“We engage Compello Partners for diligence and post-close integrations. They understand the PE playbook and focus early on the critical areas that impact investment decisions.”
Partner, Mid-Market Private Equity Firm ($1B AUM)
Private EquityBuy-and-build breaks when the back office can’t keep up. We assess, select, implement and integrate the ERP across your platform and add-ons, then stay on to run it, on NetSuite, Microsoft Dynamics 365 Business Central and Campfire.
Private equity ERP services cover a portfolio company’s finance systems from diligence through exit. Compello is the one team that does all of it: we run an ERP health check before you sign or after close, implement the right platform, consolidate every add-on onto it, then stay on to run it, so new companies land in the same books instead of slowing down the month-end close.
Assess
ERP health checks
Select
Requirements, platform and roadmap
Implement
Configuration, migration and cutover
Integrate
Add-ons, carve-outs and consolidation
Adopt
Processes, owners and training
Run
Support, close and optimization
Buy-and-build stalls when every acquisition keeps its own books. We put the platform company on an ERP that can consolidate entities, fold each add-on into the same chart of accounts and controls, and give the sponsor one view of the close across the platform and its add-ons.
Talk to a PartnerYour platform finance view
Platform company
Add-on 1
Add-on 2
Compello Partners
Implements, integrates and runs the ERP on one standard
Platform company
Add-on
Add-on
Every company closes on the same standard
From the first look at a target’s ERP to running it month after month, here’s everything we do. Bring us in at any stage and the same senior team carries it through.
Before you sign and once you own it, we assess the ERP and finance systems: fit for the investment thesis, risk, renewal and sunset dates, and what it will cost to fix.
ERP health check findings, before signing or after close
Health checks on an existing ERP: usage, customization and data
One-time and run-rate cost to remediate
Data readiness for AI forecasting and automation
Choosing the platform that fits the company, its acquisition plan and its budget, on evidence rather than vendor pressure. We map requirements, run the selection and plan the rollout.
Requirements and process mapping
Selection across NetSuite, Microsoft Dynamics 365 Business Central and Campfire
A costed roadmap the sponsor can hold us to
Phased rollouts in short sprints, piloted on one brand or site before the rest, with data migration, cutover and hands-on support through the first closes.
Configuration, data cleansing and migration
A pilot launch, then a phased rollout by brand or site
Cutover planning and hypercare
Add-ons and carve-outs folded onto one ERP: entities, chart of accounts and controls set up so the platform closes as one company.
Multi-entity and multi-brand consolidation
Carve-out ERP stand-up by Legal Day 1
Integrations with CRM, warehouse, e-commerce and EDI
A new ERP only pays back if people use it. We standardize and document processes, name process owners and train teams by role, so workarounds don’t creep back.
Standard operating procedures and process owners
Role-based training for finance and operations
Data governance and approval workflows
After go-live, we run it: day-to-day support for finance users, administration, enhancements and releases, and steady improvements to the close.
Functional support and system administration
Close support, reconciliations and reporting
Release management and continuous optimization
For carve-outs and new platforms, the ERP has to work the day the deal closes. We stand up a minimum viable back office for Legal Day 1, support the team hands-on through the first closes, then automate and expand over the first 100 days.
The ERP is configured to post GL transactions and pay vendors, with standard approvals and controls, and a command center triaging cutover issues.
Hands-on-keyboard support while teams ramp up: transaction processing, close support, reconciliations, clean opening balances and basic executive reporting.
Workflows automated and manual workarounds retired, process coverage and controls expanded, and reporting and FP&A brought up to the sponsor’s cadence.
Quote-to-cash
Quotes, orders and customer billing
Hire-to-retire
The employee lifecycle, from hire to exit
Close and consolidation
Faster close, every entity in one view
Record-to-report
GL and the close foundation
Procure-to-pay
AP and vendor payments
Master data
Chart of accounts, vendors, entities
Controls and cutover
Approvals, banking, basic policies
Few partners run more than one ERP, so a mixed portfolio usually means a different vendor for every company. We implement and manage all three, so every company has the same partner, whichever system it runs.
Multi-entity cloud ERP for growing platforms and roll-ups.
Continuous close and multi-entity consolidation, built for buy-and-build.
For small and mid-sized companies already standardized on Microsoft 365 and Azure.
“We engage Compello Partners for diligence and post-close integrations. They understand the PE playbook and focus early on the critical areas that impact investment decisions.”
Partner, Mid-Market Private Equity Firm ($1B AUM)
Private Equity“Compello isn’t a typical consulting group. They take the ‘Partner’ title seriously… they position us for our best future.”
CFO, $250M PE-Backed Financial Services Firm
Financial Services“Since partnering with Compello, I don’t hear about IT problems anymore. Their approach has streamlined our operations, saving us time and money.”
CFO, Healthcare Provider
Healthcare
A PE-backed parts manufacturer moved 18 subsidiaries and brands onto one NetSuite in three months. Automating EDI and warehouse scanning cut costly marketplace chargebacks.
Read the case study →
We unified 43 systems into one operating platform for a PE-backed automotive aftermarket rollup, cutting $1.6M in annual costs.
Read the case study →
A PE-backed commercial door company’s NetSuite had slowed under years of patches and workarounds. We cleaned it up and moved it onto standard features, without starting over. We still support it today.
Read the case study →Something we haven’t covered? A partner can answer it on a short call.
Private equity ERP services cover everything a portfolio company’s finance systems need across the hold: assessing the ERP in diligence, selecting and implementing the right platform, consolidating add-ons and carve-outs onto it, training teams, and running it day to day after go-live.
The difference from a standard ERP partner is the deal context. The work is sequenced to the investment thesis, the 100-day plan and the acquisition pipeline, and reported in the terms a sponsor cares about: how fast the books close, how cleanly entities consolidate, and how well the controls hold up.
We implement and manage three platforms: NetSuite, Microsoft Dynamics 365 Business Central and Campfire, the AI-native ERP. Together they cover most of the lower and middle market, from multi-entity cloud ERP to AI-native finance. We also take over other ERPs and plan migrations off legacy systems.
Because one team runs all three, a portfolio with mixed systems can still have one ERP partner, one support model and one view for the sponsor.
Yes. Many engagements start with a system that has drifted: heavy customization, workarounds standing in for native features, and reports nobody trusts. We start with a health check, clean up the data and processes, move workarounds back onto native functionality, then support the system going forward.
For one PE-backed services company, that took more than a day off the month-end close without a reimplementation.
We put the platform company on an ERP that can consolidate entities, with a standard chart of accounts, master data and approval controls. Each add-on is then folded onto the same standard, so the platform closes as one company and the sponsor sees one consolidated picture.
In one roll-up we brought 18 subsidiaries and brands onto a single NetSuite environment, piloting one brand before the rest.
A carve-out needs a working back office on Legal Day 1. We configure a minimum viable back office (record-to-report, procure-to-pay, master data and controls) so the new company can post transactions and pay vendors from day one.
We then support the team hands-on through the first 30 days and expand and automate over the first 100. Getting the ERP live early is also what lets the company exit its transition services agreement on time.
A senior-led review of a portfolio company’s ERP and finance processes: how well the system fits the business plan, how it’s configured and used, data quality and readiness for AI, upcoming renewals or sunset dates, and how long the close takes.
You get a prioritized list of what to fix, what it will take, and whether to optimize, migrate or replace. It works as a first step after close, before an add-on, or ahead of an exit.
Everything your private equity firm needs to create value with IT, from diligence to exit.
IT due diligence, carve-outs and TSAs, merger and add-on integration, and the PMO to run it.
Fractional and interim CIO, CTO, CISO and VP Ops.
Managed cybersecurity (MDR, SOC and vCISO), pen testing and compliance readiness.
Lean, supply chain and sourcing work that lifts EBITDA.
Bring Shadow AI under control with portfolio-wide policy, then build the AI use cases that pay off.
Help desk, NOC and Microsoft 365 on one portfolio standard.
NetSuite implementation, managed support and health checks.
Start with an ERP health check: a senior-led review of the system, the close and the data, with a clear plan for what to fix first.
