Successful transformation in PE-backed businesses depends on timing, leadership, and execution. But when should a Chief Transformation Officer (CTrO) step in, and what makes them effective?
At our latest Transformation Office event, we brought together Operating Partners, CTrOs, and private equity investors to explore how transformation leaders can drive meaningful change and where their role is evolving.
Some of the key takeaways from the discussion included:
- Timing matters—early involvement allows a CTrO to shape strategy, while a later entry often limits them to execution.
- Organisational positioning and buy-in dictate how much impact a CTrO can have—without CEO and Operating Partner support, their influence is significantly reduced.
- Whilst the core skillset of the role is fixed, modern CTrOs must look to leverage data, AI and automation to streamline transformation efforts.
- Dedicated vs. advisory CTrOs – while some firms still opt for part-time advisory support, the consensus is that full-time focus delivers the most effective change.
These insights come directly from Finatal’s Transformation Office, a network designed for PE transformation leaders to connect, share best practices and discuss challenges and opportunities with peers.
For more on the takeaways or if you’d like any further information on our upcoming events and how to attend, please get in touch with us.
If you are looking to hire a CTrO or want to understand if the time is right for your business to do so, contact Harry Brooks.