conco Meet Our Team | Concord Financial Advisors
Experts at Sourcing Debt Capital
Since 2001

Meet Our Team

Experts at Sourcing Debt Capital since 2001

Knowledge Experience Relationships.

Thomas E. Jones, Managing Partner

B.B.A. Finance, University of Notre Dame – Email | LinkedIn

tomNewTom Jones has over 30 years of professional experience in corporate finance. His career began on Wall Street in 1986 in investment banking with Prudential Bache Capital Funding where he structured and arranged financing for Leverage Buyouts and Mergers & Acquisitions. He worked for Prudential Capital in Chicago, focusing on middle-market private placements, ranging from $5 million to $50 million, in a variety of industries in the Midwestern United States.

Mr. Jones worked in commercial banking at American National Bank as a commercial lender, with an emphasis on senior cash flow and asset-based transactions ranging in size from $1 million to $50 million.

Prior to founding Concord in 2001, Mr. Jones worked for GE Capital Commercial Finance where he focused on asset-based and cash flow transactions, including revolving lines of credit, term loans, equipment loans, and real estate loans ranging from $5 million to $250 million. During his tenure at GE Capital, Mr. Jones worked with hundreds of companies in a variety of industries throughout the United States. In 1999, he received the Prism Award, the second highest award given to outstanding contributors at GE Capital.

Mr. Jones is a native of Green Bay, Wisconsin and is a graduate of the University of Notre Dame with a B.B.A. in Finance. He is an active member of the Turnaround Management Association (former Board Member) and the Association for Corporate Growth (former Board Member).

Steve Yahnke, Managing Director

B.S. Zoology and M.B.A. Finance & Investments, University of Wisconsin – Email | LinkedIn

YahnkeSteve Yahnke has over 25 years of professional experience in the commercial and investment banking industries. His career began at Firstar (now U.S. Bank) in 1990 in Madison, Wisconsin as a participant in its rigorous Management Trainee and Credit Underwriting Program. He spent seven years at U.S. Bank dealing exclusively with middle-market companies and their financing needs, including underwriting syndicated bank deals ranging from $5 million to $250 million.

He has spent the majority of his career providing financing for middle-market companies at a number of financial institutions, including M&I Bank (now BMO Harris) and held several senior positions in the community banking arena as well as non-bank financing sources such as GE Capital. Mr. Yahnke’s breadth of experience allows him to bring in-depth knowledge of structuring and closing middle-market transactions.

Mr. Yahnke grew up in Milwaukee, Wisconsin and attended the University of Wisconsin in Madison where he earned his Bachelor of Science degree. He also earned an MBA in finance with a concentration in investments from the University of Wisconsin Graduate School of Business.

Andrea Joselit

B.A. Economics, University of Michigan and M.B.A. Finance, University of Chicago – Email | LinkedIn

Andrea Joselit has over 26 years of professional corporate finance experience. Prior to joining Concord, she worked at Bank of America for nearly 20 years, primarily in their Capital Investors group working on direct private equity and mezzanine investments. During her tenure there, she helped close more than 25 transactions, mainly middle-market investments in manufacturing, distribution, services, and telecommunications.

She has extensive experience in identifying transactions, performing due diligence and financial analysis, structuring and documenting investments, and managing portfolio companies. Ms. Joselit also has senior lending experience, having worked for several years in the Energy & Minerals senior lending group at Bank of America.

Ms. Joselit grew up in Cincinnati, Ohio and is a graduate of the University of Michigan with a B.A. in Economics. She also earned an MBA from the University of Chicago.

William D. Farrar, Managing Director

B.S. B Ad in Finance, West Virginia University – Email | LinkedIn

Bill Farrar has over 30 years of professional experience in commercial banking and asset based lending.  His career began in Minneapolis in the early 80’s as a field examiner at BarclaysAmerican Business Credit (now Bank of America Business Capital), and Norwest Business Credit (Wells Fargo Capital Finance) and later at Diversified Business Credit (M&I Business Credit and now known as BMO, ABL), as a senior field examiner and business development officer.  In 1990, he established a loan production office for DBCI in Milwaukee, WI.  In 2009, Mr. Farrar joined Associated Commercial Finance, Inc. as a business development officer.

Mr. Farrar’s career has been focused primarily on working with middle market companies requiring debt financing in the $2.0MM – $50.0MM range.  Borrowing needs have typically consisted of senior secured revolving lines of credit, equipment term loans, and real estate loans.

Mr. Farrar is a native of Pittsburgh, PA and a graduate of West Virginia University, Morgantown, WV, with a BS B Ad in Finance.  He is an active member of the Turnaround Management Association (former co-chair of the Milwaukee Planning Committee), the Commercial Finance Association and the Indiana Association for Corporate Renewal.