M&A and Consolidation Without the Chaos
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.
- 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.