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SEI Investments Mergers & Acquisitions

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%).

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

SEI Investments

SEI Investments Co.

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

All (6) Buy (6) Sell (-)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2024-12-11 SEI LifeYield · Financial Services
Boston, Massachusetts · www.lifeyield.com

SEI LifeYield improves investor outcomes by minimizing investment taxes and maximizing retirement income through multi-account portfolio management. SEI LifeYield was formed in 2008 and is based in Boston, Massachusetts.

Advisors: Nutter McClennen & Fish , PJT Partners 		- Add-on Acquisition

SEI Investments
Advisor: Holland & Knight

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