Donnelley Financial Solutions

#5466

Rank

$1.39B

Marketcap

United States

Country

Leadership team

Mr. Daniel N. Leib (Pres, CEO & Director)

Mr. David A. Gardella (Exec. VP & CFO)

Ms. Jennifer B. Reiners (Exec. VP, Chief Compliance Officer, Gen. Counsel & Sec.)

Products/ Services

Cyber Security, Finance, Software

Number of Employees

1,000 - 20,000

Headquarters

Chicago, Illinois, United States

Established

1983

Company Registration

SEC CIK number: 0001669811

Net Income

100M - 500M

Revenue

500M - 1B

Traded as

DFIN

Social Media

URL

https://www.dfinsolutions.com

Overview

Location

Recognition and Award

References

Summary

Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets ? Software Solutions (CM-SS), Capital Markets ? Compliance and Communications Management (CM-CCM), Investment Companies ? Software Solutions (IC-SS), and Investment Companies ? Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue, ActiveDisclosure, eBrevia, and other solutions to public and private companies to manage public and private transaction processes, extract data, and analyze contracts; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions and services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators. The IC-CCM segment offers clients with tech-enabled solutions for creating and filing regulatory communications and solutions for investor communications, as well as XBRL-formatted filings pursuant to the Investment Act, through the SEC EDGAR system. This segment also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, shareholder meeting review, and expert support. Donnelley Financial Solutions, Inc. was founded in 1983 and is headquartered in Chicago, Illinois.

History

Donnelley Financial Solutions 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.

Mission

To empower the investment community to make informed decisions by providing integrated financial intelligence solutions.

Vision

To be the trusted global leader in integrated financial intelligence solutions.

Key Team

Mr. Craig D. Clay (Pres of Global Capital Markets)

Mr. Eric J. Johnson (Pres of Global Investment Companies)

Ms. Kami S. Turner (Sr. VP, Chief Accounting Officer & Controller)

Mr. Eric W. Foster (Chief Information Officer)

Mr. Jons Besch (Chief Operations & Production Officer)

Mr. Michael Zhao (Head of Investor Relations)

Karen Clanton (VP of Corp. Communications)

Recognition and Awards

Donnelley Financial Solutions has received awards from both industry organizations and clients for its services, such as Best Compliance and Risk Solutions for Corporate Issuers and Best Investor Relations Solutions.