Accord Group Holdings Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 2013

Year Founded

  • Serviced Companies
  • 5

  • Serviced Deals
  • 1

  • Serviced Investors
  • 26

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
Corporate 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
Highcross 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 (17)

Name Title Deals Office
Tricia Peterson Chief Operating Officer & Managing Partner San Francisco, CA
Alexander Kerscher Ph.D Managing Director Germany
Rita Ling Managing Director Hong Kong, Hong Kong
Desi Co Co-Founder, Managing Partner, and Member of the Investment and Executive Committee San Francisco, CA
Jon Berquist Co-Founder, Managing Partner, and Member of the Investment Committee and Executive Committee San Francisco, CA
You’re viewing 5 of 17 team members. Get the full list »

Accord Group Holdings FAQs

  • When was Accord Group Holdings founded?

    Accord Group Holdings was founded in 2013.

  • Who is the founder of Accord Group Holdings?

    Jeffrey Sobczynski, Desi Co, and Jon Berquist are the founders of Accord Group Holdings.

  • Where is Accord Group Holdings headquartered?

    Accord Group Holdings is headquartered in San Francisco, CA.

  • What service provider type is Accord Group Holdings?

    Accord Group Holdings's service provider type is Financing Advisory.

  • What companies has Accord Group Holdings invested in or acquired?

    Accord Group Holdings has invested in or acquired companies Sirius Capital Partners and AtoZ Educational Supplies.

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