Case Study: a San Francisco-based financial services firm achieves seamless post-acquisition integration and stronger security with Xantrion

San Francisco–based Financial Services Firm completes post-acquisition integration in 2 months with Xantrion

A San Francisco–based financial services firm needed to integrate the IT environment of a recently acquired family office without causing operational downtime, all while facing a compressed timeline and pre-existing issues with system outages and account compromises. They engaged Xantrion for its managed IT, cybersecurity, and consulting services to execute this challenging post-acquisition integration.

Xantrion managed a coordinated cutover with clear sequencing and communication, completing the integration in roughly two months instead of an estimated four, with no downtime. Post-integration, their work on standardization and a structured managed security program dramatically reduced recurring outages and stopped the account compromises. This improved security posture allowed the client to discontinue a supplemental vCISO service, reducing cost and complexity.