M&A Deal Summary

Orion Advisor Services Acquires HiddenLevers

On March 9, 2021, Orion Advisor Services acquired software company HiddenLevers for 128M USD

Acquisition Highlights
  • This is Orion Advisor Services’ 2nd transaction in the Software sector.
  • This is Orion Advisor Services’ largest (disclosed) transaction.
  • This is Orion Advisor Services’ 2nd transaction in the United States.
  • This is Orion Advisor Services’ 1st transaction in Georgia.

M&A Deal Summary
Date 2021-03-09
Target HiddenLevers
Sector Software
Buyer(s) Orion Advisor Services
Deal Type Add-on Acquisition
Deal Value 128M USD
Advisor(s) PJT Partners, Inc. (Financial)
Morris, Manning & Martin (Legal)

Target

HiddenLevers

Decatur, Georgia, United States
HiddenLevers is a platform for risk analysis, investment process, and executive oversight in the wealth and asset management space. HiddenLevers was founded in 2009 and is based in Decatur, Georgia.

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Buyer(S) 1

Buyer

Orion Advisor Services

Omaha, Nebraska, United States
Category Company
Founded 1999
Sector Business Services
DESCRIPTION

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.

DEAL STATS #
Overall 2 of 2
Sector (Software) 2 of 2
Type (Add-on Acquisition) 2 of 2
State (Georgia) 1 of 1
Country (United States) 2 of 2
Year (2021) 1 of 1
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-07-11 Advizr

New York, New York, United States

Advizr is a developer of software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve clients in a cost-effective way, regardless of net worth.

Buy -
Mergr

Product

Company

Legal