Roy Burns, Clara Jackson and Todd Crockett meet with Eric Clarke, CEO of Orion Advisor Solutions (left). TA partnered with Eric and his team to transform Orion’s market position into a leading provider of technology to the independent wealth management market in the U.S. These efforts included completing three material acquisitions, one divestiture, focused go-to-market improvements, and the recruitment of senior executives and independent board members.
We have partnered with founders and management teams of 40 companies in the asset management, payment technology and insurance sectors globally. Our firm's early focus on asset management has made us one of the most active private equity investors in the sector, with 24 investments closed to date.