Yes. Orion is owned by private equity investors Genstar Capital and TA Associates.
Orion is headquartered in Omaha, Nebraska.
Orion is a financial services company.
Orion was founded in 1999.
17605 Wright Street,
Omaha, Nebraska
68130
United States,
(402) 895-1600
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.
| Year | ≤ '20 | '21 | '22 | '23 | '24 | '25 | T | |
|---|---|---|---|---|---|---|---|---|
| Buy (0.8/yr) | # | 1 | 1 | 2 | - | 1 | - | 5 |
| Sell (0.0/yr) | # | - | - | - | - | - | - | 0 |
| 5 | ||||||||
Unlimited Searches Unlimited Profile Views Build and Export Lists of
Mergr is a user-friendly database designed to simplify the complex world of private equity and M&A for busy professionals.
We created Mergr to eliminate the challenge of tracking company acquisitions, sales, and ownership, providing clear insights into investment firms and their activities. For example, explore an investment firm’s investment criteria, deal history, portfolio, and connections - organized to help you uncover opportunities and make informed decisions.
With Mergr, gain access to a comprehensive, interconnected web of transactions, investors, companies, and advisors - all in one place.
Full access to Mergr's investor, acquirer, and transaction data starts here.
