DIGITAL TRANSFORMATION FOR THE MIDDLE MARKET
Transformation
that actually works.
SPX is a practitioner-led consulting firm for PE-backed and founder-led middle-market companies. We modernize the systems your business runs on, embed AI into daily operations, and build the operating foundation for the next stage of growth — with senior practitioners on every engagement and personal accountability for the outcome.
WHY SPX Exists
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Enterprise-grade expertise.
Boutique accountability.
AI embedded as a standard.
Middle-market companies are too complex for generalist consultants and too small to absorb Big 4 overhead. SPX closes that gap: operating-partner-class strategic judgment combined with hands-on platform implementation, delivered by senior practitioners — never juniors, never handoffs.
WHO WE SERVE
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Built for $20M-$500M companies
under a growth or exit mandate.
We work with middle-market companies — PE-backed portfolio companies operating under a sponsor value-creation mandate, and founder-led businesses preparing for the next stage of scale or exit.
WHAT WE DO
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Four service lines.
AI embedded as standard.
Each line has a defined-scope diagnostic entry point that produces a roadmap and a natural path into the work it identifies. Engagement types combine into a single scope, delivered in phases.
01
Boutique Agility with Tier 1 Results
Deploy, optimize, and integrate the platforms your business runs on — CRM, ERP, business intelligence, AP automation, and data infrastructure — configured, adopted, and AI-activated.
Diagnostic starts at Requirements Gathering & Solution Design
Explore this service line →
03
M&A Post-Close Integration
Run the first 90 days after close so the acquisition creates value instead of destroying it — led from a single integration Management Office, on the value-creation clock.
Diagnostic starts at Integration Readiness Assessment
Explore this service line →
02
Business Process Optimization
Redesign how the business operates to hit the outcome you’re missing — a faster close, predictable revenue, lower cost — then automate it with the AI you’re already licensing.
Diagnostic starts at Current State Assessment & Benchmarking
Explore this service line →
04
Divestiture Management
Separate and standup a carved-out entity that is operationally viable on Day 1 — from readiness assessment through TSA stand-up and standalone validation.
Diagnostic starts at Requirements Gathering & Solution Design
Explore this service line →
✦ AI is embedded as standard across all four service lines — not a fifth line, not an add-on.
HOW WE ENGAGE
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Every engagement startups with a diagnostic
— not a deck.
We work with middle-market companies — PE-backed portfolio companies operating under a sponsor value-creation mandate, and founder-led businesses preparing for the next stage of scale or exit.
✦ AI is how we deliver — not what we sell.
Most companies are already paying for AI they’ve never switched on. We turn on what’s included in your platform licenses — Salesforce Einstein, Microsoft Copilot, NetSuite AI — configure it for your data and workflows, and make sure your team actually adopts it. We measure ourselves on the result: a faster close, lower processing cost, better forecast accuracy. Configuration, activation, and adoption are standard in every engagement, not a Phase 2 upsell.
WHY SPX
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What you get that a generalist won’t give you
| Practitioner-led. | Cedric Thomas or a named senior practitioner runs every engagement personally. No juniors, no handoffs. |
| Diagnostic-driven. | Defined-scope and roadmap-first. The diagnostic protects you from scope creep and gives you a plan before you commit to the build. |
| AI-embedded. | Configured, activated, and adopted as standard scope — measured in business outcomes, not buzzwords. |
| Measurable, not aspirational. | Every recommendation maps to a quantified outcome, and every engagement closes with a results report against the baseline. |
| Reputation is the asset. | We say no to engagements we shouldn’t take and finish the ones we do so you’d hire us again. |
FOR PRIVATE EQUITY & INVESTMENT BANKS
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The operator your portfolio companies need.
We are the operating-partner-class boutique sponsors send into a portfolio company when the deal thesis depends on operational transformation — modernization, integration, value creation, or exit preparation. We build referral partnerships, not competition. If you have a portfolio company that needs the work done right, let’s talk.