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
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 entry point: Integration Readiness Assessment
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
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
✦ 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.
START HERE
If a transformation has to actually work, start with a diagnostic.
Cedric Thomas, Founder & CEO · cthomas@spxltd.com · spxltd.com