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Announced

Orion Advisor Solutions to acquire Redtail Technology.

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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Pending

Private

software development

Acquisition

Single Bidder

client relationship management

Software

United States

Friendly

Domestic

Majority

Synopsis

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Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, agreed to acquire Redtail Technology, a web-based client relationship management software firm. Financial terms were not disclosed. "This acquisition presents a game-changing opportunity for growth-focused independent advisors, as it will make our robust tech stack ecosystem even more valuable. Redtail has long been a valued technology integration partner to Orion, and we share a core value of being committed to serving independent advisors," Eric Clarke, Orion Founder and CEO.

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