M&A Deal Summary |
|
|---|---|
| Date | 2024-12-11 |
| Target | SEI LifeYield |
| Sector | Financial Services |
| Buyer(s) | SEI Investments |
| Deal Type | Add-on Acquisition |
| Advisor(s) | PJT Partners, Inc. (Financial) Nutter McClennen & Fish (Legal) |
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| Category | Company |
|---|---|
| Founded | 1968 |
| Sector | Financial Services |
| Employees | 5,061 |
| Revenue | 1.9B USD (2023) |
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.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector (Financial Services) | 2 of 2 |
| Type (Add-on Acquisition) | 3 of 3 |
| State (Massachusetts) | 2 of 2 |
| Country (United States) | 5 of 5 |
| Year (2024) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-21 |
Altigo
Richmond, Virginia, United States Altigo is a cloud-based technology platform that provides inventory, e-subscription, and reporting capabilities for alternative investments. Altigo is based in Richmond, Virginia. |
Buy | - |
