Broadridge Mergers and Acquisitions Summary

Information TechnologyCompany

Broadridge has acquired 35 companies, including 14 in the last 5 years. A total of 4 acquisitions came from private equity firms.

Broadridge’s largest acquisition to date was in 2021, when it acquired Itiviti AB for $2.4B. Broadridge has acquired in 12 different US states, and 5 countries. The Company’s most targeted sectors include information technology (32%) and software (23%).

Join Mergr and gain access to Broadridge’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the information technology sector.

M&A Summary

  • M&A Total Activity35
    • M&A Buy Activity35
  • Total Sectors Invested 7
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 10
  • M&A Advisors 2

Broadridge

Broadridge Financial Solutions, Inc.

5 Dakota Drive, Suite 300,
Lake Success, New York 11042
United States,
(516) 472-5400
www.broadridge.com

Broadridge is a provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. The Company helps clients drive operational excellence to manage risk, accelerate growth and deliver real business value. Broadridge was incorporated in 1962 and is based in Lake Success, New York.


M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (2.2/yr) # 24 6 1 4 - - 35
vol $854M $300M $2.4B $3.6B
Sell (0.0/yr) # - - - - - - 0
  35

Most Recent M&A

Company Date Value Type
Alpha Omega Financial Systems, Inc. 2021-08-02 - Add-on Acquisition
Berkeley, California · www.ao-fs.com
Jordan & Jordan - Execution Compliance & Surveillance Service Assets 2021-07-01 - Divestiture
New York, New York
AdvisorStream Ltd. 2021-06-09 - Add-on Acquisition
New York, New York · www.advisorstream.com
Itiviti AB 2021-03-29 2.4B EUR Divestiture
Stockholm, Sweden · www.itiviti.com
FundsLibrary Ltd. 2020-01-21 - Divestiture
Bristol, United Kingdom · www.fundslibrary.com
ClearStructure Financial Technology LLC 2019-11-20 - Add-on Acquisition
Park Danbury, Connecticut · www.clearstructure.com
Appatura, Inc. 2019-10-15 - Divestiture
Ridgefield Park, New Jersey · www.appatura.com
Fi360, Inc. 2019-10-10 - Add-on Acquisition
Pittsburgh, Pennsylvania · www.fi360.com
RPM Technologies, Inc. 2019-05-21 300M USD Add-on Acquisition
Toronto, Ontario · www.rpmtec.com
Rockall Technologies 2019-05-01 - Add-on Acquisition
Dublin, Ireland · www.rockall.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 11 (31%) 2.6B (72%) - -
Software 8 (23%) 376M (11%) - -
Business Services 6 (17%) - - -
Internet Software and Services 5 (14%) 20M (1%) - -
Financial Services 2 (6%) 201M (6%) - -
Information Services 2 (6%) 11M (< 1%) - -
Communications 1 (3%) 410M (11%) - -
Total 35 $3.6B - -

By Geo

State/Country Buy Value Sell Value
United States 26 854M - -
  New York 7 76M - -
  Massachusetts 5 97M - -
  Pennsylvania 3 - - -
  California 2 60M - -
  New Jersey 2 - - -
  Missouri 1 410M - -
  Minnesota 1 - - -
  Illinois 1 11M - -
  Connecticut 1 - - -
  Colorado 1 201M - -
  Nebraska 1 - - -
United Kingdom 6 - - -
Canada 1 300M - -
  Ontario 1 300M - -
Ireland 1 - - -
Sweden 1 2.4B - -
Domestic 26 (74%) 854M (24%) - -
Cross-border 9 (26%) 2.7B (76%) - -
Total 35 $3.6B - -

Top M&A Advisors

Financial Deals
Morgan Stanley
1
Raymond James - Investment Banking
1

Deal Values

buy # Total
> $1B 1 $2.4B
$100M to $1B 3 $911M
< $100M 5 $243M
TOTAL $3.6B
Largest Itiviti AB
$2.4B (2021-03-29)

M&A Connections

Deals
Acquired from
Investor(s)
11%
4 (11%)
Strategic(s)
23%
8 (23%)

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