E78 Boosts Texas Publication’s FP&A with Workday Adaptive: Streamlined Budgeting, Scenario Planning & Automated Accounting
The client Community Impact is a digital and print publication that delivers quality business and community-based news across Texas. While looking for a new ERP and reporting tool, Community Impact found a solution to their two key challenges: building a dynamic budget and reporting faster. E78 implemented Workday Adaptive Planning, and Simon’s finance team shifted […]
Bio research company strengthens its financial function to enable rapid growth
The client A company that facilitates bio research had grown in revenues at an annual rate of 35 percent over the previous seven years, but its finance organization had not kept pace with its growth. The challenge The finance organization consisted of a CFO and four staff with no controller. With large pharmaceutical companies as […]
International manufacturing companies combine to rapidly grow market share
The client A private equity group spun off a non-core subsidiary of one of its holdings. The subsidiary is a U.S. manufacturer, marketer and distributor of outdoor recreational products. The challenge Shortly after the spinoff, the private equity group acquired a complementary Canada-based company and combined the two entities. The intent was to grow market […]
E78 executives in roles of interim CEO and CFO drive turnaround success for a company in the infrastructure construction industry
The client A Private Equity firm with a long history of success acquired a market leader in the Heavy Rigging, Machinery Moving and Millwrighting business. To meet competitive pressures the acquired company entered a related but capital-intensive business via a joint venture with a large international corporation. The company then dramatically increased its labor cost […]
Applying specialized, multi-disciplinary expertise to establish a sophisticated, high-return real estate vehicle
A long-established private equity firm with a focus on investments in healthcare had earned a reputation for successfully creating a number of physicians’ service organizations in markets across the country. Building on this expertise, they sought to form a private REIT to provide existing property owners in the healthcare space enhanced returns on their real […]
Entrepreneur successfully establishes private equity firm with support of E78 Partners
Following a successful career leading an investment team for a multi-billion-dollar private equity group and serving as CEO for a private equity-backed portfolio company, an ambitious entrepreneur sought to assemble a small team to establish their own private equity firm. The group set out to raise their first fund with a target of $150 million, […]
Software Company Connects with its Market for Rapid Growth, Investment and Exit
Situation A legal software provider was struggling to the point of failure. Its main product, primarily sold to law firms that would use it to process emails and documents during electronic discovery for their clients’ litigation, was a demonstrably better than its competition. But it wasn’t selling. Company management was confused. The current CEO didn’t […]
Sports Apparel Group of Large Corporation Achieves Renewed Growth and Customer Satisfaction by Correcting Operational Deficiencies
Client Situation The team sports division of a $200M apparel group targeting athletic leagues, clubs, and schools with distribution primarily through sports team dealers and decorators, was experiencing declining sales and customer service; excessive inventory growth; and deteriorating financial results. The apparel group management decided to replace the existing president with a new executive with […]
Redesign of Inventory Control System Improves Customer Service Resulting in Revenue, Profitability, and Cash Flow Growth
Client Situation A mid-market, multi-channel consumer products company with more than 30 product categories, 7000+ active SKUs, and involving extensive supply chains and two dozen global factories, was experiencing difficulty maintaining inventory for delivery of at-once orders (including direct-to-consumer orders) because of reserved inventory for pre-orders. These pre-orders were collected six to twelve months before […]
Washington Homebuilder Makes a Real Estate Comeback Following 2008 Crash
Client Situation A Washington State based home builder ($75 million revenues) became a victim of the 2008 real estate crash. Falling land values and sales prices upset its financial business models and ‘froze’ the company in inaction. Solution A E78 executive, as CFO, assisted the Board and president in revamping the company and getting it […]
