Top Strategies for Middle-Market Private Equity CEOs
CEOs of middle-market private equity sponsored companies face unique challenges when it comes to delivering growth, profitability, and cash flow while managing operations with limited resources. By adopting a CEO-centric approach to FP&A and recognizing its role as a core component of an effective business performance management system, these leaders can better plan strategically, execute with discipline, and improve decision-making for the long-term success of their organizations. Learn more about our top strategies.
Benefits of IT Cost Management for Creating Business Value
Managing information technology transformations is becoming increasingly essential for companies to remain competitive and improve operational efficiency. As a result, mid-sized, private equity backed, and enterprise organizations are adopting cloud solutions at an unprecedented rate. Learn more about the importance of IT cost management and various strategies that can help organizations generate value through cost savings.
How to best prepare for an audit post-acquisition
Audits are an essential part of ensuring that a company’s financial statements are accurate and compliant with accounting standards. We recently wrote about how to prepare for an audit however, in the context of an acquisition, the first audit after the transaction can be particularly challenging, as it often involves additional complexities due to the […]
Navigating M&A Integration Issues in the Lower to Mid-Market
M&A integration issues make integration work especially challenging for companies without dedicated “corporate” transaction advisory staff and resources to manage them. For companies executing strategic M&A transactions in the mid and lower markets, integration planning and execution can strain business continuity and become a demoralizing process for those involved. The E78 team shares best practices […]
How a ‘Non-Control’ Private Equity Sponsor Can Effectively Leverage Consultants
The Rise of the ‘Non-Control’ PE Fund The traditional private equity model is one in which the fund takes a control ownership position in the firm. However, there are many factors in today’s marketplace – such as competition for deals – that are compelling many private equity funds to invest in companies in a ‘non-control’ […]
The AI Revolution: Transforming CFOs Roles in Middle-Market and Private Equity Backed Firms
The impact of artificial intelligence (AI) on private equity firms and middle-market companies is multifaceted and gaining momentum. According to Private Equity Wire and ontra’s report, Transformation Track: Private equity’s journey to a tech-powered future, 66% of private equity firms consider AI and machine learning essential tools. However, only 7% have adopted these technologies so […]
Navigating the First 100 Days: A Guide for New Middle Market Private Equity Backed CFOs
The role of a CFO in middle and lower middle market private equity-backed companies is challenging, especially when you may be the first CFO in the company’s history. For starters, PE investors demand a level of rigor, insightfulness, and timeliness around financial reporting and KPIs at a higher level of sophistication than the organization is […]
E78 Partners saves Korn Ferry $716K Annually in IT spend with our Cost Management Services
Korn Ferry is a publicly traded global organizational consulting firm headquartered in Los Angeles, CA. They work with their clients to help them hire the right people and consult them on how to structure, reward, and motivate their workforce. The challenge Korn Ferry was facing was they didn’t have an efficient and automated way to […]
Recognizing the Signs: When to Outsource Your Finance & Accounting Services
Often, you find yourself wearing multiple hats – managing cash flow, budgets, compliance, and more. When your team is stretched thin, outsourcing your finance and accounting services can be an effective solution, allowing you to focus on core competencies and achieve long-term growth for your company. But how can you identify the right moment to […]
Legen-Dairy Data
“The value that E78 Partners provides is huge.” Cammie Muller – Chief Financial Officer of Aurora Organic Dairy The Problem Cammie Muller, the Chief Financial Officer at Aurora Organic Dairy, remembers when the company didn’thave a solution for managing their financial data’s reporting and analytics. “Our idea was to add an analyst who could build […]