Portfolio company operator building AI-driven financial and operational systems
Xerxes Global operates a diversified portfolio spanning FP&A software, M&A advisory, private equity services, and media production. The tech stack reveals a sharp pivot toward AI: LangChain, LlamaIndex, and vector databases (Pinecone, Milvus, Chroma) dominate the modern tooling, paired with traditional data infrastructure (SQL, PySpark, Azure). Active projects center on RAG systems, graph databases, and transaction modeling—consistent with deploying LLM-backed financial analytics across portfolio companies. Finance hiring (12 open roles) dwarfs other departments, signaling portfolio-wide compliance and integration work tied to M&A activity.
Notable leadership hires: Account Director
Xerxes Global is a private holding company headquartered in Minneapolis with 51–200 employees, operating since 2010. The portfolio includes six core businesses: EBM Software (operational management tools), Catalyst (FP&A cloud platform), Diligent (M&A transaction services), Blue Ops (private equity support), ARC (retail and consumer industry association), and Studio X (video production). The company targets mid-market finance, PE, and consumer-facing sectors. Current operational focus spans financial due diligence, ERP/accounting system design, FP&A platform development, post-close integration, and month-end close automation across portfolio entities. Active hiring extends to Ireland, Poland, Greece, and the United States.
Xerxes Global uses Python, FastAPI, Flask, Docker, Kubernetes, and Azure DevOps for backend infrastructure. For data: SQL, PySpark, Azure Cosmos DB, and vector databases (Pinecone, Milvus, Chroma). AI layer includes LangChain, LlamaIndex, and Claude. BI/analytics: Power BI, Alteryx. Design: Figma, Adobe Creative Suite.
Projects focus on financial operations and M&A support: production RAG systems, graph database integration, AI system deployment, ERP/accounting design, FP&A initiatives (budgeting, forecasting), deal-related financial reporting, transaction modeling, post-close integration, and month-end close automation.
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