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List Partners-Winmo

THE CHALLENGE

Need for multi-level finance/accounting
leadership and expertise but List Partners’
ownership did not foresee the workload to
support the cost of full-time resources.

Need for on demand operational and
strategic finance and accounting expertise
through buy side and sell side M&A activity.

INTERVENTION

Engaged TechCXO in 2015 including a team
of three distinct resources acting as the
factional CFO, VP Finance and Controller,
respectively. As a fully outsourced
finance/accounting department, TechCXO
implemented its best practice processes,
methodologies and systems to support List
Partners’ multi-year growth at a fraction of
the cost of full-time management employees.

TechCXO led all internal,tactical and
strategic, finance/accounting operations
including buy side and sell side M&A activity.

THE OUTCOME

Majority control of List Partners was acquired
in 2018 by Northlane Capital Partners.

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"We turned all our accounting and finance operations over to TechCXO. Not only did the TechCXO team provide excellent service, they were an invaluable strategic and operational advisor throughout our path to a controlled buyout transaction."

Dave CurrieCEO

List Partners