Move Forward with Confidence
We provide a holistic suite of due diligence and assessment services across various disciplines to ensure that your company is primed for growth, risk mitigation, and strategic advancement.
Leveraging years of industry experience, our dedicated team of executives brings deep expertise and personalized insights to help your business excel. Our services are tailored to meet the unique challenges faced by middle-market companies, ensuring that each strategy is not only actionable but also impactful.
Why work with us
Proven C-suite executives
Strategic and operational leaders
Low-risk, agile service models
Multi-discipline teams
Comprehensive Due Diligence Services
Financial Due Diligence
Includes Financial Due Diligence; Core Analysis / Adjustments; Quality of Earnings; Revenue Recognition; Cash Proof/Free Cash Flow; Cash Free, Debt Free Issues; Working Capital PEG; Contract Reviews. Our M&A Readiness Services include full buy-side and sell-side support, including Cash to GAAP Conversions, Restatements, Departmental Margins, and Forecasts.
We also provide full executive visibility into CEO/Board/Audit Committee Advisory/Governance; Financial Statement Reviews, Enhanced Analytics & KPIs; and Operational Performance evaluations.
Technology Maturity & Readiness
Our technology executives assess the current state of your IT systems to identify key areas for improvement and investment. Our assessment scorecard identifies key strengths and gaps in your technology landscape, helping your organization define and execute on its digital transformation journey -- including AI Readiness -- with confidence.
Key areas of evaluation include: Technology Strategy & Leadership; IT Infrastructure & Security; Digital Operations & Automation; Data & Analytics, and Customer & Employee Experience.
Supply Chain Leadership
Our Supply Chain experts will assess your overall strategy and capabilities with initiatives that create new roadmaps, including enhanced SIOP, LSS, Assortment, and Inventory strategies. They will perform due diligence to mitigate supplier risk, address tariff issues and alternatives, create dynamic plans to achieve organic growth via new Fulfillment & Delivery Strategies; Facility Expansion and Automation; and Omni-Channel Distribution (DTC, Retail and Wholesale).
We can also develop contingency plans, including near-shore solutions to diversify production locations and reduce dependency on distant supply chains. By shifting focus to closer geographic locales, companies can improve logistics and cost savings and mitigate risks associated with geopolitical tensions, trade disputes, and prolonged transit times, ensuring a more resilient and adaptable supply chain framework.
Executive Operations, Strategy & Transformation
CXO Partners' Strategy & Transformation and Enterprise Value Creation groups are focused on business performance, strategic initiatives, EBITDA optimization, and growth. They help companies, investors, Boards, CEOs, and senior management teams with strategy, profitable growth initiatives, global expansion, go-to-market execution, commercial deal-making, and operational plans.
They assess the profitable commercialization of new or existing solutions, oversee P&L, turnaround strategies, operations, and leadership selection. They will also evaluate the quality of Customer Segmentation, Sales Teams, Products and Services, Systems, and Risk Management.
Our Leadership Team
Mike Casey
Managing Partner of CFO Practice
Tracy Deuell
Managing Partner, Technology Strategy Services
Shawn Holtzclaw
Managing Partner, Strategy & Transformation Services
Mark Ianni
Managing Partner, Enterprise Value Creation
Report 2025
Top Issues for the U.S. Middle Market
From AI implementation to supply chain resiliency and alternative lenders, see this report on the top trends affecting U.S. middle market companies in the range of $50M to $1B.
What our clients say about us
Our company was acquired by Oracle. [CXO Partners] was a key player in helping to get that accomplished. They are very much integrated into our leadership team.
— Diego Pantoja-Navajas,
Founder & CEO, Logfire
The [CXO] team transformed our professional services offerings and accelerated our ability to scale. They also provided expert M&A due diligence and guidance leading to our successful exit.
— Bonz Hart, CEO, Meridium
We leveraged [CXO Partners] CFO services to grow. They helped us package two businesses that led to successful M&A exits. I can’t recommend them highly enough.
— Alexei Rojanets, President & CCO, Aptitude Health
Insights
Next Steps
Review our team of experts or schedule a brief call. Once you schedule a call, one of our team members will contact you directly to learn more about your needs.