Portfolio Room Podcast

In this episode, we engage with Reinder Hartholt, an experienced Chief Financial Officer with a sector-agnostic background. We delve into his perspective on how  to become the Private Equity CFP. Additionally, we explore several key topics:Difference between a CFO in a private company and the portfolio companyChallenges do you commonly encounter when managing finances in a private equity-backed company,3 key, most important qualities of a Private Equity CFOHow to get into the Private Equity world if you never worked in a portfolio company

In this episode, we engage Stéphane Cordesse, an experienced Chief Financial Officer from the advertising and media industry. We delve into his perspective on the decline of the advertising industry. Additionally, we explore several key topics:Reasons behind the demand for advertising investmentsHow the role of private equity differs in shaping the advertising strategies of media companies compared to other sectorsStrategies employed to optimize working capital and cash flow in the context of advertising business operationsTrends in media advertising that are attracting private equity attention

In this episode, we engage Paolo Vanoni, an experienced Chief Financial Officer who worked within the Alto Partner Equity, Charterhouse Capital and Intesa. We delve into his perspective on the demand for the fintech and cybersecurity industry. Additionally, we explore several key topics:Key cybersecurity trends that private equity investors considerScalability and Growth potential of cybersecurity businesses in their portfolioKey performance indicators (KPIs) are particularly critical for measuring the financial health and success of a cybersecurity businessFinancial risk management in a cybersecurity business

In this episode, we engage Adriaan Visser (worked within the portfolios of Quadrum Capital, KKR and CVC), an experienced Chief Financial Officer from the construction industry. We delve into his perspective on the decline of the construction industry. Additionally, we explore several key topics:Reasons behind the decline of construction investmentsSpecific trends or technological advancements are driving private equity interest in the construction sectorConstruction services or the production of building materials Impact of economic cycles on private equity investments in construction

In this episode, we engage Bart Horemans, an experienced Chief Financial Officer from the consumer goods industry. We delve into his perspective on the demand for the consumer goods industry. Additionally, we explore several key topics: -Economic recession: how badly the demand for luxury goods products will be affected-The current economic environment impacts consumer goods carve-outs-What is the best approach for the consumer goods brands to reduce costs? Keep the stores, or make it omnichannel?

In this episode, we engage Andre Van Zijdveld, an experienced Private Equity Chief Financial Officer with a track record in leading financial software companies for Velocity, Gimv, Sequoia, Battery Ventures, and Fortino Capital. We delve into his perspective on the consistent demand for the software industry. Additionally, we explore several key topics:Emerging patterns in private equity investments in softwareThe impact of inflation on the IT services sectorPrimary regulatory challenges faced by software companies presentlySoftware as a resilient investment option

In this episode, we ask Juergen Heilmann, Former Operating Partner at Investcorp tells us about his experience of cooperating with CFOs of PE portfolio companies in addressing talent and workforce obstacles. Some things we'll cover in this episode:Key CFO challenges The CFO currently faces How the Private Equity House can be a partnerSpecific skill set for the portfolio CFOsTalent management concernsPredictions for the private equity market in the next year

In this episode, we ask Gijsbert De Zoeten, ex CFO in TDR backed company, about what his experience was like working in a Listed Company to moving to a Portfolio backed company. Also, we are going to discuss:Main differences in working in a listed company and in a PE backed companyInteraction between a PE house and a CFO3 most important things to start in the first 100 days once you are being owned by a Private Equity houseTalent issuesHow to prepare the company for an exit in times of an economic recession