PHILADELPHIA (July 18, 2025) – Holland & Knight represented SEI Investments Company (NASDAQ: SEIC), a leading provider of financial technology, operations and asset management services within the financial services industry, on its new business partnership with Stratos Wealth Holdings. The deal, which includes a strategic investment in Stratos, was announced on July 18.
Based in Beachwood, Ohio, Stratos includes a national network of more than 360 experienced financial advisors and financial planning practitioners working across 26 states throughout the U.S. The company will continue to operate under its recognized brand as an affiliated business of SEI.
Holland & Knight's representation of SEI was led by Partner Colby Smith and Associate Madeleine Williams (M&A). The team was assisted by Partner Nicole Visco and Associates Laura Hannigan and Kelcie Ouillette (M&A); Partner Eric Rubin and Associates Charnae Supplee and Burke Depuy (Executive Compensation & Benefits); Partners Octavio Lecona Morales and Luis Rubio Barnetche (Corporate – Mexico); Partner Jennifer Connors (Financial Services Regulatory); Associate Maria Cortes (Real Estate); Associate Angad Chopra (Data Strategy, Security & Privacy); Partner Daniel Barsky and Senior Counsel Albert Sueiras (Intellectual Property); Partners David Kully and John Dierking and Senior Counsel Ryan Kocse (Antitrust); Partner Brandon Bloom and Associates Jiyeon Barta and Emily Nguyen (Tax); and Partner Christine Fuqua Gay and Associate Lee Sands (Labor & Employment).
More information on the transaction can be found here.
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.