Broadridge Financial Acquires Summit Financial Disclosure

Broadridge Financial Solutions, Inc. has acquired Summit Financial Disclosure, LLC, a full-service financial document management solutions provider. Summit’s document composition and regulatory filing services will be integrated with Broadridge’s proxy voting and shareholder communications services to create an end-to-end solution that spans the corporate disclosure lifecycle from private funding, through capital markets transactions and ongoing communications to regulators and shareholders. Broadridge has a 30-year history of providing corporate issuer solutions including proxy voting, transfer agency, data, print, omni-channel delivery and annual meeting services. Summit was founded in 2013, and acquired EDGARfilings from Thomson Reuters in 2014. Summit’s transactional capabilities support clients in the preparation, filing and dissemination of offering documents and related materials for capital markets transactions and merger and acquisition transactions. Summit’s compliance offerings include SEC EDGAR preparation and filing for ongoing regulatory and shareholder communications. Solutions are offered as a managed service, self-service software or hybrid approach.