Accord Group Holdings Overview

  • Service
  • Financing Advisory
  • Founded
  • 2013
Founded
  • Serviced Companies
  • 2
  • Serviced Deals
  • 1
  • Serviced Investors
  • 18

Accord Group Holdings General Information

Description

Accord Group Holdings is a financing advisory firm founded in 2013 and is headquartered in San Francisco, California. The firm's practice areas include investment management and advisory and capital raising. Accord Group Holdings caters to the financial services sector.

Contact Information

Year Founded
2013
Service Provider Type
Financing Advisory
Primary Office
  • 240 Stockton Street
  • 7th Floor
  • San Francisco, CA 94108
  • United States
+1 (415) 000-0000

Accord Group Holdings Services to Companies

Service on a Deal (1)

Company Name Service Provided Deal Date Deal Type Deal Amount
Highcross Advisor: General Dec 2014 00000 0000000
To view Accord Group Holdings’s complete services to companies history, request access »
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Accord Group Holdings Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Accord Group Holdings Advisor: General Jan 2015 00000 0000000
To view Accord Group Holdings’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Cabot Properties Advisor: General Aug 2017 00000 0000000
000000000 Advisor: General Dec 2014 00000 0000000
To view Accord Group Holdings’s complete services on a deal — sell side history, request access »

Accord Group Holdings Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Accord Group Holdings Team (12)

Name Title Deals Office Contact
Info
Bryan Hunt Chief Financial Officer San Francisco, CA
Tricia Peterson Managing Partner and Chief Operating Officer San Francisco, CA
Desi Co Co-Founder, Managing Partner and Member of the Investment Committee and Executive Committee San Francisco, CA
Jeffrey Sobczynski Co-Founder, Managing Partner and Member of the Investment Committee and Executive Committee Chicago, IL
Jon Berquist Co-Founder, Managing Partner and Member of the Investment Committee and Executive Committee San Francisco, CA
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Accord Group Holdings Board Members (1)

Name Representing Role Since
Paul Jackson Accord Group Holdings Managing Partner and Member of the Investment Committee and Executive Committee 000 0000
To view Accord Group Holdings’s complete board members history, request access »