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

CFO 4.0 - The Future of Finance

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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!

Chapters

1. CFO Career Journey Through Different Industries (00:00:00)

2. Debt Restructure and Investor Relations (00:09:35)

3. Navigating Investor Relations in Private Equity (00:16:40)

4. Navigating Multiple Investor Relationships (00:24:20)

5. Stakeholder and Board Management in PE (00:31:20)

6. Building Relationships in Private Equity (00:34:28)

7. Managing Investor Relations in Private Equity (00:37:42)

8. Enhanced Partnership With ITAS Consultancy (00:45:00)