M&A & Portfolio Operations

Acquisitions close fast.NetSuite needs to keep up.

We onboard acquired companies into NetSuite OneWorld for PE-backed organizations. COA harmonization, data migration, intercompany rules, go-live. We've done the full cycle in under 30 days from deal close.

The Problem

Every acquisition creates the same fire drill.

The deal closes. The PE sponsor wants consolidated financials by next month. And someone on your team has to figure out how to make a completely different chart of accounts, a different set of vendors, and a different currency all work inside your existing OneWorld org.

Most teams treat this as a project management problem. It isn't. It's an accounting architecture problem. The COA mapping determines whether your consolidated P&L makes sense. The intercompany rules determine whether your eliminations actually eliminate. The data migration determines whether your opening balances tie to the acquisition accounting.

Get any of those wrong and you're explaining variances to the board for the next two quarters.

COA mismatch
Acquired company uses a flat COA with 200+ accounts. Parent uses a segmented structure. Nobody's mapped them.
Intercompany gaps
Cross-entity billing starts before elimination rules are configured. Consolidation breaks on day one.
Opening balance drift
Trial balances from the seller don't tie to acquisition accounting. Purchase price allocation adjustments are missing.
Currency exposure
Foreign sub added without multi-currency FX rules. Unrealized gains/losses aren't flowing to the right accounts.
User provisioning lag
Acquired team can't transact in NetSuite for weeks because roles, workflows, and approval chains weren't pre-built.
0 days
Fastest tuck-in from deal close to go-live
0+
Subsidiaries in the largest OneWorld org we manage
0
Acquisition integrations completed
0
Carve-out separations delivered
What We Do

The full acquisition-to-close cycle inside NetSuite.

We've run tuck-in integrations, carve-out separations, and greenfield subsidiary builds for PE portfolio companies. Each one starts with the COA and ends with a clean first close.

Tuck-In
Acquisition Integration
New subsidiary standup, COA mapping to the parent structure, opening balance load, intercompany rule configuration, cross-subsidiary billing setup, and user provisioning. We handle the full technical integration so your deal team can move to the next one.
Onboarded acquired entities into existing OneWorld orgs within 30 days of deal close.
COA
Chart of Accounts Harmonization
We map every acquired entity's COA to your parent structure before anything else happens. Account-by-account crosswalk, segment alignment, sub-account hierarchy, and department/class/location mapping. The COA determines whether your consolidation works. We don't shortcut it.
Mapped 200+ account COAs down to a unified 186-account parent structure with 12 segments.
Carve-Out
Subsidiary Separation
Reverse of a tuck-in. We split an entity out of your OneWorld org into its own standalone NetSuite instance or a different parent. Historical data extraction, COA restructuring, integration decoupling.
Includes transaction history migration, vendor/customer record separation, and reporting continuity.
Consolidation
Multi-Sub Reporting
Intercompany elimination rules, multi-currency revaluation, segment-level P&L, and consolidated balance sheet. We configure the reporting structure so your FP&A team and your PE sponsor both get the view they need.
From 3 subs to 15+. We design the elimination structure before the first transaction posts.
Data
Migration & Opening Balances
Trial balance imports, AR/AP aging detail, open PO migration, fixed asset schedules, and historical transaction loads. Every number ties back to the seller's closing package and the purchase price allocation.
We validate against acquisition accounting. Opening balances that don't tie to PPA are not opening balances.
Day-1 Readiness
Pre-Close Preparation
We start before the deal closes. COA mapping, data audit, integration architecture, user roles, and workflow design all happen in the pre-close window so Day 1 isn't a scramble.
Pre-close prep cuts integration time by 40–60%. Most of the hard decisions happen before you own the entity.
Ongoing
Portfolio Operations Support
SLA-backed managed services for PE portfolio companies running multiple entities on NetSuite. Monthly health checks, new entity standup playbooks, and a repeatable tuck-in framework your deal team can rely on.
Designed for sponsors running 5+ portfolio companies on NetSuite with 2–4 acquisitions per year.

“They onboarded two acquisitions into our OneWorld in under 30 days each. COA mapping, data migration, intercompany rules, go-live.”

— Controller, PE-Backed Portfolio Co. · 12-subsidiary OneWorld

Deep Dive

The COA is the entire project.

Every acquisition integration project we've run has the same bottleneck: the chart of accounts mapping. Not data migration, not user training, not intercompany rules. The COA.

The acquired company probably has a flat, undisciplined COA with hundreds of natural accounts and no segment structure. Your parent runs a segmented model with departments, classes, and locations doing the heavy lifting. The mapping between those two isn't a spreadsheet exercise you can delegate to a junior analyst. It determines whether your consolidated trial balance rolls up correctly, whether your segment reporting makes sense, and whether your intercompany eliminations actually zero out.

We do the COA mapping first, and we do it with your controller in the room. Everything else follows from that.

COA Harmonization
Acquired Co. A
142 accounts
Acquired Co. B
89 accounts
Acquired Co. C
214 accounts
↓
Unified Parent COA
186 accounts · 12 segments
Mapped
30-Day Tuck-In

What a 30-day acquisition integration actually looks like.

This is the playbook we run for PE portfolio companies doing tuck-in acquisitions. Pre-close prep is the difference between a 30-day integration and a 90-day one. Most of the hard work happens before you own the entity.

Day -30
Pre-Close
COA mapping
Data audit
Integration design
User provisioning plan
Day 0
Close
Entity activation
Opening balances
Intercompany rules live
Basic reporting
Day 1–14
Stabilize
Transaction flow testing
Elimination validation
AP/AR cutover
User training
Day 15–30
First Close
Trial balance review
Consolidation test
Board reporting
Hypercare support
For PE Sponsors

Built for the cadence of portfolio operations.

PE-backed companies don't do one acquisition. They do several. The NetSuite architecture needs to anticipate that, not react to it.

Repeatable Tuck-In Playbook
We build a documented, tested integration framework for your org. COA mapping templates, data migration scripts, intercompany rule patterns, and user provisioning checklists. Your second acquisition takes half the time of the first.
Sponsor-Ready Reporting
Consolidated financials, subsidiary-level P&L, segment reporting, and KPI dashboards your fund team actually uses. We configure the reports during integration, not three months after go-live.
Multi-Currency & Multi-Book
International acquisitions need FX revaluation, multi-book accounting, and sometimes parallel GAAP/IFRS reporting. We've done all three inside OneWorld. The intercompany elimination rules are the part most people underestimate.
Scalable Entity Architecture
We design the OneWorld structure to handle your next five acquisitions, not just the current one. Subsidiary hierarchy, shared vs. entity-specific dimensions, and reporting rollups that don't need to be rebuilt every time you add a company.
How M&A Engagements Work

Start before the deal closes. Finish at first month-end.

01
Pre-Close Discovery
We get access to the target's COA, trial balance, and system landscape before close. The integration design happens in this window. If your deal team can get us a chart of accounts and an aging report, we can have the mapping done before Day 1.
02
Architecture & SOW
Subsidiary hierarchy design, COA crosswalk, intercompany rules, data migration plan, user provisioning matrix. You sign off on the blueprint. No configuration happens until it's approved.
03
Build & Migrate
Entity activation, data loads, workflow configuration, and integration standup. Weekly demos. UAT with your controllers, not your project managers. We test the close process, not just the transactions.
04
First Close Support
We stay through the first consolidated month-end close. Trial balance review, elimination validation, board reporting setup. We don't hand off until the numbers are clean and your team can run it without us.
Let's Talk

Your next acquisition shouldn't mean three months of cleanup.

Free 30-minute M&A readiness assessment. We'll review your current OneWorld architecture, look at your acquisition pipeline, and tell you what needs to change before the next deal closes.