The CFO Suite

What The CFO Suite does

E78 Partners is a U.S.-based professional services firm that provides finance, technology, and business transformation advisory to private equity firms and corporate clients. The firm positions itself around three target buyers — the Office of the CFO, the Office of the CIO, and private equity operating partners — and delivers work through an integrated model that combines strategic advisory, scalable managed services, and specialized talent solutions under the Talent On Demand sub-brand.

The service catalog is organized around five practice areas: Deal Execution & Integration (value assessment, pre-close diligence, post-close execution, mergers/integrations/carve-outs, deal-driven IT strategy), Financial Performance & Governance (finance transformation, accounting advisory, FP&A optimization, liquidity enhancement, finance systems, outsourced accounting, ERP/EPM optimization), Operational Efficiency & Cost Optimization (transformation management, cost optimization, strategic sourcing, technology expense management), Revenue Growth & Commercial Excellence (revenue strategy, commercial model design, RevOps enablement), and Technology Infrastructure & Digital Transformation (technology assessments, AI readiness assessments, systems implementation, IT strategy, ERP/EPM optimization, help desk & cybersecurity). Distribution also extends through a Nexus Marketplace platform and an Elite Partner Program for strategic alliances.

The firm generates revenue through three streams: project-based professional advisory engagements, recurring managed services (FP&A, outsourced accounting, ERP/EPM optimization, technology expense management), and Talent On Demand staffing. GTM is enterprise field sales targeting the Office of the CFO/CIO and PE operating partners, supplemented by content marketing via the E-Sights platform, an annual U.S. Private Equity Middle-Market Report, and email/newsletter demand generation. Pricing is quote-based and not publicly disclosed. Named clients include Access Holdings, Riverside, Further Global, LNC Partners, Align Capital Partners, Vital Farms, Slingshot Aerospace, Porch, Everlywell, Novel Energy, Patagonia, Nike, Bimbo Bakeries, Sutter Health, and First American, spanning consumer goods, healthcare, aerospace, energy, financial services, and food & beverage. The firm is privately held, U.S.-domiciled, and holds AICPA SOC 2 Type 2 compliance.

Name

The CFO Suite

Legal name

E78 Partners

Website

https://cfosuite.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

E78 Partners is a U.S.-based professional services firm delivering finance, technology, and business transformation advisory to private equity firms and corporates across the Office of the CFO, Office of the CIO, and PE operating partners via integrated advisory, managed services, and Talent On Demand.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Management consulting services
• Private equity advisory
• Finance transformation services
• Managed services outsourcing
• Talent solutions staffing

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Advisory Services: Strategic consulting engagements across deal execution, financial performance, operational efficiency, and technology transformation. Revenue is generated through project-based professional services engagements with private equity firms and corporate clients.
2. Managed Services: Ongoing managed services including FP&A managed services, outsourced accounting, technology expense management, and ERP/EPM optimization. Provides scalable support on a recurring basis.
3. Talent Solutions: Talent On Demand services providing specialized finance and technology talent to clients on a flexible basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

The firm provides professional advisory, managed services, and specialized talent to private equity firms and corporate clients serving the Office of the CFO and Office of the CIO. Offerings span deal execution and integration, financial performance and governance, operational efficiency and cost optimization, revenue growth and commercial excellence, and technology infrastructure and digital transformation. Services are delivered through an integrated platform combining strategic consulting, recurring managed engagements, and on-demand finance/technology talent.

Product overview

E78 Partners offers an integrated platform combining advisory services, managed services, and talent solutions. The firm serves the Office of the CFO, Office of the CIO, private equity firms, and corporate clients across industries including healthcare, manufacturing, consumer goods, and technology. Key service areas include Deal Execution & Integration, Financial Performance & Governance, Revenue Growth & Commercial Excellence, Operational Efficiency & Cost Optimization, and Technology Infrastructure & Digital Transformation. The platform also includes Nexus Marketplace for service delivery and an Elite Partner Program for strategic partnerships.

Differentiator

Problem solved

Functional benefit

Brands

• Talent On Demand: On-demand talent solutions for finance and technology roles
• Elite Partner Program

Products and services

• Advisory Services
• Managed Services
• Talent Solutions
• Deal Execution & Integration
• Financial Performance & Governance
• Revenue Growth & Commercial Excellence
• Operational Efficiency & Cost Optimization
• Technology Infrastructure & Digital Transformation

Quantifiable outcome

• Leading National DSO achieved $150M+ revenue and 3.0X MOIC in under 3 years

Named customers15 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and core.

• Nexus MarketplaceminorOthersA marketplace platform operated by E78 Partners, likely serving as a platform for connecting talent and services with client needs.
• Elite Partner ProgramcoreOthersA formalized partner program for strategic alliances and collaboration within the E78 Partners ecosystem, focused on extending service capabilities and market reach.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Bain & Company: A global strategy consulting firm with a dedicated Private Equity Group and operations practice. Competes for transformation, diligence, and value-creation engagements at the enterprise end of E78 Partners' market.
• Teneo: A global advisory firm spanning strategy, financial advisory, and communications, with material exposure to private equity sponsors. Represents a broader, integrated competitor across CFO, transformation, and value-creation mandates.
• Alvarez & Marsal: A global professional services firm with deep private equity and CFO advisory practices across performance improvement, transactions, and restructuring. It is a broad incumbent in many of the same PE value-creation engagements E78 Partners targets.
• AlixPartners: A global consulting firm heavily involved in private equity performance improvement, operational transformation, and financial advisory. Competes with E78 Partners on operational efficiency and post-close value creation mandates.
• Deloitte (Consulting / Transaction Services): Big 4 advisory and consulting practice with extensive CFO advisory, ERP/EPM, and PE value-creation offerings. Represents the largest scale competitor that E78 Partners faces in managed services and transformation work.

Direct peers

• BCCC Partners: A boutique CFO advisory firm focused on private equity-backed companies, providing interim finance talent and transformation services. Closely comparable to E78 Partners' talent-on-demand and CFO advisory offerings.
• CFGI: CFGI is a specialized finance, accounting, and risk consulting firm serving PE-backed and public companies. Comparable to E78 Partners on technical accounting advisory, financial reporting, and finance transformation work.
• Riveron: Riveron is a national advisory firm that provides finance, accounting, and operations consulting to private equity and corporate clients. Its CFO advisory and PE-backed platform role make it a close functional peer to E78 Partners.
• Accordion Partners: Accordion is a private equity-focused financial consulting and technology services firm serving CFOs and operating partners. It mirrors E78 Partners' Office of the CFO positioning, PE-backed client base, and integrated advisory / managed services model.
• West Monroe Partners: A U.S. management and technology consulting firm serving private equity and corporate clients across CFO, CIO, and operations transformations. Operates at the same boutique-with-scale positioning as E78 Partners.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/cfosuite
• YouTubeyoutube.com/@E78Partners
• LinkedInlinkedin.com/company/the-cfo-suite-llc
• Instagraminstagram.com/e78partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The CFO Suite