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.

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

CEO and Founder

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, Co-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 firm offers a range of services, including supply chain management, operations improvement, cloud analytics, and overall business management. By taking a customized approach, OperationsRx collaborates closely with clients to develop tailored solutions that address their specific challenges and needs. This focus on personalized service allows businesses to effectively improve their operational efficiency and financial performance.

Merilytics

Acquisition in 2023
Merilytics is a management consulting firm based in Hyderabad, Telangana, that specializes in providing advanced analytical solutions to clients worldwide. The firm employs a decision sciences and analytics approach to deliver services across various domains, including due diligence, sales, marketing, operations, finance, technology, and risk management. Merilytics serves a diverse clientele, including private equity firms and companies in the consumer goods, retail, media, entertainment, recreation, and consumer finance sectors, aiming to enhance their decision-making processes and generate superior returns.

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 specializing in financial services for restoration professionals in the wake of insured property losses. The company offers a digital payments network that streamlines the process of verifying and disbursing insurance proceeds, allowing contractors to receive payments more efficiently. With its technology, iink Payments enables restoration professionals to endorse and access property insurance payments electronically, significantly reducing the payment time. Reports indicate that the platform can facilitate payments up to 60 times faster than traditional methods, helping both property owners and contractors return to normalcy more swiftly after a property disaster.

Platform Specialists

Acquisition in 2022
Platform Specialists is a consulting firm that specializes in Enterprise Performance Management (EPM) systems. The firm provides a comprehensive range of consulting services, including systems implementations, project management, application development, and ongoing support. Its expertise encompasses financial budgeting, forecasting, planning, consolidations, business intelligence, analytics, and financial reporting. Platform Specialists focuses on delivering solutions using leading EPM technologies such as Oracle EPM, Hyperion, OneStream, and Anaplan. The firm aims to enhance clients' financial and operational decision-making processes by leveraging its industry knowledge and technological solutions, ensuring efficiency and a positive client experience.

Mackinac Partners

Acquisition in 2021
Mackinac Partners is a well-established turnaround and advisory firm that specializes in restructuring services for companies across various industries, particularly in the lower and middle market. Founded in 1999 and headquartered in Bloomfield Hills, Michigan, the firm has a strong focus on financial restructuring, transaction advisory, and business intelligence. Mackinac Partners is recognized for its ability to create significant value through operational turnarounds and financial solutions. The firm serves a diverse clientele, including companies in manufacturing, retail, financial services, real estate, and technology. In May 2021, Mackinac Partners was acquired by Accordion, further expanding its capabilities and reach in the restructuring and advisory space.

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.
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