From Plan to Go-Live: Closing the Gap in Customer Experience Platforms
Customer experience depends on more than technology—it’s about adoption. When new systems and collaboration tools are implemented without alignment to business processes, CX suffers. This article explores how organizations can bridge the gap between tech execution and user adoption, deliver measurable impact, and create consistent, scalable customer experiences for PE-backed companies and their portfolio teams.
Q4’s Triple Challenge: Tackling Tariffs, Cybersecurity & AI in Year-End Financial Planning
As Q4 approaches, finance leaders face rising tariffs, evolving cybersecurity threats, and the accelerating use of AI. Year-end planning is no longer just about closing the books—it’s about building agility and foresight to position for the year ahead. This article explores how CFOs and FP&A teams can use scenario modeling, risk-aware budgeting, and AI-enabled insights to turn uncertainty into opportunity and drive smarter decision-making.
Scaling Efficiency: Why Managed Services Are the Force Multiplier for PE
Private equity is in an efficiency-first era, where value creation depends on operational discipline, agility, and speed. E78’s latest insights reveal why efficiency has become a board-level mandate—and how managed services are helping Operating Partners transform resource constraints into competitive advantage.
When Budget Season Collides with Leadership Gaps
Budget season is high-stakes, but unprecedented CFO turnover has left many middle-market companies under-resourced at a critical time. When leadership gaps collide with forecasting and planning demands, the risks multiply. This article explores why interim financial leadership and outsourced FP&A are becoming essential for organizations seeking clarity, agility, and growth during budget season—and highlights how leading firms are navigating the challenge.
AI and the M&A Process
Discover how AI is transforming the M&A process, from deal sourcing to integration. Learn how AI enhances due diligence, valuation, and efficiency while highlighting the critical role of human expertise in driving successful outcomes.
From Single Breach to Portfolio Defense: Lessons PE Firms Can’t Afford to Miss
Cyber incidents don’t just disrupt operations—they can erode deal value. Learn how one breach can inform portfolio-wide defenses and every company in your portfolio.
The Change Management Advantage in PE Value Creation
In private equity, speed to value is everything. Learn how top sponsors use change management and strategic communications to protect deal value, accelerate synergies, and outperform peers.
Momentum in the Middle: Tracking Trends in Middle-Market PE
Halfway through 2025, middle‑market private equity has shown unexpected resilience. E78’s dashboard reveals a 73% surge in deal volume in June after months of pent‑up demand—underscoring a shift toward disciplined, quality‑focused investing. Read on for data‑driven insights crafted for PE sponsors, operating partners, and portfolio leaders.
Tech Diligence for Tomorrow: M&A Strategy in the Age of AI
As technology becomes a key driver of value creation, traditional IT diligence isn’t enough. This article outlines a modern framework for evaluating tech stacks in M&A—linking infrastructure, data maturity, and AI readiness to deal outcomes. Whether you’re rolling up platforms or planning automation, here’s how to spot risks, quantify impact, and prepare for scalable growth from day one.
Before the Bots: Laying the Groundwork for Responsible AI Adoption in the Middle Market
AI isn’t plug-and-play—especially in the middle market. Before chasing algorithms, portfolio companies must invest in the right digital foundation. Learn how PE firms and their leadership teams can assess AI readiness, modernize infrastructure, and build scalable, responsible AI roadmaps.
