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.
Mid-year Gut Check: What to Read, Review, and Rethink to Sharpen the Path Forward

In PE-backed companies, the CFO isn’t just a financial steward — they’re a transformation architect. This quick-hitting guide offers three sharp prompts to help private equity CFOs reassess priorities, unlock margin, and accelerate value creation. From technology cost savings to sourcing strategy, it’s a timely gut check for finance leaders driving real results.
Private Equity’s Record Holdings: Navigating the Next Era of Value Creation

Private equity firms now manage a record 29,000 companies with $3.6 trillion in unrealized value—yet exits are slowing, portfolios are aging, and LPs are demanding results. This article explores the systemic pressures reshaping private equity in 2025 and outlines a practical playbook for unlocking value. Learn how E78 partners with PE sponsors and portfolio executives to drive DPI, operational efficiency, and sustainable returns through integrated advisory, managed services, and transformative talent solutions.
Clarity Over Chaos: How AI-Powered Expense Automation is Reshaping IT Finance

IT and finance leaders are under pressure to control costs, reduce complexity, and make smarter decisions—fast. E78’s CAP A.I.™ delivers a single, AI-powered platform that unifies technology spend data across your enterprise. Say goodbye to fragmented systems and manual processes. With real-time alerts, expert insights, and automation built in, CAP A.I. turns expense oversight into a strategic advantage—helping you unlock savings, improve visibility, and scale with confidence.
Finance Technology: Building for What’s Next, Not What’s Now

In this article, we explore how CFOs can unlock long-term value by aligning enterprise systems like Workday Adaptive Planning with strategic goals, not just reporting needs. Learn how E78 helps finance leaders architect scalable solutions that deliver insight, speed, and confidence across the organization.