To our current and future clients:

Oak Branch Advisors is fully operational, having executed our Business Continuity Plan on February 27th. All employees and consultants have been successfully working from home since that time, and have secure, remote access to all production applications and document repositories. We have redundant conference capabilities to ensure that all teams can communicate efficiently.

We have not downsized staff and are fully ready to support your needs. We hope that all of you weather this unprecedented event and take care of your colleagues and families.


Chad Burhance, CEO, Oak Branch Advisors

Technology Driven Solutions for Private Credit Investors:
Middle Office Services, Due Diligence, Valuation and Analytics
that enable transparency, cost efficiency and scalability

Why Work With Oak Branch Advisors?

Experienced Team

Oak Branch's private credit practice is built around experienced practitioners with extensive backgrounds across consumer, commercial and specialty asset classes. They work closely with in-house project managers, attorneys, risk & compliance specialists, as well as our technology team to develop the right solutions for each client.

Proven Process

Oak Branch combines the expertise of our financial markets practitioners with process and technology specialists to create innovative yet practical solutions. Oak Branch's auditable and reputable process seamlessly aligns our clients' needs with our expertise and capabilities.