Advice You Can Trust
Our expertise lies in partnering with organizations to implement critical initiatives, drive operational excellence, and unlock enterprise value.
Whether your company is navigating uncertainty, scaling operations, or preparing for a transformative event, our C-suite professionals deliver actionable insights and impactful solutions.
Why work with us
Proven C-suite executives
Strategic and operational leaders
Low-risk, agile service models
Multi-discipline teams
Select Strategic Advisory Services
Financial Strategy
Optimizing financial health and planning for long-term stability are cornerstones of success. Our Financial Strategy services ensure your organization’s resources are efficiently managed and strategically aligned with your goals.
- Forecast & Modeling: Build accurate projections and scenarios to guide confident decision-making.
- Debt & Equity: Navigate capital structures, financing options, and fundraising strategies for growth.
- Cash Management: Ensure liquidity and optimize cash flow to meet operational needs and seize opportunities
Enterprise Value Creation
From optimizing internal processes to positioning for a transaction, we focus on achieving long-term value while minimizing risks.
- Customer Segmentation: Refine customer strategies to prioritize high-value opportunities.
- Leadership Team: Build and align executive teams for greater organizational cohesion.
- Products/Services: Clarify offerings and innovate value-add solutions.
- Operations: Streamline processes to deliver cost-efficient, high-quality outputs.
Technology Roadmaps
We guide businesses in leveraging transformative technologies to elevate operations and improve outcomes.
- IT Strategy: Design a tech blueprint that aligns with business goals and budget.
- Data & Artificial Intelligence (AI): Unlock insights and harness AI-driven innovation to propel smarter decisions.
- Product Management: Drive tech initiatives with actionable plans that prevent delays and overspending.
- Tech Investment: Maximize ROI by prioritizing impactful technology investments.
Emerging Tech
Gain a competitive edge by understanding and implementing cutting-edge technologies. Our experts stay ahead of trends to bring unparalleled value to your business.
- Tech Investment Analysis: Evaluate potential tech opportunities to ensure value-aligned investments.
- Trend Identification & Analysis: Stay informed on industry disruptors to remain competitive.
- Pilot & Proof of Concept Programs: Validate technologies through strategic pilot initiatives before wider adoption.
Supply Chain Operations
Adaptability and efficiency in supply chain operations are vital in today’s global markets. We provide proven strategies to optimize supply chain workflows.
- Fulfillment & Delivery Solutions: Enhance end-to-end logistics for greater customer satisfaction.
- Facility Expansion & Automation: Scale effectively through modernized infrastructure and automated systems.
- Tariff Mitigation & Cost Reduction: Navigate trade complexities to protect margins and reduce costs.
Supply Chain Systems
Systems integration is the backbone of an agile supply chain. Our team ensures seamless implementation and alignment for robust performance.
- Systems Implementation Support (ERP, WMS, DOM): Deploy enterprise systems that unify and simplify supply chain operations.
Use Cases
For our middle market clients, CXO Partners challenge assumptions, explore new options, and reveal new solutions missed by conventional strategies. Here are sample use cases of our work.
riceBran Technologies
RiceBran Technologies is an innovative specialty ingredient company focused on producing healthy, natural and nutrient-dense products derived from rice, stabilized ricebran and other small grains such as oats and barley.
Columbia Forest Products
Founded in 1957, Columbia Forest Products is North America’s leading manufacturer of hardwood plywood and hardwood veneer products, used for fine cabinetry and furniture.
Ultraview Archery
This innovative consumer products company's mission is to build the best bowhunting sites ever made. They were experiencing hypergrowth and were frequently out of stock. We transformed their supply chain capabilities and reduced assembly time by 20%.
Bostwick-Braun
Bostwick-Braun was founded in 1855 as a wholesale hardware distributor. Today, the company has evolved to focus solely on industrial distribution.
Our Leadership Team
Mike Casey
Managing Partner of CFO Practice
Tracy Deuell
Managing Partner, Technology Strategy Services
Shawn Holtzclaw
Managing Partner, Strategy & Transformation
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.