Healthcare Services Company Adopts PMO Approach to Modernize Customer Processes
Client Situation In the mid-2000s, this leading not-for-profit healthcare services company was facing market expectations that were evolving from a traditional, transaction processing orientation to more advanced digital customer engagement, and at a rapidly accelerating pace. The company was not accustomed to the rapidly developing and continuously changing technologies and needed to be able to […]
Healthcare Insurance Company Reduces Risk and Saves Costs with Cyber Breach Readiness Plan
Situation A healthcare insurance company with customers in many states had a cyber security assessment performed that identified areas of cyber vulnerability, and was making good progress in addressing them. One area that had not been fully addressed, however, was a plan for exactly what to do in the event of a breach into the […]
Global Internet Corporation Returns to Viability through Strategic Planning Process
Client Situation A global Internet security company was going to roll out a converged product that would replace multiple existing hardware and software products with a single hardware platform and a single software platform. The company hired a new CEO, now a E78 partner, to lead this effort. During the engineering review process it became […]
From Red to Black: Building Scale in the Service Bureau Business
Client Situation A global manufacturing company acquired a binational service bureau as a new division that supplied products to contract manufacturers. The division had $6 million in annual sales, but was losing $500,000 per year. Manufacturing operations were poorly managed, the division could not produce the range of products required by the industry, and a […]
Franchised Restaurant Chain Required S-1 Filing and Public Company Readiness
Client Situation A leading restaurant chain with 1,400 stores, 95 percent of which are franchised, required increased access to equity financing in order to increase distribution outside of its 12 core states and also to provide a return of capital and exit strategy for its private equity sponsor. Given favorable stock market conditions, the client […]
Food processing company stabilizes operations, raises cash, and increases sales
Client Situation A food processing and consumer packaged-goods company was growing rapidly but experiencing negative cash flow and violating loan covenants. This triggered the company’s lender to place the company in its workout group. One obvious cause was significant delays in the buildout of a new manufacturing facility, needed because the company struggled to fulfill sales […]
Food & Beverage Company Secures Credit Facility Allowing for Strategic Acquisitions
Client Situation A mid-sized food and beverage company was a successful operator in the Pacific Northwest and was seeking to grow through strategic acquisitions. The controlling shareholders did not wish to dilute their ownership interest, so additional third-party equity capital was not a desired solution. Solution A E78 professional negotiated a 2-year, $25 million credit […]
Fleet Management Telematics Service Provider Successfully Achieves Rapid Growth Scalability
Client Situation A rapidly growing Software as a Service fleet telematics provider was facing the envious problem of how to effectively scale the business to handle rapid growth. The company had just turned the corner to profitability, yet Key Performance Indicators (“KPI’s”) were non-existent. This lack of an essential performance monitoring tool was the root […]
Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company Turnaround
Client Situation A leading company in a rapidly growing segment of the software-as-a-service (SaaS) industry acquired its primary competitor to gain market share and economies of scale. The chosen headquarters location for the combined company had left it without a CFO and only remnants of a finance and accounting staff to integrate and manage the […]
Family-owned Safety Equipment and Hospitality Apparel Company Turnaround
Client Situation A $20 million catalog B2B marketing and manufacturing company had experienced high turnover in the President’s position due to conflicts with the matriarch and patriarch founders of the business. Family influence and cronyism had crept into the organization affecting sales and morale. Solution An experienced senior executive, now a E78 Partner, was hired […]
