Powered by proprietary technology, Oak Branch Advisors provides outsourced agency, transaction monitoring, and collateral analysis to both borrowers and lenders in the private debt markets. We turn complex transactions into data and processes that connect the front, middle and back offices. Whether you need help in performing accruals, amortizations, eligibility or concentration tests, complex waterfalls or covenant checks, Oak Branch Advisors has the experience to satisfy your needs. Our clients include private debt managers, insurance companies, institutional investors and service providers.
Our Services

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.