Systems Improvements for Large Pacific Northwest Non-Profit
Client Situation A $50M non-profit serving the state of Washington struggled with multiple disconnected data systems. Attempting to manage volunteers, donors, grants, and finance as well as several large warehouses was draining valuable resources from the organization’s primary mission. The organization was also inhibited by outdated applications and lack of support for highly customized critical […]
Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset SalesÂ
Client Situation A publicly traded operating software provider became involved in litigation. The company lost certain litigation claims that required it to file for bankruptcy protection and was seeking to reorganize itself and emerge successfully from bankruptcy. At the time of filing for bankruptcy protection, existing senior financial management and other key accounting personnel departed, […]
Specialty Dental Service Organization seeks back-office infrastructure to support exponential growth
The client The Specialty Dental Platform (SDP) was a private equity-backed, specialty dental service organization that provided administrative and business support services to endodontic practices across the United States. They reached out to E78 Partners to implement scalable solutions that supported the company’s rapid growth. The SDP was a startup company with no back-office infrastructure […]
Software Development Tools Company Finds the Right Roles for its Founders and Achieves Value for a Successful Sale
Client Situation A software development tools company founded and run by a married couple team had experienced good growth in a healthy market over its 10-year history with a product known for its ease of use and reliability, but the company had outgrown the ability of the founders to reach the next stage of growth […]
Leading an M&A strategy to create value through a diversified holding company
The client The umbrella company managing a collection of subsidiaries and affiliates delivering construction and engineering services wanted to consolidate their business interests into one company and create a sound acquisition strategy. The company provides building equipment sales, leasing and rentals as well as commercial modular buildings. Founded in 2007, the firm has acquired and […]
A partner from acquisition to success
The client E78 Partners was engaged to plan and implement integration and process improvements for a $50MM revenue private equity-backed healthcare IT company. The sponsor acquired a $50MM revenue carve-out from a large, multinational conglomerate. The challenge The company had limited in-house finance, technical accounting, or treasury skills. The company had never been audited (out-of-scope […]
Delivering a range of data, IT and operational solutions pre- and post-close to establish a new regional leader in healthcare
The client U.S. Orthopedics Partners was created by the Thurston Group, a Chicago-based private equity firm focused on investments in the healthcare market space, in cooperation with FFL Partners, a San Francisco-based private equity firm, as a management services organization to provide a range of administrative and management functions essential to the success of contemporary […]
Rapidly growing SaaS company optimizes its data to revamp financial strategy, operations
The client ESO Solutions is a SaaS company in the pre-hospital and emergency department software space to improve community health and safety nationwide. For over a decade, ESO has connected and empowered emergency service providers through the power of data. After the company closed a Series C round of financing in 2016, the team focused […]
Resolving post-acquisition cultural and operational issues for future success
The client A Midwest-based, globally recognized professional services firm was seeking to grow its business through acquisition. A recent acquisition presented a number of unforeseen management-level challenges that threatened to derail a successful integration. The challenge The acquiring firm recognized that there was a cascade of issues that, if left unaddressed, would jeopardize their ability […]
Healthcare company seeks new financial systems to keep up with growing consumer base
The client At the end of 2019, Liberty Software, Inc. experienced a period of rapid growth that was outpacing their current financial and accounting solutions. As their customer base grew, they needed to implement a new Enterprise Resource Planning (ERP) system that would help them streamline their cash flow and mitigate manual errors. Liberty Software […]
