The Financial Work That Determines Acquisition Success
Most acquisition failures are not deal failures — they are integration failures.
Systems must be consolidated, reporting structures harmonized, intercompany eliminations established, and the combined entity's financial picture made legible to leadership, lenders, and investors — typically within 90 days of close.
$7B+
Client Transactions
50+
M&A Deals and IPOs Supported
20+
Years of PE & M&A Experience
CXO Partners Post-Close Integration Services
- Financial systems integration — chart of accounts harmonization, ERP consolidation, and reporting system alignment
- Month-end close integration — combining close processes across entities on a compressed timeline
- Intercompany elimination setup — establishing the intercompany accounting structure for consolidated reporting
- Combined management reporting — building the integrated KPI and financial reporting package for the combined entity
- Finance team integration — assessing both organizations' finance teams, defining the combined structure, and managing the transition
- Synergy tracking — building the financial infrastructure to measure actual vs. projected synergy realization
- Lender reporting integration — ensuring the combined entity meets all credit agreement reporting requirements
- TSA management — managing finance-related transition service agreements and tracking exit from TSA dependencies.
Our Team
Chris Gwiazda
Mike Casey
Bill Keneally
Michael Levine
Mark Livingston
What our clients say about us
Within a highly challenging environment, CXO Partners was integral to the development of the strategy and execution of the tactics to protect, enhance, and then secure the value of RiceBran Technologies (NASDAQ - RIBT).
— Multiple Board Members
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
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.