Broadridge Financial Solutions, Inc. · NYSE:BR

Broadridge Financial Solutions — Merger or Acquisition (March 2021)

14 slides from Broadridge Financial Solutions's merger presentation, Mar 29, 2021

  1. Slide 1: Broadridge: A Global Fintech Leader - Investor Conference Call

    Broadridge: A Global Fintech Leader INVESTOR CONFERENCE CALL Growing our Global Capital Markets Franchise with the Acquisition of Itiviti Lette eames SE Se Ate March 29, 2021 P ae <a eee A ele) oirezel el ekenieis/ enenonens be Fos 2 ae a. pee Zag Bo Ae _. 7 Broadridge’

  2. Slide 2: Forward-Looking Statements and Non-GAAP Measures

    Forward-Looking Statements and Non-GAAP Measures This presentation and other written or oral statements made from time to time by representatives of Broadridge may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not

  3. Slide 3: Headlines

    Headlines Broadridge acquires Itiviti for €2.1 billion (approximately $2.5 billion), enhancing its position as a global Fintech leader ITIVITI Broadridge’ Ready for Next Significantly strengthens Capital Markets Franchise, with a highly complementary product suite extending our reach into the front

  4. Slide 4: Transaction overview

    : | Transaction overview i Financial Details Financing and Balance Sheet Conditions / Timing Purchase price = €2.143 billion ($2.5 billion) $250 million recurring revenue business model High single digit revenue growth, accretive to organic recurring revenue growth, margins and Adjusted EPS Double-d

  5. Slide 5: Itiviti is a leading global provider of capital markets trading technology

    Itiviti is a leading global provider of capital markets trading technology COMPANY PROFILE State-of-the-art OEMS platform for equities, fixed income and ETDs Order routing network / FIX connectivity End-to-end execution across agency and principal trading Supports high/low touch OEMS, portfolio trad

  6. Slide 6: Itiviti positions Broadridge as a global leader across the trade life cycle

    Itiviti positions Broadridge as a global leader across the trade life cycle Front Office OEMS Connectivity, Network A modular, multi-asset offering that facilitates access to market liquidity, enables more effective market making, efficient post-trade processing, and a common front-to-back data arch

  7. Slide 7: Extends Broadridge's global scale and reach

    ; Extends Broadridge’s global scale and reach AD, e | ize 23 Wey 4 GREATER REACH ENHANCES ABILITY TO cl ee SERVE GLOBAL CLIENTS SIGNIFICANT CROSS-SELLING OPPORTUNITIES ¢ Significantly expands our international * Itiviti’s blue chip client base includes 24 size and reach of the 25 top global investme

  8. Slide 8: Itiviti is expected to be accretive to top and bottom-line growth

    Itiviti is expected to be accretive to Broadridge’s top and bottom-line growth and generate a double-digit IRR... jsonsece | MT] cme | ornes Seeing stan 65% 100% > +200 bps Organic Recurring 5-7% 8-10% > +20 bps . Revenue Growth2 Adjusted Operating 18% +30% > +50 bps g Income Margin? ad Broadridge F

  9. Slide 9: Broadridge well positioned to deliver at the higher end of Investor Day objectives

    : ... Giving us confidence that Broadridge is well positioned : to deliver at the higher end of our Investor Day objectives FY20 — FY23 FY20 - FY23 Growth Itiviti Objectives Impact Organic Recurring 5-7% Modestly - ‘0 _79 Revenue Growth CAGR Positive hid Well positioned Recurring Reverie 7-9% 2.5-3

  10. Slide 10: Broadridge’ Ready for Next | © 2024

    Broadridge’ Ready for Next CONFIDENTIAL | © 2024

  11. Slide 11: Explanation of the Company's Use of Non-GAAP Financial Measures

    Explanation of the Company’s Use of Non-GAAP Financial Measures This presentation includes certain Non-GAAP financial measures including Adjusted earnings per share, Adjusted Operating Income and Adjusted Operating Income Margin. These Non-GAAP financial measures are not calculated in accordance wit

  12. Slide 12: Reconciliation of GAAP to Non-GAAP Measures - Operating Income

    (Unaudited) Dollars in millions Operating income (GAAP) Adjustments: Amortization of Acquired Intangibles and Purchased Intellectual Property Acquisition and Integration Costs IBM Private Cloud Charges Covid-19 Related Expenses Adjusted Operating income (Non-GAAP) Operating income margin (GAAP) Adju

  13. Slide 13: Reconciliation of GAAP to Non-GAAP Measures - EPS

    Reconciliation of GAAP to Non-GAAP Measures (Unaudited) Dollars in millions, except per share amounts Diluted earning per share (GAAP) Adjustments: Amortization of Acquired Intangibles and Purchased Intellectual Property Acquisition and Integration Costs IBM Private Cloud Charges Covid-19 Related Ex

  14. Slide 14: W. Edings Thibault

    W. Edings Thibault Tel: 516-472-5129 Email: Edings.Thibault@Broadridge.com Broadridge’ Ready for Next CONFIDENTIAL! ©2021 13

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