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The Institution faced a complex refinancing in a challenging higher-education financing market, and Concord Financial Advisors proved to be an invaluable partner throughout the process. Their team brought experience, creativity, and strategic insight to a difficult situation that required a thoughtful and highly customized financing solution.

Concord ran a disciplined and professional process, brought prescreened lenders to the table, and navigated challenges with agility and persistence. Their work ensured we secured the capital needed to refinance our existing debt and position the Institution for future growth.

Their creativity, responsiveness, and determination ultimately produced an exceptional outcome. We could not have achieved this result without Concord’s leadership and expertise. We are very pleased with our new local lender – Amalgamated Bank of Chicago.

We turned to Concord Financial Advisors when we needed a fast and reliable refinancing solution, and they delivered beyond expectations. Their deep expertise in asset-based lending gave us confidence throughout the process, and their strong relationships with key decision-makers at multiple lenders across the country proved invaluable. The team moved quickly, kept us on track, and ultimately closed the deal exactly according to our specifications. Concord’s ability to combine market knowledge, speed, and execution truly sets them apart.

This is the second time we have utilized the services of Concord to assist the Company in finding a new lending partner. Concord was able to quickly assemble a targeted group of potential lenders that resulted in a successful closing with a new partner. We are confident this new partner is the right fit for our current and future financing needs.

The Concord Team pre-screened our transaction with a short list of preferred lenders (banks and non-banks), at no cost, before we even hired them. When we did hire them, Concord hit the ground running, quickly sourcing several attractive proposals, and closed our deal in about 60 days.
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When we started working with Tom Jones and the Concord Team, we hoped to leverage Concord’s broad nationwide network of financing resources to help us find the right financing partner. Our situation was somewhat unique with the nature of our receivables, but the Concord team found a nationally recognized lender that specializes in advancing against milestone invoices and some bonded receivables. Concord was able to leverage their vast knowledge of the debt markets and procure a very attractive and creative deal structure under our particular circumstances.

We are exceptionally pleased with our choice of Concord Financial Advisors, LLC. Tom Jones and the Concord team combine unique and extraordinary debt placement expertise with outstanding 24/7 personalized service. It is not an exaggeration to say that our transaction would not have happened without Concord’s impressive services and Concord’s diverse and extensive lender relationships, particularly with decision makers, throughout the U.S. I highly recommend Concord Financial Advisors for any company looking to get a debt transactions done quickly and professionally.

We were pleased to work with Tom Jones and his team at Concord. Because they know the lender landscape so well, Concord was able to walk us through how best to position the company and structure our financing to give us the best outcome in a tough credit environment. Their professionalism and ability to move quickly in getting the transaction completed was outstanding – we were able to close the transaction within 45 days which is very noteworthy in the current market. We would recommend Concord to any company looking for help with their financing needs.

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.

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.

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.”