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ORION ADVISOR SOLUTIONS LLC

HQ - Omaha

Summary

Orion Advisor Solutions provides software solutions. The Company offers portfolio management software for reporting, billing, trading, compliance, financial planning, and data services.

Deals Overview

Total Deals5

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Eric Clarke
Founder and CEO
Natalie Wolfsen
CEO
Daniel Applegarth
CFO

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29 Jun 2020|United States|Diversified Financials

Target: ORION ADVISOR SOLUTIONS LLC

Bidder: GENSTAR CAPITAL LLC

17 Service Providers

6 Target | 11 Bidder

38 Dealmakers

6 Target | 32 Bidder

n/a

Value

09 Mar 2021|United States|Software

Target: HIDDENLEVERS

Bidder: ORION ADVISOR SOLUTIONS LLC

5 Service Providers

3 Target | 2 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

19 Apr 2022|United States|Software

Target: REDTAIL TECHNOLOGY

Bidder: ORION ADVISOR SOLUTIONS LLC

10 Service Providers

1 Target | 9 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

10 May 2022|United States|Investment Banking

Target: TOWNSQUARE CAPITAL

Bidder: ORION ADVISOR SOLUTIONS LLC

5 Service Providers

2 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

19 Dec 2024|United States|Software

Target: SUMMIT WEALTH SYSTEMS

Bidder: ORION ADVISOR SOLUTIONS LLC

4 Service Providers

1 Target | 3 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

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Senior Management

Eric Clarke
Founder and CEO
Natalie Wolfsen
CEO
Daniel Applegarth
CFO