NetSuite for private equity firms

Optimize key processes with NetSuite and our innovative solutions to maximize the value of portfolio investments.

It is a new era for private equity; driving value is a greater priority than ever before due to increased competition, a tightening market and rising costs. RSM US LLP’s deep experience in the full transaction life cycle, industry knowledge and technical NetSuite skills create a significant competitive advantage for our middle market private equity clients, and our streamlined implementation approach works to your convenience.

Our team works with you to develop a tailored NetSuite playbook, based on typical deal size and your firm’s overall value-creation strategy. Our wealth of audit, tax and consulting services are accessible via a tailored team for your entire portfolio, focused on your value-creation priorities and managed by a single point of contact.

Out of the box, NetSuite can help private equity-backed companies integrate prebuilt solutions that create consistency and optimize processes within portfolio companies or at the firm/fund level. The solution provides a deeper level of insight and greater operational efficiency and can scale as portfolio businesses grow. NetSuite’s extensive capabilities can help better manage potential international expansion and new subsidiaries, as well as evolving regulatory and reporting demands.

A unified platform for private equity

RSM has also implemented NetSuite for many of our private equity clients to handle the fund and/or management company’s financials. We have developed tailored solutions, using NetSuite’s robust expense allocation functionality and internally developed IP, for managing cost allocations and automating the rebilling of expenses to funds for your “pay-on-behalf-of” scenarios.

NetSuite has become a leading enterprise resource planning (ERP) system of choice as it supports rapid implementation, scalability and streamlined configuration, and many private equity firms are leveraging NetSuite to manage their accounting and financial reporting for the management company and funds. This quick time-to-value is essential to meet the needs of the accelerated pace of change within private equity.

NetSuite solutions designed for your sector

Our rapid implementation capabilities can support private equity companies focused on a variety of transaction types, including:
Acquisitions

With over 3,600 current private equity clients, RSM is equipped to support even the most complex business structures through our proven implementation methodology. We deliver NetSuite solutions that can support change and restructuring.

Carve-outs

We understand that carve-out transactions involve inherent complexities and risk. With RSM’s accelerated implementation methodology, carve-outs can be up and running on a robust and flexible platform well within transition service agreement deadlines and be prepared to meet objectives from Day 1. 

M&A integrations

RSM’s skilled NetSuite consultants are trained to recognize where processes can be standardized. With solutions like NetSuite OneWorld, portfolio companies can streamline the onboarding of add-on acquisitions and the merger/integration of those deals. Multisubsidiary capabilities allow standard business process deployment across divisions, and NetSuite OneWorld’s multicurrency capabilities can help global companies manage any level of transition or change with ease.  

IPO/public companies

RSM’s NetSuite team enables your business to utilize powerful technology to address many areas of change, including legal, regulatory, shareholder and leadership. NetSuite’s robust financial infrastructure provides a powerful control framework and audit process that can help companies meet regulatory compliance requirements from the start, which can support private companies preparing to go public. 

NetSuite SuiteSuccess

RSM’s NetSuite team enables your business to utilize powerful technology to address many areas of change, including legal, regulatory, shareholder and leadership. NetSuite’s robust financial infrastructure provides a powerful control framework and audit process that can help companies meet regulatory compliance requirements from the start, which can support private companies preparing to go public. 

Robust reporting

With NetSuite, private equity firms and portfolio companies have real-time visibility to maintain business continuity and manage restructuring. Users have access to extensive KPIs and dashboards with defined metrics; portfolio companies can quickly access and deliver these reports in various presentation styles to highlight critical data, and firms and C-suite executives can customize and view their own pre-built reports, ensuring 360-degree visibility. 

Global business management

Used in over 215 countries and dependent territories, NetSuite OneWorld enables companies to manage multiple subsidiaries and legal entities from a single ERP. Support for 27 languages and 190 currencies makes it easy to work with global customers and suppliers, while country-specific configurations help ensure compliance with local accounting, tax and regulatory requirements. Get real-time visibility into operational and financial performance while standardizing core processes, managing risk and controlling costs at all levels of the organization.

Automatic upgrades

NetSuite automatically upgrades twice per year, so you are always running the latest version.

Integrated architecture

NetSuite offers plug-and-play integration for many third-party applications, reducing the amount of work required and future-proofing the company environment. NetSuite SuiteCloud empowers portfolio companies to modernize and transform their business with a fully up-to-date IT environment geared for innovation and scalability. Customizable reporting and role-specific dashboards enable real-time visibility and security. Regardless of a portfolio company’s stage in the investment life cycle, NetSuite provides the tools necessary for them to function as sustainable and thriving businesses.

NetSuite solutions designed for your sector

Our rapid implementation capabilities can support private equity companies focused on a variety of transaction types, including:

With over 3,600 current private equity clients, RSM is equipped to support even the most complex business structures through our proven implementation methodology. We deliver NetSuite solutions that can support change and restructuring.

We understand that carve-out transactions involve inherent complexities and risk. With RSM’s accelerated implementation methodology, carve-outs can be up and running on a robust and flexible platform well within transition service agreement deadlines and be prepared to meet objectives from Day 1. 

RSM’s skilled NetSuite consultants are trained to recognize where processes can be standardized. With solutions like NetSuite OneWorld, portfolio companies can streamline the onboarding of add-on acquisitions and the merger/integration of those deals. Multisubsidiary capabilities allow standard business process deployment across divisions, and NetSuite OneWorld’s multicurrency capabilities can help global companies manage any level of transition or change with ease.  

RSM’s NetSuite team enables your business to utilize powerful technology to address many areas of change, including legal, regulatory, shareholder and leadership. NetSuite’s robust financial infrastructure provides a powerful control framework and audit process that can help companies meet regulatory compliance requirements from the start, which can support private companies preparing to go public. 

RSM’s NetSuite team enables your business to utilize powerful technology to address many areas of change, including legal, regulatory, shareholder and leadership. NetSuite’s robust financial infrastructure provides a powerful control framework and audit process that can help companies meet regulatory compliance requirements from the start, which can support private companies preparing to go public. 

With NetSuite, private equity firms and portfolio companies have real-time visibility to maintain business continuity and manage restructuring. Users have access to extensive KPIs and dashboards with defined metrics; portfolio companies can quickly access and deliver these reports in various presentation styles to highlight critical data, and firms and C-suite executives can customize and view their own pre-built reports, ensuring 360-degree visibility. 

Used in over 215 countries and dependent territories, NetSuite OneWorld enables companies to manage multiple subsidiaries and legal entities from a single ERP. Support for 27 languages and 190 currencies makes it easy to work with global customers and suppliers, while country-specific configurations help ensure compliance with local accounting, tax and regulatory requirements. Get real-time visibility into operational and financial performance while standardizing core processes, managing risk and controlling costs at all levels of the organization.

NetSuite automatically upgrades twice per year, so you are always running the latest version.

NetSuite offers plug-and-play integration for many third-party applications, reducing the amount of work required and future-proofing the company environment. NetSuite SuiteCloud empowers portfolio companies to modernize and transform their business with a fully up-to-date IT environment geared for innovation and scalability. Customizable reporting and role-specific dashboards enable real-time visibility and security. Regardless of a portfolio company’s stage in the investment life cycle, NetSuite provides the tools necessary for them to function as sustainable and thriving businesses.

1,500+

Largest global NetSuite partner, serving 1,500+ NetSuite clients since 2004

10

NetSuite Worldwide Solution Provider Partner of the Year awards

500+

With 85 North American offices and practices in 16 countries, RSM has 500+ global NetSuite resources

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