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Past Event  |  02/02/2023  |  Boston

Boston Roundtable: Technology Trends to Optimize Business Performance in a Recessionary Climate

Accordion Roundtable Series Presents…
Technology Trends to Optimize Business Performance in a Recessionary Climate

When many PE-backed companies initially drafted their Value Creation Plans, preparing for an economic downturn wasn’t top-of-mind. Between high interest rates and margin squeezes in the marketplace, many PE funds are seeing a deterioration in their portfolio companies’ EBITDA and cash flow.

Enter: technology solutions.

While actioning the VCP remains more essential than ever, companies must also focus on the operational improvement accelerants that will drive performance enhancements. In this recessionary climate, they must lean into the tools that will provide them with improved visibility and more accurate demand/scenario planning.

Please join us as we discuss:

  • The Voice of the Market & Customer
    • Using technology to help avoid surprises and create a 360-degree view from both an operational and financial perspective
  • Quick-Hit Tech Solutions to Solve Business Challenges
    • “Quick” hit technology solutions – in terms of lower cost and speed to implementation
    • The evolution of cloud technology and how that has impacted the middle market
  • Operational and Performance Improvement
    • Improving the performance of existing assets by building scalable processes and platforms with ERP and add on applications, and how can this help with M&A
    • What are portfolio companies currently doubling down on?
  • The Role of the Sponsor in Today’s Environment
    • How are sponsors working with their portfolio companies to help solve the challenges they’re facing?
    • How are Sponsors partnering with their portfolio companies to drive the VCP?

RSVP Below!

Meet the Discussion Leaders

Mike Cochran
Mike Cochran
Head of CFO Tech Services, Accordion

Mike is a Managing Director and head of Accordion’s CFO Tech Services Practice with more than 25 years of experience delivering transformational financial solutions through the enablement of technology. He specializes in Enterprise Performance Management (EPM), Enterprise Resource Planning (ERP), Analytics, and Cloud Enablement.  Read more

Mathew Veedon
Mathew Veedon
Managing Director, Accordion

Mathew is a Managing Director in Accordion's Transformation practice with over twenty five years of consulting, operating, and investing experience across a broad range of industries including consumer goods, healthcare, and technology. He focuses on high intervention situations, turnarounds, and major transformations for portfolio companies of leading Private Equity firms.  Read more

Shivani Tejuja
Shivani Tejuja
Advisory Director, Charlesbank Capital Partners

Shivani joined Charlesbank as an advisory director in 2018 to partner with portfolio company CEOs to accelerate growth and drive digital transformation. Shivani focuses on three key areas: eCommerce and digital marketing, analytics and technology. She also leads the cybersecurity initiatives across the firm. She joined from a Charlesbank portfolio company, FullBeauty Brands, where she served as executive vice president and chief digital officer. Previously, she was an operating adviser for Apax Partners leading the digital practice. Prior to Apax, she was multichannel director of New Look, driving a turnaround for the fashion business. She has held senior management roles and directorships at a host of major brands in the US and Europe, including Microsoft, Starbucks, Amazon, Expedia and Voyages-SNCF – Expedia’s joint venture with the French national train operator.  Read more