M&A Deal Summary |
|
|---|---|
| Date | 2022-05-10 |
| Target | TownSquare Capital |
| Sector | Financial Services |
| Buyer(s) | Orion |
| Deal Type | Add-on Acquisition |
SEARCH BY
Try For Free 7-Day Free Trial
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.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector (Financial Services) | 2 of 2 |
| Type (Add-on Acquisition) | 4 of 4 |
| State (Utah) | 1 of 1 |
| Country (United States) | 4 of 4 |
| Year (2022) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-04-19 |
Redtail
Sacramento, California, United States Redtail is a provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low-cost and easy-to-implement applications, and integrating with many of the industry’s most widely used applications. Redtail was formed in 2003 and is based in Sacramento, California. |
Buy | - |
