logo
logo

Sei Announces Acquisition Of Atlas Master Trust From Capita

Oct 21, 2021•over 3 years ago

Acquiring Company

the SEI Master Trust

Acquired Company

the SEI Master Trust

Description

SEI (NASDAQ:SEIC) today announced the acquisition of Atlas, Capita's defined contribution (DC) master trust. Subject to regulatory approval, the deal extends a successful, long-term strategic partnership between SEI and Capita and positions the SEI Master Trust to continue delivering best-of-breed service at scale.

Company Information

Company

the SEI Master Trust

About

The SEI Master Trust provides a fully-bundled solution for employers delivering defined contribution (DC) schemes. An independently-assured DC provision, the Master Trust encompasses investment management, member communications and administration, as well as utilises a manager-of-managers platform established over 25 years ago and overseen by more than 115 in-house investment experts. With its global scale and 14-year heritage as one of the first U.K. Master Trust providers, the SEI Master Trust offers customised solutions and a complete member journey, guiding members through retirement and beyond.

M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed