Acquisition combines accounting and tax services with CFO, valuation and transaction expertise
Xylinx LLC, a financial advisory firm serving privately held businesses and private equity investors, announced its acquisition of Pivot Business Group, a female-founded firm providing accounting, tax, bookkeeping and fractional CFO services to growing businesses.
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“By bringing our teams together, we can identify and fill financial gaps earlier and provide the expertise clients need throughout every stage of growth.”
Together, the organizations will provide coordinated support across accounting, tax advisory, fractional CFO services, valuation, financial due diligence and mergers and acquisitions advisory. The combined team of 35 professionals will help businesses strengthen their financial foundations, navigate increasingly complex needs and prepare for institutional investment, a future transaction or an eventual sale.
“Pam and the Pivot team have built a strong business by making financial information approachable and actionable,” said Jeff Johnson, president of Xylinx. “By bringing our teams together, we can identify and fill financial gaps earlier, solve increasingly complex challenges and provide the expertise clients need throughout every stage of growth.”
Xylinx has represented hundreds of sellers on transactions from $1M to $100M EBITDA and valuations up to $500M.
“Pivot has grown by helping business owners understand their numbers and make confident decisions,” said Pam Jordan, founder and CEO of Pivot. “Joining Xylinx allows us to preserve the trusted relationships and straightforward guidance our clients value while giving them access to greater capacity and a higher level of tax and financial expertise as their needs evolve.”
Pam Jordan will remain a leader and public face of the business, providing continuity for clients while expanding their access to Xylinx’s resources and specialized expertise.
The acquisition expands Xylinx’s ability to support businesses from day-to-day financial management through periods of growth, institutional investment and eventual sale.
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