Navigating M&A Integration Challenges in the Lower to Mid-Market

Integration work is hard and a struggle for companies who lack “corporate” transaction advisory staff and resources to help manage them. For companies doing strategic M&A transactions in the mid and lower markets, integration planning and execution can be a drain on business continuity, and a demoralizing exercise for those involved. The purpose of this […]

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 […]

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 […]

Top 5 Tools for Consultants

We get it – everyone loves a shiny tool or SaaS product to solve their woes, but that’s how we get statistics like the State of SaaS Sprawl reporting that less than 45% of company SaaS applications are regularly used by employees if at all. Bloated with SaaS? Check out E78 Partners Cost Management Services.

E78 Partners acquires Stern Cassello & Associates

E78 Partners Announces Strategic Acquisition of Tax and Accounting Firm Stern Cassello & Associates Stern Cassello expands E78’s suite of services, addressing the wide spectrum of income tax issues facing middle-market companies, financial sponsors and high net worth individuals   OAKBROOK, IL (February 9, 2023) – E78 Partners, a leading provider of finance, accounting and […]