Omni Financial Advisory Group, Inc.
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Omni Financial Advisory Group, Inc. - overview
Location
Poughkeepsie, NY, US
Primary Industry
Financial Services
About
Based in New York, US, Founded by Gregory Bayer. Omni Financial Advisory Group, Inc. operates as a provider of financial planning, investment management, and input on annuities and life insurance. The company offers assistances in the following fields such as different types of funds, bonds, real estate investment trusts, business development companies, treasury bills, rollover retirement plans, tax plans, brokerage accounts, disability income insurance, funeral trusts, and many more.
In March 2026, Arax Investment Partners, LLC, a portfolio company of RedBird Capital Partners, acquired Omni Financial Advisory Group, Inc. Financial terms were not disclosed. The acquisition will enable the company to expand its offerings and capabilities while supporting long-term growth.
Current Investors
Arax Investment Partners, LLC
Primary Industry
Financial Services
Sub Industries
Financial Services, Life Insurance
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Omni Financial Advisory Group, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Omni Financial Advisory Group, Inc. | - |
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