Orion First has been busy these last months, launching a new customer portal, promoting new leadership, and making sure the needs of every client, employee, and stakeholder is attended to. Such categories are impersonal, and so we remind ourselves every day that we are all people first.

On that note, with Thanksgiving upon us, I’d like to take a moment to formally express my gratitude—and that of the entire Orion leadership team—to every one of you.

Clients: Thank you for entrusting us with the care of your customers and portfolios. You’ve taken on challenges this year like you’ve never seen before, and you maintained the high level of trust you place in us. We are grateful for that, and for our relationship.

Staff: Thank you for stepping up during this disruptive year. You took on challenges you never anticipated and rolled with the punches. You’ve taken to heart our purpose in helping small businesses succeed and have made the world better for it. Thank you. Thank you. Thank you.

Unitholders & Lenders: Thank you for believing in our purpose enough to support us with your time and investment. Small business owners often operate—on small margins and high risk—in the belief that what they’re doing is meaningful. Having your support during these turbulent times has helped us endure and prepare for the great future we have ahead of us.

Vendors & Suppliers: Thank you for your teamwork, your patience, and your can-do attitude. You’ve demonstrated that we’re all in this together, and we can help each other ride out the storm with minimal damage. And our relationship is now stronger for it.

Together—you, me, all of us—we’ve met the moment and demonstrated the power of what our industry can do when people help people to help people. I’m humbled. I’m grateful. And boy, you know what? I’m optimistic.


David T. Schaefer | CEO