In private equity–owned businesses, the CFO has become one of the most strategically important hires.
This is especially true in the lower–middle market, where finance maturity varies widely and value creation must start immediately.
The CFO’s Role in Value Creation
PE investors increasingly expect CFOs to drive:
- Real-time reporting & KPI infrastructure
- Data visibility to support operational decisions
- Cash and working capital optimization
- System upgrades and automation
- M&A readiness and integration discipline
A modern CFO must be equally comfortable in the boardroom, the ERP system, and on the shop floor.
The Challenge for Founders & CEOs
Many founder-led companies or early-stage PE assets haven’t yet built the finance infrastructure required for scale.
Hiring the wrong CFO results in:
- Delayed reporting
- Missed integration timelines
- Inaccurate forecasts
- Slower value creation
- The right CFO compresses timelines.
- The wrong one stretches them indefinitely.
How PeakPitch Helps
PeakPitch partners with CEOs, founders, and PE sponsors to define the exact CFO profile needed for the next phase of growth.
Our retained search approach ensures:
- A national candidate pipeline
- Cultural alignment with investors and leadership
- Deep vetting on systems, scaling experience, and operational capability
- A great CFO isn’t an expense—it’s an accelerant.
- And in the middle market, acceleration is everything.



