Accordion

Accordion Partners LLC is a financial and technology consulting firm founded in 2009 and headquartered in New York, with additional offices in San Francisco, Boston, Charlotte, and Dallas. The company specializes in providing a range of consulting services to private equity clients, covering various aspects of the CFO function across the investment lifecycle. Their offerings include operational and technical accounting, strategic financial planning and analysis, transaction execution, public company readiness, and interim leadership. Accordion also focuses on data and analytics, enabling clients to derive insights from their data for informed decision-making. The firm serves diverse industries, including business services, consumer and retail, energy services, financial services, healthcare, industrials, media, and technology.

Donald Agee

Managing Director and Head of Eastern Region

Alan Bentley

Senior Managing Director

Matthew Beresh

Senior Managing Director

Craig Boucher

Senior Managing Director

Kevin Bruce

Senior Managing Director

Wayne Carlson

Managing Director

Mike Cochran

Managing Director and Head of CFO Tech Services

Luke Espich

Managing Director

Richard Halevy

Managing Director

Andrew Hede

Senior Managing Director and Head of Turnaround and Restructuring

Rajit Kabadi

Managing Director

Melissa Kibler

Senior Managing Director

Steve Lammin

Managing Director, Total Rewards and Operations

Nick Leopard

Founder and CEO

Jason Madden

Managing Director

Keith Maib

Senior Managing Director

Ian Mccracken

Managing Director and Dallas Office Lead

Kam Miramadi

Managing Director

Richard Mizak

Managing Director

Gary Moran

Managing Director

Andrew Muhlhauser

Managing Director

Eric Park

Managing Director

Sanjeev Parlikar

Managing Director and Head, Strategic Finance

Alden Reid

Senior Director

Junaid Samnani

Managing Director Head of Transformation Practice

Steven Schweitzer

Managing Director

Joe Son

Managing Director

Chris Stipe

Managing Director

Matthew Tripodi

Managing Director

Mathew Veedon

Managing Director

Kristin Winford

Managing Director, Global Head of Operations

8 past transactions

Kavaliro - Salesforce Division

Acquisition in 2025
Kavaliro - Salesforce Division is a unit of Kavaliro that specializes in Salesforce Revenue Cloud transformations for billing advisory, implementations, and payment and collection solutions.

OperationsRx

Acquisition in 2024
OperationsRx is a management consulting firm that specializes in enhancing gross margin and optimizing cash flow for businesses. The company provides a range of services, including supply chain management, operations improvement, cloud analytics, and overall business management. By taking a customized approach to each client's unique circumstances, OperationsRx collaborates closely with their teams to develop tailored solutions that address specific operational challenges and drive financial performance.

Merilytics

Acquisition in 2023
Merilytics is a global consulting firm headquartered in Hyderabad, India. It specializes in advanced analytical solutions, employing decision sciences and analytics to drive superior returns for clients worldwide. The company's service portfolio spans due diligence, sales and marketing strategies, operational efficiency, financial management, technology optimization, and risk mitigation. Merilytics primarily serves private equity firms, along with consumer goods, retail, media, entertainment, recreation, and consumer finance companies.

ABACI

Acquisition in 2022
ABACI implements NetSuite and Workday Adaptive Planning to help you understand your past and forecast your future.

iink Payments

Debt Financing in 2022
iink Payments is a fintech company operating within the financial services sector, focused on enhancing the payment processes for restoration professionals dealing with insured property losses. It offers a digital payments network that facilitates the swift receipt of payments, allowing property owners and contractors to recover more quickly after disasters. The company's platform automates the verification and disbursement of insurance proceeds, enabling contractors to access property insurance payments efficiently. By streamlining property claim processes, iink Payments has been shown to expedite payments to insurance restoration professionals, allowing them to receive funds up to 60 times faster than conventional methods.

Platform Specialists

Acquisition in 2022
Platform Specialists is a consulting firm that specializes in Enterprise Performance Management (EPM) systems. The firm offers a comprehensive range of consulting services, including systems implementations, project management, application development, and ongoing support. Its seasoned team of experts possesses extensive experience in various areas such as financial budgeting, forecasting, planning, consolidations, business intelligence, and financial reporting. Platform Specialists is particularly focused on best-in-class EPM technologies, including Oracle EPM and Hyperion, OneStream, and Anaplan. By leveraging its industry expertise and advanced technology solutions, the firm aims to enhance clients' financial and operational decision-making processes while ensuring efficiency and an exceptional client experience.

Mackinac Partners

Acquisition in 2021
Mackinac Partners is a nationally recognized turnaround and restructuring firm, established in 1999 and headquartered in Bloomfield Hills, Michigan. The firm specializes in providing advisory services to companies and their stakeholders across various industries, with a particular emphasis on the lower and middle market. Mackinac Partners is staffed by a team of seasoned professionals who possess extensive experience in creating value through operational turnarounds and financial restructurings. The firm offers a range of services, including financial restructuring, transaction advisory, specialty real estate, business intelligence, corporate security, and dispute advisory, catering to clients in sectors such as manufacturing, retail, financial services, real estate, and technology. In May 2021, Mackinac Partners was acquired by Accordion, further enhancing its capabilities and reach in the advisory landscape.

Maestro

Series A in 2020
Maestro is a software company focused on enhancing value creation in private equity-backed firms. Founded by Accordion, a financial consulting and technology firm, Maestro offers a unique SaaS platform designed to streamline portfolio operations and improve collaboration between sponsors and management teams. The platform features tools that facilitate decision-making and the codification of best practices, making it an essential resource in the private equity sector, from diligence to exit. By leveraging data and insights, Maestro empowers stakeholders to modernize operations and drive operational improvements. With a commitment to transforming how organizations collaborate and achieve their goals, Maestro's technology is positioned to have a broader impact beyond private equity. The company operates from offices in New York City and Boston, serving clients globally while fostering a culture of collaboration and innovation among its dedicated team.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.