A nationally recognized direct marketing company providing printing, direct mail, database management and digital marketing solutions turned to Concord Financial Advisors to refinance its existing debt and support working capital. Because of pending legal decisions and the loss of two customers for reasons unrelated to the company’s performance, the company decided to find a new lender that understood its business and could support its growth.

The company retained Concord as its exclusive financial advisor to arrange its debt financing. Concord quickly identified the most appropriate senior lenders. Concord conducted a targeted and efficient deal process with regional and national banks and procured the most appropriate financing for the company with a pair of local community banks that provided a revolving credit.