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Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Concordia Capital

Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Concordia Capital

Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Concordia Capital

Concordia Capital

Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Concordia Capital

Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Concordia Capital

Concordia Capital

Concordia Capital

Concordia Capital

Our investment approach harmonizes quantitative research with fundamental analysis to achieve efficacious portfolio management.

Legal Disclaimer:

The materials on this website are for illustration and discussion purposes only and do not constitute an offering to buy any interest in any investment product sponsored or managed by Concordia Capital LLC or any of its affiliates. An offering may be made only by the delivery of a confidential offering memorandum or definitive documents relating to any such product to appropriate investors.

Concordia Capital LLC has not been endorsed or recommended by the U.S. Securities and Exchange Commission or by the securities regulatory authority of any state or non-U.S. jurisdiction.

Concordia Capital LLC has not reviewed any website that may be referenced herein and is not responsible for and does not endorse their content or policies. Concordia Capital LLC and its affiliates make no representations or warranties, express or implied, regarding the accuracy, reliability, completeness, suitability, or other characteristics of the information presented on this website, and they have no duty to update or correct any such information. Any content on this website is subject to change without notice.

This site and the information in it is not provided for distribution purposes. The information contained herein is proprietary and confidential to Concordia Capital LLC and may not be disclosed to third parties or duplicated or used for any purpose other than the purpose for which it has been provided.

The information in Concordia Capital LLC’s site and reports is not intended to contain or express exposure recommendations, guidelines. Statements made in this website and release may include forward-looking statements. Unless otherwise indicated, Performance Data is presented unaudited, and should not be relied upon as a precise reporting of gross or net performance, but rather a general indication of past performance.

Investing with Concordia Capital LLC can be speculative and involves varying degrees of risk. Concordia Capital LLC may recommend margin trading or other investing techniques that have various risk of investment loss. Past performance is no guarantee of future results.

This material is not intended to represent the rendering of accounting, tax, legal or regulatory advice. A change in the facts or circumstances of any transaction could materially affect the accounting, tax, legal or regulatory treatment for that transaction. The ultimate responsibility for the decision on the appropriate application of accounting, tax, legal and regulatory treatment rests with the investor and his or her accountants, tax and regulatory counsel.

Check the background of our firm and investment professionals on FINRA's BrokerCheck:

Legal Disclaimer:

The materials on this website are for illustration and discussion purposes only and do not constitute an offering to buy any interest in any investment product sponsored or managed by Concordia Capital LLC or any of its affiliates. An offering may be made only by the delivery of a confidential offering memorandum or definitive documents relating to any such product to appropriate investors.

Concordia Capital LLC has not been endorsed or recommended by the U.S. Securities and Exchange Commission or by the securities regulatory authority of any state or non-U.S. jurisdiction.

Concordia Capital LLC has not reviewed any website that may be referenced herein and is not responsible for and does not endorse their content or policies. Concordia Capital LLC and its affiliates make no representations or warranties, express or implied, regarding the accuracy, reliability, completeness, suitability, or other characteristics of the information presented on this website, and they have no duty to update or correct any such information. Any content on this website is subject to change without notice.

This site and the information in it is not provided for distribution purposes. The information contained herein is proprietary and confidential to Concordia Capital LLC and may not be disclosed to third parties or duplicated or used for any purpose other than the purpose for which it has been provided.

The information in Concordia Capital LLC’s site and reports is not intended to contain or express exposure recommendations, guidelines. Statements made in this website and release may include forward-looking statements. Unless otherwise indicated, Performance Data is presented unaudited, and should not be relied upon as a precise reporting of gross or net performance, but rather a general indication of past performance.

Investing with Concordia Capital LLC can be speculative and involves varying degrees of risk. Concordia Capital LLC may recommend margin trading or other investing techniques that have various risk of investment loss. Past performance is no guarantee of future results.

This material is not intended to represent the rendering of accounting, tax, legal or regulatory advice. A change in the facts or circumstances of any transaction could materially affect the accounting, tax, legal or regulatory treatment for that transaction. The ultimate responsibility for the decision on the appropriate application of accounting, tax, legal and regulatory treatment rests with the investor and his or her accountants, tax and regulatory counsel.

Check the background of our firm and investment professionals on FINRA's BrokerCheck:

RETURNS: January 31st, 2021 - February 28, 2021

Median account performance: +2.25%

Range: [+1.19% - +2.84%]

S&P 500: +2.61%

Disclaimer: Concordia Capital caters to clients with diverse risk tolerances. For a more meaningful interpretation of returns, please refer to your monthly account performance email.

RETURNS: January 31st, 2021 - February 28, 2021

Median account performance: +2.25%

Range: [+1.19% - +2.84%]

S&P 500: +2.61%

Disclaimer: Concordia Capital caters to clients with diverse risk tolerances. For a more meaningful interpretation of returns, please refer to your monthly account performance email.

RETURNS: January 31st, 2021 - February 28, 2021

Median account performance: +2.25%

Range: [+1.19% - +2.84%]

S&P 500: +2.61%

Disclaimer: Concordia Capital caters to clients with diverse risk tolerances. For a more meaningful interpretation of returns, please refer to your monthly account performance email.

team-work-process-young-business-managers-crew-working-with-new-startup-project-labtop-woo

Global Investment Banking & High Impact Strategic Advisory

SOLUTIONS

Concordia Investment Banking Division

Concordia Capital invests in Early Growth to Pre-IPO software, internet, consumer, and tech-enabled services businesses. Our mandate is flexible, allowing us to lead or follow-on, and add value without disruption to management teams’ visions. Our firm leverages our extensive capital market experience to help our companies through strategic M&A and subsequent financing rounds via our extensive network of capital partners.

Capital Advisory

Unencumbered by the conflicts of interest commonplace to the bulge bracket investment banking ecosystem, Concordia advises private companies on a variety of topics including capital structure, debt and equity financing, recapitalizations and secondary transactions.

Private Placements

Concordia serves as strategic advisors to best-in-class venture, growth, private equity, private credit, and hedge funds on their GP level fundraises. Our firm’s deep connections with family offices, pensions, foundations, sovereign wealth funds, and other institutional contacts expand the radius of potential limited partner investors. We assist general partners in the preparation of their fundraising materials and assist in answering due diligence questionnaires.

Independent Board Advice

Our partners have significant experience advising boards via their prior roles at bulge bracket investment banks. Unfettered by conflicts, our independent structure allows us to give unconflicted advice regarding key business decisions. Areas of expertise include, but are not limited to, fairness opinions, special committee assignments, shareholder activism, takeover defense, and other special situations where discrete and independent voices matter.

Mergers and Acquisitions

Our team brings a myriad of experience which underpins our M&A process. Our vast network of both financial sponsors, strategics and other potential partners allows the process to be tailored to each individual company. The ultimate goals include securing a deal with optimal terms and market-leading valuations.

Strategic Advisory

Our firm’s broad range of expertise provides fresh perspectives on key business issues. Our partners are often retained by management teams to help with general strategic initiatives, business plans, and upgrading finance and accounting functions. Areas of focus mainly include fractional CFO services for companies looking to prepare for capital raises or acquisition/exit.

Restructuring

Concordia provides timely and innovative advisory services to companies facing critical inflection points. Our partners' decades of combined experiences have exposed them to unique and flexible solutions to complex issues. Our areas of expertise include securing last resort financing options, Chapter 11 restructuring, recapitalizations, liability management, leverage analysis, and out-of-court restructurings.

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