Ocorian - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

Ocorian M&A Summary

Ocorian has acquired 5 companies of its own, including 5 in the last 5 years. A total of 2 acquisitions came from private equity firms.

Ocorian has acquired in 1 US state, and 5 countries. The Company’s most targeted sectors include business services (80%) and financial services (20%).

Ocorian Ownership

Who owns Ocorian?

Ocorian is owned by Inflexion. It was acquired on September 1, 2016.

Is Ocorian PE-backed?

Yes. Ocorian is owned by private equity investor Inflexion.

Ocorian Business Overview

Where is Ocorian headquartered?

Ocorian is headquartered in Jersey, United Kingdom.

What sector is Ocorian in?

Ocorian is a business services company.

When was Ocorian founded?

Ocorian was founded in 1971.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 2
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 2
  • M&A Advisors 4

Ocorian

Ocorian Ltd.

26 New Street St Helier,
Jersey, JE2 3RA
United Kingdom,
+44 1534 507000
www.ocorian.com

Ocorian is a provider of corporate, fund and fiduciary administration services. The business was founded as Bedell Trust and until 2016 was part of Bedell Cristin law firm. Today the firm serves more than 2,000 clients from its 12 global offices and 700+ staff, having grown rapidly both organically and via strategic acquisitions. Ocorian enjoys a reputation for being one of the highest quality operators across the EMEA and APAC regions. Ocorian was founded in 1971 and is based in Jersey, United Kingdom.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 1 2 2 - - - 5
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
Nordic Trustee Holding ASA 2021-06-25 - Add-on Acquisition
Helsinki, Norway · www.nordictrustee.com
EmphaSys Technologies, Inc. 2021-03-08 - Add-on Acquisition
Jenkintown, Pennsylvania · www.e-t-i.com
Newgate Compliance Ltd. 2020-09-29 - Add-on Acquisition
London, United Kingdom · www.newgatecompliance.com
Allegro S.à r.l. 2020-04-20 - Add-on Acquisition
Luxembourg, Luxembourg · www.allegrofunds.com
Estera Group Services Limited 2019-07-19 - Divestiture
Belfast, Ireland · www.estera.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 4 (80%) - - -
Financial Services 1 (20%) - - -
Total 5 - - -

By Geo

State/Country Buy Value Sell Value
Ireland 1 - - -
Luxembourg 1 - - -
Norway 1 - - -
United Kingdom 1 - - -
United States 1 - - -
  Pennsylvania 1 - - -
Domestic 1 (20%) - - -
Cross-border 4 (80%) - - -
Total 5 - - -

Top M&A Advisors

Financial Deals
Mazars Group - Investment Bank
1
Duff & Phelps Corp.
1
Legal Deals
White & Case
2
Eversheds LLP
1

M&A Connections

Deals
Acquired from
Investor(s)
40%
2 (40%)

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