Concord Ventures Inc
Finance and Accounting
Concord Ventures is a boutique investment banking firm that provides finance and accounting services for manufacturing, industrial, and technology sectors, known for its extensive experience in mergers and acquisitions.

Size

11-50
Private
under-1m

Mission

To deliver value and strategic financial solutions that enable clients to achieve their business and financial goals.

About

Concord Ventures offers finance and accounting services along with business and financial research and market and competitive intelligence for clients in manufacturing, industrial, and technology sectors. The company operates using an onshore delivery model and supports privately-held businesses valued between $10 million and $2 billion.

It is recognized for its over 75 years of combined experience in capital sourcing, with a strong emphasis on integrity and client satisfaction, particularly for family-owned businesses.

Services

Concord Ventures provides finance and accounting services supported by business and financial research and market and competitive intelligence. These services cover high-touch financial advisory and investment banking functions, tailored to support the unique needs of clients in achieving their business and financial goals.

Capabilities

Business & Financial Research
Market & Competitive Intelligence

Industries Served

The company serves clients in manufacturing, industrial, and technology sectors. It has experience supporting family-owned businesses and privately-held companies with services aligned to industry-specific requirements and financial strategies.

Unique Stregths

Concord Ventures is known for its extensive experience in mergers and acquisitions, offering clients personalized investment banking services. Its approach includes a strong commitment to integrity and respect for tradition, which helps deliver tailored solutions that meet the emotional and financial needs of clients.

Delivery Footprint

Headquartered in Bellevue, Washington, the company operates using an onshore delivery model. It serves clients primarily in the U.S., with a focus on providing high-touch, personalized service that adapts to the specific requirements of each client.

Certifications

No items found.

Verticals

Manufacturing & Industrial
Technology & SaaS

Clients

No items found.
What's the main service provided by
Concord Ventures Inc
?
Concord Ventures Inc specializes in finance and accounting services, complemented by business and financial research as well as market and competitive intelligence. Their offerings are designed to provide clients with tailored financial advisory and investment banking solutions that align with their specific business objectives. This comprehensive service suite enables clients to navigate complex financial landscapes effectively.
What additional services does
Concord Ventures Inc
provide?
When was
Concord Ventures Inc
founded?
Concord Ventures Inc was established in 2001, which means it has been operating for over 23 years. Since its inception, the company has built a reputation for delivering strategic financial solutions that help clients reach their business goals, particularly in the manufacturing and technology sectors.
What industry verticals does
Concord Ventures Inc
serve?
Concord Ventures Inc focuses on serving clients within the Manufacturing & Industrial and Technology & SaaS sectors. Their expertise in these industries allows them to provide specialized services that cater to the unique financial needs and challenges faced by businesses in these fields.
What delivery model does
Concord Ventures Inc
offer?
Concord Ventures Inc employs an onshore delivery model, which means that all services are provided from within the United States. This approach ensures that clients benefit from high-touch, personalized support that is tailored to their specific requirements, fostering closer relationships and more effective communication.
How many employees and/or seats does
Concord Ventures Inc
have?
Concord Ventures Inc has a workforce consisting of between 11 and 50 employees. This size allows the company to maintain a close-knit team that can offer personalized service while still being equipped to handle the financial needs of their diverse clientele.
Can
Concord Ventures Inc
be considered a good service provider for startups?
Can
Concord Ventures Inc
be considered a good service provider for SMBs?
Concord Ventures Inc is well-positioned to support small and medium-sized businesses, given its expertise in finance and accounting services tailored to the unique needs of these enterprises. With a strong emphasis on integrity and personalized service, the firm can help SMBs navigate financial challenges and plan for growth, making it a valuable partner for businesses looking to enhance their financial strategies.
Can
Concord Ventures Inc
be considered a good service provider for enterprises?
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