Technology & ERP
NetSuite and Dynamics roll-outs built for buy-and-build
Keystone specializes in consolidating acquired companies onto a single ERP. Their add-on playbook migrates a new acquisition in 90 days with a templated chart of accounts.
Value proposition
One ERP template that every add-on can be migrated onto in weeks.
Pricing
Fixed-scope implementation, $120–400K; add-on migrations from $40K.
Verified portfolio executives only
CFO · $190M hvac services roll-up
Backed by a middle market buyout fund
Jul 2026
Keystone's add-on template is the real thing. Every acquisition now lands on the same chart of accounts and we roll up the month in one place.
Watch out for: The first platform implementation took longer than quoted. Add-ons were fast.
COO · $95M building products
Backed by a lower middle market buyout fund
Mar 2026
We went live and it works, but we went through three project managers. Escalating to their partner fixed it.
Watch out for: Insist on a named PM in the statement of work.
CTO · $230M distribution
Backed by a middle market buyout fund
Nov 2025
Their solution architect had done four distribution implementations. Inventory costing and EDI were handled well.
Watch out for: Change orders add up. Budget a 20% contingency.