Trace Advisors, LLC

Based in the US, Trace Advisors, LLC offers comprehensive technology solutions specializing in IT infrastructure management, network optimization, and cloud migration to enhance business operations. Trace Advisors, LLC is a technology solutions provider focused on optimizing business operations. The company's headquarters is located in Birmingham, US. The firm has completed a total of 1 deal, with its most recent deal occurring on September 5, 2025.

Trace Advisors is set to be acquired by CXponent, Inc. , a portfolio company of Shore Capital Partners, although financial terms have not been disclosed. Trace Advisors specializes in providing comprehensive technology solutions tailored to enhance business operations and growth. Their core offerings include IT infrastructure management, network architecture optimization, and cloud migration services.

The company focuses on alleviating technological burdens for clients across various industries, including logistics, distribution, and healthcare. By streamlining processes and improving cybersecurity postures, Trace Advisors aims to improve performance and stability for its client base. The firm serves customers primarily in North America, delivering solutions that are compatible with existing systems while ensuring robust security and minimal downtime for end users. Trace Advisors generates revenue through a combination of service contracts and subscription-based models.

The company typically engages in B2B transactions, establishing long-term partnerships with clients who rely on its expertise to manage and enhance their IT frameworks. Clients may enter into agreements for ongoing IT support or specific projects, such as cloud migrations or network upgrades. While the exact pricing structures for individual services are not disclosed, the revenue model is likely to include various tiers of service designed to accommodate the needs of different businesses. The nature of their offerings positions them as a critical partner in the technology landscape, with clients benefiting from improved operational efficiencies and cost-effective solutions.

In September 2025, CXponent, Inc. agreed to acquire Trace Advisors, LLC, aiming to expand its business portfolio and enhance its solutions to serve a wider client base. This acquisition will facilitate the integration of Trace Advisors' technology solutions into CXponent's offerings, potentially leading to new product developments and market expansions.