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.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。