Concord Capital Partners
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Concord Capital Partners - overview
Established
1975
Location
Matawan, NJ, US
Primary Industry
Outsourcing
About
Concord Capital Partners is a financial services firm focused on investment management and capital solutions, catering to diverse client needs in the market. Founded in 1975 in Matawan, US, Concord Capital Partners operates in the investment management space, offering financial advisory and capital services. The firm has successfully engaged in 4 deals, indicating a focus on strategic client partnerships. The company's operations have remained consistent without significant pivots.
It was founded by a team of investment professionals with extensive industry experience. Concord Capital Partners provides investment management and financial advisory services tailored for businesses and individuals seeking expert advice on capital allocation and growth strategies. Their offerings include portfolio management, risk assessment, and tailored investment strategies designed to meet specific client goals. The firm serves a wide range of clients including corporations and high-net-worth individuals, ensuring effective management of their investment portfolios across various geographical markets.
Concord Capital Partners utilizes a revenue model based on management fees and performance incentives derived from its investment management services. Clients typically enter into contracts that involve ongoing management of their investment portfolios, with fees structured to align with the success of their investment strategies. These arrangements ensure that the firm generates revenue through continuous client engagement and value-added financial services. Concord Capital Partners plans to enhance its product offerings by developing new investment strategies aimed at emerging market sectors, with a launch projected for Q3 2024.
The firm is also targeting expansion into the Asian investment market by 2025, aiming to broaden its geographic footprint. Recent funding from the exit of LPL Financial, a portfolio company of Hellman & Friedman, will be strategically utilized to support these new initiatives, facilitating growth in both product development and market expansion.
Primary Industry
Outsourcing
Sub Industries
BPO Services, Financial Services
Website
www.concordwealthmanagement.com
Total Amount Raised
Subscriber access only
Concord Capital Partners - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Completed | Concord Capital Partners | - | ||||||||
| Add-on | Completed | Concord Capital Partners | - | ||||||||
| Buyout | Completed | Concord Capital Partners | - | ||||||||
| Unspecified Exit | Completed | Concord Capital Partners | - |
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