CXO Partners is a professional services firm that helps businesses manage change, improve performance and drive greater value for shareholders for middle market businesses and private equity firms across a broad suite of industry sectors.
Our capabilities differ from other consulting and advisory firms as our professionals are deeply experienced C-Level operators first. Our professionals combine proven capabilities and track records and demonstrated strategic and operational expertise to provide interim leadership, advise clients, solve problems, and maximize outcomes. Our capabilities and services are focused on key areas for driving success for our clients including Interim leadership, Strategy & Execution, Mergers & Acquisition, Performance Improvement, and Turnaround & Restructuring.
In today’s market, turnover in leadership talent can happen quickly and impede progress in executing your business plan. CXO Partners offers experienced operating executives as well as senior management level professionals to provide clients with proven leadership talent to fulfill a current need, drive innovation, or lead transformation. Leadership gaps can arise from new initiatives, and opportunities, or executive turnover can undermine momentum, impede business performance or undermine value. In addition, identifying and recruiting the executive can take time exacerbating the negative impact of untimely leadership gaps.
When your business needs to make changes at the executive committee or board level, CXO Partners interim executives join your management team and help guide you through every step of the transition process, guaranteeing short- and long-term success. Whether you’re looking for a new CEO, COO, CFO, CRO, CIO, CTO, or CMO, we help you execute the process from start to finish. Our seasoned executives have held senior leadership, financial management, operations and functional management roles throughout their careers. They bring a broad range of industry and geographic experience, assuring an understanding of your unique business, knowing how to transition, holding and backfilling a C-level role, and coaching and guiding the newly appointed executive to success.
CFO and the Finance Organization
Today’s CFO faces the challenges of the expanded CFO role including driving efficiencies, supporting growth, managing results, reporting, and compliance while being strategic. CXO Partners offers a broad suite of capabilities to support business, the CFO, and the Finance Organization helping finance teams support growth and achieve operational excellence.
Our CFO practice professionals help organizations respond to the evolving requirements of building a business. From interim leadership, transaction services, operational challenges, or transformational projects, we help finance organizations deliver more for investors and businesses. Our CFO practice includes support for:
- Audit preparation
- Benchmarking and key performance indicators
- Board and audit committee advisory
- Budgeting and financial forecasting
- Cash flow forecasting
- Financial due diligence preparation
- Financial systems
Revenue Growth & Executive Operations
CXO Partners' revenue growth and executive operations practice includes executives and transformational consultants with Chief Executive Officer, Chief Operating Officer, General Manager, Chief Revenue Officer, Chief Commercial Officer, Chief Marketing Officer, and Chief Partnership Officer experience. Whether a client’s need calls for an interim leader or an experienced operator to drive a key initiative, we have the bench to fill the client’s need.
With our experience in guiding organizations through transformational improvements, we can provide valuable insights and help companies achieve sustainable growth. We work closely with management teams to identify areas of improvement and implement strategies that result in increased revenue and improved operational efficiencies. Our approach is tailored to the unique needs of each company we work with, ensuring that we deliver maximum value, measurable results, and desired outcomes. Our Revenue Growth & Executive Operations practice services include and support:
- Interim or Fractional Leadership (CEO, COO, GM, CRO, CCO, CMO, CTO & CPO)
- Business transformation with a focus on top-line and operational efficiencies
- Commercial Health Check assessment
- Revenue and Sales Operations review and improvement plans
- Value selling coaching and mentoring.
- International expansions and growth
- Digital Transformation Assessment
- Customer Experience and Voice of Customer Analysis
- New Product Development and Go-to-Market
- Partnerships & Alliances plan & execution.
Technology Strategy Services
We provide vision, strategy, and management oversight, and work with executive leadership teams to ensure alignment between business objectives and technology strategies required to deliver growth, transformation, efficiency, and operational excellence. This includes digital, application, and data strategies, IT operations, vendor management, IT risk management & cyber security, and portfolio and project management, all aligned with best practices and KPIs.
CXO Partners provides a full complement of interim technology executives, including Chief Information Officers, Chief Technology Officers, Chief Information Security Officers, Chief Data Officers, and Chief Digital Officers.
Our technology executives live at the intersection of operations, technology, strategy, innovation, and business transformation to define roadmaps for and support revenue and market share growth. We have deep experience partnering with businesses in turnaround or transformation situations and bringing organizations to new levels of maturity. Among our key services and solutions are:
- Technology Adoption & Organizational Transformation: We align and efficiently operationalize all facets of IT within many different industry verticals, including Financial Services, Fintech, Healthcare, Energy and more.
- Investment Management & Business Improvements: We drive operating efficiency and customer satisfaction improvements by introducing architectural solutions and automation to enhance engagement with internal and online customers. These strategies include data asset management/utilization, vendor assessments and replacing/enhancing proprietary legacy systems, infrastructures, and processes.
- Cybersecurity & Risk Management: We direct the cybersecurity function within the organization through stepped maturity roadmaps, advancing the organization’s security profile and maturity level. We install programs to continually monitor risks and identify new threat actors maintaining a highly effective security posture, resulting in limiting significant breaches.
- Change Management & Optimization: We identify opportunities for automation and efficiency resulting in strategies for all aspects of IT and Operations which leads to surpassing business goals, investor and shareholder expectations, and market and regulatory demands. We introduce industry best practices and KPIs for project and portfolio management, including the launch of new Enterprise PMOs.
The middle-market has never been a more attractive playground for entrepreneurs, investors, and operators. The mid-market is a large and highly desirable segment and consists of more than 200,000 companies that generate more than $10 trillion annually. These organizations still possess vestiges of entrepreneurial grit, demonstrate material signs of market eminence, and have unique funding mechanisms available to fuel growth.
Unfortunately, the lifespan of these companies is short and often fleeting. In fact, data suggests that between 50%-90% of companies fail within 15 years. And herein lies the paradox of the mid-market: The very same DNA that spearheads a company’s growth at inception can hold it back as it reaches scale. Best-in-class organizations must periodically reimagine the way they plan and run their business in order to fulfill its greatest promise.
Suffice to say, the trigger for ‘strategic self-reflection’ differs for each company. Some executives see their growth plateau while peer competitors persist and thrive. Others see their profit margins dwindle, or disappear entirely, despite years of financial restraint and controls. And still other companies lose their way altogether, putting their business’ standing, and solvency, at risk.
CXO Partners offers a variety of advisory and execution services aimed to support mid-market orgs through this complex period in a company’s lifecycle. We leverage both interim executives and cross-functional teams consisting of strategists, operators, and subject matter experts to fulfill your needs – whether you seek targeted incremental improvements or large, transformative change. Our work can be categorized into three broad areas that are customized to meet your specific business objectives:
- Strategy & Alignment – Resetting strategic direction and aligning clients, people and organizations.
- Market/Business Assessments and Investment Cases
- Operating Model Design / Asset & Behavior Assessment
- Mission, Vision, and Shared Purpose
- Organizational Alignment
- Transformation Execution – Methodically setting cross-functional strategic initiatives into motion.
- Operating Model Execution
- KPI Development and Goal Attainment
- Organizational Development and Change Programs
- Capability Development – Professionalizing and optimizing go-to-market and operational function
- Go-to Market professionalization - Sales, Marketing, Pricing
- Operational Excellence – Cost, Efficiency, Performance
Successful Mergers & Acquisitions can be a crucial component of a business growth strategy. CXO Partners brings the experience of hundreds of merger & acquisition transactions combining the cross functional operating executive perspective with investment banking advisory experience, and consulting experience to help drive greater value to the transaction process. Our merger & acquisition services cover the complete transaction life cycle with experienced professionals skilled in a broad range of transactions.
Corporate Finance Advisory
Our Mergers & Acquisitions team includes transaction experts from the operating executives, Big 4 accounting, investment banking, and consulting. Whether it is buy side or sell side representation, public or private companies, we have the deal experience to help your business through a successful transaction.
Deal Strategy & Execution
CXO Partners strategy & execution teams provide buy side strategic advisory services to identify potential targets in support of business strategies. CXO Partners works with clients and investors to advise on deal selection, due diligence, benchmarks, and post integration planning.
Due Diligence and Quality of Earnings
Our mergers & acquisition advisory services capabilities include transaction due diligence services across sales, finance, human resources, information technology. CXO Partners bring a unique blend of operating executive experience. Our due diligence expertise includes quality of earning analyses, financial forecasting, synergy analysis, work capital review, information technology and security reviews, pipeline assessments, sales team capabilities, and other operational due diligence.
Integration & Synergies
While successful mergers & acquisitions can create meaningful value for shareholders, post-merger integration planning will help ensure that synergies are achieved in acceptable time frames. CXO Partners brings a blend of operating experience, deal experience, finance capabilities and strategy to deliver superior post-merger integration advisory services.
The accountability for businesses to deliver operational excellence has never been greater as competitive pressures, talent wars, and investor expectations demand more from management teams. As industries and businesses evolve, performance improvement initiatives can range from new strategies, integrating new technologies, organizational restructuring and alignment, supply chain re-engineering, transforming customer experience, or outsourcing business processes. As experienced operators and consultants, CXO Partners has performance improvement in our DNA. Our Performance Improvement professionals work with your team to identify high impact opportunities and implement change to drive improved results for our clients.
CXO Partners capabilities include supporting private equity firms and portfolio companies across the spectrum of transactions and opportunities. Our experience includes operating executives, finance leaders, and consultants with experience in assisting clients in transaction services such as quality of earnings, buy side and sell side due diligence, post-acquisition integration, divestiture preparation, Initial Public Offering readiness, Information Technology integrating, interim leadership services, and performance improvement.
We work with Private Equity and investment companies as well as CEO/Founders/Entrepreneurs to improve the performance of the companies they invest in and complement their expertise to ensure that all areas of improvement are addressed. With our experience in guiding organizations through transformational improvements, we can provide valuable insights and help their portfolio companies achieve sustainable growth and operations.
We work closely with management teams to identify areas of improvement and implement strategies that result in increased revenue and improved operational efficiencies. Our approach is tailored to the unique needs of each company we work with, ensuring that we deliver maximum value, measurable results and desired outcomes.
Turnaround Advisory and Restructuring Specialists
Operational challenges can arise as a result of rapid changes in the capabilities of competitors, execution challenges, economic downturns or other external factors. These operational difficulties can lead to situations and obstacles that require restructuring as the best strategic option. In these scenarios, businesses require leadership with significant experience in navigating the complexity of restructuring, communications, liquidity management, creditor management, boards of directors, and public markets messaging. CXO Partners has significant leadership experience in the successful management of middle marketing businesses in restructuring and turnaround situations. Our Turnaround & Restructuring team provides clients with interim leadership and trusted advisory services to drive successful outcomes.