Donnelley Financial Solutions (DFIN) is a financial compliance company based in

Chicago (''City in a Garden''); I Will , image_map = , map_caption = Interactive Map of Chicago , coordinates = , coordinates_footnotes = , subdivision_type = List of sovereign states, Count ...

, Illinois, United States. The company provides

software as a service Software as a service (SaaS ) is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. SaaS is also known as "on-demand software" and Web-based/Web-hosted software. SaaS is co ...

(SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets. The company estimated 84% of 2018 revenue coming from the United States, 6% from Europe, 6% from Asia, 3% from Canada, and 1% from the rest of the world. , the company had a market capitalization of $512M.

History

Donnelley Financial Solutions (DFIN) was spun off from R.R. Donnelley & Sons in October 2016. In December 2018, DFIN acquired eBrevia, a provider of artificial intelligence-based data extraction and contract analytics software. In December 2021, DFIN acquired Guardum, a provider of data security and privacy software which has been integrated into its Venue virtual data room.

Business Segments

Global Capital Markets (GCM)

DFIN's Global Capital Markets business provides software and services to corporate and financial services clients. The company's ActiveDisclosure product is used by corporate clients to create and manage SEC filings, either on an ongoing basis or in preparation for an IPO. The Venue product provides virtual dataroom services to facilitate information sharing in M&A transactions, while the eBrevia product line (acquired in December 2018) provides AI-based contract analysis. The company also owns EDGAR Online, which provides the investment community online access to the data within SEC filings. The GCM segment made up 65% of DFIN's 2018 revenue.

Global Investment Markets (GIM)

DFIN's Global Investment Markets (GIM) business provides software and services to investment management businesses, including United States based

mutual fund A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICA ...

hedge A hedge or hedgerow is a line of closely spaced shrubs and sometimes trees, planted and trained to form a barrier or to mark the boundary of an area, such as between neighbouring properties. Hedges that are used to separate a road from adjoi ...

and alternative investment funds, insurance companies and overseas investment structures for collective investments. The company also provides products to third-party service providers and custodians who support investment managers, and sells products and distribution services to broker networks and financial advisors. The company's products include FundSuiteArc, a cloud-based platform for assembling and managing information required by regulators, and Mediant, a software suite that allows brokers and financial advisors to monitor and manage shareholder communications. The GIM segment made up 35% of the company's 2018 revenue.

References

External links

* {{DEFAULTSORT:Donnelley Financial Solutions

Donnelley Financial Solutions Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related ...

2016 establishments in Illinois Companies based in Chicago Companies listed on the New York Stock Exchange Software companies established in 2016 Business services companies of the United States Corporate spin-offs