Auxo Advisors

Is your company positioned for success in the upcoming year? Download our Annual Go-to-Market Strategy Planning Agenda to guide your team as they navigate this critical time and set their winning strategy for 2025: https://lnkd.in/eW7ymZRU Studies show that businesses that dedicate meaningful time and energy to strategic planning significantly outperform those that don’t. Winning organizations conduct a post-mortem, applying a critical lens to the prior year and using data to carefully examine what worked, what didn’t, and why. They also seek to identify opportunities for growth in the coming year, the investments required, and the risks that could derail them. And they bring key stakeholders together to develop a detailed game plan to position their team for success as they take the field in the coming year. Want assistance leading your 2025 annual strategy planning meeting? Let our experts guide you through this critical exercise and deliver to you a winning game plan for 2025. Contact us to learn more: https://lnkd.in/etaZPcGE #gotomarket #strategyplanning #valuecreation

Dive into the final article of our series, “Capturing Growth and Creating Value—in any Environment,” featuring an exclusive interview with our founders, Jeff Morton and Luke Wilson.   In this article “Achieving Explosive Growth While Maintaining a Culture Of Greatness”, they discuss their strategic frameworks that empower organizations to navigate complexity to ultimately capture growth. They delve into four pillars of excellence—Revenue Growth, Operational Efficiency, Technology Enablement, and Human Capital— and offer real world insights from their work with a variety of clients.    Check out their exclusive insights in the full interview! https://lnkd.in/e44bCARu #gotomarket #strategicgrowth #privateequity #operatingpartners

We hosted two amazing Auxo Ignite events this past weekend with our colleagues, clients, friends, and family in Austin, TX. A round of golf at the 1st Annual Auxo Invitational on Friday, and the Ultimate Gameday Tailgate Party for the Texas x Georgia football game on Saturday. There were great conversations, camaraderie, laughter, food, and cocktails all around. We want to extend our sincere thanks to everyone who joined us and made both events a success. Stay updated on all Auxo Ignite happenings by following us. We're already looking forward to our next event!

We are excited to host our first Game Day Tailgate! Swing by before, during, or after the game when the #1 Texas Longhorns take on the #5 Georgia Bulldogs in a massive college football showdown! Don't forget to RSVP if you have not done so already.

Our next Auxo Ignite networking event will take place three weeks from today at the 2024 GAIM Ops West Conference in Carlsbad, CA. We're looking forward to a great gathering of operations and compliance professionals from the asset owner and hedge fund industries. If you'd like to reserve a spot, please RSVP directly here... https://lnkd.in/eyyf8GZb

We’re excited to share the third article in our four-part series, “Capturing Growth and Creating Value—in any Environment.” As private equity leaders navigate today's complex economic landscape, understanding effective value creation strategies is more critical than ever. In this latest installment, we explore how firms can drive value amidst uncertainty, focusing on four key areas: - Top-Line Revenue Growth - Operational Efficiency - Harnessing Technology - Human Capital Dive into the article here: https://lnkd.in/eqKEvr42 #ValueCreation #RevenueGrowth #OperationalExcellence #PrivateEquity

We are thrilled to announce that Luke Wilson, Managing Partner, has been appointed as Operating Partner at Conduit Security, a leading technology firm specializing in wire fraud prevention. With Luke's proven track record in advancing strategic plans and transforming organizations, this addition promises to elevate Conduit’s capabilities and enhance its offerings. In this pivotal role, Luke will leverage his 20 years of experience leading business and commercial functions to improve efficiency and ignite sales and marketing initiatives. He’ll advise on the company’s go-to-market strategy and help scale and drive into new markets. Congratulations, Luke and Conduit. To see the full release please visit: https://lnkd.in/gwzZBu2R To learn more about Conduit please visit: https://lnkd.in/gck7m-Fn #OperatingPartner #GoToMarket #ValueCreation #SaaS

We partnered with the Private Equity CFO Association (PECFOA) last week to deliver an insightful webinar on strategies to protect PE firms and their portfolio companies from wire fraud. Former FBI cyber agent and Palantir technologist - and current Conduit Security CEO - Ryan Castle revealed commonly-used tactics, dissected real-world wire fraud case studies, and shared best practices to protect against this all-too-common crime. The 100+ CFOs in attendance at this Auxo Ignite event learned: Half of attendees had some level of experience with wire fraud - $3B in wire fraud losses were reported in 2023 - Actual losses are estimated at $10-20B Victims face reputational and career risk, in addition to monetary loss - Proposed cyber breach notification rules add regulatory risk to this list Insurance typically does not cover this type of crime - Because the funds were “voluntarily” parted with Firms generally have very good people and well-defined processes - But only half of attendees can prove their procedures were followed Best practices every firm should have include: - Separation of duties - Outbound verification calls (no inbound) - Use of known good phone numbers (not taken from the email) - Tech controls / guardrails that ensure procedures are followed - Documented audit trail that proves procedures were followed Workflow automation and audit trail documentation: - Should capture the phone number called, by whom, date, time - Should include a transcript / recording of the call with details - Identify red flags and remedial actions - Are critical for insurance claims and in arbitration - Significantly reduce team member anxiety around executing wires through added transparency and accountability Want to view the full webinar in its entirety? Fill out the form here: https://lnkd.in/gC-ZnMar #auxoignite #privateequity #wirefraud #operationalrisk

We're excited to present the second article in our four-part series, titled "Key Factors for Growth: Creating Sustainable Value in Today's Economic Environment." This installment continues our exploration of value creation strategies for private and portfolio companies as they navigate the complexities of the current economic landscape.   The private markets have experienced profound changes, underscoring the need to continually adapt strategies for sustained value creation and growth. In an era characterized by subdued deal flow, macroeconomic uncertainty, and shifting valuation expectations, grasping the evolving dynamics of value creation is more essential than ever.    The emphasis of these strategies needs to focus on building real, long-term value and understanding how to leverage operational efficiencies, digital transformation, and talent management is crucial.   For a deeper analysis of these trends and their implications for your strategies, read the full article here: https://lnkd.in/eq77yAVW   #ValueCreation #PrivateEquity #OperationalExcellence #EconomicTrends

We’re hosting our FIRST clients and friends-of-the-firm appreciation event Saturday, October 19th. Join us in Austin for the ultimate tailgate party before the Texas Longhorns take on the Georgia Bulldogs in an instant-classic SEC football showdown! This Auxo Ignite social event will be a tented affair on the lawn outside the stadium featuring delicious food, a full bar serving up your favorite drinks, and music. Catch all the game action on our big-screen TV or come and go as you please.   RSVP here! https://lnkd.in/guiN2Nym