Information on the Target

Aquiline Capital Partners LP, a private investment firm known for its focus on financial services and technology, has successfully completed the acquisition of SEI's Family Office Services business as of June 30, 2025. This newly acquired division will now operate under the name Archway, delivering a suite of integrated technology solutions and outsourced services tailored to meet the accounting, investment management, and reporting needs of family offices and financial intermediaries.

Archway's platform is recognized for its ability to streamline complex investment management operations, boasting an impressive capability of managing $733 billion in assets as of March 31, 2025. The platform is pivotal for ultra-high-net-worth families, enabling them to efficiently manage their financial reporting and operational responsibilities.

Industry Overview in the Target’s Specific Country

The financial services landscape in the United States has seen significant transformation in recent years, particularly in the realm of technology-driven solutions. As the demand for specialized services like those provided to family offices grows, firms are increasingly tasked to offer advanced technological capabilities that support the intricate needs of wealth management and investment oversight.

In the context of family offices, there has been a notable trend towards integrating sophisticated technology that enhances operational efficiency and offers comprehensive reporting solutions. This shift has been driven by the desire for improved client experiences and actionable financial insights, which are crucial for optimizing investment strategies.

Moreover, the industry is characterized by a competitive landscape where firms strive to differentiate themselves through innovation and customized service offerings. With the increasing complexity in managing diversified portfolios and investments, the need for robust infrastructure that can handle such challenges has become more prominent.

Overall, the U.S. financial services industry is poised for continued growth, with organizations like Archway at the forefront of delivering advanced solutions to meet the evolving demands of family offices and financial intermediaries.

The Rationale Behind the Deal

The decision for Aquiline to acquire SEI’s Family Office Services business stems from a strategic vision to enhance the operational efficiencies and technological capabilities available to family offices. By leveraging the established Archway platform, Aquiline aims to further support the complexities of managing substantial wealth and investments associated with ultra-high-net-worth clients.

This acquisition aligns with Aquiline's broader investment strategy focused on financial technology, presenting an opportunity to create value through the development and enhancement of integrated financial services that meet the needs of sophisticated family offices.

Information About the Investor

Aquiline Capital Partners LP is a prominent private investment firm with a diversified focus on financial services and technology, operating out of major cities including New York, London, and Philadelphia. As of March 31, 2025, Aquiline manages approximately $12 billion in assets and has invested around $7.4 billion across various investment strategies, including private equity, venture capital, and credit.

With a deep expertise in the financial services sector, Aquiline is dedicated to fostering growth in its portfolio companies while driving innovation within the industry. The firm’s commitment to enhancing client experiences through technological advancements makes it an ideal steward for the Archway platform.

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The acquisition of SEI's Family Office Services by Aquiline presents an intriguing investment opportunity. By acquiring the Archway platform, Aquiline stands to enhance its portfolio with a market-leading solution that offers significant value to family offices and financial intermediaries. The demand for such tailored financial solutions is likely to grow, positioning Archway for future success in a competitive marketplace.

Furthermore, the strategic moves made by Aquiline to invest in Archway indicate a forward-thinking approach, capitalizing on the increasing complexity and customized service needs of ultra-high-net-worth clients. By aligning their operations with advanced technological solutions, Aquiline is likely to drive industry adoption and expand the capabilities of Archway's offerings.

Additionally, this acquisition allows Aquiline to leverage SEI's established expertise and reputation within the financial services industry, enhancing credibility and operational efficiency. As wealth management continues to evolve, firms with a strong technological foundation like Archway are well-positioned for growth.

In conclusion, this investment appears sound, as it not only aligns with the current market trends but also builds upon the existing strengths of the Archway platform, ensuring a continued commitment to delivering exceptional value to clients.

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