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SEI Investments

SEI Investments
1968 FOUNDED
PUBLIC STATUS
1K-5K EMPLOYEES
SEIC STOCK SYMBOL
13 INVESTMENTS
$62.80 SHARE PRICE (As of Monday Closing)
Description

SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with over $96 billion in AUM. As of Dec. 31, 2018, SEI (including LSV) manages, administers, or advises on over $880 billion in assets.

Ownership Status
Publicly Held
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Other Industries
Financial Software
Stock Exchange
NAS
Primary Office
  • 1 Freedom Valley Drive
  • Oaks Village, PA 19456
  • United States

+1 (800) 000-0000
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SEI Investments Stock Performance

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$46.60 - $67.14 $9.4B $63.71 $3.20 560K 150M

SEI Investments Financials Summary

In Thousands,
USD
TTM
30-Sep-2019
FY 2018
31-Dec-2018
FY 2017
31-Dec-2017
FY 2016
31-Dec-2016
Enterprise Value 8,282,046 6,415,050 10,649,580 7,253,063
Revenue 1,631,717 1,624,167 1,526,552 1,401,545
EBITDA 679,016 679,141 626,349 576,532
Net Income 488,723 505,868 404,389 333,817
Total Assets 2,040,605 1,971,668 1,853,369 1,636,823
Total Debt 45,704 0 30,000 0
Public Fundamental Data provided by Morningstar, Inc. disclaimer

SEI Investments Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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SEI Investments Competitors (36)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The Blackstone Group Corporation New York, NY 0000 00.000 00000000000 00.000
000000 000000 0000 Formerly PE-Backed New York, NY 0000 00.000 000000000 00.000
00000000 00000000 Corporation Dallas, TX 000 0000
00000 00000 Corporation Boston, MA 0000 000000 - 000
000 0000000000 000 Corporate Backed or Acquired Boston, MA 0000 000000&0
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SEI Investments Investments & Acquisitions (13)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 21-Sep-2018 00000 00000 00 000 Financial Software 00000 0000000
00000000 000000000 29-May-2018 000000000000000000 Consulting Services (B2B) 00000 0000000
0000000000 000000 02-Apr-2018 000000000000000000 0000 Consulting Services (B2B) 000000 0000 00.
00000 000000000000 31-Dec-2017 0000 Other Communications and Networking
Anika Therapeutics 21-Dec-2017 PIPE Personal Products
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SEI Investments Exits (5)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 21-Sep-2018 00000 00000 00 000 Completed
  • 4 buyers
000000 05-Jun-2017 00000 00000 00 00.000 Completed
  • 4 buyers
00000000000 000000 31-Dec-2008 00000 00000 00 000 Completed
  • 5 buyers
0000000 12-Feb-2001 00000 00000 00 00.000 Completed
  • 5 buyers
Baring Asset Management Korea 04-Feb-1999 Buyout/LBO 00.00 Completed
  • 2 buyers
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SEI Investments Subsidiaries (1)

Company Name Industry Location Founded
000 0000000 Financial Software Indianapolis, IN 0000
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SEI Investments Executive Team (79)

Name Title Board
Seat
Contact
Info
Alfred West Jr. Chief Executive Officer & Chairman
Dennis McGonigle Chief Financial Officer & Executive Vice President
James London Chief Operating Officer, SEI Wealth Platform, UK
John Steinmetz Chief Technology Officer
Raef Lee Managing Director and Head of New Services and Strategic Partnerships, SEI Advisor Network

20 Former Executives

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SEI Investments Board Members (3)

Name Representing Role Since Contact
Info
Alfred West Jr. SEI Investments Chief Executive Officer & Chairman 000 0000
Carmen Romeo SEI Investments Board Member 000 0000
Sarah Blumenstein SEI Investments Board Member 000 0000