Meet Cordance

Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential. We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact.

Our Philosophy

Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy.

We want to keep what makes your company great.

You know your product better than anyone. You’re what made the company successful, and our success is tied to your success. That’s why we want to work with you and your managers to move forward in profitably and sustainably growing your company.

We’ve been where you are.

We take our over-a-century’s worth of combined experience and help you build on the foundation you’ve laid. We customize a process to work specifically for your company, rather than force you to fit into a generic blueprint. We have experience in hands-on operations, management, and executive leadership—all ready to work with you to meet and exceed your goals.

We want to realize your vision, not what we think your vision should be.

We understand that your company is your legacy. Our mission is to help you scale your business and achieve the vision that originally inspired you. We do this by augmenting you and your team with funding and expertise. We’ll help you upskill your team, upgrade your systems and processes, accelerate growth, and scale your company to its full potential.

We believe in a transparent process.

We realize that no matter how transparent the acquisition process may seem to us, it can be unsettling for your team. Acquisitions by other companies typically entail a lot of unknowns, and your employees understandably feel concerned about their jobs. We understand change is hard; our goal is to make the process as easy and transparent as possible. We want to welcome you and your team to our family and together build something great.

Our Values

Our core values are the guideposts we turn to when faced with difficult decisions.

Long-term partnership

We create durable, action-oriented relationships with the companies we acquire. Together, we pursue long-term results, uniting our respective expertise to amplify overall business impact.

Growth orientation

We encourage a learning culture and embrace and execute necessary growth and change. We take what’s best about a company and make it better, honoring its culture, committing ourselves to long-term process development, and increasing the bottom line.

Commitment

We work hard and acknowledge others that do the same. We anticipate an ownership mentality from our employees, as well as a sense of pride and caring about current work and future challenges.

Accountability & transparency

We strive to be accountable, transparent, and objective. We believe in positive intent and intellectual honesty and encourage constructive dialogue and analysis to arrive at the right answers.

leadership-background

Leadership Team

member Caroline Morris

Caroline Morris

Chief Executive Officer
Caroline leads Cordance’s strategy and execution with a focus on the infrastructure and resources to help our businesses succeed. Caroline joins Cordance from Lone Wolf, a real estate SaaS company where she served as COO. Her prior experience also includes leadership roles at EdTech companies PowerSchool Group and PeopleAdmin, serving both K12 and higher education. Caroline is an Army veteran and military spouse with a BA in History from Tufts University and MBA from Harvard Business School.
member Dan Savage

Dan Savage

Chief Financial Officer
Dan serves as CFO of Cordance and has experience as both a software executive and private equity investor. Prior to joining the company, he was CFO of RIA in a Box, a compliance software company and former portfolio company of Aquiline Capital Partners, through its sale in 2021. Before joining RIA in a Box, Dan spent eight years as an investor at Aquiline focusing on financial technology and services opportunities. He received his BA from Amherst College in Political Science and Spanish.
member Jeffrey Schwimer

Jeffrey Schwimer

Vice President of M&A
Jeffrey leads the Mergers and Acquisitions (M&A) team at Cordance. He is passionate about building relationships and partnering with entrepreneurs and has spent his career as a software-focused investor, operator, and advisor. Prior to Cordance, Jeffrey was an investor at JMI Equity, a San Diego based Growth Equity fund, and worked on the Operations and Strategy team at the vertical software business automotiveMastermind. Jeffrey holds a BA in Economics from Stanford University.
member Eric Wood

Eric Wood

Chief Technology Officer
Eric leads Cordance's technology strategy, integrating our businesses in ways that serve as a force multiplier for both our businesses and their customers. Eric started his career as a software engineer and consultant at IBM, helping businesses small and large adopt modern security and architecture practices. From there, he moved to Under Armour, focusing on the integration of the MapMyFitness, MyFitnessPal, and Endomondo acquisitions. He led the MyFitnessPal Data and Engineering teams through the successful sale of the business to Francisco Partners. Most recently, he served as CTO at Aceable. Eric has a BS and MS in Computer Science from Cal Poly, San Luis Obispo.
member Ellen Samuels

Ellen Samuels

General Counsel
Ellen has over 30 years experience providing business oriented legal advice to and within publicly traded and private equity funded companies, primarily in the technology sector. She is passionate about helping business leaders achieve business objectives while managing legal and commercial risk. She has her BA and JD from the University of Cincinnati.
member Bryan Klann

Bryan Klann

Chief Revenue Officer
As Chief Revenue Officer, Bryan oversees Cordance's sales engine, orchestrating strategies that round out the go-to-market initiatives across all Business Units. Prior to joining Cordance, Bryan held executive leadership positions at both publicly traded and private equity backed companies such as Sage Software, Tyler Technologies, Constellation Software and MeridianLink. During this time, he demonstrated a strategic vision for revenue generation and market expansion, contributing significantly to their growth.