Ocorian Limited

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Ocorian Limited - overview

Established

1971

Location

St. Helier, -, Jersey

Primary Industry

Business Support Services

About

Ocorian Limited, based in Jersey, formerly known as Bedell Trust offers comprehensive administration solutions for asset managers, financial institutions, corporations, and high-net-worth individuals, facilitating their operational efficiency and compliance with regulatory demands. Ocorian Limited is a provider of administration solutions, founded in 1971 in St. Helier, Jersey. Over the years, it has engaged in various deals, with a total of 3 recorded.


The company's senior leadership includes CEO Chantal Free and Frederik van Tuyll. Ocorian operates globally with offices in over 20 countries, catering to a diverse clientele. In May 2025, Inflexion Private Equity Partners agreed to move Ocorian Limited from Inflexion 2014 Buyout Fund to the Inflexion Continuation Fund I. Financial terms were not disclosed.


Ocorian specializes in delivering tailored administration solutions for asset managers, financial institutions, corporations, high-net-worth individuals, and family offices. Their services include fund administration, corporate trust, agency services, and compliance solutions, designed to manage the complexities of regulatory requirements throughout capital market transactions. The firm supports over 8,000 entities across sectors like private equity, real estate, and infrastructure, with a significant presence in Europe, North America, and Asia. Ocorian generates its revenue primarily through service contracts with a wide array of financial and corporate clients.


Their revenue model includes the provision of specialized services such as entity management and fiduciary services, often contracted on an ongoing basis. Certain services operate on a subscription basis, fostering long-term partnerships focused on compliance and asset servicing. Pricing is tailored to the complexity and scale of each engagement, particularly for flagship offerings like fund administration and corporate governance. In November 2024, Ocorian Limited secured USD 800 mn in debt financing led by HPS Investment Partners, along with Apollo Global Management, Carlyle Group, and Goldman Sachs Asset Management, to refinance existing unitranche debt from Ares Management.


This funding is expected to support Ocorian’s strategic initiatives, including potential expansions into new markets and the development of new products designed to enhance their service offerings. Target markets for expansion have not been explicitly stated, but the company’s ongoing commitment to optimizing operational capabilities suggests a focus on strengthening its global presence.


Current Investors

Inflexion Private Equity Partners

Primary Industry

Business Support Services

Sub Industries

Consulting Services, Corporate Law, Accounting Services

Website

www.ocorian.com/

Verticals

RegTech

Company Stage

Mature - Buyout

Total Amount Raised

Subscriber access only

Ocorian Limited - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Secondary BuyoutCompletedQuest Global Services Pte. Ltd.-
Add-onCompletedClarity Consulting Solutions Ltd-
Add-on, Corporate Carve Out, Trade SaleCompletedE78 Fund Solutions-
Secondary BuyoutCompletedOcorian Limited-
Add-onCompletedEdgePoint Fund Services-

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