Holland & Knight represented SEI Investments Company (NASDAQ: SEIC), a provider of technology and investment solutions for the financial services industry, in the sale of its Family Office Services business to Aquiline Capital Partners LP, a private investment firm dedicated to financial services and technology. Valued at $120 million, the transaction was signed on February 27 and is expected to close in the second quarter of 2025.
Following the transaction's close, SEI's Family Office Services business will operate as Archway, capitalizing on the well-known brand of the Archway Platform℠ within the family office market. SEI's Family Office Services business delivers technology and outsourced services that connect and power the accounting, investment management and reporting functions of family offices and family office divisions of financial intermediaries.
Holland & Knight's representation of SEI was led by Partners Colby Smith and Francesco Salpietro and Associates Kelcie Ouillette, Haley Potter and Laura Hannigan (M&A). The team was assisted by Partner Eric Rubin and Associate Charnae Supplee (Executive Compensation & Benefits); Partner Brandon Bloom and Associate Jiyeon Barta (Tax); Partner Mark Francis and Associate Angad Chopra (Data Strategy, Security & Privacy); Partner Christine Gay and Associate Lee Sands (Labor & Employment); and Senior Counsel Albert Sueiras (Intellectual Property).
Recently recognized as the Private Equity Law Firm of the Year by the 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 Flow℠ 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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