Concord Financial Advisors offers a one-stop approach to meeting our clients’ unique financial needs. We manage the entire transaction, beginning with preparing a “deal teaser” and obtaining feedback from lenders at no cost to prospective clients. Our team of debt placement advisors expedites each step of the process until we have achieved a successful outcome for your business. Our clients are able to focus on operating their businesses rather than the complexities of financing them.

The Most Competitive Fees in the Market for the Services We Provide

Concord Financial Advisors brings the same capabilities as a Wall Street firm but at a much lower cost. We earn our compensation by saving our nationwide clients a significant amount of time and money through our proven process and by negotiating all aspects and terms of the transaction. Typically, our fees are simply part of the net savings throughout the process, versus a net cost to our clients.

Client Base

  • Private & public companies ($20MM – $500MM in revenues)
  • Private equity sponsors
  • Family businesses
  • Entrepreneurs


  • Asset-based loans
  • Cash flow loans
  • Unitranche financing
  • Subordinated / mezzanine financing
  • Equity financing
  • Real Estate / Machinery and Equipment (M&E) term loans
  • Sale and leasebacks
  • Bridge loans
  • Debtor-in-Possession (DIP) loans
  • Small Business Administration (SBA) loans 7(a) and 504
  • United States Department of Agriculture (USDA) loans
  • Select Mergers and Acquisitions (M&A) transactions

Client Profile

  • Manufacturing
  • Distribution
  • Select service companies
  • $20MM – $500MM in revenues
  • $2MM – $150MM in credit facilities
  • $0 – $50MM Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA)