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

Financial ServicesCompany

Orion M&A Summary

Orion has acquired 4 companies of its own, including 3 in the last 5 years. A total of 1 acquisition came from private equity firms.

Orion has acquired in 4 different US states. The Company’s most targeted sectors include financial services (50%) and software (25%).

Orion Ownership

Who owns Orion?

Orion is owned by Genstar Capital and TA Associates. It was acquired on February 9, 2015.

Is Orion PE-backed?

Yes. Orion is owned by private equity investors Genstar Capital and TA Associates.

Orion Business Overview

Where is Orion headquartered?

Orion is headquartered in Omaha, Nebraska.

What sector is Orion in?

Orion is a financial services company.

When was Orion founded?

Orion was founded in 1999.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Orion

Orion Advisor Solutions, Inc.

17605 Wright Street,
Omaha, Nebraska 68130
United States,
www.orion.com

Orion is a provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Orion was founded in 1999 and is based in Omaha, Nebraska.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 1 - 1 2 - - 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
TownSquare Capital 2022-05-10 - Add-on Acquisition
Provo, Utah · www.townsquarecapital.com
Redtail Technology, Inc. 2022-04-19 - Add-on Acquisition
Sacramento, California · www.redtailtechnology.com
BasisCode Compliance LLC 2021-10-22 - Add-on Acquisition
Atlanta, Georgia · www.basiscode.com
FTJ FundChoice LLC 2018-04-11 - Add-on Acquisition
Hebron, Kentucky · www.ftjfundchoice.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (50%) - - -
Information Technology 1 (25%) - - -
Software 1 (25%) - - -
Total 4 - - -

By Geo

State/Country Buy Value Sell Value
United States 4 - - -
  Utah 1 - - -
  Kentucky 1 - - -
  Georgia 1 - - -
  California 1 - - -
Total 4 - - -

M&A Connections

Deals
Acquired from
Investor(s)
25%
1 (25%)

Company Summary

SECTOR

Financial Services

Established

1999

Former Name

NorthStar Financial Services Group, LLC

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

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