A 3-Phase Approach to Creating a Single Source of Truth Data Environment for FP&A and Enterprise Analytics

Making informed, data-driven decisions that connect operational choices to financial outcomes is more crucial than ever. A single source of truth data environment is pivotal in enabling FP&A, financial modeling, analytics, and visualization. However, private equity-backed middle-market companies often face common pain points such as disparate systems, poor data governance, and lack of data capture. This article introduces a phased approach to creating a data environment that not only addresses these business needs but also brings significant benefits, providing an in-depth analysis of the steps and components required for success.

How Onshore TEM Support Will Regain Prominence In 2024!

2024 will witness a growing demand for high-touch, fully managed TEM services that offer a high level of KPI attainment and ROI guarantees. While the market has driven down the cost of invoice processing with the use of tech enhancements, the lack of focus on IT cost takeout has negated those budget savings overall. Learn more about the suggested path forward.

Investment Funds: The Benefits of Outsourcing Your Firm’s Finance Team vs Hiring In-House

Investment funds often face numerous challenges in their initial stages, particularly operational challenges and building in-house finance teams. Building a competent finance team is a critical aspect of a successful investment firm, but assembling such a team is both time-consuming and expensive. Learn more about the Benefits to outsourcing the finance team and how E78 Partners Finance as a Service can help.

Top Strategies for Middle-Market Private Equity CEOs

CEOs of middle-market private equity sponsored companies face unique challenges when it comes to delivering growth, profitability, and cash flow while managing operations with limited resources. By adopting a CEO-centric approach to FP&A and recognizing its role as a core component of an effective business performance management system, these leaders can better plan strategically, execute with discipline, and improve decision-making for the long-term success of their organizations. Learn more about our top strategies.

Benefits of IT Cost Management for Creating Business Value

Managing information technology transformations is becoming increasingly essential for companies to remain competitive and improve operational efficiency. As a result, mid-sized, private equity backed, and enterprise organizations are adopting cloud solutions at an unprecedented rate. Learn more about the importance of IT cost management and various strategies that can help organizations generate value through cost savings.

How to best prepare for an audit post-acquisition

Audits are an essential part of ensuring that a company’s financial statements are accurate and compliant with accounting standards. We recently wrote about how to prepare for an audit however, in the context of an acquisition, the first audit after the transaction can be particularly challenging, as it often involves additional complexities due to the […]

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 […]

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 […]

The Evolving Role of CFOs in Private Equity Portfolio Companies 

The Chief Financial Officer plays an indispensable role within Private Equity Portfolio Companies, steering the financial direction and strategy of these organizations. With private equity sitting on trillions in dry powder, the office of the CFO ensures that companies can measure performance accurately, manage the business efficiently, and make informed investment decisions.  Private Equity’s Mounting […]

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“We are excited to share that we have acquired Global PMI Partners’ US division.” Read the full announcement here