CFO Survey

Finance excellence in private equity: building value through people, technology and exit readiness

Finance excellence in private equity: building value through people, technology and exit readiness
  • Publication
  • 29 Jan 2026

In an era where operational excellence defines exit value, CFOs of private equity-backed companies face mounting pressure to deliver strategic insight and demonstrable value creation. PwC’s CFO Survey reveals what separates high performers from those at risk of falling behind.

Drawing on insights from several PE houses and more than 200 portfolio company CFOs across the Netherlands and Europe, our survey identifies three critical foundations for finance excellence:

  1. Building scalable talent capabilities;
  2. Leveraging AI and technology for predictive insight;
  3. Embedding value creation early to shape a compelling exit story.

The findings show that finance functions must evolve beyond traditional reporting to become strategic partners in value creation, powered by integrated data, the right workforce capabilities, and forward-looking performance management.

The primary opportunities identified by portfolio companies include optimising and standardising processes, integrating IT infrastructure, as well as standardising management and external reporting practices, and enhancing data accuracy. Nevertheless, technology in isolation is insufficient. It is essential that the workforce possesses the necessary skills to convert these opportunities into measurable progress aligned with investor expectations. Developing finance capabilities early on enhances the function’s capacity to collaborate effectively with investors, drive performance, and position the organisation for a successful exit.

At PwC, we support clients across the deal lifecycle with expertise in finance transformation, integration and exit readiness. Our pragmatic, hands-on approach helps CFOs strengthen decision-making, build investor confidence and unlock sustainable value through finance excellence tailored to your size, complexity and investment thesis. 

Discover the full report

How PwC can support

We can help CFOs take control where it matters, strengthen strategic decision making and unlock value through finance excellence that is appropriate for the size, complexity and investment thesis ambition. Creating value and sustained growth is challenging, but the right support will help Finance teams.

Our team brings:

  • Expertise in finance transformation, integration and separation (carve-out).
  • Tools and accelerators that support change through finance excellence and value creation (incl. working capital optimisation).
  • Deep understanding and experience with private equity clients and portfolio companies.
  • A pragmatic, hands on approach with proven ability to deliver insights quickly.

Contact us

Danny Siemes

Danny Siemes

Senior Director, PwC Netherlands

Tel: +31 (0)63 024 57 11

Mark Zwinkels

Mark Zwinkels

Senior Manager, PwC Netherlands

Tel: +31 (0)68 314 11 30

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