Season 2 • Episode 4

What does it take to succeed as a CFO in a private equity-backed organization? In this episode of CFOIQ, host Andrew Zezas sits down with Ying Miao, CFO of Converge, to explore the unique challenges and opportunities finance leaders face when partnering with private equity investors. Drawing on her experience as both an operator and investor, Ying shares practical insights on value creation, financial discipline, capital allocation, reporting transparency, AI-driven finance transformation, and building trust with PE sponsors. From managing growth expectations and aligning incentives to leveraging technology and fostering stronger investor relationships, this engaging discussion provides CFOs with actionable strategies for driving enterprise value and achieving sustainable growth in today’s increasingly competitive marketplace. Whether you’re already working with private equity or preparing for your first PE-backed role, this episode offers a valuable roadmap for navigating the journey successfully.