Paulson Capital acquires Orca Investment Management to boost investment advisory services

Paulson Capital Holding Company, LLC (Paulson), the parent entity to the esteemed Paulson Investment Company, LLC, has officially announced its acquisition of Orca Investment Management, LLC (Orca), marking a significant expansion in its investment advisory domain. This acquisition heralds a new era for both entities, headquartered in Portland, Oregon, with Orca now operating as a fully owned subsidiary under Paulson.

Orca currently manages assets totaling approximately $190 million, with ambitious plans to double this figure within the next 12 to 24 months. This growth is anticipated to be driven by the expansion of corporate accounts under the new structure with Paulson. Trent Davis, CEO of Paulson, expressed enthusiasm about the acquisition, highlighting the company’s intent to broaden its investment advisory capabilities across its nationwide offices. This move is part of Paulson’s broader strategy to enhance its service offerings, demonstrating a deep commitment to supporting and enriching its clients and partners across all investment lifecycles.

The acquisition by Paulson, a company with over 50 years of premier investment banking services, not only enriches its investment and operational capabilities but also broadens its wealth management services. These services now include customizable portfolios tailored to meet diverse client goals, building upon Paulson’s multi-asset approach to portfolio management.

Paulson Capital expands wealth management Portfolio with Strategic Acquisition of Orca Investment Management

Shawn Willard, CEO of Orca, commended the synergy between the two firms, noting Orca’s proven track record in wealth management and its alignment with Paulson’s valued approach to portfolio management, capital raises, and risk awareness. This strategic merger is poised to offer clients opportunistic investment avenues that balance risk and reward in today’s volatile market.

Founded in 1970, Paulson Investment Company, LLC, has established itself as a leader in the investment banking sector, focusing on small to mid-cap markets. Since 2014, the company has played a significant role in over 175 public and private offerings, raising approximately $1 billion in financings. Orca Investment Management, LLC, with a foundation dating back to 2007, has grown into a comprehensive investment management firm offering a full range of investment and portfolio management services.

This acquisition represents a strategic move by Paulson to not only expand its wealth management portfolio but also to strengthen its commitment to delivering exceptional financial products and services. As both companies look forward to a future of shared growth and success, the financial industry watches closely, anticipating the innovative solutions and enriched client experiences that will arise from this partnership.