SEI Investments - M&A Summary and Business Overview

Financial ServicesCompany

SEI Investments M&A Summary

SEI Investments has acquired 6 companies, including 6 in the last 5 years.

SEI Investments has acquired in 4 different US states, and 2 countries. The Company’s most targeted sectors include internet software and services (50%) and financial services (34%).

SEI Investments Business Overview

Where is SEI Investments headquartered?

SEI Investments is headquartered in Oaks, Pennsylvania.

What is SEI Investments’ revenue?

SEI Investments disclosed revenue of 1,920M USD for 2023 and 1,991M USD for 2022.

How many employees does SEI Investments have?

SEI Investments has 5,061 employees.

What sector is SEI Investments in?

SEI Investments is a financial services company.

When was SEI Investments founded?

SEI Investments was founded in 1968.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3
  • M&A Advisors 1

SEI Investments

SEI Investments Co.

1 Freedom Valley Drive,
Oaks, Pennsylvania 19456
United States,
(610) 676-1000
www.seic.com

SEI Investments is an entity which provides investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisers, and ultra-high-net-worth families create and manage wealth. As of December 31, SEI manages or administers $404 billion in mutual fund and pooled or separately managed assets, including $172 billion in assets under management and $232 billion in client assets under administration. SEI Investments was founded in 1968 and is based in Oaks, Pennsylvania.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # - 1 3 - 1 1 6
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
SEI LifeYield 2024-12-11 - Add-on Acquisition
Boston, Massachusetts · www.lifeyield.com
WealthForge Technologies, Inc. 2023-12-21 - Add-on Acquisition
Richmond, Virginia · www.altigo.com
Atlas Master Trust Trustee Ltd. 2021-11-22 - Divestiture
London, United Kingdom · www.atlasmastertrust.co.uk
Finomial 2021-10-26 - Add-on Acquisition
Boston, Massachusetts · www.finomial.com
Oranj - Cloud Native Technology Platform 2021-03-31 - Divestiture
Chicago, Illinois
IBERIABANK’s Wealth Business 2020-12-01 - Divestiture
Lafayette, Louisiana
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Internet Software and Services 3 (50%) - - -
Financial Services 2 (33%) - - -
Business Services 1 (17%) - - -
Total 6 - - -

By Geo

State/Country Buy Value Sell Value
United States 5 - - -
  Massachusetts 2 - - -
  Virginia 1 - - -
  Louisiana 1 - - -
  Illinois 1 - - -
United Kingdom 1 - - -
Domestic 5 (83%) - - -
Cross-border 1 (17%) - - -
Total 6 - - -

Top M&A Advisors

Legal Deals
Holland & Knight
1

M&A Connections

Deals
Acquired from
Strategic(s)
50%
3 (50%)

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