SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
SEI (NASDAQ:SEIC) has announced a strategic investment and business partnership with Stratos Wealth Holdings, acquiring a 57.5% stake for approximately $527 million. Stratos, a national network of over 360 financial advisors across 26 states, will continue operating under its brand as an SEI affiliate, led by CEO Jeff Concepcion.
The transaction will close in two stages: the U.S.-based business (80% of value) in H2 2025 and the Mexico-based NSC business in H1 2026. Legacy Stratos equity holders will retain 42.5% ownership, with put/call rights that could lead to SEI's 100% ownership. The partnership aims to enhance service delivery, scale operations, and strengthen wealth management capabilities while maintaining Stratos' existing business model and custodial relationships.
SEI (NASDAQ:SEIC) ha annunciato un investimento strategico e una partnership commerciale con Stratos Wealth Holdings, acquisendo una partecipazione del 57,5% per circa 527 milioni di dollari. Stratos, una rete nazionale composta da oltre 360 consulenti finanziari in 26 stati, continuer脿 a operare sotto il proprio marchio come affiliata di SEI, guidata dall'amministratore delegato Jeff Concepcion.
La transazione si concluder脿 in due fasi: la parte statunitense (che rappresenta l'80% del valore) nella seconda met脿 del 2025 e l'attivit脿 NSC con sede in Messico nella prima met脿 del 2026. Gli azionisti storici di Stratos manterranno il 42,5% della propriet脿, con diritti di opzione put/call che potrebbero portare SEI a detenere il 100% della societ脿. La partnership mira a migliorare l'erogazione dei servizi, espandere le operazioni e rafforzare le capacit脿 di gestione patrimoniale, mantenendo al contempo il modello di business e le relazioni di custodia esistenti di Stratos.
SEI (NASDAQ:SEIC) ha anunciado una inversi贸n estrat茅gica y una alianza comercial con Stratos Wealth Holdings, adquiriendo una participaci贸n del 57,5% por aproximadamente 527 millones de d贸lares. Stratos, una red nacional de m谩s de 360 asesores financieros en 26 estados, continuar谩 operando bajo su propia marca como afiliada de SEI, dirigida por el CEO Jeff Concepcion.
La transacci贸n se cerrar谩 en dos etapas: el negocio con sede en EE.UU. (80% del valor) en la segunda mitad de 2025 y el negocio NSC con sede en M茅xico en la primera mitad de 2026. Los accionistas originales de Stratos conservar谩n el 42,5% de la propiedad, con derechos de compra/venta que podr铆an llevar a SEI a tener el 100% de la propiedad. La alianza busca mejorar la prestaci贸n de servicios, ampliar las operaciones y fortalecer las capacidades de gesti贸n patrimonial, manteniendo el modelo de negocio y las relaciones de custodia actuales de Stratos.
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瓯半灅電� 霊� 雼硠搿� 鞕勲霅╇媹雼�: 氙戈淡 旮半皹 靷梾(臧赌旃橃潣 80%)鞚� 2025雲� 頃橂皹旮办棎, 氅曥嫓旖� 旮半皹 NSC 靷梾鞚� 2026雲� 靸侂皹旮办棎 毵堧毽惄雼堧嫟. 旮办〈 Stratos 欤检＜霌れ潃 42.5%鞚� 歆�攵勳潉 鞙犾頃橂┌, SEI臧赌 100% 靻岇湢頃� 靾� 鞛堧姅 頀�/旖� 甓岆Μ毳� 氤挫湢頃╇媹雼�. 鞚措矆 韺岉姼雱堨嫮鞚� 靹滊箘鞀� 鞝滉车鞚� 頄レ儊鞁滍偆瓿� 鞖挫榿 攴滊毳� 頇曤寑頃橂┌ 鞛愳偘 甏�毽� 鞐焿鞚� 臧曧檾頃橂姅 霃欖嫓鞐� Stratos鞚� 旮办〈 牍勳雼堨姢 氇嵏瓿� 靾橅儊 甏�瓿勲ゼ 鞙犾頃橂姅 瓴冹潉 氇╉憸搿� 頃╇媹雼�.
SEI (NASDAQ:SEIC) a annonc茅 un investissement strat茅gique et un partenariat commercial avec Stratos Wealth Holdings, acqu茅rant une participation de 57,5% pour environ 527 millions de dollars. Stratos, un r茅seau national de plus de 360 conseillers financiers r茅partis dans 26 脡tats, continuera d鈥檕p茅rer sous sa marque en tant qu鈥檃ffili茅 de SEI, dirig茅 par le PDG Jeff Concepcion.
La transaction se d茅roulera en deux 茅tapes : l鈥檃ctivit茅 bas茅e aux 脡tats-Unis (80 % de la valeur) au second semestre 2025 et l鈥檃ctivit茅 NSC bas茅e au Mexique au premier semestre 2026. Les actionnaires historiques de Stratos conserveront 42,5 % de la propri茅t茅, avec des droits de vente et d鈥檃chat pouvant conduire SEI 脿 d茅tenir 100 % de la soci茅t茅. Ce partenariat vise 脿 am茅liorer la prestation de services, 脿 茅tendre les op茅rations et 脿 renforcer les capacit茅s de gestion de patrimoine tout en maintenant le mod猫le commercial et les relations de garde existants de Stratos.
SEI (NASDAQ:SEIC) hat eine strategische Investition und Gesch盲ftspartnerschaft mit Stratos Wealth Holdings bekannt gegeben und dabei einen 57,5%-Anteil f眉r etwa 527 Millionen US-Dollar erworben. Stratos, ein nationales Netzwerk von 眉ber 360 Finanzberatern in 26 Bundesstaaten, wird weiterhin unter seiner Marke als SEI-Tochter gef眉hrt, geleitet vom CEO Jeff Concepcion.
Die Transaktion wird in zwei Phasen abgeschlossen: Das in den USA ans盲ssige Gesch盲ft (80 % des Wertes) in der zweiten H盲lfte 2025 und das in Mexiko ans盲ssige NSC-Gesch盲ft in der ersten H盲lfte 2026. Die bisherigen Stratos-Aktion盲re behalten 42,5 % der Anteile mit Put-/Call-Rechten, die zu einem 100%igen Eigentum von SEI f眉hren k枚nnten. Die Partnerschaft zielt darauf ab, die Servicebereitstellung zu verbessern, die Gesch盲ftst盲tigkeit zu skalieren und die Verm枚gensverwaltungsf盲higkeiten zu st盲rken, w盲hrend das bestehende Gesch盲ftsmodell und die Depotbeziehungen von Stratos beibehalten werden.
- Strategic acquisition of 57.5% stake in Stratos for $527 million expands SEI's wealth management capabilities
- Partnership provides access to network of 360+ financial advisors across 26 states
- Potential for full ownership through put/call rights on remaining 42.5%
- Maintains existing Stratos business model while adding SEI's technology and operational capabilities
- Significant cash outlay of $527 million for partial ownership
- Complex two-stage closing process extending into 2026
- Integration risks with existing Stratos operations and custodial relationships
Insights
SEI's $527M investment for 57.5% of Stratos enhances wealth management capabilities while diversifying revenue streams through strategic integration.
SEI's
The deal structure is particularly noteworthy. The
Strategically, this partnership addresses critical industry challenges: advisor succession planning, operational scaling, and next-generation talent development. For SEI, the deal diversifies revenue streams while creating cross-selling opportunities across its existing technology and asset management businesses. The retention of Stratos' founder/CEO Jeff Concepcion and maintenance of Stratos' brand and custodial relationships demonstrates SEI's focus on preserving the acquired business's value while enhancing it with SEI's resources.
This transaction represents SEI's commitment to the advisor-led wealth management model during an industry-wide consolidation phase, positioning the company to benefit from continued growth in the financial advisory segment while enhancing its competitive positioning against both traditional and emerging fintech players.
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale
Founder and CEO Jeff Concepcion will continue to lead the Stratos business, which will operate under its recognized brand and as an affiliated business of SEI. Stratos'聽existing business and client service model, including custodial relationships, will continue, and its current offerings will be reinforced by SEI's capabilities across technology, custody, operations, and asset management.
Commenting on the partnership, Concepcion said:
"As we strive to impact advisors' success, we were seeking a partner that would not only provide investment capital, but also the expertise to help power growth. Working with SEI is a key aspect of our ongoing strategic vision, which provides advisors with the flexibility they need to achieve their goals. We're excited about this partnership because it strengthens our offerings. SEI's robust set of solutions and services will enhance our ability to operate at scale, while delivering advisors a highly personalized level of service."
"We have worked closely with SEI for 15 years, and we appreciate their shared commitment to consistently delivering value to our advisors. We are closely aligned with their leadership on how to foster independence鈥攁 key for advisors in helping clients meet their financial goals. SEI's breadth of capabilities and its connections across the industry can significantly enhance and advance the services we deliver to make doing business and serving clients more seamless for advisors."
Ryan Hicke, CEO of SEI, added:
"We're making a strategic investment that reinforces our unwavering belief in financial advisors and their delivery of advice, and Stratos brings an intimate understanding of what adds value to an advisor's business. Their approach to coaching, building sustainable value, and focusing on client acquisition and service can help advisors scale their businesses, drive more organic growth, and address the industry's most prevalent challenges."
"Partnering with Stratos allows us to build upon our world-class investment management, processing, and operations capabilities with deeper insight into the demands and needs of the end client, so we can continue to enhance the solutions and services we provide across all intermediaries. As we look to the future of wealth management, this partnership enables us to help accelerate growth for advisors and wealth managers, solve succession and business transition challenges, and develop the next generation of professionals delivering advice. We share Stratos' deep respect for independence and look ahead with excitement as we build a long-standing partnership that can simplify the complex and amplify the value of advice."聽
A newly formed entity will purchase the operating entities comprising the current Stratos business. SEI will pay a total cash consideration of approximately
Subject to applicable regulatory approval and other customary closing conditions, the transaction is expected to close in two stages: The
About SEI庐
SEI (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital鈥攚hether that's money, time, or talent鈥攕o they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately
About Stratos Wealth Holdings
Stratos is a family of companies including affiliated registered investment advisors. Stratos supports a network of independent financial advisors by providing flexible affiliation models, including a hybrid option, and practice management consulting, operations, IT, and compliance services. Financial advisors associated through the Stratos network of registered investment advisors advise and service more than
Forward-looking statements
This communication contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward- looking statements by terminology, such as "may," "will," "expect," "believe," "remain" and "continue" or "appear." SEI's forward-looking statements include its current expectations as to:
- the benefits that SEI's clients may derive from its capabilities;
- the going-forward operating model for Stratos;
- SEI's ability to realize the various aspects of its strategic rationale for the Stratos partnership;
- the benefits that Stratos may derive from SEI's investment and capabilities; and
- the degree to which the put/call features of the transaction will be exercised.
You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward-looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2024, filed with the Securities and Exchange Commission.
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FAQ
What is the value of SEI's investment in Stratos Wealth Holdings?
How many financial advisors does Stratos Wealth Holdings have?
When will SEI's acquisition of Stratos close?
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Will Stratos maintain its existing business model after SEI's investment?
