PARTNERS
The operator your portfolio companies need — and the partner who refers, not competes.
For private equity firms & investment banks
______
Operating-partner-class execution for your portfolio
Private equity firms and investment banks are SPX’s most valuable referral partners. We’re the operating-partner-class boutique you send into a portfolio company when the deal thesis depends on operational transformation — modernization, post-close integration, value creation, or exit preparation. Your portfolio CFOs and CEOs are the buyers; you make the introduction, we do the work, and the result reflects on the sponsor relationship that made it happen.
✦ Strategic Partner Track: a formal referral relationship with revenue share for PE firms and investment banks. Includes a partner onboarding kit — ICP one-pager, service architecture summary, engagement examples — and quarterly relationship reviews.
For M&A attorneys, fractional executives & accountants
______
Refer the work; receive referrals back
Our buyers are your clients, and our services don’t compete with yours. M&A attorneys, fractional CFOs and COOs, and accounting firms refer transformation and transaction work to SPX and receive reciprocal referrals in return.
✦ Alliance Partner track: a referral relationship with revenue share for aligned professional service providers.
Technology channel
______
Salesforce Consulting Partner
SPX is a Salesforce Consulting Partner, which enables technology-channel referrals and AppExchange directory presence for CRM, Einstein activation, and Revenue Operations work.
✦ SPX is a Salesforce Consulting Partner