Acquiring Company
Paulson Capital Holding Company
Acquired Company
Orca Investment Management
United StatesPortlandFinancial ServicesFinancial ServicesVenture CapitalDescription
Paulson Capital Holding Company, LLC has acquired Orca Investment Management, LLC, in a move to bolster its wealth management capabilities. This acquisition aims to expand Paulson's investment advisory capabilities to its nationwide offices and offers customizable portfolios to meet a wide variety of clients' goals, further enriching clients and partners throughout all lifecycles of their investments.
Quick answer
Paulson Capital Holding Company is acquiring Orca Investment Management, announced February 6, 2024. Paulson Capital Holding Company is based in United States.
- How much did Paulson Capital Holding Company pay for Orca Investment Management?
- The deal value was not disclosed.
- What does Paulson Capital Holding Company do?
- Paulson Capital Holding Company, LLC is the parent company of Paulson Investment Company, LLC and is a leading investment banking firm focused on the small to mid-cap markets.
- Where are Paulson Capital Holding Company and Orca Investment Management based?
- Paulson Capital Holding Company is based in United States. Orca Investment Management is based in Portland, Oregon, United States.
- Who are the decision-makers at Paulson Capital Holding Company?
- Fundz holds 3 contacts at Paulson Capital Holding Company. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Paulson Capital Holding Company, and when
When Paulson Capital Holding Company changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Orca Investment Management?
Orca Investment Management was acquired by Paulson Capital Holding Company, based in United States. The deal was reported on February 6, 2024. Paulson Capital Holding Company, LLC is the parent company of Paulson Investment Company, LLC and is a leading investment banking firm focused on the small to mid-cap markets. Paulson Capital Holding Company is privately held and operates in Financial Services.
When did Paulson Capital Holding Company acquire Orca Investment Management?
Paulson Capital Holding Company's acquisition of Orca Investment Management was reported on February 6, 2024. Paulson Capital Holding Company, LLC has acquired Orca Investment Management, LLC, in a move to bolster its wealth management capabilities. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Orca Investment Management do?
Orca Investment Management, LLC, is an investment advisory firm that renders a full range of investment and portfolio management with stocks, bonds, mutual funds, and exchange-traded funds (ETFs) comprising its core portfolios. It is privately held, operating in Financial Services, and is based in Portland.
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