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At the beginning of our process, the team at Concord Financial Advisors took the time to fully understand our business and what we were looking for in a new lending partner. By effectively pre-screening lenders from their extensive network before the process started, they quickly developed a very competitive process that ultimately led to a much improved credit facility and financial partner in CIBC for Summit Golf Brands. I highly recommend Tom Jones and his team to any company thinking about exploring new options in the credit markets.

We were pleased to work with Tom Jones and his team at Concord. Our portfolio company needed to replace an existing senior lender, and Concord was there to help. Although we have many lender relationships, given the size of the financing needed, the complexity of our company’s capital structure, and operational challenges due to COVID-19, we didn’t have the right connections to get a financing done. Concord tapped into its substantial rolodex of lenders across the spectrum of Banks and Fincos to create a short list of attractive lenders for our needs. Because Concord knows the lender universe so well, they were able to counsel us on how best to position the company and structure our financing to give us the best chance of success in a very tough credit market. In the end, Concord was able to negotiate a deal on our behalf that allowed our company the liquidity and capital we needed to grow. I highly recommend Concord for debt placement services.

Tom Jones and the team at Concord provided a complimentary assessment of our business and debt financing needs. Based on that review, Concord was able to execute our proposal by screening and qualifying the best Lenders for our credit request and ensure we obtained the best possible terms in the middle of a pandemic. They were strong advocates on our behalf and negotiated a deal structure that worked well for CoreCentric. Concord saved us valuable time by quickly aligning Lenders with our strategic objectives. We highly recommend utilizing Concord’s services for companies looking to restructure their debt financing requirements.”

Concord ran an efficient debt placement process especially with the challenges presented by Covid-19. Concord quickly identified multiple Lenders who understand the defense industry and sourced and negotiated several creative financing proposals. Concord was able to deliver on exactly what they promised.

Concord delivered the capital we needed. They ran their proprietary process, sourced multiple competitive proposals from their nationwide network of financial institutions and helped us negotiate an advantageous deal for O’Gara. We are very pleased with our new Lender and highly recommend Concord’s services for companies seeking debt financing.

Concord’s laser focused approach and strong relationships with multiple qualified banks quickly identified the right lender to handle all of our financing needs, saving valuable time and money. I highly recommend Concord to companies looking for debt financing.

Concord’s lender contacts and full service debt placement process saved us a significant amount of time and resources as Concord managed the entire transaction process and negotiated an attractive deal structure with a local bank who understands our business. We are very pleased with the results and highly recommend Concord’s services.

Your deal with the marketing services company? That was the Miracle Deal.

Tom Jones and the Concord team used their analytical skills, industry savvy and well-developed relationships to guide ARI in selecting the best partner to meet our financial needs.

Working with Concord Financial Advisors, LLC allowed us to not only meet several lenders whom we did not know, but also allowed us to run our business while Concord found us ‘the right lending partner’ who understood our business and met all of our refinancing objectives. Concord saved us a lot of valuable time and they negotiated a very favorable transaction for us too. We are very pleased with our new lender and with Concord’s results.