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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 liquidated — weigh against the wins.
1 vehicle on file, newest listing first
James T. Olsen who serves as our Chief Executive Officer and Director. Mr. Olsen is the Founder & Managing Partner of Concord and a member of Concord’s Investment Committee. Mr. Olsen has over 24 years of experience in healthcare investment banking and investment advisory services. Prior to founding Concord in 2017, Mr. Olsen was Managing Director & Head of Not-for-Profit Healthcare Investment Banking at Jefferies Group LLC (“Jefferies”). Prior to Jefferies, Mr. Olsen served as Managing Director & Head of Not-for-Profit Healthcare Mergers & Acquisitions at Bank of America Merrill Lynch. Mr. Olsen began his career in 1996 at Merrill Lynch where he remained for 17 years. Throughout his tenure in investment banking, Mr. Olsen served as a trusted advisor to leading health care organizations and executed several billion dollars in transactions across mergers & acquisitions and capital markets. He structured numerous strategic partnerships and developed innovative financing solutions across a range of debt and equity products.
This record is keyed to SEC CIK 0001785075 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 65 institutional-holder rows on these vehicles, under 28 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.