On June 10, 2019 Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, acquired, through one of its Canadian subsidiaries, RPM Technologies, a leading Canadian provider of enterprise wealth management software solutions and services for approximately US$300 million. RPM’s technology platforms today support over 15 million customer accounts. Building on Broadridge’s strong Canadian Wealth Management business, the acquisition will bring important new capabilities and next-generation technology to both RPM’s and Broadridge’s clients.
Fasken represented the management shareholders of RPM with a team including Scott Conover, Adam Cepler (M&A/Corporate), Andrea Menzies, Kelly Rowan, William J. Bies, Kathryn Walker (Tax) and Alix Herber (Employment)