Orr Holdings

Orr Holdings provides middle-market investment banking services and advice.

Company typePrivate
Founded-
HeadquartersWinston Salem, United States
Headcount11–50
GTM typeB2B
OfferingServices

What Orr Holdings does

Orr Holdings is a privately-held middle-market investment banking firm headquartered in Winston Salem, North Carolina. The firm provides investment banking services and advice to middle-market clients, operating with a lean team of 11–50 employees under the leadership of CEO Glenn Orr. Its public web presence is anchored at theorrgroup.com.

As a boutique advisory firm, Orr Holdings operates in the middle-market segment — serving companies that require M&A advisory, capital raising, and strategic financial counsel but typically do not engage bulge-bracket banks. The firm generates revenue through traditional fee-based investment banking economics, including advisory fees, success/transaction fees on completed deals, and retainer-based engagements. With 11–50 employees, the operating model is consistent with a partner-led, relationship-driven boutique rather than a productized or platform-based financial services business. No client logos, deal track record, sector specialization, or service-line detail was available in the source data, and the firm's website returned only a verification/loading message rather than substantive content, which limits further granularity.

No information was disclosed regarding funding, ownership structure, subsidiaries, geographic reach beyond the Winston-Salem headquarters, regulatory registrations, partnerships, awards, product launches, or any technology stack. As a result, this profile is necessarily limited to the firmographic and leadership signals provided, and any deeper diligence would require direct outreach or access to deal databases (e.g., Refinitiv, PitchBook, S&P Capital IQ).

Orr Holdings firmographics

Firmographics

Name: Orr Holdings
Legal name: The Orr Group, LLC
Website: http://www.theorrgroup.com/
Company type: Private
Operating status: Operating
Headcount range: 11–50 employees
Short description: Orr Holdings provides middle-market investment banking services and advice.
Ownership category
akta.pro rank

Orr Holdings industry classification

Industry

Product category: Investment Banking
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Sell-Side M&A Advisory (FSAEAGAA)

Keywords

Investment banking services
Middle-market advisory
Mergers and acquisitions
Capital raising
Financial advisory

Where Orr Holdings is headquartered

Location

Headquarters

HQ city: Winston Salem
HQ country: United States
HQ region: North America

Markets served

Orr Holdings business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel

Orr Holdings product offering

Product offering

Core offering

Orr Holdings provides middle-market investment banking services and advice to corporate clients. The firm delivers advisory support on transactions such as mergers and acquisitions and capital raising activities. It operates as a small, relationship-driven advisory practice.

Differentiator

Problem solved

Functional benefit

Products and services

Middle-Market Investment Banking Advisory Advisory services covering mergers and acquisitions, capital raising, and other corporate finance transactions for middle-market companies. The service is targeted at business owners, boards, and executives of mid-sized firms requiring senior-level transaction support.

Companies that use Orr Holdings

Customer profile

Ideal customer profiles1 record

Orr Holdings technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Orr Holdings partnerships and signals

Strategic signal

Recent moves1 record

Orr Holdings competitors and assessment

Company assessment

Broad incumbents

Houlihan Lokey: Large global investment bank with a strong middle-market M&A advisory practice. Directly comparable as a sell-side and corporate finance advisor serving similar middle-market clients, though much larger and more diversified than Orr Holdings.
Robert W. Baird: Diversified financial services firm with a sizable middle-market investment banking practice. Overlaps with Orr Holdings in middle-market M&A and corporate finance advisory, though much broader in scale and product range.
D.A. Davidson: Mid-sized financial services firm with an investment banking division serving middle-market clients. Comparable in middle-market M&A advisory work, with broader wealth management and capital markets operations.

Direct peers

Lincoln International: Middle-market-focused investment bank providing M&A advisory and capital raising services. Closely comparable to Orr Holdings in target client base (mid-market businesses), advisory service mix, and boutique scale.
Harris Williams: Middle-market M&A advisory firm specializing in sell-side advisory and related services. Directly comparable as a boutique investment bank serving the same middle-market segment with a similar advisory-only model.
FOCUS Investment Banking: Middle-market M&A advisory boutique serving lower-middle-market businesses. Comparable to Orr Holdings in target deal size, advisory-only model, and boutique positioning.
TM Capital: Boutique middle-market investment bank providing M&A advisory and capital raising. Directly comparable as a similarly-sized advisory firm focused on the same middle-market segment.
Brown Gibbons Lang & Company: Middle-market investment bank providing M&A and capital advisory services. Comparable in boutique scale, advisory service mix, and middle-market client focus.

Emerging players

Stout: Specialized advisory firm providing investment banking, valuation, and consulting services to middle-market clients. Comparable through overlapping advisory services for middle-market companies, with a more diversified service mix.

Regional players

Cornerstone Business Advisors: Regional middle-market M&A advisory firm. Comparable as a similarly sized boutique serving middle-market sellers and business owners, with a more concentrated regional footprint than larger competitors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Orr Holdings financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Orr Holdings leadership team

Management profile

Number of profiles

Profiles1 record

Orr Holdings funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Orr Holdings M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orr Holdings

What does Orr Holdings do?

Is Orr Holdings a public or private company?

Orr Holdings is a private company. It is classified as unknown and is currently operating.

When was Orr Holdings founded?

Orr Holdings was founded in -1. It employs 11 to 50 people.

Where is Orr Holdings based?

Orr Holdings is headquartered in Winston Salem, United States, in the North America region.

Who are Orr Holdings's main competitors?

Broad incumbents on record are Houlihan Lokey, Robert W. Baird and D.A. Davidson. Direct peers are Lincoln International, Harris Williams, FOCUS Investment Banking, TM Capital and Brown Gibbons Lang & Company. Stout is listed as an emerging player. Cornerstone Business Advisors is listed as a regional player.

Does Orr Holdings have an API?

No public API is recorded for Orr Holdings.

What industry is Orr Holdings in?

Orr Holdings's product category is Investment Banking. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory. Its NAICS code is 523940 and its SIC code is 6282.