Some reflections from our Sync Executive Parters session at the Insight Partners CFO Summit in NYC — and why enterprise leadership has become the defining competency of today’s CFO. Enterprise leadership isn’t about functional excellence. It’s about aligning an entire organization around the investment thesis, the business model, and the execution path that creates value. In private equity, that alignment is the difference between acceleration and drag. And no executive carri

Most organizations look at culture as a set of values -- values are behavioral priorities. Partially necessary -- not even close to sufficient. It can be a useful part the puzzle. Clayton Christensen articulated a culture formula that is far more useful. Notice how this looks far different than a set of values: Priorities (vs behavioral priorities) > resources > processes (formal and informal/values) Here's a different way to think about culture: Priorities, resources, formal

Most plans don’t fail because the thesis is wrong—every thesis has flaws. They fail because the organization never fully aligns to execute against it and to offset those flaws with deliberate choices, resourcing, and cadence. Alignment is what turns imperfect strategy into compounding results. We don’t lose value in private equity because people lack effort. We lose it because smart teams do sensible things that don’t add up to the outcome investors actually bought. That’s no

In private equity, the CFO is no longer just the steward of capital — they are the architect of momentum. Today’s CFOs must scale through volatility, build infrastructure that keeps pace with ambition, and turn financial clarity into a competitive advantage. But the CFO who got the company here may not be the one who gets it to the next stage. Below are six imperatives that define high-impact CFOs in today’s investment landscape. 1. Adaptability & Scalability “The CFO you nee

PE CFOs Must Be Go-to-Market Champions The most effective PE CFOs are on the front lines of growth. They don’t simply monitor sales...

“The Misfire” — A Cautionary Tale of Executive Search Gone Wrong in 3 Acts (A summary of my recent conversations ) 🚩Act I: Search Starts...

This consolidated framework brings together the most common reasons executives fail in private equity-backed companies, drawing from over...