When we launched the unified Concord brand, which brought our consumer and commercial operations together under one name, we reinforced our role as the hub for the full lifecycle of credit administration. Today, we’re expanding that strategy with the acquisition of Finley Technologies, a provider of credit facility management software for banks, asset managers, and corporate borrowers.
As credit facilities scale and structures evolve, reliable administration supported by the underlying technology becomes essential. This acquisition expands our capital markets capabilities and advances our commitment to building and operating proprietary systems.
“With Finley, we’re adding purpose-built software for credit facility management, borrowing base automation, portfolio analytics, and investor reporting to our existing servicing capabilities. One partner, proprietary technology, full lifecycle. That’s what it means to be the hub.” — Dhruv Vakharia, CEO, Concord.
One Capital Markets System
Finley’s Credit Management System digitizes credit agreements and automates the operational processes that follow origination. Finley manages billions in debt capital across credit facilities, warehouse lines, and syndicated loans.
By connecting to origination systems, bank accounts, and sub-ledgers, the service provides real-time visibility into borrowing capacity, covenant compliance, and portfolio performance.
Previously, Concord’s capital markets offering focused primarily on backup servicing and reporting. With Finley’s software and team, we now deliver a broader capital markets solution that includes:
The combined team will integrate Finley’s software into Concord’s servicing operations to deliver a unified capital markets solution.
New Capital Markets Leadership
As part of the acquisition, Finley founder Jeremy Tsui joins Concord as Managing Director, Capital Markets.
Tsui co-founded Finley in 2020 and has served as CEO since inception. Prior to founding Finley, he was an investor in Goldman Sachs’ Merchant Banking Division, where he focused on software and structured investments. He began his career at Oliver Wyman specializing in financial risk modeling for major banks.
“Jeremy and his team understand capital markets operations from both the technology and the transaction side,” said Vakharia. “That perspective is exactly what we need as we expand our software and servicing capabilities.”
Both Sides of the Credit Lifecycle, One Partner
The Finley acquisition increases our portfolio and capital administration capabilities with expanded services, deeper expertise, and additional proprietary technology.
For Finley clients, the core software, data integrity, workflows, and integrations remain unchanged. As part of Concord, the technology is now supported by a larger engineering team, deeper capital markets expertise, and an institutional client base with aligned needs.
Together, we are building a more integrated capital markets solution designed to support originators, lenders, and investors across the full credit lifecycle.
Read the full announcement here to learn more.
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