Strategy Planning Execution, Inc. ("SPX") is a Corporate Transactions Advisory firm that specializes in driving the strategy, planning and execution of mergers, acquisitions and divestitures for enterprise clients within Technology and Service industries.  SPX prides itself on being one of the rare firms with a proven track record of being able to effectively drive the execution of a corporate transaction from start to finish.  In essence, we provide the resources and knowledge that our clients need to either rapidly grow inorganically through mergers and acquisitions or to promptly exit business ventures altogether through divestiture or the sale of the entire enterprise.  Instead of our clients worrying about building a Corporate Development function of their own, they can continue to focus on running their businesses while outsourcing those activities to SPX.

SPX’s value proposition is simple – We provide exceptional analytical insight to our clients, supported by years of diverse experience, superior methodologies and a compendium of documented lessons learned.  We are experts at what we do.

Cedric Thomas is the Managing Principal of SPX.  He has over 20 years of proven leadership experience running strategic programs and business operations at companies such as Apple, Tesla and Symantec.  Prior to starting SPX, Mr. Thomas also worked as a Management Consultant at one of the “Big Four” firms where he drove multiple Corporate Transactions and Business Transformation projects for enterprise clients. View or download Cedric's summary of professional experience by clicking here.

SERVICES


Acquisition Services

The Problem

Many executives understand the benefits of growing inorganically through acquisition but are unable to do so because they don’t have the right staff in place.

Our Solution

SPX provides the ability for Enterprises to outsource their Corporate Development functions in a way that aligns the cost of the function with the cost of the transaction. Our firm partners with its clients from the beginning of the acquisition lifecycle to analyze their product portfolio, develop acquisition value drivers, identify targets that fit the client’s criteria, perform Due Diligence and establish a valuation in order to negotiate a transaction that optimizes value.

The Problem

Within the acquisition lifecycle, finding and buying a company is the easy part. However, most enterprises are ill-equipped to drive and manage the organizational, operational and technological complexities associated with integrating an acquired company.

Our Solution

SPX has expertise and resources to manage every aspect of an acquisition’s integration so that every department, function and the company as a whole operates as one combined entity. We deploy highly experienced integration experts and robust tools to maximize the value of every transaction.

Enterprise Exit Services

The Problem

Over time, a company can become an amalgamation of various products and services, some of which may not be important to the core or its mission. These non-core product lines can become a distraction to the company’s executives, which can lead to a lack of focus on the company’s most important products and wasted resources on underperforming aspects of the overall business.

Our Solution

SPX has the ability to provide enterprises with a way to rapidly divest and sell underperforming or non-core businesses. We manage the entire transaction on the behalf of our clients so that they can continue to focus on managing the aspects that still matter. Prior to even entertaining offers from Buyers, we not only estimate the value that an enterprise can receive but we also outline the operational risks and challenges of divestment based on various buyer scenarios. By taking this approach, clients know exactly what they are getting into before going down this path.

Scalability Services

The Problem

Many companies that are growing rapidly or inorganically are unable to operationally scale in order to support a certain growth trajectory due to the presence of inefficient and ineffective business processes. These processes are usually manual in nature, lack standardization and are overly complex due the operational debt associated with the execution of multiple acquisitions or hyper-growth initiatives. As a result, the costs to support these enterprises is higher than usual and the results that these processes produce are less than optimal. Moreover, internal stakeholders are not provided with the tools that they need to effectively manage the business and external stakeholders are usually negatively impacted by suboptimal operations as well.

The Solution

In these situations, SPX works with client stakeholders to assess and document critical business processes from end to end and to identify and prioritize operational areas of improvement. From there, we recommend technological improvements such as process automation and system enhancements in order to accomplish the five following objectives:

1. Reduce or eliminate unnecessary manual labor
2. Optimize process efficiency
3. Minimize processing costs
4. Improve the accuracy of results from a process
5. Improve the ability to effectively manage the business

For every initiative that we implement, we provide a benefit vs. cost analysis. From there, we identify and focus on implementing and monitoring initiatives that rapidly improve the client’s operational performance.

The Problem

As a company grows in terms of revenue, customers, products and employees, business operations become more complex and the need to effectively manage the business becomes more critical. If the proper investments are not made into technologies and tools, a company can experience the following issues:

1. Inability to provide the Sales team with the tools that they need to be effective
2. Inability for the company to effectively manage customer orders, fulfillment and inquiries
3. Inability for the company’s operators to monitor direct and indirect costs
4. Inability for the company’s operators to make management decisions due to inaccurate data
5. Inability for the Finance team to meet the reporting requirements due to inefficient processes

In addition to the issues outlined, companies that do not invest in technologies will need to hire additional headcount to perform basic operations, which can negatively impact profitability.

The Solution

SPX specializes in rapidly implementing cloud-based Information Technology platforms that enable middle market companies to efficiently and effectively operate and to scale for growth. We have Technology experts that specialize in functional design and technical development and that are capable of addressing each client’s customized business processes, requirements and needs. Unlike many other consulting firms, we don’t recommend “plain vanilla” approaches nor do we focus primarily on the selected technology’s capabilities. Instead, we start with defining each client’s data requirements and by designing the most efficient and effective business processes possible based on how each client would like to operate. After we document and analyze business requirements and processes, we drive project planning, technical development, implementation, User Acceptance Testing, change management and training for the project.

Case Studies


Our IP


How Do You Measure the Success (or Failure) of an Acquisition?

How Do You Measure the Success (or Failure) of an Acquisition?

Determining how to correctly measure value is the first step to recognizing value in any corporate transaction.

CAREERS


We are always looking to connect with talented corporate transaction practitioners that have deep experience in our service areas and a passion for exemplary client service. Please tell us about your experience and send us your Resume.  If there is an interest and a fit, we will get back to you!

Send your CV

CONTACT


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