TONEYKORF - Key Persons
Abby is an Associate at Accordion, where she maintains and enhances client experience and partnerships with her outgoing and positive demeanor. Abby is focused primarily on project quality assurance oversight, process improvement, and overall CPM team operations.
Job Titles:
- Associate
- Associate With over Four Years of Investment Banking
Adnan is an Associate with over four years of Investment Banking and Corporate Finance Advisory experience with U.S. clients ranging from mid to large-cap companies across a wide range of industries including TMT, Healthcare, and Diversified Industries. Adnan specializes in cash flow analyses / forecasting, corporate valuations, capital structure advisory, and creditworthiness.
Albert Leung is a Managing Director with over 25 years of experience in performance improvement, large-scale transformations, merger integrations & carve-outs in the enterprise software, ad tech, media and consumer products sectors.
He has served as a hands-on operational and financial advisor to numerous private equity sponsors and portfolio companies on numerous transactions including buy-side due diligences, post-merger integrations and has led a wide-variety of large-scale business transformations and carve-outs. Albert works with clients to implement revenue growth strategies, organizational transformation, and technology infrastructure optimization programs to drive financial performance improvement.
Prior to Accordion, Albert was a Managing Director with FTI Consulting and helped build the Technology practice at FTI Delta. Prior to FTI, Albert spent 13 years at AlixPartners in the Enterprise Improvement and Financial Advisory Services practices.
Albert graduated with honors from Boston College with a B.S. in Finance & Operations Management and is a Chartered Financial Analyst charterholder.
Alexander is a Senior Director with over a decade of experience in assurance and accounting advisory services. He is a CPA who has led both audit and accounting advisory projects for companies spanning a wide variety of industries, including healthcare, construction & engineering, retail, oil & gas, and media & entertainment.
Job Titles:
- Vice President of Resource Management
Alicia is a Vice President of Resource Management with more than a decade of experience in human resources. Alicia is excited to be a part of a growing team, with a focus on driving future growth at Accordion.
Alison is an Associate with over three years of experience in financial budgeting and planning and revenue accounting.
"If you can't describe what you are doing as a process, you don't know what you're doing."
Ana Lambe is a Senior Director in the CFO Tech practice with over a decade of experience in digital transformation, specializing in systems implementations and finance transformation. With extensive experience in driving innovation and efficiency, Ana excels in orchestrating complex technology solutions that streamline operations and elevate financial performance.
Job Titles:
- Legal & Compliance Associate
Job Titles:
- MANAGING DIRECTOR
- Managing Director, Head of San Francisco Office
Anton is a Managing Director with 15 years of advisory, investment and FP&A experience with companies ranging from startups to large multinational corporations. With Accordion, Anton partners with management and private equity sponsors to transform organizations and improve business performance. His prior roles in growth equity investing and as a CFO/COO give him unique perspective on value creation for all stakeholders.
Job Titles:
- Talent Acquisition Coordinator
Job Titles:
- President
- President, Growth Markets
Atul became the President of Accordion in 2019. He joined Accordion from Bain & Company, where he was a Partner in the New York office.
Ben is a Director with over 10 years of advisory experience. During his career, Ben has developed an expertise in providing solutions to clients who are seeking to gain insights into and optimize financial performance, as well as undergo transformative events such as mergers, acquisitions, and recapitalizations.
Brendan is a Senior Consultant with over 3 years of experience in both traditional finance roles as well as big data management & visualization.
Can is a Senior Director with a decade of experience in CFO-Office, working capital advisory and performance improvement consulting.
Job Titles:
- Vice President, Leadership & Workforce Analytics
Job Titles:
- MANAGING DIRECTOR
- Managing Director, Head of Chicago Office
Chris is a Managing Director with more than 15 years of experience transforming Finance organizations to create clear visibility and accountability for financial performance across the business. He specializes in planning, budgeting, forecasting, management reporting, product costing and finance process automation.
Job Titles:
- Finance & Strategy Associate
Job Titles:
- Director, People Business Partner
Job Titles:
- Vice President of Finance
Job Titles:
- Senior Project Manager, Information Technology
Job Titles:
- Senior Vice President at Accordion India
Dheeraj Devineni is a Senior Vice President at Accordion India with more than two decades of experience creating and executing data-driven solutions, such as data warehousing, advanced analytics, and machine learning models. His expertise extends to enterprise software architecture design and development.
DON AGEE - Managing Director
Job Titles:
- Vice President, Partnerships
Drew is a Vice President with experience in client relationship management. Drew specializes in sourcing new opportunities and coordinating those efforts across all levels.
Erica is a Senior Director with more than a decade of experience working across financial planning and analysis, mergers and acquisitions, data analytics and accounting. Her expertise spans various industries including healthcare, technology, manufacturing and retail with companies ranging from mid-size to large multinational corporations.
Job Titles:
- Senior Marketing Director
Job Titles:
- People Operations Associate
Hollylane is a Senior Director with over ten years of experience in the financial services industry, working in both asset management and investment banking. Hollylane's experience spans various industries, asset classes, and transactions in terms of both type and size.
Ian Brown - Managing Director
Job Titles:
- HEAD of ACCORDION's DALLAS OFFICE
- Managing Director, Dallas Office Lead
Ian serves as Managing Director at Accordion and leads the Dallas office. He specializes in helping private-equity sponsored companies drive value creation initiatives with a goal of strengthening EBITDA, enhancing revenue, reducing expenses, and/or improving working capital, ultimately driving higher valuation. His experience includes a mix of consulting and industry where he has served in senior Finance, HR, and IT roles.
Jeff is a Managing Director with over two decades of management consulting experience serving finance and operations executives across corporate lifecycles - from early stage, VC-backed to established Fortune 500 companies.
Job Titles:
- Senior Director, Strategic Operations
John is a Managing Director and Head of Accordion's NetSuite Team within the CFO Tech Services Practice. In addition to his leadership responsibilities, he works directly with senior executives in identifying, framing, socializing, establishing, and executing business improvement programs involving the deployment of cloud-based enterprise applications.
Job Titles:
- Associate General Counsel
Joseph is a Senior Director in Accordion's Transaction Execution Practice with nearly two decades of experience executing buy-side and sell-side M&A transactions - both as an advisor and a corporate executive.
Job Titles:
- Managing Director and Head of Accordion 's Transformation
- Managing Director, Head of Transformation & Global Solutions
Junaid is a Managing Director and Head of Accordion's Transformation practice with nearly two decades of experience in numerous consulting leadership roles. His specific expertise includes performance improvement, technology transformation, merger integration, and divestitures. Over the course of his career, Junaid has led engagements for public and private organizations and has serviced more than 30 private equity firms.
Justin is a Vice President with more than two decades of experience in finance transformation under the Office of the CFO and operational finance leadership roles in industry. His clientele has ranged from pre-IPO companies to the top public companies in the world. As a CPA, Justin has expertise covering process re-engineering and transformation leveraging technologies to automate processes, save costs, and improve data and insights.
Kara is a Director with over a decade of experience in public accounting, general ledger accounting, and assurance services. After over seven years in public accounting, she was looking for a change of pace and found her previous role at American Cancer Society as the Director of General Ledger Accounting, where she managed the general ledger team, probate and trust team and restricted funds team.
Job Titles:
- Senior Managing Director
- Senior Managing Director and Co - Leader of Mackinac Partners
Keith is a Senior Managing Director and co-leader of Mackinac Partners' (acquired by Accordion in 2021) Financial Restructuring, Transaction Advisory, and Private Equity practice with over 30 years of diversified business experience. He plays a key role in the delivery of the firm's service offerings across these areas in addition to M&A/transaction services, sell-side advisory, interim management, PE portfolio...
Job Titles:
- Managing Director, Business Development
Kristen is a Managing Director with more than a decade of experience stemming from roles at the Big 4, public, privately held, and non-profit companies. As a senior financial leader, Kristen's background includes worldwide controllership, SEC financial reporting, business process improvement, and system implementations.
Job Titles:
- Vice President, Commercial Operations
Job Titles:
- Director, Talent Development
Marc is a Managing Director with over two decades of experience in financial and professional services. He specializes in business development and relationship management for clients ranging from retail to institutional investors.
Marie is a Director with a decade of advisory and accounting experience with clients ranging from privately held businesses and private equity owned portfolio companies to large multinational companies and their US subsidiaries.
Matt is a Senior Managing Director with 25 years of experience providing financial and operational advisory services to distressed organizations. Matt joined Mackinac Partners (acquired by Accordion in 2021) in 2002 and focuses his work on corporate restructurings and mergers and acquisitions, leveraging complex financial and operational analytics to improve distressed businesses. Matt is a past recipient of the M&A Advisor's 40...
Matt is a Senior Director with over 16 years of successful experience establishing modern digital solutions in the areas of budgeting & forecasting, profitability, consolidations, reporting and advanced analytics.
Matt is a Managing Director with over a decade of experience in audit, accounting and transaction services with clients ranging from private to large public companies in the US, Europe and Australia. Matt specializes in standing-up the Finance function at companies under first-time institutional ownership.
Mayci is a Managing Director with nearly two decades of experience partnering with CFO organizations to drive value through finance process improvement, automation optimization, and operating model transformation. She has advised clients in a variety of sectors including Technology, Financial Services, Media & Entertainment, and Consumer Products.
Melissa is a Senior Managing Director with over 30 years of experience providing financial advisory, restructuring, and turnaround management services to Fortune 500 and mid-sized companies and their stakeholders. She also has extensive investigative, litigation, and valuation experience, including insolvency-related litigation, avoidance actions, fraud investigations, merger and acquisition disputes, director and officer claims, and other...
Job Titles:
- Senior Director, Global Operations
Michael is a Director with 10 years of experience in strategic and operational corporate finance, financial modeling, M&A analysis, competitor analysis, as well as debt and equity capital markets transactions.
Mike is a Senior Director with more than a decade of finance, advisory, and transaction experience serving private equity-sponsored companies and Fortune 500 multinational clients. He specializes in developing and implementing strategy to enable the finance function to efficiently operate at scale.
Miki is an Associate within Accordion's Strategic Finance practice with nearly two years of experience in banking and capital markets.
Job Titles:
- Founder & President of Merilytics
- MANAGING DIRECTOR, GLOBAL HEAD of DATA & ANALYTICS
Paavan Choudary is the Founder & President of Merilytics and the Head of Accordion's Data & Analytics Practice. He has nearly 21 years of experience in Analytics and Management Consulting.
Job Titles:
- Senior Vice President at Accordion India
Pawan is a Senior Vice President at Accordion India, with more than 25 years of experience in General Management and People Management. He presently heads the Employee Relations, Procurement, and Administration Functions at Merilytics.
Job Titles:
- Vice President at Accordion India
Praveen Goud is a Vice President at Accordion India with nearly a decade of experience. He is the Head of Merilytics' CPG & Retail Vertical with expertise in customer analytics, marketing analytics, pricing analytics, operations analytics, and revenue cycle management.
Preston is a Solution Manager with nearly five years of experience in Software Consulting and ERP implementations. His expertise includes ERP, project management, and technology with industry experience in wholesale distribution and pharmaceuticals.
Rajan is a Managing Director with over a decade of experience in the Office of the CFO, Private Equity, and Investment Banking spaces.
Shaharyar is a Managing Director in the Transaction Execution Services group with more than 15 years of experience in private equity investments and portfolio management in the U.S., Latin America, Eastern Europe, Africa, and Asia. His expertise allows him to focus on transaction execution and operational value creation engagements across a variety of industries.
Job Titles:
- Managing Director, Head of IPO Readiness
Shauna, CPA, is a Managing Director and the Head of Accordion's IPO Readiness Practice, with nearly three decades of experience spanning a variety of sectors including consulting, energy & aerospace, and defense. She is a subject matter expert in US GAAP, IFRS, SOX, and SEC Regulations. Shauna has helped companies implement new accounting standards like leases and revenue recognition, and has also worked on complicated deal and...
Job Titles:
- Senior Accounting Manager
Job Titles:
- People Operations Analyst
Job Titles:
- Chief Operating Officer of Accordion India
Siddharth Jain is the Chief Operating Officer of Accordion India. He has over 7 years of experience driving advanced analytics initiatives across CPG/retail, technology, and business services industries.
Job Titles:
- Managing Director, Total Rewards and Operations
Sweta is a Senior Director within the Transformation group at Accordion with almost 15 years of experience in healthcare. Sweta supports private equity firms and physician groups from strategy formulation to execution of value creation programs. Her specific expertise includes revenue enhancement, cost takeout, performance improvement and merger integration.
Job Titles:
- Global Chief Technology Officer
Zach is a Director with nearly 10 years of advisory, and FP&A experience with clients ranging from middle-market to large conglomerates. Zach specializes in M&A operational due diligence and execution services.