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Associate (Private Equity Consulting – M&A, Value Creation & Exit Readiness)

Department
Transaction Execution
Location
New York City
  • Founded in 2009
  • 200+ employees
  • Serving 300+ leading private equity firms

Company Overview

In 2009, Accordion set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. In the years since, our firm has grown into a bi-coastal team of 175+ finance professionals, serving approximately 200 of the world’s leading private equity firms out of offices in New York, San Francisco, Los Angeles, Boston, North Carolina, Florida and Dallas.

Our mission is to shape a new era in the private equity industry. Focusing exclusively on the office of the CFO of PE-backed companies, we’re committed to driving value creation through financial consulting services and portfolio operations technology. 

So, what does it mean to work at Accordion? It means thriving in a high-growth, agile, and collaborative environment. It means changing the way private equity firms create value at their portfolio companies. And ultimately, it means making your mark on the firm’s future – by embracing a culture rooted in humility and a firm-wide commitment to building something great, together. Join us!

We are Headquartered in New York; however this role can be based in any of our current locations: Boston, Charlotte, Dallas, Los Angeles, New York, San Francisco.

Role Description

As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues to assist clients in a variety of transaction related projects focused on helping to:

  • Prepare companies for a sale and support them throughout the deal process (working alongside CFOs and other executives)
    • Work with company management, private equity deal and operating teams, investment bankers and other third parties to support the development of an equity story and other go-to-market materials
    • Utilize both excel and business intelligence tools (i.e. PowerBI, Tableau) to develop a variety of granular financial, operational and business segment analysis (profitability, trending etc.)
    • Analyze, quantify and validate deal related assumptions including synergies, add-backs, pro-forma financials
    • Manage and / or support the development and population of an investor ready data room
    • Work with CFOs and their teams, respond to due diligence and other deal related questions from either financial (private equity) or strategic (corporate) buyers
  • Assist private equity firms and their portfolio companies on a variety of corporate development activities:
    • Project manage the end-to-end process for add on acquisitions
    • Perform a variety of due diligence activities
    • Develop financial analysis including deal, merger and synergy models
    • Prepare deal memorandum and other documents for key stakeholders
    • Execute merger integration planning and post-merger execution services

Responsibilities

The following representative engagements are emblematic of the type of work you’ll do as an Associate at Accordion:

  • Sell-Side Readiness: A PE-owned SaaS company required sale preparation and related transaction support. Accordion has been engaged to take a leadership role alongside the CFO in the sell-side process by preparing key analytical deliverables. These deliverables include historical financial reporting, financial and operational KPIs, a 5-year financial projection model, and other key analytical materials. The Accordion team will:
    • Serve as an extension of the CFO’s office to support a sale by coordinating and responding to requests from investment banks, the executive team and Sponsor during the preparation process, and to potential buyers during the sales process.
    • Leverage business intelligence tools to collect and consolidate all data (transactional, operational and financial) from a variety of production and financial systems.
    • Create a detailed, bottoms-up 5-year financial projection model – down to the segment, geography, product type level – that was used to highlight key business performance value drivers and support the desired valuation.
    • Analyze the historical performance of the business and prepared financial and operational schedules including:
      • Historical trending Income Statement and Balance Sheet
      • Detailed analysis on revenue (price, volume), operating expenses, and margin by segment/geography
      • Key financial and operating KPIs (ARR, MRR, churn, retention, CLTV, customer acquisition cost, etc.) by business line, geography, and product type
      • Full customer analysis for each business line
    • Manage the population of the data room, including all supporting documentation and analyses from different departments throughout the firm.
  • Corporate Development Support: A private equity firm has been making a series of add on acquisitions across their portfolio. The deal teams are stretched and look to Accordion for outsourced corporate development leadership to manage portfolio company add on acquisition deal processes and support financial analysis and associated presentations. The Accordion team will:
    • Perform qualitative & quantitative analysis to support evaluation of targets based on fit with corporate strategy and financial criteria
    • Provide financial modeling support for building preliminary valuation model
    • Conduct target management interviews
    • Work with the management team to develop financial baselines
    • Perform high-level synergy analysis identifying initial synergy targets
    • Support development of investment case
    • Prepare investment cases and associated deal memorandum

Desired Qualifications

The ideal candidate will have:

  • Bachelor's degree in business, finance or economics is preferred. A Master’s degree (MBA, MA in Finance etc.) is highly recommended.
  • Minimum 3 years+ experience at a top tier private equity firm, investment bank, consulting firm or within a corporate development group preferred.
  • Demonstrated strong quantitative skills, exceptional organizational skills and a keen eye for detail is highly regarded.
  • Strong ability to leverage Excel to manage, simplify, analyze and present large and complex datasets.
  • Exceptional financial modeling and data analysis skills.
  • Relevant experience to prepare reports, presentations, and memos to put your thoughts into writing in a clear, succinct and comprehensive manner.
  • Ability to demonstrate good judgement, take initiative and seek guidance when needed in order to advance your projects.
  • Passion, drive and motivation and adhere to the highest professional standards in working with clients and colleagues.
  • Strong communication skills to interact well with colleagues, clients and other external parties alike.

 

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

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Company Overview
In 2009, Accordion set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. In the years since, our firm has grown into a bi-coastal team of 180+ finance and technology professionals, serving nearly 200 of the world’s leading private equity firms out of offices in New York, San Francisco, Los Angeles, Boston, North Carolina, Florida, and Dallas.

Our mission is to shape a new era in the private equity industry. Focusing exclusively on the office of the CFO of PE-backed companies, we’re committed to driving value creation through financial consulting services and portfolio operations technology.

So, what does it mean to work at Accordion? It means thriving in a high-growth, agile, and collaborative environment. It means changing the way private equity firms create value at their portfolio companies. And ultimately, it means making your mark on the firm’s future – by embracing a culture rooted in humility and a firm-wide commitment to building something great, together. Join us!