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  • M&A Moves Fast Your Finance Should, Too

M&A Moves Fast.

Your Finance Should, Too.

A smarter path to integration for brokerages, advisors, and benefits leaders.

Mergers and acquisitions are fueling growth across the insurance and advisory landscape. But for finance teams, that growth comes at a cost—fragmented systems, delayed reporting, and painful post-deal integration.

When Growth Starts Slowing You Down

One leading benefits provider, actively acquiring and expanding, hit that wall. With every deal, operations became harder to manage:

  • Disconnected systems slowed their financial close.
  • Commission payouts to producers lagged.
  • Manual work buried their teams.

They saw an opportunity to do things differently.

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M&A and Consolidation Without the Chaos

Working with HSO, they reimagined their approach—unifying operations across the front office, back office, and data estate. No more patchwork of legacy tools. Just one scalable, integrated platform built for modern finance leaders.
  • 1

    Automated, accurate, on-time commissions

  • 2

    Faster close cycles

  • 3

    Real-time visibility across the business

  • 4

    A solution that scales with every acquisition

HSO works with insurance brokerages, wealth advisors, and employee benefits managers navigating rapid M&A and consolidation. And this is the future of finance.

What changed? Everything.

  • No more juggling systems after each acquisition
  • No more delays getting producers paid
  • No more blind spots in performance reporting

Just seamless integration, clear financial data, and a platform built to scale—deal after deal.

The M&A Game is Changing. Are You Ready?

Let’s make your next acquisition your smoothest one yet.

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