

The PE Finance Talent Playbook

How to Build the Finance Team That Actually Delivers Your Investment Thesis

A 20-page practical guide to finance hiring across the PE deal lifecycle

Finance talent is one of the most underleveraged value creation levers in private equity. The right CFO accelerates your thesis. The wrong one costs you multiples and time you cannot get back.

This guide was written for PE deal partners and operating partners who are making finance hiring decisions across the hold period. It covers the full picture, from post-close through exit, with the kind of specificity that comes from having been inside these companies, not just reading about them.

What is Inside

  • The CFO archetype framework (Builder, Scaler, and Harvester) and how to match the right profile to your stage of investment
  • Why the Controller and FP&A Director determine whether your CFO can actually do their job
  • The five most expensive finance hiring mistakes in PE and how to avoid them
  • What to look for beyond the resume when evaluating finance candidates
  • How to time hiring decisions across the deal lifecycle
  • Compensation and retention strategies that keep finance talent through the exit

Written by Michael S. Hill, CPA, CVA. A decade of senior finance experience inside PE-backed companies, now recruiting exclusively in accounting and finance through Royal Search Group.

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