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Announced

Completed

TA Associates-backed Orion Advisor Solutions completed the merger with Brinker Capital.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Private

Diversified Financials

Friendly

fiduciary framework

United States

Majority

Merger

Private Equity

Domestic

Completed

Synopsis

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TA Associates-backed Orion Advisor Solutions, a provider of the tech-enabled fiduciary framework to financial advisors, completed the merger with Brinker Capital, an investment management company serving advisors at insurance broker-dealers and independent broker-dealers. Financial terms were not disclosed. "We are excited to have found a partner in Orion that understands our business and shares the same cultural commitment to providing excellence in investment management goals and outcomes for financial advisors and investors." Charles Widger, Brinker Capital Founder.

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