Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc.

Overview
Date Founded

1962

Headquarters

1981 Marcus Avenue,Lake Success, NY 11042

Type of Company

Public

Employees (Worldwide)

11K

Industries

IT Consulting & Services
Other Business & Consulting Services
Investment Banking & Brokerage
Computer Software

Company Description

Broadridge Financial Solutions, Inc. engages in the provision of investor communications and technology solutions to banks, broker-dealers, mutual funds, and corporate issuers. It operates through the following segments: Investor Communication Solutions; and Global Technology and Operations. The Investor Communication Solutions segment offers services for broker-dealer investor communication, customer communication, corporate issuer, advisor solutions, and mutual fund and retirement solutions. The Global Technology and Operations segment includes middle and back-office securities processing solutions, automation services, and business process outsourcing services. The company was founded in 1962 and is headquartered in Lake Success, NY.

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Executives & Employees

General Manager & Business Owner

Director & Chief Executive Officer

Chief Executive Officer

President

Corporate Senior Vice President & Chief Financial Officer

Corporate Vice President, General Counsel

Corporate Vice President & Deputy General Counsel

Chief Marketing Officer

Chief Technology & Product Officer

Senior Vice President & Chief Information Officer

Board of Directors

Former Director & Chief Executive Officer at Broadridge Financial Solutions, Inc.

Chairman & Chief Executive Officer at SARR Group LLC

Former Vice President & General Counsel at Cummins, Inc.

Former Managing Director at Accenture Plc

Chief Executive Officer at Broadridge Financial Solutions, Inc.

Member-Northern California at International Women's Forum, Inc.

President at Amundi Pioneer Asset Management, Inc.

Former Executive Vice President, Oracle Cloud Platform at Oracle Corp.

Chief Executive Officer, Priceline.com at Booking Holdings, Inc.

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Broadridge Financial Solutions, Inc.
Owners & Shareholders
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JIM aims to provide long-term capital appreciation for its clients by focusing on equity portfolios that are derived from a select universe of companies that have produced a long-term record of consistently high returns on shareholder equity. The firm's proprietary conservative, growth investment approach employs fundamental, original research to uncover top tier companies available at a significant discount to their intrinsic value. They offer both a quality growth and quality value strategy derived from a singular investable universe of companies-The Jensen Quality Universe.

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Atlanta Capital offers investment advisory services in a variety of equity, fixed income and mixed-asset strategies. In-depth fundamental analysis is the primary basis for their investment decision making process. Atlanta Capital invests principally in traditional equity (common stocks and equivalents) and debt securities. The firm seeks to achieve above-average long-term risk adjusted returns through emphasis on high quality equity or debt instruments they believe have unrecognized value or investment potential. For equities, high quality is generally measured by a company's demonstrated history of consistent growth and stability in earnings. For debt instruments, high quality typically relates to the probability of repayment (credit risk) and the predictability of when principal repayment will occur (stability of cash flow). Atlanta Capital operates with three distinct investment teams, Growth Equity, Core Equity and Fixed Income, each leveraging a central investment philosophy.

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B&G's equity investment strategy focuses on high quality, dividend growth companies. They are long-term investors (which they define as 2 to 5 years) and therefore do not generally have high turnover of the investments in their portfolios. Their fixed income strategy is based on the same high-quality investment philosophy of their equity investment strategy. They believe that high quality companies generate consistent earnings growth, have very manageable debt levels, pay and grow dividends, and are leaders in their respective markets. B&G portfolio managers/analysts (their Investment Committee) screen equities based on these high quality, fundamental characteristics. They use market conditions and the valuation of the equities to determine which companies best fit their investment philosophy.

Recent Transactions
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Broadridge Financial Solutions, Inc. purchases FundsLibrary Ltd. from Hargreaves Lansdown Plc

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Broadridge Financial Solutions, Inc. purchases Clearstructure Financial Technology LLC from Atlantic Capital Holdings LLC

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Broadridge Financial Solutions, Inc. purchases Fi360, Inc. from Bluff Point Associates Corp.

Transaction Clients
Escrow Agent

Advised on National Storage Affiliates Trust issued USD Common Stock

Escrow Agent

Advised on GMS, Inc. issued USD Common Stock

Escrow Agent

Advised on Kite Realty Group Trust issued USD Common Stock

Insider Transactions
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Transaction Advisors
Legal Advisor

Advised onBroadridge Financial Solutions, Inc., Broadridge Investor Communication Solutions, Inc. purchase Matrix Financial Solutions, Inc. from Bluff Point Associates Corp.

Legal Advisor

Advised onBroadridge Financial Solutions, Inc. purchases Clearstructure Financial Technology LLC from Atlantic Capital Holdings LLC

Legal Advisor

Advised onBroadridge Financial Solutions, Inc. purchases Message Automation Ltd.

Legal Advisor

Advised onBroadridge Financial Solutions, Inc., Broadridge Investor Communication Solutions, Inc. purchase Matrix Financial Solutions, Inc. from Bluff Point Associates Corp.

Professional

Advised onBroadridge Financial Solutions, Inc. purchases NewRiver, Inc.

Legal Advisor

Advised onBroadridge Financial Solutions, Inc., Broadridge Investor Communication Solutions, Inc. purchase Matrix Financial Solutions, Inc. from Bluff Point Associates Corp.

Advisors & Consultants
Advisor

Managing Director & Head of Global Services Group, Investment Banking at Morgan Stanley

Legal Advisor

Partner at Covington & Burling LLP

Legal Advisor

Shareholder at Greenberg Traurig LLP

Clients

UBS Group AG is a holding company, which engages in the provision of financial management solutions. It operates through the following segments: Global Wealth Management;; Personal and Corporate Banking; Asset Management; Investment Bank, and Corporate Center. The Global Wealth Management segment advises and offers financial services to wealthy private clients except those served by Wealth Management Americas which include banking and lending, wealth planning, and investment management. The Personal and Corporate segment offers financial products and services to private, corporate, and institutional clients in Switzerland. The Asset Management segment consists of investment management products and services; platform solutions and advisory support to institutions; wholesale intermediaries, and wealth management clients. The Investment Bank segment comprises investment advice, financial solutions, and capital markets access among corporate, institutional, and wealth management clients. The Corporate Center segment is involved in the services, group asset and liability management and non-core and legacy portfolio. The company was founded on June 29, 1998 and is headquartered in Zurich, Switzerland.

Key Stats and Financials As of 2019
Market Capitalization
$13.3B
Total Enterprise Value
$16.4B
Earnings Per Share
$4.06
Five Year Compounded Annual Growth Rate Of Revenue
10.71%
Three Year Compounded Annual Growth Rate Of Revenue
12.92%
EBITDA
$810M
EBITDAMargin
19.02%
Enterprise Value EBITDAOperating
20.19x
Net Profit
$482M
Revenue
$4.26B
Total Debt
$1.47B
Total Equity
$1.13B
Debt TEV
0.09x
TEVNet Income
33.95x
Enterprise Value Sales
3.84x
Non-Profit Donations & Grants
$5,000 - $10K
2018
Investments
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Unqork, Inc. develops software application solutions. It serves the insurance, financial services, government, and education sectors. The company was founded by Gary Hoberman in 2017 and is headquartered in New York, NY.

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Digital Asset Holdings LLC develops and builds ledger technology solutions. It offers technology for various use cases in the areas of corporate syndicated loan, the U.S. treasury repo, private stock, foreign exchange, payment, public stock, derivative, transaction reporting, factoring, bond, and digital currency aspects. The company was founded by Sunil Gordhan Hirani and Donald Ray Wilson, Jr. in 2014 and is headquartered in New York, NY.

Suppliers
International Business Machines Corporation Appliances & Electronics | Armonk, NY

The International Business Machines Corporation (IBM) is an American multinational technology and consulting corporation, with headquarters in Armonk, New York, United States. IBM manufactures and markets computer hardware and software, and offers infrastructure, hosting and consulting services in areas ranging from mainframe computers to nanotechnology.

Government of the United States of America Holding Companies | Washington, DC

The Government of the United States of America is the federal government of the republic of fifty states that constitute the United States, as well as one capital district, and several other territories. The federal government is composed of three distinct branches: legislative, executive and judicial, whose powers are vested by the U.S. Constitution in the Congress, the President, and the federal courts, including the Supreme Court, respectively.

Datawatch Corp. IT Consulting & Services | Chelmsford, Massachusetts

Datawatch Corp. engages in the provision of self-service data preparation and visual data discovery software. Its services include educational services for customers and partners implementing and learning about the platform; maintenance and support; and professional services to provide in-depth technical assistance for software implementations. The company was founded in 1985 and is headquartered in Bedford, MA.

Awards & Honors
Rank #792
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
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