Broadridge - M&A Summary and Business Overview

Information TechnologyCompany

Broadridge M&A Summary

Broadridge has acquired 39 companies, including 9 in the last 5 years. A total of 5 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 13 different US states, and 6 countries. The Company’s most targeted sectors include information technology (29%) and business services (24%).

Broadridge Business Overview

Where is Broadridge headquartered?

Broadridge is headquartered in Lake Success, New York.

What is Broadridge’s revenue?

Broadridge disclosed revenue of 6,507M USD for 2024 and 6,061M USD for 2023.

How many employees does Broadridge have?

Broadridge has 14,600 employees.

What sector is Broadridge in?

Broadridge is an information technology company.

When was Broadridge founded?

Broadridge was founded in 1962.

M&A Summary

  • M&A Total Activity39
    • M&A Buy Activity39
  • Total Sectors Invested 7
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 12
  • M&A Advisors 4

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.6/yr) # 31 4 - - 3 1 39
vol $1.2B $2.4B $3.6B
Sell (0.0/yr) # - - - - - - 0
  39

Most Recent M&A

Company Date Value Type
ACOLIN Group 2025-07-03 - Add-on Acquisition
Zurich, Switzerland · www.acolin.com
CompSci Resources LLC 2024-07-01 - Add-on Acquisition
Alexandria, Virginia · www.compsciresources.com
AdvisorTarget LLC 2024-05-30 - Add-on Acquisition
Lake Success, New York · www.advisortarget.co
Kyndryl - Securities Industry Services (SIS) 2024-05-13 - Divestiture
, United States
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
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 11 (28%) 2.6B (72%) - -
Business Services 9 (23%) - - -
Software 8 (21%) 376M (11%) - -
Internet Software and Services 6 (15%) 20M (1%) - -
Financial Services 2 (5%) 201M (6%) - -
Information Services 2 (5%) 11M (< 1%) - -
Communications 1 (3%) 410M (11%) - -
Total 39 $3.6B - -

By Geo

State/Country Buy Value Sell Value
United States 29 854M - -
  New York 8 76M - -
  Massachusetts 5 97M - -
  Pennsylvania 3 - - -
  New Jersey 2 - - -
  California 2 60M - -
  Virginia 1 - - -
  Nebraska 1 - - -
  Missouri 1 410M - -
  Minnesota 1 - - -
  Illinois 1 11M - -
  Connecticut 1 - - -
  Colorado 1 201M - -
United Kingdom 6 - - -
Canada 1 300M - -
  Ontario 1 300M - -
Ireland 1 - - -
Sweden 1 2.4B - -
Switzerland 1 - - -
Domestic 29 (74%) 854M (24%) - -
Cross-border 10 (26%) 2.7B (76%) - -
Total 39 $3.6B - -

Top M&A Advisors

Financial Deals
RBC Capital Markets
1
Raymond James - Investment Banking
1
DC Advisory
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)
13%
5 (13%)
Strategic(s)
23%
9 (23%)

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