Case Study: SRS Acquiom scales from startup to leading M&A post-closing services provider with Oracle NetSuite

SRS Acquiom Grows from Startup to Leading Provider of M&A Post-Closing Services on NetSuite

SRS Acquiom, a financial services company launched in 2007, needed a scalable way to support rapid growth in its M&A closing and post-closing services business. It chose Oracle NetSuite for its integrated CRM and ERP capabilities, SaaS model, and cloud delivery to help manage marketing, sales pipelines, data storage, billing, accounting, and financial reporting.

With Oracle NetSuite, SRS Acquiom created a unified view of its operations and scaled from startup to a provider serving tens of thousands of external clients across multiple offices and countries. The solution supported growth to more than 1,000 M&A transactions worth $185 billion, with Acquiom Clearinghouse processing over $24 billion to nearly 25,000 payees, while adapting to the company’s business processes as it expanded.

SRS Acquiom

Mark Vogel

Co-CEO