Sei Investments Company · NASDAQ:SEIC
Sei Investments — Merger or Acquisition (July 2017)
6 slides from Sei Investments's merger presentation, Jul 5, 2017
Slide 1: SEI Acquisition of Archway Technology Partners
SEI Acquisition of Archway Technology Partners July 5 2017 Exhibit 99.2
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation includes forward-looking statements that are based on the current expectations of the management of SEI and are subject to uncertainty and changes in circumstances. The forward-looking statements contained herein include statements about the expected effects o
Slide 3: Transaction overview: combination, metrics and synergies
•SEI: a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. •Archway: pre-eminent family office technology platform
Slide 4: Strategic Rationale
• Expand into Family Office market • Differentiated product and service offering • Strong brand name, market reputation and top tier client base Market Expansion • Diversifies IMS business segment further into technology-based offering / SaaS model • Expands our current model and approach Solution E
Slide 5: Archway At-a-Glance
Archway At-a-Glance › Founded in 2002 › Archway is a technology firm whose software solution supports the accounting, investment management and reporting functions for family offices and service providers to the family office market. › Archway’s primary objective is to help single and multi- family
Slide 6: Financial Impact
Financial Impact › Purchase price: $80 million with additional growth earn-outs (of up to $8 million) based on specific financial targets › Amortization of intangible assets of approximately $50 million over 5 years › Partially offset by expected short-term expense synergies of at least $2 million ›