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)

12K

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

President

Corporate Vice President & Chief Financial Officer

Interim Chief Financial Officer

Corporate Vice President, General Counsel

Corporate Vice President, Deputy General Counsel &, Chief Governance Officer & Chief Compliance Officer

Chief Marketing Officer

Chief Technology & Product Officer

Chief Information Officer

Board of Directors

Chairman & Chief Executive Officer at SARR Group LLC

Former Vice President & General Counsel at Cummins, Inc.

Former Managing Director at Accenture Plc

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

President at Amundi Pioneer Asset Management, Inc.

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

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

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Broadridge Financial Solutions, Inc.
Owners & Shareholders
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JCM seeks to add value versus benchmarks by actively pursuing alpha generation through their own intensive fundamental research for their fundamental investment strategies. They look for companies possessing the firm’s key investment criteria through proprietary research that emphasizes contact with a company’s management team, competitors, suppliers and consumers, as well as in-depth and ongoing financial modeling. Holdings are generally selected one at a time with all other factors (industry, sector, country and cash allocations) being a residual of the investment process. JCM favors businesses that their research reveals have sustainable, above-average earnings growth potential and outstanding free cash flow generation, recurring revenue, profit margins and return on invested capital for their equity strategies. To build a mosaic of information in an effort to identify macro trends and inform allocations across fixed income sectors, the firm uses fundamental credit research.

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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 bottom-up fundamental analysis is the primary basis for their investment decision making process. The firm seeks to achieve above-average long-term risk adjusted returns through emphasis on high quality equity or debt instruments judged by Atlanta Capital to 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).

Recent Transactions
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National Storage Affiliates Trust issued USD Common Shares

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American Well Corp. issued USD Common Stock

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BioLife Solutions Inc. issued USD Common Stock

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

FactSet Research Systems Inc. (the \"Company\" or \"FactSet\") is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. Since inception, global financial professionals have utilized the Company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the Company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. The Company primarily delivers insight and information through the workflow solutions of Research, Analytics and Trading, Content and Technology Solutions (\"CTS\") and Wealth. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The Company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (\"APIs\"). The Company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.

Mitsubishi UFJ Financial Group, Inc. operates as a holding company, which provides financial services through its subsidiaries. It operates through the following segments: Integrated Retail Banking Business Group, Integrated Corporate Banking Business Group, Integrated Trust Assets Business Group, Integrated Global Business Group, Global Markets and Others. The Integrated Retail Banking Business Group segment manages domestic business that provides retail banking services, which includes commercial and trust banking; securities trading; and retail product development, promotions, and marketing. The Integrated Corporate Banking Business Group segment covers all domestic corporate businesses, including commercial banking, investment banking, trust banking, and securities businesses. The Integrated Trust Assets Business Group segment provides asset management and administration services for pension and security trusts, in addition to consultation services for pension management schemes and payouts. The Integrated Global Business Group segment covers businesses outside of Japan. The Global Markets segment offers assets and liability management, strategic investment, foreign exchange operations and financial products. The Others segment operates corporate centers of related companies. The company was founded on April 2, 2001 and is headquartered in Tokyo, Japan.

Verlagsgruppe Georg von Holtzbrinck GmbH operates as an investment holding company with interests in publishing books, newspapers, periodicals and online media. Its customers include authors, researchers, academics, educators, librarians, and readers. The company was founded in 1971 and is headquartered in Stuttgart, Germany.

Key Stats and Financials As of 2020
Market Capitalization
$17.1B
Total Enterprise Value
$16.4B
Earnings Per Share
$3.95
Revenue
$4.67B
Net Profit
$462M
EBITDA
$1.1B
EBITDAMargin
23.65%
Total Debt
$2.11B
Total Equity
$1.35B
Enterprise Value / Sales
3.51x
Enterprise Value EBITDAOperating
14.57x
TEVNet Income
35.46x
Debt TEV
0.13x
Three Year Compounded Annual Growth Rate Of Revenue
3.37%
Five Year Compounded Annual Growth Rate Of Revenue
10.71%
Non-Profit Donations & Grants
$50K - $100K
2020
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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