EGWELE & COMPANY ADVISES INVESTMENT GRADE TECHNOLOGIES ON SALE
NEWS RELEASE
Chicago, Illinois, March 29, 2021 – Egwele Securities LLC (d.b.a. Egwele & Company) acted as the exclusive financial advisor to Investment Grade Technologies LLC (d.b.a. Oranj) on the sale of the company to SEI Investments Company (NASDAQ: SEIC). The terms of the transaction were not disclosed.
Oranj is a leading wealth management software company providing financial advisors with digital collaboration tools, including portfolio management and rebalancing & trading, to enhance the client experience and connect with and convert more prospects. Oranj was founded in 2014 by David Lyon, Chief Executive Officer and a serial entrepreneur.
SEI Investments Company is a leading financial services company providing 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. As of December 31, 2020, SEI had approximately $369 billion in assets under management and $787 billion in client assets under administration.
About Egwele & Company
Egwele & Company is an independent boutique investment bank focused on companies owned or operated by entrepreneurs and multi-generational families. Egwele & Company provides strategic and financial advisory services, including advice on mergers & acquisitions, divestitures, private capital raising, recapitalizations, restructuring and strategic planning. Egwele Securities LLC is a registered broker-dealer with the U.S. Securities and Exchange Commission (SEC, www.sec.gov) and a member of the Financial Industry Regulatory Authority (FINRA, www.finra.org) and the Securities Investor Protection Corporation (SIPC, www.sipc.org).
For more information on Egwele & Company, visit: www.egwele.com.
Contact:
Brian Egwele
Managing Director
(312) 803-6936
info@egwele.com