Aligning our services with the strategic priorities of your business.

Our fundamental belief is that building services upon a strong foundation of leading-edge technology and accurate asset-level data can foster enhanced transparency, better-informed decisions and efficient processes for our clients. Since 2012, Oak Branch Advisors has been providing outsourced technology, loan reviews and consulting services to global banks, asset managers, law firms and insurers.

Recognizing the growth of the private credit market and the lack of strategic outsourcing solutions available, our team of highly-skilled market practitioners and analysts developed an innovative and dynamic technology platform that provides solutions across all private credit assets. We take a consulting-like approach to each new engagement, customizing our service offerings and system configurations to meet our clients’ unique needs.



Configurable end-to-end technology accommodating any credit product.

Middle Office Services

Grow your portfolio without expanding headcount.

Valuation & Analytics

Level III valuations and decision critical analytics at your fingertips.

Due Diligence

Whole Loan Quality Control, Underwriting Support and Forensic Due Diligence.


Our flexible cloud-based platform facilitates a wide variety of financial instruments and business processes, providing critical data and document onboarding, monitoring and analytics capabilities through the full lifecycle of a transaction.

  • Custom Configuration
  • Tailored data feeds to/from client and third-party systems
  • Customized reporting packages
  • Integrated document viewer and warehouse with full electronic citation capability


  • Direct Lending
  • Middle Market
  • Senior Secured
  • 2nd Lien & Mezzanine
  • Unitranche
  • Project Finance
  • Infrastructure Finance
  • Commercial Real Estate
  • Acquisition/Investment Full Capital Stack
  • ADC/Construction
  • Bridge Loans
  • Residential Mortgages
  • Whole Loans
  • Non-Performing/ Re-Performing
  • Fix-to-Flip/Fix-to-Rent
  • Structured & Specialty Finance
  • Whole Loans
  • Asset-Based Lending
  • Structured Notes & Funds
  • Merchant Financing
  • Marketplace Lending
  • Trade Finance
  • Other Esoterics

Direct Lending

Oak Branch helps market participants in the Middle Market Direct Lending sector efficiently navigate their operational and risk management challenges. Despite the tremendous growth of the sector, many lenders and investors are still struggling with how to scale their portfolios prudently and efficiently given the structural complexity of their loans as well as the wide variety of funding mechanisms used to finance their investments. Each loan agreement is highly negotiated by the front office with bespoke terms and conditions, which must then be operationalized by the middle and back offices as well as by the lender’s external service providers. Unitranche and Asset-Based Lending (ABL) transactions add more layers of complexity.

Oak Branch provides solutions for reconciling and normalizing cash flows, monitoring collateral and deal covenants, providing targeted analytics/reporting, etc. across a wide variety of loans and funding structures.

Services for Asset Based LendingDOWNLOAD NOW >
Solutions for Private Credit DOWNLOAD NOW >