SEI completes $440.8M first-stage acquisition of Stratos Wealth Holdings' U.S. business

SEI INVESTMENTS CO

SEI-Eclipse Holding Company bought Stratos' U.S. operations for approximately $440.8 million, ~81% of total deal value.
Second stage to acquire Mexico-based NSC business expected to close in 2026, pending regulatory approvals.
Definitive agreement for the overall transaction was previously announced on July 18, 2025.
Strategic investment expands SEI's presence in the wealth management advisor-support market.

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