Orion Financial Corp. was founded in 1982 by Alan R. Geiwitz. Since that time, Orion Financial Corp. has completed over 200 transactions and maintained a level of stability and standard of performance seldom equaled in boutique investment banks. Orion credits both its success and longevity to past clients. Of the last 50 deals done at Orion, 75% were from repeat clients or referrals from those clients.

Orion works with a broad range of business clients. Most often Orion Financial Corp. clients are Middle Market Companies, have annual revenues of $10 million to $100 million, and are headquartered or have operations in the Upper Midwest.

At Orion Financial Corp., clients only deal with an experienced Principal who personally handles all facets of an engagement and receive a professional approach and level of expertise typically only available in much larger transactions. Our Principals provide a mixture of a disciplined analytical style and seasoned business candor critical to optimizing the opportunities for our clients.

Over the past decade, Orion Financial Corp. Principals have invested in about 25% of Orion’s transactions. Our Principals direct experience as a lender, investor, and seller of businesses gives first-hand knowledge of all aspects of a transaction. This perspective allows Orion to understand the priorities and expectations of the party on the other side of the table. Orion believes that it is this knowledge that gives Orion the edge in serving its clients.

Our goal at Orion Financial Corp. is the same as it was when Alan Geiwitz started the firm- to provide top-notch, personal, and creative solutions as a financial intermediary for the benefit of our clients.