Accordion has also successfully completed three highly strategic acquisitions: financial restructuring and operational turnaround firm Mackinac Partners, which enhanced Accordion’s Turnaround & Restructuring practice, and technology consultancies ABACI and Platform Specialists, which focus on Enterprise Resourcing Planning (ERP) and Enterprise Performance Management (EPM) and have extended Accordion’s CFO Tech service offering. Accordion consultants now work alongside more than 200 leading fund sponsors and their portfolio management teams at every stage of the investment lifecycle. Throughout its history, the firm has experienced rapid and sustained organic growth, which accelerated following FFL Partners’ minority investment in 2018. The growth investment is intended to serve as an accelerant for Accordion’s continued expansion as the premier consulting firm and digital enablement partner for PE-backed CFOs.įounded in 2009, Accordion focuses exclusively on the Office of the CFO, primarily at private equity-backed companies. Nick Leopard, Founder and CEO, and the Accordion team will remain major shareholders alongside Charlesbank and Motive. NEW YORK – Septem– Accordion, a private equity-focused financial and technology consulting firm, announced that it has received a majority growth investment from Charlesbank Capital Partners (“Charlesbank”), a middle-market private investment firm, and Motive Partners (“Motive”), a specialist private equity firm focused on financial technology. FP&A & Forecasting Process Buildout (IPO/SPAC)Ĭharlesbank transitions from Accordion client to investor Transaction also includes investment from financial technology specialist PE firm Motive Partners FFL exits after successful growth and scaling effort.Public Company Readiness Assessment (IPO/SPAC).Corporate Development/M&A Execution Support.Merger Integration Planning & Execution.Close & Consolidation Solution Implementation.Budgeting & Forecasting Solution Implementation.Business Intelligence & Big Data Analytics.ASC 842/Lease Accounting Implementation.Finance Process Automation & ERP Execution.Controller Support & Process Optimization.Audit Readiness & Financial Statement Preparation.He lives in Englewood, NJ with his wife, Rachel, and their three kids and is a proud PTA president at his kids school. Jon attended the University of Pennsylvania where he earned a BS in Finance from the Wharton School and a BAS in Systems Engineering from the School of Engineering & Applied Science. Jon started his career as an Analyst in the Mergers & Acquisitions Group of Merrill Lynch & Co. Childs Associates, where he analyzed and executed investments in the consumer products, specialty retail, and healthcare services industries. Prior to Evercore, he was an Associate at J.W. During his eight years at Evercore, he served on the Board of Directors of TestEquity and Davis Petroleum and was involved in the firm’s investments in alliantgroup and Sedgwick CMS. Prior to Accordion, Jon was a Managing Director at Evercore Capital Partners, the middle-market private equity arm of Evercore Partners, where he was responsible for originating, evaluating, managing, and exiting control investments in the specialty distribution, business and financial services, and infrastructure services industries. Before taking over as CFO in early 2016, he served as a Director within the Strategic Finance Group, managing engagements for numerous financial sponsors across various industries in addition to leading the development of the sell-side readiness practice. He is also integrally involved with Accordion Technologies, helping to drive execution of Accordion’s software strategy. As CFO, Jon oversees the finance function and serves as a strategic business partner to management, addressing a broad range of current business initiatives and setting up Accordion for continued growth.
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