Advised FundAssist, a leading regulatory reporting and marketing solutions provider to fund managers, on its sale to Broadridge 
- FundAssist is a leading provider of regulatory, marketing and sales solutions to the global investments industry
- Headquartered in Dublin, FundAssist serves a blue-chip customer base across Europe utilising the same technology platform for all products and services
- Broadridge is a provider of investor communications and technology-driven solutions for the financial services industry worldwide
- Distributes proxy materials to investors in equity securities and mutual funds, as well as facilities related to vote processing services
- The company has 10,000+ employees, was founded in 1962 and is based in Lake Success, New York
- FundAssist will complement Broadridge’s governance and communications business by bringing a complete suite of capabilities in data management, analytics and digitised regulatory disclosures for global fund managers distributing in Europe
- FundAssist has unique competitive positioning across the buy side value chain, benefiting from growth as a result of MIFID II, with a track record of increasing wallet share of existing customers
- Arma worked closely with management to ensure a robust business model was in place, including highlighting strength of operational KPIs
- Arma developed a credible equity story alongside management, with messaging specifically tailored for the focused group of strategic parties included in the process
- Arma helped FundAssist navigate discussions with strategics and worked closely with management in negotiating directly with Broadridge