Transaction Execution Services

Optimizing investments and mitigating risks.

Featured Clients
Private Equity
Private companies
PE-Backed

Empowering CFOs and private equity firms to maximize investment value by offering expert guidance, minimizing risks, and navigating deal complexities throughout the transaction lifecycle.

Achieving maximum value from your investments requires expert guidance throughout the transaction lifecycle. E78 Partners serves as a trusted ally to CFOs and private equity firms, helping them navigate deal complexities and minimize risks for optimized investment returns.

Our executive-led transaction advisory team possesses extensive experience stemming from thousands of transactions, allowing them to provide insightful analysis, comprehensive planning, and effective execution. This expertise is essential in addressing your dynamic financial, operational, and tax objectives pre and post-deal closing.

Maximize investment value across diverse industries with tailored solutions

Comprehensive transaction services ensuring CFOs and private equity firms maximize investment value through all transaction phases.

A Quality of Earnings (QoE) report analyzes a company’s financial outcomes over the past 2-3 years, focusing on accuracy and sustainability of earnings and working capital.

We offer faster and more cost-effective options, a narrowed scope assessment, concentrating on Adjusted EBITDA and historical net working capital. It benefits both buy-side and sell-side parties, ensuring accuracy and preventing unforeseen issues during market exposure.

Our purchase price allocation services deliver accurate asset valuations for middle market companies during buy or sell transactions. Our unbiased insights ensure informed decision-making, preventing overpayment or undervaluation risks. We possess deep expertise in valuing tangible and intangible assets while adhering to industry guidelines.

Our approach brings transparency, regulatory compliance, and consistent communication to the valuation process.

Audits are an unavoidable aspect of financial operations, often burdening your team and consuming valuable resources.

E78 Partners harnesses a wealth of Big 4 and national CPA firm experience and a practical approach to audit readiness, aiming to create a more efficient and predictable process, ultimately resulting in consistently favorable outcomes.

Meeting greater regulatory scrutiny, operational complexity, and profitability objectives simultaneously can delay public-company readiness. Built with cross-functional expertise in corporate transactions, risk management, program management, accounting and reporting, E78 Partners’ IPO readiness experts deliver a full suite of public filing and advisory solutions that maximize value and mitigate risks.

We have a very good relationship with the E78 Partners team. We wouldn’t hesitate to use them again.

Stewart Bell

Controller, Avelo Airlines

Why E78 Partners:

Unlock financial confidence with rapid reporting and asset valuations.

We offer fast, cost-effective Quality of Earnings (QoE) reports, which analyze a company’s financial outcomes over the past 2-3 years with a focus on accuracy and sustainability of earnings and working capital. Our narrowed scope assessment benefits both buy-side and sell-side parties, ensuring accuracy and preventing unforeseen issues during market exposure.

Additionally, our Purchase Price Allocation services deliver precise asset valuations during buy or sell transactions. Our unbiased insights stem from deep expertise in valuing tangible and intangible assets, adhering to industry guidelines, and ensuring transparency and regulatory compliance throughout the valuation process.

Master audits & IPOs with ease.

With extensive Big 4 and national CPA firm experience, we provide companies with efficient and predictable audit processes. Our practical approach to audit readiness aims to minimize the burden on your team, optimize resource utilization, and result in consistently favorable outcomes.

When it comes to going public, our IPO readiness experts offer cross-functional expertise in corporate transactions, risk management, program management, accounting, and reporting. We deliver a full suite of public filing and advisory solutions designed to maximize value, mitigate risks, and navigate the challenges associated with increased regulatory scrutiny and operational complexity.

Featured experts on our team.

Dan Stankey
Sr. Managing Director
Ben Morgan
Director, Operational Advisory
Sabiha McConnell
Managing Director

How can our team help?

We purposely designed our services as a key element to your success.

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