Unlocking Value in Private Equity Portfolio Companies with Nick Leopard | Philip Palumbo

Click Here to view our Podcast.

 

In 2009, Nick Leopard set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. He was right. Nick founded Accordion, and in the years since, he has grown the company to serve more than 200 private equity firms and their portfolio companies. This week, Phil sits down with Nick to talk starting from zero, setting and maintaining a good culture, and maximizing his company.

 

Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at www.palumbowm.com.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forwardlooking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

, , , , , , , , ,

General News

By: thinkhouse