Broadridge Financial Solutions, Inc.
Broadridge Financial Solutions Enters into New Term Credit Agreement
Summary
On August 21, 2025, Broadridge Financial Solutions, Inc. entered into a term credit agreement with JPMorgan Chase Bank, N.A., as Administrative Agent. The agreement provides for term loan commitments in an aggregate principal amount of $750 million. The loan will be used to repay existing debt and for general corporate purposes. The agreement includes customary covenants and conditions for default, with the loan maturing on the third anniversary of the closing date.
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About Broadridge Financial Solutions, Inc.
Broadridge Financial Solutions, Inc. is a leading provider of technology-driven solutions for the global financial industry. It specializes in investor communications, technology outsourcing, and data and analytics solutions for capital markets, wealth management, and asset management sectors. By delivering integrated solutions, Broadridge helps financial institutions manage the complexity of escalating regulatory requirements and evolving market demands. The company's offerings enable transparent and secure interactions with investors and shareholders through proxy voting and shareholder communications services. Broadridge’s technology platforms are crucial for streamlining operations, enhancing efficiency, and improving compliance management. By supporting back-office operations and providing end-to-end management of trade processing and settlement, Broadridge plays a pivotal role in ensuring the smooth functioning of financial transactions globally. Its services are utilized by banks, brokerage firms, and investment managers, reflecting its significant impact on the financial markets' infrastructure.
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