William Cordes, Managing Partner
For the past 8 years, Will has been solving business financial problems for clients in software businesses, and emerging technology companies. Over the course of his career, he has operated, advised and invested in over 100 leading software and technology-enabled businesses.
After graduating from The Ohio State University, with cum laude honors and a BSBA in Finance, Will spent his early professional years working in investment banking for Key Banc Capital Markets and Wells Fargo Securities. During this period, he focused on M&A, debt, and equity transactions for clients within the Technology, Media, and Telecom (TMT) coverage group. Will served many blue-chip clients during this time, including, AT&T, CenturyLink, Alliance Data Systems, Scripps Networks, Gray Television, AEG Entertainment, The Staples Center, Apartments.com, MarketTrack, and ViaSat, amongst others. Will completed 15 debt, equity and M&A transactions worth a cumulative $4.5B. As a top performing investment banker, Will gained a wealth of experience and insights into corporate strategy, capital raising and financial modeling and analysis.
After leaving the investment banking arena, Will continued to hone his skillset within M&A and Corporate Development, with a focus on Software and Software-as-a-Service businesses. He led M&A for MarketTrack, a Vista Equity Partners portfolio company. He also leads the corporate development and M&A activities for Infogix, focused on enterprise data governance SaaS business. Both of these opportunities have further developed Will’s knowledge and skills in developing unique financial solutions for SaaS business problems.
Recognizing the special financial needs of SaaS businesses, and software companies migrating to subscription based business models, led Will to start his own consulting practice. Since founding Cordes Consulting LLC, Will continues to focus on software and SaaS companies, providing expert financial consulting services. Key services include SaaS Financial Modeling & Analysis, Management Consulting & Advisory, Fundraising & Transaction Support, and Outsourced CFO Services. Over this eight-year period, Will’s accomplishments are impressive and include:
- Trusted adviser to more than 40 leading Software and SaaS business partners providing strategic guidance and outsourced CFO services.
- Developed an integrated package of SaaS financial tools used by SaaS businesses and software companies desiring to move toward a subscription based business model
- Completed over 300 SaaS financial modeling engagements
- Completed 15 debt, equity and M&A transactions worth a cumulative $4.5B
- Accomplished angel investor, making over 24 investments with four successful exits completed
Will is also an accomplished angel investor, making over 24 investments since early 2014. In that short timeframe, four portfolio companies have successfully exited (Dollar Shave Club, Fitmob, Geekatoo and TurboAppeal).
Meelan Patel, Consultant
For the past 7 years, Meelan has been solving business and financial problems for clients in the technology and business services sectors. After graduating from the University of Maryland, with a BS in Finance and Accounting, Meelan worked in investment banking for KPMG Corporate Finance, Wells Fargo Securities, and Signal Hill Capital. During this period, he focused on financial modeling and valuations, buy and sell-side M&A, private capital advisory, and business & strategic planning for emerging businesses as well as publicly traded global conglomerates.
His transaction experience includes comprehensive transaction execution, including drafting and authoring of offering memorandum, development of detailed, bottoms-up operating models for use in marketing documents and virtual data rooms, identification and preparation of strategic buyer and investor lists, marketing of active client engagements in broad and targeted auction processes and completion of business and financial due diligence. This transaction experience has provided Meelan with an understanding of not just financial modeling, but in-depth expertise across the various business models across the technology and services verticals, enabling him to serve as a trusted, strategic partner to his clients.
Improve your business performance -- contact Cordes Consulting today.
Cordes Consulting is a Chicago based consulting firm specializing in financial services for Software-as-a-Service (SaaS) and emerging technology businesses. We offer free initial consultations to evaluate how we can help you. If you would like to discuss a potential consulting assignment, or just have a question about our business we are always available to help you.Cordes Consulting, LLC
710 N. Orleans, Unit A
Chicago IL 60654
Telephone: +1 513-312-8476