Hal is a Managing Director, San Francisco Office Leader, and Co-Head of Accordion’s Western Region. He has nearly three decades of experience in finance, as both a private equity investor and operating executive. He has been involved at the GP and management levels in transactions at companies from growth stage to mature businesses. Prior to this role, Hal served as Head of Accordion’s Strategic Finance Practice.
Representative Accordion engagements include leading budgeting efforts at a new entity in pharmaceuticals formed by a corporate carveout and a publicly traded entity taken private; building an activity-based view into SKU and customer-level profitability at a well-known branded consumer products manufacturer; and executing merger integration plans after a merger of equals in the cloud computing industry. Hal has led engagements for portfolio companies of Permira, Hellman & Friedman, JLL, New Mountain Capital and others.
Before joining Accordion, Hal split his career between private equity investing in operating roles. In the decade before joining Accordion, Hal worked at privately-backed companies in roles including head of Corporate Development, General Manager, and most recently CFO at MDx Medical, Inc.
Hal began his career at Donaldson, Lufkin & Jenrette as a Generalist where he did LBO work with the merchant banking group in addition to M&A, IPOs and bond offerings. He then went on to become an Associate at the Carlyle Group and, after business school, a Principal at Bessemer Partners.
Often representing Accordion at private equity CFO/CXO conferences, Hal presents on topics ranging from FP&A Best Practices to Measuring Value Creation through Data and BI.
Hal graduated Magna Cum Laude from Georgetown University and holds an MBA from Stanford University.
“Everyone has a plan until they get punched in the mouth.” – Mike Tyson