The CFO Suite
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.
- Company typePrivate
- Founded2010
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
The CFO Suite firmographics
Firmographics- 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
The CFO Suite industry classification
Industry- 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
Where The CFO Suite is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Markets served
The CFO Suite business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- 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.
- 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.
- 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
The CFO Suite product offering
Product offeringCore 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
Companies that use The CFO Suite
Customer profileNamed customers15 records
Segments4 records
Ideal customer profiles2 records
The CFO Suite technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The CFO Suite partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor and core.
- Nexus MarketplaceminorA marketplace platform operated by E78 Partners, likely serving as a platform for connecting talent and services with client needs.
- Elite Partner ProgramcoreA 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
The CFO Suite competitors and assessment
Company assessmentBroad 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
The CFO Suite social profiles
Digital presenceThe CFO Suite compliance and trust
Trust signalCompliance1 record
The CFO Suite financial estimates
Financial estimateRevenue estimate
Valuation estimate
The CFO Suite leadership team
Management profileNumber of profiles
The CFO Suite funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The CFO Suite M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The CFO Suite
What does The CFO Suite do?
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.
Is The CFO Suite a public or private company?
The CFO Suite is a private company. It is classified as unknown and is currently operating.
When was The CFO Suite founded?
The CFO Suite was founded in 2010. It employs 11 to 50 people.
Where is The CFO Suite based?
The CFO Suite is headquartered in Dallas, United States, in the North America region.
How does The CFO Suite make money?
Three revenue lines are on record. Professional Advisory Services are the primary driver. The others are managed Services and talent Solutions.
Who are The CFO Suite's main competitors?
Broad incumbents on record are Bain & Company, Teneo, Alvarez & Marsal, AlixPartners and Deloitte (Consulting / Transaction Services). Direct peers are BCCC Partners, CFGI, Riveron, Accordion Partners and West Monroe Partners.
Does The CFO Suite have an API?
No public API is recorded for The CFO Suite.
What industry is The CFO Suite in?
The CFO Suite's product category is Management Consulting Services. Its primary akta.pro industry code is BPAHACAF, Financial Management & Performance Improvement Consulting, with a secondary code of BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 54161 and its SIC code is 8742.