Orion Advisor Services - M&A Summary and Business Overview

Business ServicesCompany

Orion Advisor Services M&A Summary

Orion Advisor Services has acquired 2 companies, including 2 in the last 5 years. A total of 1 acquisition came from private equity firms.

Orion Advisor Services’ largest acquisition to date was in 2021, when it acquired GxWorks for $128M. Orion Advisor Services has acquired in 2 different US states. The Company’s most targeted sectors include software (100%).

Orion Advisor Services Business Overview

Where is Orion Advisor Services headquartered?

Orion Advisor Services is headquartered in Omaha, Nebraska.

What sector is Orion Advisor Services in?

Orion Advisor Services is a business services company.

When was Orion Advisor Services founded?

Orion Advisor Services was founded in 1999.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Orion Advisor Services LLC

17605 Wright Street,
Omaha, Nebraska 68130
United States,
(402) 496-3513
www.orionadvisor.com

Orion Advisor Services LLC is a portfolio accounting service provider for advisors. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 - 1 - - - 2
vol $128M $128M
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
GxWorks LLC 2021-03-09 128M USD Add-on Acquisition
Decatur, Georgia · www.hiddenlevers.com
Advizr 2019-07-11 - Add-on Acquisition
New York, New York · www.advizr.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Software 2 (100%) 128M (100%) - -
Total 2 $128M - -

By Geo

State/Country Buy Value Sell Value
United States 2 128M - -
  New York 1 - - -
  Georgia 1 128M - -
Total 2 $128M - -

Deal Values

buy # Total
$100M to $1B 1 $128M
TOTAL $128M
Largest GxWorks LLC
$128M (2021-03-09)

M&A Connections

Deals
Acquired from
Investor(s)
50%
1 (50%)

Company Summary

SECTOR

Business Services

Established

1999

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Nebraska Companies , Business Services Companies , United States Companies , Nebraska Business Services Companies , Nebraska Business Services with Acquisitions , Nebraska Business Services with Divestitures

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