Itiviti Holding AB
2021
$2.5B
Outcome
Extended Broadridge from post-trade clearing into front-office trading, establishing global presence across Europe and Asia.
Broadridge Financial Solutions
Financial Technology & Investor Communications InfrastructureFounded 2007- HQ today: Lake Success, New York, USA
Reviewed by Swet Parvadiya
Company data updated: November 2026
Acquisitions
Broadridge Acquisitions
3
Major Deals Covered
$3.0B
Disclosed Deal Value
What are Broadridge's biggest acquisitions?
Broadridge's largest disclosed acquisition here is DST Customer Communications for $410 in 2016. This page covers 3 major deals from 2016 to 2021, each with its price where disclosed and the reason behind it.
- Major deals covered
- 3
- Largest deal
- DST Customer Communications ($410)
- First deal
- 2016
- Most recent
- 2021
| Company | Year | Price | Purpose |
|---|---|---|---|
| Itiviti Holding AB | 2021 | $2.5B | — |
| DST Customer Communications | 2016 | $410.0M | — |
| AdvisorStream | 2021 | $65.0M | — |
- What companies has Broadridge bought?
- Major acquisitions by Broadridge documented here include DST Customer Communications (2016), AdvisorStream (2021) and Itiviti Holding AB (2021).
- What is Broadridge's most recent acquisition?
- The most recent Broadridge acquisition documented here is Itiviti Holding AB, in 2021, for $2.5.
AdvisorStream
2021
$65M
Outcome
Integrated content marketing tools into Broadridge's Wealth Management platform to enhance advisor client retention.
DST Customer Communications
2016
$410M
Outcome
Enhanced economies of scale in print and digital regulatory document delivery across thousands of mutual fund families.
Broadridge Financial Solutions's Growth & Acquisition Strategy
The company's strategy focuses on expanding digital investor communication adoption, scaling its multi-asset post-trade platform across international tier-one banks, advancing blockchain-based repo settlement technology, and pursuing tuck-in acquisitions that enhance wealth management workflow tools.
How Broadridge Financial Solutions Makes Money
Broadridge operates a recurring fee and transaction-processing business model across two primary segments: Investor Communication Solutions (ICS) and Global Technology and Operations (GTO). In Investor Communications, Broadridge is paid by public corporations and mutual fund families to distribute regulatory shareholder communications, proxy ballots, annual reports, and tax statements to beneficial shareholders, charging regulated processing fees and event-driven distribution fees. In Global Technology and Operations, Broadridge licenses enterprise SaaS platforms and clearing technology to broker-dealers and capital markets firms, charging recurring software subscriptions and per-trade clearing fees to process fixed income, equity, and foreign exchange trades, delivering gross margins above 40%.
Broadridge Acquisitions FAQ
Does Broadridge Financial Solutions acquire other companies?
Yes, Broadridge Financial Solutions executes targeted acquisitions to integrate complementary technologies, expand intellectual property, and enter new market verticals.
What is Broadridge Financial Solutions's acquisition strategy?
Broadridge Financial Solutions focuses on bolt-on acquisitions that can be rapidly integrated into its core technology architecture and commercial distribution channels.
How does Broadridge Financial Solutions fund its acquisitions?
Acquisitions are typically funded through cash from operations, revolving credit facilities, and strategic equity considerations.
What was one of Broadridge Financial Solutions's notable acquisitions?
Broadridge Financial Solutions has acquired specialized technology assets that enhance its core platform capabilities and expand its addressable customer base.
How does Broadridge Financial Solutions handle post-merger integration?
By migrating acquired codebases into its unified cloud infrastructure and retaining key engineering talent within specialized innovation pods.
Are acquisitions a primary or secondary growth driver?
Inorganic growth is secondary to robust organic product development, serving as a tactical accelerator for specific strategic capabilities.
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Explore Broadridge
Core profile pages, founders and related research hubs for this company.