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Upcoming Event  |  05/12/2022  |  Santa Monica

LA Roundtable: The State of the PE Sponsor-CFO Relationship

Accordion Roundtable Series Presents...
The State of the PE Sponsor-CFO Relationship

When

Thursday, May 12, 2022
4:30 pm – 7:30 pm PT

Where

Viceroy | 1819 Ocean Avenue
Santa Monica, CA 90401

Join us for a private equity peer discussion, followed by happy hour.

What Accordion has uncovered—both through our recent survey report and conversations with clients—is that portfolio company CFOs are overwhelmed and not always fully aligned with sponsor expectations, creating inefficiencies….and CFOs know it. Concerningly, it’s not just the scaling part of the job, it’s also the table stakes: measuring and managing the business.

The question that both CFOs and sponsors are asking is: Is this a moment-in-time issue that’s the result of massive pandemic-related disruption? Or, is this state of discontent the new normal?

Join us for a roundtable discussion (followed by drinks) as we set out to answer exactly that – and ultimately, lay out a roadmap for improved alignment between sponsors and CFOs.

Register to attend.

Note: Space is limited. Please RSVP to ensure a spot.

Meet the Discussion Leaders

Nick Leopard
Nick Leopard
CEO & Founder, Accordion

Nick is the CEO & Founder of Accordion, a private equity-focused financial and technology consulting firm. Since founding Accordion in 2009, Nick has grown the company to serve more than 300 of the world’s premier private equity firms and their portfolio companies – providing services that span the entire CFO function. Accordion is headquartered in New York and has nine offices across the United States. Before Accordion, Nick worked at BHC Interim Funding, Bear Stearns, and CapitalSource Finance. Nick earned his BS in Finance from Saint Joseph’s University.  Read more

Matt Wilson
Matt Wilson
Managing Director & Co-Portfolio Manager, Oaktree Capital

Matt Wilson is a managing director and co-portfolio manager of the Special Situations Group at Oaktree. He is responsible for management of the strategy and all of its investing activities. Prior to joining Oaktree in 2007, Mr. Wilson worked at H.I.G. Capital, LLC, where he was a founding member of Bayside Capital, Inc., a firm focused on special situations and credit-oriented investments. Previously, he worked at J.H. Whitney & Co., in its middle market leveraged buyout group. Mr. Wilson began his career in the Investment Banking division at Merrill Lynch & Co.  Read more