Performance Beyond Expectations
Whether it's a strategic reassessment of your current business and markets, a technology modernization effort, or a major change management push, you hope to find competent, capable, proven people to help with your organization's big initiatives. Trust CXO Partners to perform beyond your expectations.
Here's why: every partner has successfully led multiple organizations as a C-suite executive. Also, we are doers - strategic and operational implementers. Finally, we know transformational changes require big things: a shift in mindset and systems, persuasive communication, intellectual rigor, and clear, tangible results.
Read on to see how we deliver.
Why work with us
Proven C-suite executives
Strategic and operational leaders
Low-risk, agile service models
Multi-discipline teams
Select Transformational Initiatives
Strategic & Organizational Transformation
We evaluate your entire operating model, including strategies, KPIs, current people, processes, mission, and capabilities against future challenges, opportunities, and the ability to scale and win. >>
Technology Modernization
A technology modernization plan may include reimagining IT budgets, ERP systems, and other platforms, product development processes, and outsourcing options. We assess enterprise-wide assets against future competitive needs, e.g. How do we run AI-driven pilot programs and Proof of Concepts (POCs)? >>
Financial Transformation
Our CFOs dig into your financial health, G&A, Governance, Cash Positions, and provide strategic assessments of your business and markets. We'll provide new insights into your capital expenditures and investments for return on invested capital. >>
Enterprise Value Optimization
We take a holistic and strategic approach to improve your middle market business performance and thus make it more valuable through new organic revenue growth, sales excellence, partner and channel strategies, improved demand generation, a renewed focus on performance metrics, and enhanced operational capabilities.>>
New Supply Chain Strategies
Transform your overall strategy and capabilities. Our Supply Chain expertise is applied to Sales Inventory & Operations Planning (SIOP), LSS, Sustainability and Inventory initiatives. We'll help you execute Co-Manufacturing Partnerships, Scaled Manufacturing, Packaging & Fulfillment channels. We'll also provide insight into navigating Tariff Turbulence and Risk Management solutions, including Near-Shore alternatives. >>
Turnaround & Restructuring
Sometimes restructuring is the best option. Our specialists navigate the complexity of liquidity, leadership transition, creditor management, Boards, and public markets messaging. We can also leverage M&A as an exit or growth strategy to identify potential targets and comprehensive post-deal integration>>
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.