Donnelley Financial Solutions, Inc.

Donnelley Financial Solutions, Inc. (DFS) is a risk and compliance solutions company established in 1983 and headquartered in Chicago, Illinois. DFS provides services to public and private companies, investment companies, financial institutions and other organizations across the United States and in some international locations. It 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 software-driven solutions for a variety of public and private transaction processes, such as Venue, ActiveDisclosure, eBrevia, and others. These solutions enable companies to extract data, analyze contracts, collaborate, and tag and validate certain SEC documents. The CM-CCM segment offers tech-enabled services which aid companies in meeting SEC compliance requirements. This segment also provides print and distribution solutions for deal solutions.

The IC-SS segment provides clients with the Arc Suite platform, which is a comprehensive suite of cloud-based solutions and services. It enables clients to store and manage compliance and regulatory information in a self-service and central repository. Likewise, it also enables them to access, assemble, edit, translate, render, and submit documents to regulators as needed. The IC-CCM segment offers tech-enabled solutions for creating and filing regulatory communications, as well as XBRL-formatted filings through the SEC EDGAR system. It also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, shareholder meeting review, and expert support.

DFS has a long-established history in the US and international financial services and regulatory compliance markets. It is a trusted provider to over 1,600 customers across the financial services industry and is a trusted partner to many of the top global banks and financial services firms. DFS has over 1,100 employees worldwide and has been widely recognized by financial and industry publications for the quality of its services and products. It has received numerous awards, including the 2020 ALM Vanguard Award, the 2020 FinTech Breakthrough Award, and the 2020 American Financial Technology Award.