Concord Servicing Acquires Equiant Financial Services

Inverness Graham Acquires Concord Servicing; Balance Point Provides Financing

February 15, 2022

Financial Services

Inverness Graham has invested in Concord Servicing Corporation, partnering with the company's founding owners to support scaling of its loan servicing and SaaS platform. Balance Point Capital provided a creative financing solution to facilitate Inverness Graham's acquisition; Concord remains headquartered in Scottsdale, Arizona and serves originators, lenders and capital providers across end markets including home improvement, solar/energy efficiency and vacation ownership.

Inverness Graham Acquires Concord Servicing

February 15, 2022

Financial Services

Inverness Graham, a private investment firm based in Wayne, Pennsylvania, has acquired Concord Servicing Corporation, a Scottsdale, Arizona–based provider of loan servicing and custom financial technology solutions serving the solar, home efficiency and vacation loan markets. The deal is the fourth platform investment for Inverness Graham IV; financial terms were not disclosed.

GTCR Acquires Concord Servicing from Inverness Graham

January 8, 2025

Financial Services

GTCR has acquired Concord Servicing, a Scottsdale-based provider of software and administration services for specialty loan servicing, from Inverness Graham. GTCR will partner with new CEO Dhruv Vakharia and plans to accelerate Concord's product and M&A-driven growth to broaden its offering across specialty lending end markets.

Concord Servicing Acquires Orion First

June 18, 2025

Financial Services

Concord Servicing has acquired Orion First, a specialist in commercial loan and lease portfolio management and analytics, marking Concord's first acquisition since GTCR's investment in December 2024. The deal expands Concord's capabilities into commercial finance and equipment lease servicing, creating a combined platform with over $35 billion in managed assets and retaining Orion's leadership team.

Ntiva Acquires Equilibrium IT Solutions

January 30, 2020

IT Services

Ntiva, a PE-backed managed services provider, has acquired Chicago-based Equilibrium IT Solutions, a managed IT services and professional services firm founded in 2004. The deal—announced by Southfield Capital (Ntiva's sponsor)—expands Ntiva's Midwest footprint and strengthens its mid-market and enterprise managed services, with Equilibrium leadership (Glen Hampton) remaining on the team.

Flexpoint Ford Makes Majority Investment in Accuserve Solutions

March 28, 2024

Professional Services

Flexpoint Ford has agreed to make a majority investment in Accuserve Solutions, a Denver-based managed repair and home services platform. Aquiline Capital Partners will remain a significant minority shareholder as the partnership aims to accelerate Accuserve’s growth, expand contractor networks, pursue strategic acquisitions, and enhance the company’s technology and analytics capabilities.