FinTech Success Stories: SRS Acquiom

FinTech use NetSuite -


SRS Acquiom delivers its M&A post-closing services globally through nine offices. With NetSuite, the company has been able to scale to support, track and report on over 1,100 M&A transactions and provide status reporting and payments tracking to over 100,000 M&A participants located in 97 countries.

The best thing about NetSuite is the integration of ERP and CRM coupled with its SaaS based business model and Cloud-based delivery. NetSuite’s customization capabilities allowed it to conform to our business processes while scaling with us as our business grew.

Mark Vogel, Co-CEO, SRS Acquiom


Launched in 2007 as a provider of closing and post-closing services for private-company mergers and acquisitions, SRS Acquiom needed sales, service and financial tracking systems that could start small but scale with its planned rapid growth. NetSuite, with its integrated CRM and ERP capabilities, SaaS business model and delivery over the Cloud fit the bill. The company was able to start with the two founders as NetSuite users and grow to support tens of thousands of external clients across 97 countries and internal users located in nine global offices.


Starting with its first deal in 2007, the company has since grown to manage more than 1,000 M&A transactions comprising $185 billion in value, while representing over 100,000 shareholders, including such firms as Accel Partners, Greylock Partners and Kleiner Perkins Caulfield & Byers. Acquiom Clearinghouse, its comprehensive M&A payments platform has now processed over $24 billion to nearly 25,000 payees. Acquiom also designs and distributes enhanced M&A escrow solutions in partnership with some of the world’s largest financial services companies including its innovative escrow investment alternative, Escrow Shield Plus.

3-min read: “FinTech Next Level of Growth”



SRS Acquiom selected NetSuite to manage diverse business processes, including marketing and CRM, sales pipelines, data storage, and billing, accounting and financial reporting.

SRS Acquiom has customized NetSuite to its unique business processes tracking private company M&A deals. From marketing programs, to sales management, to billing and accounting, to customer onboarding and reporting, NetSuite is a key component of their service platform. Integrated with other cloud-based systems and wrapped with sophisticated security software, NetSuite allows SRS Acquiom to ensure that all of its services are delivered to meet the demanding service levels required of M&A deal parties.


As the award-winning NetSuite Partner, we believe our wide portfolio of global fintech success stories will shed lights on the next level of success and scaling up of your business globally. As remarkable as in the SRS Acquiom’s journey of scaling up, many of our clients have experienced measurable results in 100 days with their worldwide business consolidated on a single source of truth with real time business intelligence. Why can’t yours be the next?

Fintech use NetSuite