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Year of Investment:





Business Services


New York, NY





Accordion is a financial and technology consulting firm serving the Office of the CFO for private equity portfolio companies. Accordion’s consultants work alongside more than 200 leading fund sponsors and their portfolio management teams across every stage of the investment lifecycle. The Company’s solutions include operational and technical accounting, strategic financial planning and analysis, CFO-driven transformation, CFO technology, transaction execution, public company readiness, interim leadership, and turnaround and restructuring. Headquartered in New York, Accordion has 10 offices across the country, also including Atlanta, Boston, Charlotte, Chicago, Dallas, Detroit, Los Angeles, San Francisco, and South Florida. Due to its hands-on, results-oriented execution, Accordion is widely recognized as the leading consultancy to private equity CFOs and has established a track record of consistent organic growth and acquisitions since its founding in 2009. Accordion has also been recognized as an employer of choice for its “better way to work in finance” philosophy.

Charlesbank Investment

Charlesbank invested in Accordion in August 2022, resulting from parallel thematic initiatives focused on financial consulting and on private equity service providers. Our diligence validated Accordion’s position as a differentiated platform poised for continued growth in the attractive private equity Office of the CFO market. Accordion Founder and CEO Nick Leopard and the management team remain major shareholders alongside Charlesbank, and we are working closely with the team to continue scaling the business.


Nick Leopard

Key Team Members
Related News
September 8, 2022

Accordion Announces Strategic Growth Investment from Charlesbank Capital Partners and Motive Partners

Charlesbank transitions from Accordion client to investor; Transaction also includes investment from financial technology specialist PE firm Motive Partners; FFL… Read More

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