Roger Metz, CPA

Galvanizer
DISC Type : Id

Chief Financial Officer at Accelo

Denver Metropolitan Area, United States

Overview

Roger Metz is a strategic CFO and operations executive specializing in rapidly scaling, private equity-backed SaaS and technology companies. An active CPA and graduate of The University of Kansas, he is a partner to CEOs, driving results through financial discipline and extensive M&A experience for firms like Bow River Capital.

Based on his interests, Roger appears to be an outdoor enthusiast with a passion for conservation. He is affiliated with both Ducks Unlimited and Trout Unlimited, organizations dedicated to preserving habitats for waterfowl and coldwater fish, suggesting he likely enjoys activities like fishing or hunting in his personal time.

He has served as the Chief Financial Officer for two separate Bow River Capital portfolio companies: Accelo and Xyleme.

Personality Overview

Self-Assured

Pragmatic

People-Oriented

They prefer to ensure that they are in control of the situation.  A combination of speed and relationship gets the best response from them. If they come to believe in your value proposition, they will be your champion.

Topics They Care About

PE-backed SaaS
His entire career focus is on financial and operational leadership for private equity-backed software companies, managing growth and strategic exits.
M&A Strategy
Possesses extensive experience in both buy-side and sell-side mergers and acquisitions specifically within the technology and software sectors.
SaaS KPIs
Emphasizes driving results through consistent Key Performance Indicator (KPI) measurement and maintaining financial discipline in scaling companies.

Media Appearances

Roger has no verified media appearances

Work History

3-2024
Chief Financial Officer at Accelo
5-2021 - 2-2024
Chief Financial Officer at Xyleme, Inc.
2020
President at ConflectionPoint Advisors
2019 - 2020
Chief Financial Officer at BiggerPockets
2018
Advisor to Growth Stage CEOs at Bridge Entrepreneurs Network Colorado (formerly Blackstone Entrepreneurs Network)

Education

1988 - 1992
BS from The University of Kansas

More Information

Social Presence :

Prographics :

Exp : 34 Location : Denver Metropolitan Area, United States Job Level : Leadership Designation : Chief Financial Officer at Accelo
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Insights For Selling To Roger

During A Call Or A Meeting

DO's

  • Find ways to push them a little if they don’t start giving a clear yes or no in due course
  • Help them weigh the risks by sharing how others made similar decisions
  • Take a friendly, informal yet confident approach while pitching

DONT's

  • Don’t rely too much on what they promise, make your own deductions
  • Don’t make promises that are hard to keep
  • Do not look like someone who doesn’t know what they are talking about

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roger is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Roger

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Roger move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Roger take some risk or not?

  • If necessary, they will be ready to take risks.

You And Roger

Personality Compatibility


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