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Concord Financial Advisors Marks 25 Years in Business

Over the past 25 years, the firm has advised on more than $2 billion in debt financings, achieving a 95% success rate.

byBrianna Wilson
June 19, 2026
in News

Concord Financial Advisors is marking its 25th year of advising middle-market companies, private equity sponsors and entrepreneurs on debt financing solutions.

Founded in 2001, Concord has built long-standing relationships across the lending landscape, working closely with bank and non-bank capital providers to structure and execute financing transactions. Over the past 25 years, the firm has advised on more than $2 billion in debt financings, achieving a 95% success rate.

“We are grateful to our clients and partners for the trust they have placed in us over the years,” Tom Jones, founding partner of Concord Financial Advisors, said. “Our business has always been built on relationships, thoughtful execution and a deep understanding of how lenders evaluate opportunities. We remain committed to delivering thoughtful, reliable advice in the years ahead.”

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