Bayshore Capital

Bayshore Capital in Broadridge’s USD$300 million acquisition of RPM Technologies

Client

Bayshore Capital

Value

USD$300 million

Service

Mergers and Acquisitions

Date Closed

May 2019

Lead Office

Toronto


On May 21, 2019, Broadridge Financial Solutions Inc. announced its USD$300 million acquisition of RPM Technologies, a Toronto-based provider of enterprise wealth management software solutions and services. This acquisition will enhance Broadridge’s wealth management product offering in Canada and supports their long-term strategy of building a strong North American Wealth business. The sellers include Bayshore Capital Inc., a Canadian real estate, financial services and technology private equity firm.

Broadridge Financial Solutions Inc. is a $4 billion global Fintech leader and a part of the S&P 500® Index that provides investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally.

RPM is a Canadian-based company that provides state-of-the-art, enterprise-class wealth management software solutions to leading Canadian banks and wealth management firms.

Osler advised Bayshore Capital Inc. with a team consisting of Rosalind Hunter, Doug Marshall and Lisa Pincus (Corporate) and Amanda Heale and Taylor Cao (Tax).


Team
Rosalind  Hunter
Key Contact

Rosalind Hunter

Partner, Corporate

Douglas  Marshall

Douglas Marshall

Partner, Corporate

Lisa Pincus

Lisa Pincus

Associate, Corporate

Amanda  Heale

Amanda Heale

Partner, Taxation

Taylor Cao

Taylor Cao

Associate, Tax