Why Choose Concord?

Why Choose Concord?

Concord Financial Advisors is a leading debt placement firm in Chicago with a proven process that saves our nationwide clients a significant amount of time and money by procuring the most appropriate financing structure for our clients’ specific financing needs.

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Meet Our Team

95% Success Rate

Concord Financial Advisors has successfully closed over 95% of our retained assignments since our founding in 2001. We understand the challenges that middle market businesses face, and this is why we have an impressive track record delivering unparalleled results. Our team has over 100 years of combined corporate finance and debt advisory experience.

Watch this video above to discover how we can help your company when no one else can.


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Our Services

Our Services

Concord Financial Advisors offers a one-stop approach to meeting our clients’ unique financial needs. We manage the entire transaction, beginning with providing market feedback including an upfront screening of the transaction with potential lenders at no cost to our prospective clients.

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View Our Recent Transactions


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.

Henry F. Teichmann, Inc.

Andrew Sticha, Treasurer

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.

Purr-Ferred PetFood

M. Brooks Turkel, CPA, FACHE - Financial Executive for Purr-Ferred PetFood, LLC

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. The Concord team was extremely responsive to all of our needs and did a fantastic job leading us step-by-step through the entire debt financing process, right up until the day of closing. Our deal closed much sooner than anticipated and we are very happy with our new lender and the results.

Intelligent Transportation Services Company

Brian Tom, CFO and J. B. Kendrick, President

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.

Summit Golf Brands, Inc.

Chad Delp, President & CEO

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.

Skyline Global Partners

Ross Christianson

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.”

CoreCentric Solutions, Inc.

Brian Cassell, Chief Financial Officer

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.

Monroe Capital LLC

Nathan Harrell, Managing Director

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.

The O'Gara Group

Dominic Hunter, CFO

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.

AMS Group, Inc.

Andy Sandberg, Owner

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.

II In One Contractors, Inc.

Robert J. McGee, Jr., President