Concordia Financial Group


Concordia Financial Group is a leading investment banking and consulting firm serving the corporate finance needs of middle market companies.

Concordia – the Latin translation of Concordia is agreement, union, and harmony. Concordia is a client-centric firm focused on reaching superior agreements for our clients. Our firm provides industry-tailored investment banking expertise in order to help owners maximize the value of their investment of time, money, and hard work. Each of our clients is represented by seasoned bankers who bring a wealth of knowledge and experience.

Our Core Principles: 

  • Each client situation is unique and requires a custom approach.

  • We operate with candor, truth, and integrity.

  • Open and constant communication is critical.

  • Every client receives our best in terms of creativity, tenacity and attention to detail.

The firm was founded in 1989 to provide sophisticated financial advisory and transaction services. Concordia is committed to achieving superior outcomes for our clients by delivering customized investment banking services that maximize value while still meeting clients’ individual goals and objectives. The firm’s primary services include M&A, capital markets, and strategic advisory services.

Contact Us

Philadelphia Office:

One Liberty Place
1650 Market Street
36th Floor
Philadelphia, PA 19103
Phone: 267-675-7014
Mobile: 215-275-3951
Email: kevans@concordiafinancialgroup.com

Cincinnati Office:

1354 Grace Avenue
Cincinnati, OH 45208
Phone: 513-240-9445
Email: mkappers@concordiafinancialgroup.com