Transaction Advisory

Engage E78 to offer expert guidance and navigate complexity.

Featured Clients:

Expert guidance that enables you to minimize risk and maximize value.

E78 executive-led transaction advisory team provides a range of transaction services designed to streamline financial processes and ensure accuracy and sustainability in company earnings and working capital. We bring transparency and regulatory compliance to the valuation process, while our practical approach to audit readiness aims for efficiency with consistently favorable outcomes.

Enabling financial leaders to streamline accounting tasks, uphold governing principles and make informed decisions.

Our comprehensive financial accounting advisory services are performed by seasoned professionals with relevant experience.

Audit Readiness

Whether your organization is on the buy-side or sell-side, our audit readiness ensures a smooth process. Our team prepares your financials for thorough due diligence, regulatory compliance, and post-deal integration, minimizing risk and maximizing value. From pre-acquisition audits to post-transaction reporting, we help you stay ahead with audit-ready financials for seamless transitions and successful outcomes.

Quality of Earnings

A Quality of Earnings report is a valuable tool for CFOs and sponsors, analyzing a company’s financial performance over 2-3 years. Our streamlined approach focuses on key metrics like Adjusted EBITDA and historical net working capital, offering faster, cost-effective options for organizations of any size. We help to ensure accuracy and anticipate unforeseen issues, empowering decision-making and maximizing investment value.

Valuation Services

We provide unbiased third-party valuations of business enterprises, tangible assets, and intangible assets during both buy and sell transactions. Our proven approach is driven by transparency, regulatory compliance and a commitment to outstanding communication with partners throughout the process. Decades of investment experience have given us the understanding to accurately value assets with full tax and financial reporting considerations for small businesses through Fortune 500 companies, lending institutions and private equity firms.

Financial & Technology Due Diligence

Uncover hidden risks and validate earnings with deep-dive financial and technology assessments. Our comprehensive due diligence ensures your organization identifies risks that could impact the success of your investment and provide actionable insights that align with strategic objectives.

We understand how to maximize value creation in M&A activity, aligning with your business objectives and collaborating with you to make informed, strategic decisions.

Quality of Earnings Analysis

Quality of Earnings analysis is a valuable step for sellers to ensure that any favorable adjustments are considered. Our efficient approach focuses on key metrics like Adjusted EBITDA and historical net working capital, offering a quicker view of favorable options. We ensure accuracy and anticipate unforeseen issues, empowering decision-making and maximizing organization value.

Due Diligence Services

Identify potential risks and validate financials with pre-sale financial and technology assessments. Our comprehensive due diligence for sellers ensure your organization is sufficiently prepared and closes gaps that could impact the success of your opportunity.

Integration & Carveout Services

Efficient planning and management for integrations and carve-outs, completed on time and within budget.

Strategic Deal Drivers & Objectives

Ensure your acquisition strategies align with long-term corporate goals, recalibrating as needed to stay on course

Operational Efficiency Assessment

Uncover and eliminate inefficiencies, driving operational excellence and maximizing performance

Communication, Culture & Change Analysis

We delve into your organizational dynamics to strengthen human capital and support transformation

Technological Integration Appraisal

We assess and optimize your IT infrastructure, ensuring your technology investments are future-ready and fully leveraged

We have a very good relationship with the E78 Partners team. We wouldn’t hesitate to use them again.

— Stewart Bell, Controller, Avelo Airlines

WHY E78

E78 is your co-pilot in meaningful change.

Our process is efficient, cost-effective, and proven.

We bring high-quality assessment to the table quickly and at a competitive price, without sacrificing quality or regulatory compliance, so that you can move forward with your transactions quickly and with confidence. We have refined our process to ensure transparency and excellent communication throughout.

We take a holistic approach.

Our intellectually curious transaction experts relish the opportunity to dive into your business and understand workflows, accounting and reporting processes, internal controls, systems and your profitability goals. Armed with this knowledge, we facilitate immediate impact and long-term evolution.

We’ve been in your shoes.

Our ability to provide you with the best service possible stems from our team’s years of leadership. With former C-suite executives, private equity leaders and Big Four alumni, we provide you with world-class experts who understand the challenges you face in order to deliver on our promise of outstanding outcomes.

Our Partnership Process.

Our team understands that time is money. We add value by delivering results on-time and on-budget.

Meet E78’s experts.

Dan Stankey

Sabiha McConnell

Ben Morgan

Experience the Power of E in your organization

Learn what E78 can do for you today.

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