SEI to invest ~$527M for 57.5% of Stratos Wealth Holdings

SEI INVESTMENTS CO

Total cash consideration of approximately $527.0 million for 57.5% equity stake in newly formed entity.
U.S. Stratos business (~80% of value) expected to close H2 2025; Mexico-based NSC in H1 2026.
Legacy equity holders retain 42.5%; three put/call options at 36, 54, 72 months could lead to 100% ownership.
Transaction subject to regulatory approvals and other customary closing conditions.
Company states the investment is not a significant acquisition or material to operations or financial results.

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