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

Powered by proprietary technology, Oak Branch Advisors builds value for our clients by specializing in simplifying complex data and business processes across multiple sectors of credit investing. Since 2012, Oak Branch Advisors has provided outsourced front, back and middle office services, forensic and custom loan reviews, and consulting services to global banks, asset managers, law firms and insurers.

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

Why Work With Oak Branch Advisors?

Experienced Team

Oak Branch's team is built around experienced practitioners with extensive backgrounds across real estate, consumer, corporate and specialty asset classes. These subject matter experts work closely with in-house project managers, attorneys, underwriters, 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.