William is an Vice President with approximately 4 years of operational, transactional and accounting advisory experience. His previous clients ranged from growth-stage companies to multinational public firms, and he specializes in turnaround and restructuring services for Accordion’s clients.
William’s notable technical skills include financial modeling, financial statement analysis and marketing material creation. He has extensive knowledge in generating and analyzing 3-statement operating models, 13-week cash flow models and customer ARR models.
Before joining Accordion, William worked at Capstone Partners in the firm’s Financial Advisory Services group. During his time at Capstone, he worked on multiple turnaround and restructuring engagements for organizations in the Medical and Manufacturing fields. He also served in advisory roles on both M&A and financing transactions for companies in the Healthcare Pharmaceutical and Waste Management industries.
William previously held roles as an Investment Banking Analyst at AGC Partners and a Senior Assurance Associate and a Senior Tax Associate at PricewaterhouseCoopers (PwC).
William graduated from Boston College with a B.S. in Business Management with concentrations in Accounting and Finance. William was a CPA (inactive) and is a CFA Level II candidate.
“Don’t give up. Don’t ever give up.” – Jim Valvano