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Corporation
FINANCE | Asset/Financial Management
broadridge.com

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Investments

9

Portfolio Exits

1

Partners & Customers

10

About Broadridge Financial Solutions

Broadridge Financial Solutions (NYSE: BR) is a provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds, and corporate issuers globally. Broadridge's investor communications, securities processing, and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities.

Broadridge Financial Solutions Headquarter Location

5 Dakota Drive Suite 300

New Hyde Park, New York, 11042,

United States

+1 800 353 0103

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Research containing Broadridge Financial Solutions

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CB Insights Intelligence Analysts have mentioned Broadridge Financial Solutions in 1 CB Insights research brief, most recently on Aug 13, 2021.

Latest Broadridge Financial Solutions News

Diana Shipping Inc. Announces Results of 2022 Annual Meeting of Shareholders

May 19, 2022

Athens, GREECE ATHENS, Greece, May 19, 2022 (GLOBE NEWSWIRE) -- Diana Shipping Inc. (NYSE:DSX), (the “Company”), a global shipping company specializing in the ownership and bareboat charter-in of dry bulk vessels, today announced that the Company’s Annual Meeting of Shareholders (the “Meeting”) was duly held on May 18, 2022, in a virtual format only via the Internet. Broadridge Financial Solutions, Inc. acted as inspector of the Meeting. At the Meeting, each of the following proposals, which are set forth in more detail in the Notice of Annual Meeting of Shareholders and the Company’s Proxy Statement sent to shareholders on or around April 7, 2022, was approved and adopted: (1)  The election of Konstantinos Psaltis, Kyriacos Riris and Simon Morecroft as Class II Directors of the Company, to serve until the Company’s 2025 Annual Meeting of Shareholders; and (2)  The appointment of Ernst & Young (Hellas) Certified Auditors Accountants S.A. as the Company’s independent auditors for the fiscal year ending December 31, 2022. About the Company Diana Shipping Inc. is a global provider of shipping transportation services through its ownership and bareboat charter-in of dry bulk vessels. The Company’s vessels are employed primarily on short to medium-term time charters and transport a range of dry bulk cargoes, including such commodities as iron ore, coal, grain and other materials along worldwide shipping routes. Cautionary Statement Regarding Forward-Looking Statements Matters discussed in this press release may constitute forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides safe harbor protections for forward-looking statements in order to encourage companies to provide prospective information about their business. Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements, which are other than statements of historical facts. The Company desires to take advantage of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and is including this cautionary statement in connection with this safe harbor legislation. The words “believe,” “anticipate,” “intends,” “estimate,” “forecast,” “project,” “plan,” “potential,” “may,” “should,” “expect,” “pending” and similar expressions identify forward-looking statements. The forward-looking statements in this press release are based upon various assumptions, many of which are based, in turn, upon further assumptions, including without limitation, Company management’s examination of historical operating trends, data contained in the Company’s records and other data available from third parties. Although the Company believes that these assumptions were reasonable when made, because these assumptions are inherently subject to significant uncertainties and contingencies that are difficult or impossible to predict and are beyond the Company’s control, the Company cannot assure you that it will achieve or accomplish these expectations, beliefs or projections. In addition to these important factors, other important factors that, in the Company’s view, could cause actual results to differ materially from those discussed in the forward-looking statements include the severity, magnitude and duration of the COVID-19 pandemic, including impacts of the pandemic and of businesses’ and governments’ responses to the pandemic on our operations, personnel, and on the demand for seaborne transportation of bulk products; the strength of world economies and currencies, general market conditions, including fluctuations in charter rates and vessel values, changes in demand for dry bulk shipping capacity, changes in the Company’s operating expenses, including bunker prices, drydocking and insurance costs, the market for the Company’s vessels, availability of financing and refinancing, changes in governmental rules and regulations or actions taken by regulatory authorities, potential liability from pending or future litigation, general domestic and international political conditions, including risks associated with the continuing conflict between Russia and Ukraine and related sanctions, potential disruption of shipping routes due to accidents or political events, vessel breakdowns and instances of off-hires and other factors. Please see the Company’s filings with the U.S. Securities and Exchange Commission for a more complete discussion of these and other risks and uncertainties. The Company undertakes no obligation to revise or update any forward-looking statement, or to make any other forward-looking statements, whether as a result of new information, future events or otherwise. Contact Data Corporate Contact:Ioannis ZafirakisDirector, Chief Financial Officer,Chief Strategy Officer, Treasurer and SecretaryTelephone: + 30-210-9470-100Email:Website: www.dianashippinginc.comTwitter: @DianashipInvestor and Media Relations:Edward NebbComm-Counsellors, LLCTelephone: + 1-203-972-8350Email:

Broadridge Financial Solutions Investments

9 Investments

Broadridge Financial Solutions has made 9 investments. Their latest investment was in Tifin as part of their Series D on May 5, 2022.

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Broadridge Financial Solutions Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/12/2022

Series D

Tifin

$109M

No

3

10/28/2021

Series C

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$99M

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10

4/19/2021

Series B

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$99M

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10

11/3/2020

Corporate Minority - II

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10

10/6/2020

Series C

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$99M

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10

Date

5/12/2022

10/28/2021

4/19/2021

11/3/2020

10/6/2020

Round

Series D

Series C

Series B

Corporate Minority - II

Series C

Company

Tifin

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Amount

$109M

$99M

$99M

$99M

New?

No

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Co-Investors

Sources

3

10

10

10

10

Broadridge Financial Solutions Portfolio Exits

1 Portfolio Exit

Broadridge Financial Solutions has 1 portfolio exit. Their latest portfolio exit was TwoFour Consulting on October 02, 2017.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

10/2/2017

Acquired - II

1

Date

10/2/2017

Exit

Acquired - II

Companies

Valuation

Acquirer

Sources

1

Broadridge Financial Solutions Acquisitions

37 Acquisitions

Broadridge Financial Solutions acquired 37 companies. Their latest acquisition was Alpha Omega Financial Systems on August 02, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

8/2/2021

Other

$99M

$2.5M

Acquired

2

7/2/2021

$99M

Acquired Unit

3

6/9/2021

$99M

Acquired

8

3/29/2021

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$99M

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10

1/21/2020

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$99M

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10

Date

8/2/2021

7/2/2021

6/9/2021

3/29/2021

1/21/2020

Investment Stage

Other

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$2.5M

Note

Acquired

Acquired Unit

Acquired

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Sources

2

3

8

10

10

Broadridge Financial Solutions Partners & Customers

10 Partners and customers

Broadridge Financial Solutions has 10 strategic partners and customers. Broadridge Financial Solutions recently partnered with fair place finance on March 3, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

3/3/2022

Client

07:45 ET Fair Place Finance Selects Broadridge's Blockchain-based SRD II Disclosure Solution

`` With Broadridge Financial Solutions , Inc. as our trusted go-to partner , we have been able to leverage their unique depth of expertise and get ahead of the SRD II regulation 's mandatory disclosure requirements , safe in the knowledge that we are in line with Europe 's data protection legislation . ''

1

7/29/2021

Client

Canada

RBC Wealth Selects Broadridge Platform: Tech Roundup

Meanwhile , a series of application programming interface integrations between the two platforms will enable advisors the ability to prefill Pershing 's client onboarding tool with information from Advyzon 's CRM ; view NetX360 account documents within the Advyzon client portal ; and view NetX360 client holdings , balances and real-time alerts within the Advyzon advisor dashboard .

1

7/19/2021

Vendor

United States

Broadridge Financial Solutions Collaborates with OpenFin

Broadridge Financial Solutions , a leading financial technology provider , today announced that the company has partnered with OpenFin , the operating system for enterprise productivity .

1

7/7/2021

Licensor

United States

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10

7/6/2021

Client

China

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10

Date

3/3/2022

7/29/2021

7/19/2021

7/7/2021

7/6/2021

Type

Client

Client

Vendor

Licensor

Client

Business Partner

Country

Canada

United States

United States

China

News Snippet

07:45 ET Fair Place Finance Selects Broadridge's Blockchain-based SRD II Disclosure Solution

`` With Broadridge Financial Solutions , Inc. as our trusted go-to partner , we have been able to leverage their unique depth of expertise and get ahead of the SRD II regulation 's mandatory disclosure requirements , safe in the knowledge that we are in line with Europe 's data protection legislation . ''

RBC Wealth Selects Broadridge Platform: Tech Roundup

Meanwhile , a series of application programming interface integrations between the two platforms will enable advisors the ability to prefill Pershing 's client onboarding tool with information from Advyzon 's CRM ; view NetX360 account documents within the Advyzon client portal ; and view NetX360 client holdings , balances and real-time alerts within the Advyzon advisor dashboard .

Broadridge Financial Solutions Collaborates with OpenFin

Broadridge Financial Solutions , a leading financial technology provider , today announced that the company has partnered with OpenFin , the operating system for enterprise productivity .

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Sources

1

1

1

10

10

Broadridge Financial Solutions Team

16 Team Members

Broadridge Financial Solutions has 16 team members, including current Senior Vice President, Betsy L Stephens.

Name

Work History

Title

Status

Betsy L Stephens

H&R Block, and Sprint

Senior Vice President

Current

Richard Tejme

Chief Executive Officer

Former

Eric Bernstein

President

Former

Chris John

President

Former

Thomas Burns

Chief Financial Officer

Former

Name

Betsy L Stephens

Richard Tejme

Eric Bernstein

Chris John

Thomas Burns

Work History

H&R Block, and Sprint

Title

Senior Vice President

Chief Executive Officer

President

President

Chief Financial Officer

Status

Current

Former

Former

Former

Former

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