212. Mastering M&A: The Art of Being Acquired with Jeremy Earnshaw

Send us your thoughtsIn this episode of CFO 4.0 – The PE CFO Series, Hannah Munro is joined once again by Richard Sanders, Founder and Managing Partner at Sullivan Street Partners. Together, they dive into “The Good, The Bad, and The Ugly” of private equity—an honest conversation unpacking what it’s really like behind the boardroom doors of a PE-backed business.With a wealth of experience across corporate, startup and PE environments, Richard shares practical insights on how CFOs can protect their teams, influence direction, and stay focused on long-term value—even in short-term funding cycles.In this episode, they explore:The shift in relationships and leadership behaviours post-PE investmentWhat to retain (and what to adopt) when transitioning into a PE environmentThe evolving role of the CFO and how it differs from a Finance DirectorWhy month-end speed matters—and how it changes company mindsetBalancing investor expectations with long-term business thinkingThe signs of disengagement from your PE house—and how to respondLinks mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Neil Lynchehaun, Head of Transformation and Delivery at itas, takes you through a practical, experience-driven guide to understanding and improving the Purchase-to-Pay (P2P) process.You’ll discover:Why we use maturity models and how they can inspire achievable steps forward.How to evaluate the impact of process improvements across:The full scope of the P2P process, including:Master data creation and maintenanceThe 5 maturity levels from basic transaction recording to strategic process leverage.Real-world characteristics and examples of each maturity stage.Insights into practical tools and enablers, including supplier portals, OCR, and dynamic discounting.Strategic tips for driving better supplier relationships, optimising working capital, and protecting your financial operations.Links mentioned:Previous session: Improving the Quote-to-Cash ProcessConnect with Hannah MunroConnect with Neil LynchehaunWhich Sage Product is Right For You Quiz!Book a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsThis episode kicks off our new CFO 4.0 series exploring the first 100 days in a CFO role. Host Hannah Munro is joined by experienced CFO and coach Jeremy Earnshaw, who shares practical, battle-tested guidance on navigating the critical first 30 days in a new CFO position. Key topics coveredMaking a strong first impression and shifting from finance specialist to strategic leaderWhy liquidity is non-negotiable and how to validate cash flow assumptions earlyHow to uncover hidden issues in the balance sheet and financial controlsEngaging with stakeholders and building credibility across the businessLeading your team with clarity, consistency and high expectationsCommon missteps new CFOs make and how to avoid themLinks mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this inspiring and practical episode of CFO 4.0, host Hannah Munro welcomes back Susana Serrano-Davey—career mentor, leadership trainer, and author of the newly released Confidence is Overrated. Drawing from her journey from CFO to mentor and author, Susana shares powerful insights on how senior finance leaders can develop the soft skills essential for leadership success.In this episode, Hannah and Susana explore:Why confidence is often misunderstood—and how to support yourself through self-doubtHow to spot unhelpful behaviours that undermine your confidencePhysical signs of stress and how to manage them in high-pressure environmentsWhy active listening is a critical skill for CFOs and how to improve itThe importance of finding your voice and knowing which battles to pickA framework for having productive, high-stakes conversations at workLetting go of control to become more influential in leadership Links mentioned: Susana's LinkedinDiscover Susana's work hereRead Susanna's new book; Self-Confidence Is Overrated Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro speaks with Gemma Doran, CFO at Savea Technology Ltd, about the realities of leading finance in high-growth SMEs. From her unexpected start in journalism to managing multi-million-pound fundraises, Gemma reflects on what it takes to thrive as a CFO in fast-moving environments, how to balance optimism with realism in forecasting, and why adaptability and clarity are vital when raising capital.In this episode, Gemma discussesHer career journey from politics and journalism to finance leadershipThe pros and cons of different funding types, including SAFE and ASAWhy micro-level cashflow management is essential in SMEsThe true cost and complexity of fundraising for growthForecasting with flexibility in uncertain economic climatesThe importance of team development, communication and stakeholder buy-inLinks mentionedGemma's Linkedin  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live, Hannah Munro dives into the critical steps for effective process mapping and how it can drive successful financial transformation. Discover practical insights on simplifying complexity and ensuring your processes are future-ready.Key takeaways include:The importance of involving sales, CRM, and IT leadership in process evaluations.How to identify, map, and validate use cases before redesigning processes.Strategies to prioritise high-impact areas and manage process exceptions.Why future-proofing your processes is essential for growth and scalability.Best practices for facilitating and documenting process mapping sessions.Tools for effective digital documentation and why real-time collaboration matters.Links mentioned:March FTL: Financial Transformation Live: Improving the Quote-to-Cash ProcessRevisit previous Financial Transformation Live  sessions Getting started with mapping out your finance processesWhy Salesforce Users Love Sage Intacct | On-Demand WebinarThe Getting Started Guide: Streamlining your Finance Processes Automate your finance processes with Sage Intacct | On-Demand WebinarCFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, host Hannah Munro sits down with Richard Sanders, Founder and Managing Partner of Sullivan Street Partners, to explore how CFOs can navigate their first 100 days in Private Equity, set the right priorities, manage investor expectations, and lay the groundwork for long-term success.Key topics covered:What CFOs should focus on when stepping into private equity ownership.How to identify risks, uncover hidden issues, and turn challenges into opportunities.How to set the tone, structure a strong agenda, and communicate effectively with investors.How to build trust with your Investment Director and avoid private equity stepping in too closely.Creating a strong 100-day plan and adjusting priorities based on due diligence insights.How to connect with other CFOs in the PE firm’s portfolio and leverage peer learning.The Role of Transparency & Communication Links mentioned:Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro sits down with Peter Morgan, CEO of Deep Learning Partnership and head tutor at Oxford University’s Saïd Business School, to explore the rapid rise of AI and its impact on finance.Key discussion points:Why advancements in AI have accelerated exponentially and what’s driving the change.The key differences and why generative AI is leading the conversation.How LLMs work and their evolving role in business and finance.The risks of AI, the importance of regulation, and how businesses can ensure responsible use.Practical applications, from portfolio management to risk assessment and automation.How finance leaders can experiment with AI tools and integrate them into their workflows.Links mentioned:Peter's Linkedin Learn more about Deep Learning Partnership Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this fourth instalment of the Mastering M&A series, host Hannah Munro is joined by Jeremy Earnshaw, Founding Director of Clarendon and experienced CFO, to explore the journey from CFO to Non-Executive Director (NED). Whether you're considering your first NED role or want to understand the challenges and opportunities that come with it, this episode is packed with valuable insights.In this episode, we discuss:How the role differs from an executive position and the mindset shift requiredThe reality of NED roles vs. advertised time commitmentsHow to assess opportunities and avoid roles that aren't the right fitCommon pitfalls, governance struggles, and difficult board dynamicsThe key to being an effective NEDTips for aspiring NEDs, including building experience and crafting the right CV Links mentioned:Jeremy's LinkedinLearn more about Clarendon Executive Coaching and Mentoring Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Send us your thoughtsIn this episode of Financial Transformation Live Hannah Munro explores how finance leaders can step up and take a more strategic role in driving change and process improvement across their organisations.With AI and automation set to reshape finance, CFOs and finance teams must shift their focus beyond transactional tasks and become catalysts for business transformation. Hannah dives into the opportunities for finance to lead cross-departmental change, break down silos, and enhance operational efficiency.Key Topics Covered:The evolving role of finance in a world of AI & automationWhy finance is uniquely positioned to drive change across the businessHow to identify inefficiencies and streamline finance processesThe importance of cross-departmental collaboration in transformation projectsStrategies for overcoming resistance to change and building consensusThe role of finance in breaking down data silos and improving decision-makingLinks mentioned:February FTL: Financial Transformation Live: The Finance-Driven Approach to Smarter Business ProcessesRevisit previous Financial Transformation Live  sessions CFO 4.0 Monthly BriefingFinancial Transformation Live Feedback survey Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!