Announced
Completed
Synopsis
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.
Show Details & Financials
Sort
Search a database of more than 250,000 verified dealmakers
Receive automated updates on global transactions
Follow the activity, relationships and transactions of top dealmakers
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.