Experts at Sourcing Debt Capital
Since 2001


Concord Financial Advisors offers a one-stop approach to meeting your company’s 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.  The Concord team expedites each step of the process until we have achieved a successful outcome. 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

We bring the same capabilities as a Wall Street firm but at much lower cost. We earn our compensation by saving our clients significant amounts 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 / M&E term loans
  • Sale / leasebacks
  • Bridge loans
  • DIP loans
  • SBA loans 7(a) and 504
  • USDA loans
  • Select M&A transactions

Client Profile

  • Manufacturing
  • Distribution
  • Select service companies
  • $20MM – $500MM in revenues
  • $2MM – $150MM in credit facilities
  • $0 – $50MM EBITDA