Inside the CFO Mindset Before the Deal

Three accomplished CFOs. Three candid conversations. One revealing look at how finance leaders think about acquisitions before the headlines ever appear.

In this special CFO Thought Leader edition, we revisit conversations with Jonathan Carr, former CFO of Armis, James Redfern, CFO of Reltio, and Toby Driver, CFO of IdeaGen. Each discusses acquisitions from a different vantage point—planning, integration, organizational readiness, and the people challenges that ultimately determine whether a transaction creates lasting value.

What makes these discussions especially compelling is their timing. Carr and Redfern shared their perspectives months before their companies were acquired. ServiceNow completed its acquisition of Armis in April 2026, while SAP completed its acquisition of Reltio in May 2026. Their remarks offer an unfiltered look at how experienced CFOs approached M&A before those transactions became public realities.

Driver complements those perspectives by explaining why successful acquisitions depend on disciplined integration, thoughtful execution, and finance leaders who understand that value is created long after the purchase agreement is signed.

Together, these conversations reveal that successful M&A extends well beyond valuation models and deal negotiations. It requires aligning people, integrating operations, managing risk, and establishing clear decision-making processes across the organization. Whether discussing integration playbooks, organizational change, or strategic planning, each CFO highlights a different dimension of the finance leader's role in helping acquisitions achieve their intended objectives.

For finance leaders navigating growth, transformation, or acquisition activity, these three conversations provide a timely look at the strategic thinking that often precedes—and helps shape—successful deals.