Nordic M&A Podcast: The CFO’s role in M&A

THE CFO AS A TRUST ANCHOR IN M&A

In this episode, Tom Karlebo provides concrete insights into the CFO’s role before, during, and after a transaction — from preparing the data room and managing due diligence processes to participating in management presentations and handling financial negotiations.

“In practice, the CFO is the person responsible for ensuring that buyers have confidence in both the numbers and the story behind them. It’s not just about accurate data — it’s about being able to explain performance trends and substantiate the future outlook,” says Tom Karlebo in the podcast.

The CFO often acts as the operational lead throughout the M&A process and plays a key role in supporting the company’s forecast and valuation.

PRACTICAL INSIGHTS FROM REAL-LIFE TRANSACTIONS

The podcast takes a close look at hands-on experiences from working with complex transactions and offers rare insights into the considerations behind them, including:

  • How the CFO structures and quality-assures the underlying data
  • The typical challenges that arise during due diligence processes
  • How to build credibility in dialogue with buyers
  • The CFO’s role in the decisive negotiations

“With M&A Guiden, we aim to bring practical experience closer to the market. This is not theory — these are insights from people working directly in the engine room,” says Peter Rønde Jakobsen from Nordic M&A.

Listen to the Podcast on Apple Podcast and Spotify

The M&A Guide offers an in-depth understanding of how M&A processes work and what is required to execute them successfully. The podcast is produced by MarketConnect in collaboration with the advisory firm Nordic M&A and is available on Apple Podcast and Spotify starting today.