About Us

Oak Branch Advisors builds value for our clients by enabling strategic asset transparency in support of critical investment decisions and proactive asset administration.

We specialize in providing clarity and relevance to complex credit instruments across specialty finance sectors.


Chad Burhance, Chief Executive Officer

Mr. Burhance is CEO of Oak Branch Advisors and is also a member of Oak Branch’s Senior Management Committee. Oak Branch Advisors is the leading provider of outsourced technology and operations services to the Private Debt industry. With 29 years’ diverse experience across trading, risk management, and credit analysis, Mr. Burhance leads a team of professionals supporting investment managers, insurance companies, as well as institutional investors as they deploy capital through various lending products. Oak Branch Advisors partners with its clients to enable them to build scale, increase efficiencies and reduce costs. Services include: Transaction cash flow and covenant monitoring, loan agency services, analytics, portfolio monitoring and surveillance.

Mr. Burhance has built a career identifying complex problems within the financial services industry and leveraging technology and process to streamline workflows, deliver scale and increase transparency. Prior to Oak Branch Advisors, Mr. Burhance built and managed diverse financial risk management and credit businesses in both public and private companies including NewOak Credit Services, State Street Corporation, Lehman Brothers, Citigroup, and UBS.