215. PE Backed: Mastering Investor Relations & Private Equity with Phil Moses

In this episode of the CFO 4.0 Podcast, host Hannah Munro sits down with Phil Moses, CFO at Octavius, to discuss his fascinating career journey from working in PLCs to Private Equity-backed businesses. With experience spanning insurance, telecoms, infrastructure, and construction, Phil shares his lessons on managing investors, driving financial strategy, and adapting to different ownership models.
Also covered in this session:
  • How Phil approached investor engagement and messaging in the PLC world, including handling difficult conversations.
  • Key differences in reporting, decision-making speed, and working with multiple investors.
  • Challenges of goal alignment, board dynamics, and the role of a strong chairperson in creating consensus.
  • The importance of transparency, relationship-building, and setting realistic yet ambitious targets.
  • How PE expectations differ from the public market approach.
  • What is the change that we’re seeing in finance teams and what does that have to do with value?
  • How do we define value?
  • How value goes beyond economic impact
  • What are the components of economic value identification?
  • Examples of the value identification conversation
  • What this means for the skills in finance
Links referenced in this episode
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