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.
Comparing M&A Synergies: What Matters Most in Private Equity Add-Ons?

The experts at E78 share the types of M&A synergies that matter most in private equity add-ons and explain how to evaluate, capture, and scale them effectively.
Common Reasons Behind Failed Mergers and Acquisitions & How to Avoid Them

Let’s explore the most common reasons behind failed mergers and acquisitions and how thoughtful, execution-focused strategies can help you sidestep those pitfalls and unlock sustainable value.
Why Margin Expansion Is the New Growth Strategy for Private Equity Firms in 2025

Private equity firms recognize that acquisition alone no longer drives sufficient growth. Top-performing firms go beyond sourcing deals. They optimize them. They reduce SG&A waste, capture operational efficiencies, and grow EBITDA through disciplined cost management and integrated platform operations.
Parallels of Precision: PE Champions and U.S. Open Winners

At the U.S. Open, there’s no faking greatness—only elite performers rise under pressure. The same is true in private equity. In this fast-paced perspective piece, we break down the mindset, discipline, and execution frameworks that separate PE champions from the field. If you’re building firms that outperform and outlast, this one’s for you.
Technology Assets: Private Equity’s Next Frontier for Value Creation

Technology is fast becoming private equity’s most powerful value creation lever. From IT cost optimization to AI enablement, firms that embed tech strategy into every phase of the investment lifecycle are seeing faster growth, stronger margins, and bigger exits. In this article, E78 outlines the three most critical ways PE firms and their portfolio companies can use technology to unlock enterprise value—starting now.