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Aeris Partners Serves as the Exclusive Financial Advisor to Concord Servicing

Aeris Press Release / March 2022

BOSTON, MA (March 10, 2022)Aeris Partners is pleased to announce Concord Servicing Corporation, a market-leading provider of loan servicing and account management solutions for the specialized loan industry, has been acquired by Inverness Graham Investments. Aeris Partners served as the exclusive financial advisor to Concord.

Concord’s mission-critical SaaS platform and services provide best-in-class loan servicing and account management solutions, serving more than 2 million consumer obligations totaling more than $7.7 billion. Concord provides the system of record for loan originators and end-consumers to simplify and efficiently manage complex workflows and interactions between key market participants spanning a diverse range of end-markets, including solar and energy efficiency, home improvement and vacation ownership.

“Concord’s integrated FinTech solutions drive significant client value by addressing highly-complex workflows, information exchange and payment processing needs across a broad range of industry participants and vertical segments,” said Rahul Swani, Managing Director at Aeris Partners. “It was a pleasure to advise Concord’s founder and management team on the transaction. Inverness Graham is a wonderful partner and we’re excited for Concord to execute on the next phase of growth.”

About Concord Servicing Corporation

Concord is a full-scope loan servicer delivering innovative, flexible and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers in a variety of asset classes—including solar, energy efficiency, home improvement and vacation ownership. Three-plus decades and a positive reputation among existing clients and partners document the ability to handle new challenges efficiently, accurately and completely. Concord is headquartered in Scottsdale, AZ and maintains a regional office in Mexico City. For more information, please visit:

About Inverness Graham Investments

Headquartered in Wayne, PA, Inverness Graham (“IGI”) is an operationally focused private investment firm that has raised over $1 billion of capital since inception. Inverness Graham acquires innovative tech-enabled manufacturing, service and software companies. IGI’s approach is as unique as its heritage. Founded by senior executives of the Graham Group, a family-owned multi-national industrial concern, IGI brings unparalleled resources developed over a 50-year operating history to support its portfolio companies. Inverness Graham partners with businesses to provide the financial and operational support necessary to accelerate growth while enabling owners to achieve their key liquidity objectives. For more information, please visit:

About Aeris Partners

Aeris Partners provides premium strategic M&A advisory services to Best-in-Class software and Software-as-a-Service (SaaS) companies, private equity investors, and venture capital firms spanning a range of high-growth vertical markets including healthcare (HCIT), financial technology (FinTech), architecture, engineering and construction (AEC), education (EdTech), analytics, transportation and logistics, and the public sector, among others. Aeris leverages extensive technology domain expertise and an unparalleled commitment to delivering superior M&A outcomes on every transaction. The firm’s senior leadership team has successfully completed more than $30 billion of M&A advisory assignments to date. For more information, please visit:

Aeris Partners LLC is a registered broker-dealer and member of FINRA and SIPC.