Tracked deals
7
7 tracked deals across 2019-2026.
New York, New York, United States
Broadridge Financial Solutions (NYSE: BR) is a global technology leader providing trusted expertise and transformative technology for the financial services industry—powering investing, corporate governance, and communications, and supporting daily trading and investor experiences.
Tracked deals
7
7 tracked deals across 2019-2026.
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
7 buyout
Last 3 years
Supporting Data
Broadridge Financial Solutions has entered into an agreement to acquire CQG, a provider of futures and options trading, execution management, and market connectivity. The deal is intended to combine CQG’s execution management, algorithmic trading, and analytics capabilities with Broadridge’s order management and client connectivity solutions to create an end-to-end trading suite for global futures and options markets.
Broadridge Financial Solutions has completed its acquisition of Acolin, a Zurich-based provider of cross-border fund distribution and regulatory services. The deal expands Broadridge's European distribution footprint and adds Acolin's fund passporting and compliance infrastructure to Broadridge's data-driven platforms for asset managers.
Broadridge Financial Solutions has acquired CompSci Resources, LLC, a provider of cloud-based SEC filing and XBRL tagging software. Broadridge will integrate CompSci's Transform platform into its regulatory filings and disclosure suite to enhance SEC disclosure preparation, XBRL tagging and EDGAR filing capabilities for public companies and funds.
Broadridge Financial Solutions acquired AdvisorTarget to integrate advisor behavioral intent data into its data and analytics suite, enhancing digital marketing and sales targeting for asset managers and wealth firms. The deal expands Broadridge’s capability to pair advisor intent with asset-holding insights to drive more precise distribution and engagement strategies.
Kyndryl announced it has acquired privately held Skytap to expand its hybrid cloud and workload migration capabilities, and separately entered a definitive agreement to sell its Securities Industry Services (SIS) business in Canada to Broadridge Financial Solutions. The moves are part of a portfolio optimization to deepen Kyndryl's mission-critical cloud offerings while divesting a noncore transaction-processing platform.
Broadridge Financial Solutions has agreed to acquire Fi360, a provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries. The acquisition expands Broadridge's wealth and retirement offerings by adding fiduciary and Reg BI capabilities, as well as Fi360's accreditation and training programs.
Broadridge Financial Solutions has acquired Shadow Financial Systems, a provider of multi-asset class post-trade solutions, adding capabilities across exchange-traded derivatives and cryptocurrency post-trade processing. The acquisition expands Broadridge's post-trade offering for exchanges, inter-dealer brokers and proprietary trading firms and brings Shadow's technology and expertise into Broadridge's global fintech platform.
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