The Financial Work That Determines Acquisition Success
We have executed more than 200 M&A integrations completed across $7B+ in transaction value and developed battle-tested approaches that help accelerate integration times by 30-40%, de-risking consolidation efforts, and ensuring day-one operational readiness. Our experienced leaders have integrated organizations ranging in size from $10M to $2B in revenue across software, healthcare, business services, and manufacturing—delivering results for private equity sponsors, strategic acquirers, public and privately held businesses.
$7B+
Client Transactions
50+
M&A Deals and IPOs Supported
20+
Years of PE & M&A Experience
Our Core Integration Capabilities
Financial Systems Integration and Harmonization
Fragmented systems and mismatched charts of accounts are some of the most typical post-close headaches. We consolidates ERP systems, connect reporting structures, and harmonize data across acquired firms to provide a single source of financial truth within 60-90 days. Our strategy minimizes redundant system costs, provides audit-quality data, maintains internal controls, and supports Sarbanes-Oxley compliance from day one. We build the best technological architecture for your case, whether it involves switching to one platform or keeping several systems with central consolidation.
Accelerated Month-End Close Integration
One of the fastest wins after an acquisition is aligning on a tight, unified close cycle. We condense the several closing processes into a compacted timetable. In the first full quarter, we drive a rapid consolidated close to enable leadership, boards and investors the timely visibility required to make data-driven decisions and confidently operate the combined organization. Our approach covers standardized closing dates, automated consolidation, intercompany reconciliation procedures, and well-defined roles and responsibilities across the combined finance department.
Intercompany Accounting & Elimination Process
Clean consolidated reporting requires a purpose-built intercompany accounting system from day one. Our team designs and implements the entire framework—setting transaction rules, account coding standards, reconciliation processes, and automated elimination algorithms. These systems ensure clean consolidated reporting, eliminate month-end bottlenecks, help govern intercompany transactions, and offer the audit trail required by external auditors and lenders.
Post-Closing Management Reporting & KPI Dashboards
ALeadership, boards, and investors require a single, cohesive view of the combined enterprise. Our team develops a unified reporting package, including KPIs, segment reporting, operational visibility, and financial reporting into executive dashboards that provide clear visibility into performance, synergies, and value generation providing management with the insights needed to optimize the business
Finance Organization Integration & Talent Optimization
People decisions are often the most critical aspect of any integration. Our team works with management in evaluating both financial organizations, developing the ideal combined structure, and managing the transition—retaining critical talent, eliminating redundancies, clarifying reporting relationships, and building a high-performing team that supports the combined entity's growth trajectory. This includes competency assessments, role definitions, compensation harmonization, and clear communication that preserves morale during the inevitable uncertainty of integration.
Synergy Tracking & Realization Infrastructure
Promised synergies only matter if you can prove them. Our team sets up the financial systems, processes, and governance to manage synergy capture in real-time—tracking actual cost savings and revenue synergies against deal model projections with precision and transparency. This entails creating synergy-specific general ledger account structures, responsibility assignment, monthly tracking reports to boards and sponsors, and identifying acceleration opportunities or at-risk synergies requiring intervention. Our approach provides the visibility that builds confidence with investors and enables proactive management.
Why Integration Execution Matters
We enable businesses to focus on core competencies by providing flexible, customized professional services supporting our clients’ strategic objectives.
Integration delays cost real money.
Each month of synergy capture delay is EBITDA left on the table. Longer TSA arrangements bleed funds while sustaining dependency on vendors. Poorly integrated systems produce data quality problems that undermine confidence and slow down decision making.
Our interim CFOs de-risk integration with proven execution.
We’ve conducted hundreds of integrations and know where deals frequently falter: insufficient day-one planning, misjudged systems complexity, bad change management, insufficient synergy monitoring. We offer proven methods and templates that have been used in dozens of agreements giving your team access to patterns we have found across industries and deal structures.
Our interim CFOs de-risk integration with proven execution.
When integration delays threaten value capture, lender relationships are at stake, or your internal team lacks integration experience, our CFOs and professionals jump in to lead – providing the financial integration work that ensures acquisitions are successful and optimize investor returns.
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.