Resources
Each tool is designed to be used independently or as part of a broader SPX engagement. Download what is relevant to where you are in your journey, use it to benchmark your current state, and identify where you need to go. If the gaps you uncover require more than a template can solve, our team is ready to step in.
SPX Webinars
Our webinars are designed to deliver the same practitioner-led insight that drives our client engagements — straight to you, on demand and at no cost.
Each session brings together SPX consultants and subject-matter experts to tackle the real-world challenges facing mid-market companies and Private Equity firms today. Whether you are navigating a merger or acquisition, optimizing your lead-to-cash operations, or preparing your organization to scale, our webinars give you actionable frameworks, proven best practices, and the strategic perspective you need to move forward with confidence.
Tools & Templates
The right tool at the right moment can be the difference between a smooth transition and a costly one. SPX’s library of tools and templates gives mid-market executives and Private Equity operators a practical, practitioner-built starting point — whether you are preparing for a transaction, optimizing your revenue operations, or scaling your business for what comes next.
Each asset is designed to do real work. Not generic frameworks pulled from a textbook, but structured, field-tested resources built from SPX’s hands-on experience across Corporate Transaction Services, Revenue Operations, and Scale Enablement engagements.
M&A
Integration Roadmap Templates
Guide teams through the phases, milestones, and workstreams of a successful integration — from pre-Day 1 planning through post-close execution. Built to align leadership, reduce integration risk, and accelerate time to value.
For AI & Enterprise Automation
For HealthTech & Medical
For Finance & FinTech
For Cybersecurity
M&A
Synergy Calculators to Measure ROI
Quantify what the deal is actually worth to a buyer. Our synergy calculators help you model revenue, cost, and operational synergies across your integration so you can set targets, track progress, and hold the right people accountable.
For AI & Enterprise Automation
For HealthTech & Medical
For Finance & FinTech
For Cybersecurity
Scale Enablement
Integration Checklists
Sector-specific checklists covering governance, technology, compliance, customer migration, go-to-market alignment, and more. Self-assess your readiness, close gaps before Day 1, and ensure nothing falls through the cracks.
For AI & Enterprise Automation
For HealthTech & Medical
For Finance & FinTech
For Cybersecurity
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