Add-on Acquisition • Software

Orion Advisor Services Acquires HiddenLevers

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

Acquisition Context

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.

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M&A Deal Summary
Date	March 9, 2021
Target	HiddenLevers
Sector	Software
Buyer(s)	Orion Advisor Services
Deal Type	Add-on Acquisition
Deal Value	128M USD
Advisor(s)	PJT Partners (Financial) Morris, Manning & Martin (Legal)

Target Company

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 Overview 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 Context for Buyer	#
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	-

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

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