SEI Investments Company (NASDAQ:SEIC) and Stratos Wealth Holdings have announced a strategic investment and business partnership aimed at supporting the growth of financial advisors. SEI will invest approximately $527 million for a 57.5% equity stake in a newly formed entity that will acquire Stratos' operating entities. The remaining 42.5% will be held by certain legacy Stratos equity holders, with options for SEI to potentially acquire full ownership. The transaction will occur in two stages, with the U.S.-based Stratos business expected to close in the second half of 2025, and the Mexico-based NSC business in the first half of 2026. Emigrant Partners will exit their investment in Stratos upon closing. The partnership aims to leverage SEI's solutions to enhance Stratos' service offerings and scale operations.
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