Private Equity

Orion & Brinker Merge As Ta Associates Doubles Down

by wealthmanagement.com posted 8months ago 23 views
Technology, TAMPs and expansion are all at play, as TA Associates reinvests and Genstar Capital takes a stake. : Orion Advisor Solutions and Brinker Capital are merging in a multi-part deal, according to an announcement made today. As part of the deal, Orion’s majority owner, private equity firm TA Associates, and perennial wealth management private equity investor, Genstar Capital, will make investments in the newly combined firm. Joining them as investors will be Brinker Capital’s founder, Charles Widger, and the firm’s CEO, Noreen Beaman, together with Orion’s CEO, Eric Clarke.

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