We Draw on Years of Experience to 
Offer Sound Advice and Perspective

Financial Advisory

 

Concord Financial Advisors’ Financial Advisory Practice brings a fresh perspective to your business. With experience in a variety of industries and situations, we possess the expertise to help you address the future of your company. Whether you are in need of growth capital or looking to refinance existing debt, we can advise you on an appropriate course of action to accomplish your goals. Our Private Placement Practice will then work to obtain the necessary capital.

 

 

Our Process

The professionals at Concord Financial Advisors will personally meet with you to conduct a "needs analysis" to advise you of the most appropriate course of action to address your specific situation. A team of turnaround and restructuring professionals will consult with you to develop a work plan that identifies specific steps to be taken to execute the plan.

 

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Financing Strategies

Concord Financial Advisors will advise you on financing strategies to help you achieve your company’s financial goals. We work with you to develop the most appropriate financing solution that provides you with the most favorable terms and flexibility to allow you to execute your business plan.

 

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Mergers & Acquisitions

Whether you are seeking an add-on acquisition, or looking to sell your company, a division or product line, Concord will advise you on key considerations including valuation, market conditions, tax consequences and buyer-seller representation through our affiliate network of M&A professionals.

 

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Turnaround Consulting

Through our affiliate network of some of the leading turnaround consulting firms, we bring you the resources and strategy to get your business back on track. We will evaluate your business processes which will divulge key factors affecting profitability and cash flow. From this evaluation comes recommendations of how business processes can be improved to achieve your financial goals. We will also work on your behalf to alleviate the pressure of anxious bankers and “buy you time” to execute our recommended turnaround plan. This may include negotiating with your lenders and other financial constituencies to re-negotiate existing agreements, convert debt to equity and other critical actions necessary to move the company forward.

 

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Crisis Management

Oftentimes, many things can go wrong at the same time, creating a situation that appears out of control and an unpleasant environment for the entire company. Concord Financial Advisors provides the resources to advise your company through such a crisis. Through our network of leading crisis managers, we bring a fresh perspective, interim management and creative solutions designed to stabilize and propel your company in the right direction.

 

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Debt Renegotiation/Conversion

When the weight of debt becomes too much for the current level of cash flow to service, Concord can step in and work with you and your lender to devise a proper course of settlement that satisfies all parties. This often involves negotiating forbearance agreements, re-negotiating a credit agreement, and/or negotiating a conversion of all or part of the debt load to bring your capital structure back in line with current levels of cash flow.

 

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Bankruptcy Advisory

Financial restructuring with oversight from the bankruptcy courts is sometimes the most appropriate course of action to get your company back on track. Concord, through its bankruptcy consultants, will advise you prior to, during and while exiting bankruptcy reorganization. We help guide you through the complexities of Chapter 11 reorganization by bringing you the credibility of a third party during the process and overseeing key elements of the reorganization, including the sale of assets, representation of ownership to minimize personal exposure and other important alternatives.

 

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Investment Banking to the Middle Market

Knowledge | Experience | Relationships