WHO WE ARE

Accordion is a firm made up of principal investing and operating professionals. We drive change for management teams and their sponsors.

We’ve been in this role before so we know how transformative a technical skill set and commitment to best practices can be.

The fundamentals

Financial
Athletes

for management
teams
Natural
Extension

of a sponsor’s
portfolio operations
Flexible,
Unbundled

means
a client-centric
approach
Some of our clients...

Why Accordion?

FINANCIAL

ATHLETES

HIGHER EXPERTISE

LOWER COST

Our team is comprised of alumni from the most notable investment banks, private equity funds and operating positions. We’ve been in this role before so we know how transformative a technical skill set and commitment to best practices can be. We provide needed bandwidth and fill expertise gaps to get things done.

Accordion challenges a reliance on expensive traditional alternatives. We enable sponsors and CFOs to make smart resourcing decisions that reduce fixed investment or an over-reliance on more expensive traditional consulting firms.

WE GET

THINGS DONE

FLEXIBLE AND

UNBUNDLED

It’s not a successful day if we haven’t made your day easier. Our clients need people they can trust to do the work they don't have the time or resources to do themselves. We help management focus by driving initiatives forward.

We attack needs with teams tailored to the specific requirements. That can be a 3-person team led by a Director and supported by “financial athletes,” who take on the heavy lifting. Alternatively, a client may need just one member of the Accordion team deployed to a portfolio company, fast. Accordion’s flexibility dramatically improves value to our clients, an achievement we take very seriously.

some of our

Services

Visibility

  • KPI Dashboard Development
  • Streamlined Board Reporting Tools & Processes
  • Financial Modeling & Opportunity Assessment

Execution

  • Merger Integration
  • IPO/Sale Planning & Preparation
  • Budgeting & Planning Process Implementation
  • Carve-Out Process Management
  • Corporate Development & FP&A Team Augmentation

Leadership

  • FP&A Leadership
  • Interim CFO Leadership
  • CFO Mentoring & Leadership Assessment
  • Project Management

Select a service above to read a recent

Case Study

Initiation

A multibillion-dollar division of a private equity portfolio company was providing unclear and insufficient reporting documentation; newly installed management were having difficulty apprehending key operating metric.

Accordion was engaged to revamp daily and weekly operating metrics reporting process on a de novo basis.

Execution

During discovery process, Accordion team discovered numerous inaccuracies and inconsistencies in metric reporting and calculation, and issued recommendations to management to remedy structural problems. The Accordion team also determined that existing metric set was missing key elements required to offer a comprehensive picture of key business drivers.
 
The end product was an entirely revamped and recalculated 20-page set of KPIs, with a wholly rebuilt Accordion-designed business process to generate and distribute the analysis
 
After a successful trial period, Accordion shepherded a full process handoff to selected client-side stakeholders

Resolution

The client was provided with an entirely new process and end product better suited to management and private equity parent’s needs, owned and operated by motivated client-side stakeholders. C-level management continues to utilize these Accordion-created tools on a daily basis.