Announced
Completed
Financials
Tags
Private
Diversified Financials
Friendly
fiduciary framework
United States
Majority
Merger
Private Equity
Domestic
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.
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