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

  • Feb 25 2025
  • Length: 46 mins
  • Podcast

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

Listen for free

View show details

  • Summary

  • Send us your thoughts

    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.

    Key topics covered in this episode:

    • 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.

    Links mentioned:

    • Phil's Linkedin
    • Learn more about Octavius
    • Explore other CFO 4.0 Podcast episodes here.
    • Subscribe to our Podcast!
    Show More Show Less
Show More Show Less

What listeners say about 215. PE Backed: Mastering Investor Relations & Private Equity with Phil Moses

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available