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Learn How the Very Best PE Firms Transform the Finance Function

As Seen in: Masters in Small Business M&A

On June 27, 2023 Peter Lehrman welcomed Accordion’s CEO and founder Nick Leopard onto the Masters in Small Business M&A podcast. Nick started Accordion after prior chapters in investment banking and private equity / mezzanine lending. Accordion has become a leading financial consulting firm focused exclusively on serving the office of the private equity-backed CFO. Their clients, which include investment leaders Bain, Apollo, Hellman & Friedman, Golden Gate, Thoma Bravo, and many others, speaks for itself.

Nick and Peter dive deep into the finance function and what the best acquirers and operators do beyond the nuts and bolts of accounting and financial statements to get real strategic leverage and value from the office of the CFO. Specifically, they talk about:

  • How the up-market PE leaders professionalize the portfolio company finance function
  • What business owners can unlock if you hire a great CFO earlier than one typically does
  • Exploring the concept of ‘Exit Readiness’ and why it’s so valuable for owners to prioritize it
  • Accordion’s own M&A story and why they turned to acquisitions alongside organic growth
  • What Nick has learned watching the best PE firms transform the CFO function
  • Some potentially easy wins operators can achieve with simple technology and process discipline

For Nick’s full interview on the “Masters in Small Business M&A” podcast:



About Nick Leopard

Nick Leopard
Nick Leopard
CEO & Founder

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 ten 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

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