Holland & Knight advised SEI Investments Company (NASDAQ: SEIC), a provider of technology and investment solutions for the financial services industry, in connection with its acquisition of LifeYield, a tax-smart technology provider. The deal was announced on December 11.
Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution. In doing so, SEI seeks to provide the industry with the ability to view all account registrations and implement a holistic financial plan to best optimize after-tax returns.
Headquartered in Oaks, Pennsylvania, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions and protect futures.
Holland & Knight Partner Colby Smith and Associate Nicole Visco led the firm's representation of SEI, along with Associate Kelcie Ouillette (M&A). They were assisted by Partners Eric Rubin and Shannon Goff Kukulka and Associate Charnae Supplee (Executive Compensation & Benefits); Partner Brandon Bloom and Associate Jiyeon Barta (Tax); Partner Mark Francis and Associate Angad Copra (Data Strategy, Security & Privacy); Partner Christine Gay and Associate Lee Sands (Labor & Employment); and Partner Daniel Barsky, Senior Counsel Albert Sueiras and Associate Allia Howard (Intellectual Property).
Recently recognized as the Private Equity Law Firm of the Year by Global M&A Network, Holland & Knight regularly ranks among the leading M&A and private equity law firms in reputable, benchmarking league tables published by Bloomberg, LSEG, Mergermarket, PitchBook and The Deal. Through the HK Deal FlowSM program, Holland & Knight facilitates deal leads for clients and prospective clients by matching acquisition or capital raising opportunities with buyers and investors.
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