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DC Advisory advises Broadridge on its acquisition of AdvisorTarget

Background

  • Broadridge is a global FinTech leader with over $6 billion in revenue and a market capitalization of approximately $24 billion 
  • AdvisorTarget provides asset management and wealth management firms with data products to help power digital marketing, sales and engagement programs targeting financial advisors

Process

  • DC Advisory was exclusively engaged to advise Broadridge on the acquisition of AdvisorTarget
  • Throughout the course of the engagement, DC Advisory worked closely with the Broadridge transaction teams, as well as key members of management, to provide guidance on the transaction including the deal structure and valuation

Outcome

  • Broadridge acquired AdvisorTarget on May 30, 2024
  • Broadridge’s acquisition of AdvisorTarget aims to provide unique advisor insights to Broadridge’s existing data and analytics suite, enabling asset managers to better target advisors and drive their growth strategies
  • This engagement reflects the strength of DC Advisory’s deep sector expertise in Information Services

What to read next

Date
Sectors
  • Technology & Software
Deal locations
United States
Deal team
Vice-Chairman
Director
Actions
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Disclaimer

For more information, please see our transaction disclaimer

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