Deluxe Corp.

Deluxe Corp.

Deluxe Corp.

Overview
Date Founded

1920

Headquarters

3680 Victoria Street North, Shoreview, MN, 55126-2966, USA

Type of Company

Public

Employees (Worldwide)

5,119

Industries

Other Business & Consulting Services
Accounting & Financial Services
Management Consulting
Advertising & Marketing
Printing
Internet Software & Services

Company Description

Deluxe Corp. engages in the website development and hosting, email marketing, social media, search engine optimization, and logo design. It operates through the following segments: Small Business Services, Financial Services, and Direct Checks. The Small Business Services segment includes printing of deposit tickets, billing forms, work orders, job proposals, purchase orders, invoices, and personnel forms. The Financial Services segment offers consulting and marketing solutions, loyalty programs, credit union dashboard, and identity theft services. The Direct Checks segment produces business and email able checks. The company as founded by W. R. Hotchkiss in 1915 and is headquartered in Shoreview, MN.

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Executives & Employees

President, Chief Executive Officer & Director

Senior Vice President & Chief Financial Officer

Secretary, Senior Vice President & General Counsel

Senior Vice President & Chief Information Officer

Treasurer & Vice President of Investor Relations

Senior Vice President, Human Resources

Senior Vice President, Financial Services

Senior Vice President, Small Business Services

Senior Vice President, Fulfillment

Senior Vice President, Direct-to-the-Consumer

Board of Directors

Co-Founder at Agate Creek Partners LLC

Managing Partner at Red Dog Ventures LLC

Founder at Nia Enterprises LLC

Chief Revenue Officer at Kabbage, Inc.

Co-Founder at Diamond Bear Partners LLC

President & Chief Executive Officer at Pentair Plc

President, Chief Executive Officer & Director at Deluxe Corp.

Former Fund Advisor at Reservoir Venture Partners

Former Vice President at Intel Corp.

Executive Vice President-Integrated Communications at Output Services Group, Inc.

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Deluxe Corp.
Owners & Shareholders
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Seizert Capital Partners (SCP) offers the following strategies: Core Equity, Large-Cap Value, and Concentrated Equity; Mid-Cap Equity; Small-Cap Value and Small-Mid Cap Equity; and Micro-Cap Equity. The firm employs a proprietary, disciplined investment process that relies on systematic and fundamental analysis to identify what they believe are the most attractive opportunities. They use this information to create portfolios that provide strong up/down capture and long-term capital appreciation. The firm's process seeks to find companies with low market expectations. SCP looks for companies with a large gap between market perception and business reality, in particular companies that are out-of-favor in the near-term, yet have high quality management teams and solid balance sheets. SCP also targets companies undergoing special situations, corporate action and/or complex companies with unique assets.The firm's Core Equity strategy is a dynamic allocation of large value, large growth, mid value, mid cap growth, small cap value and small cap growth driven by SCP's bottom-up selection process. Companies with market-cap over $1 billion are combined into a diversified portfolio of 30-55 holdings. The benchmark is the S&P 500 Index.SCP's Mid Cap Equity strategy focuses on companies with market-cap with in the range of the Russell Mid Cap Index. Portfolios are relatively concentrated with 20-30 holdings.The Small Cap Value strategy focuses on companies with market-cap within the range of the Russell 2000 Value Index. Portfolios are diversified, relatively concentrated, with 40-80 holdings.SCP's Concentrated Equity strategy represents their \"best\" ideas and focuses on companies with market-cap over $1 billion. These companies are combined to provide a relatively concentrated portfolio of 20-30 holdings. The benchmark is the Russell 1000 Index.The Micro Cap Equity strategy focuses on companies with market-cap within the range of the Russell Microcap Index. These companies are combined to provide a portfolio of 40-80 holdings.SCP's Small/Mid Cap (SMID) strategy (Small Cap Value and Mid Cap Equity) invests approximately 40% in small cap holdings and 60% in mid cap. SCP seeks to invest in stocks that exhibit high quality, financial strength, and low valuation characteristics relative to the benchmark. This strategy has a weighted average market-cap of approximately $5 billion. The benchmark is the Russell 2500 Value Index.The Small-Cap Core strategy focuses on stocks with $200 million-$2.5 billion in market-cap and which SCP believes are significantly undervalued. The portfolio is broadly diversified and contains approximately 50-70 holdings, driven by SCP's bottom-up, quantitative selection process. The benchmark is the Russell 2000 Index.

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Freestone Capital Management (FCM) constructs diversified portfolios based on each client's unique investment objectives and risk tolerance. The firm integrates both internally and externally managed investment solutions in traditional asset classes. For qualified investors, they also offer alternative investment strategies. FCM believes that reducing risk is more important than short-term performance. They do not view either proprietary or external investment solutions as superior, utilizing both when appropriate.FCM typically manages discretionary account assets using a combination of the following three investment solutions: (1) internally managed model portfolios consisting of individual securities, mutual funds and/or ETFs; (2) model portfolios developed by parties not affiliated with FCM and managed by FCM or by those unaffiliated parties (external model portfolios); and (3) alternative investments. The firm's internally managed model portfolios include: equity, fixed income, and multi-strategy. Their external model portfolios include: global equity, fixed income and specialty.Affiliates of FCM's form and control various private funds designed to provide clients with exposure to alternative investment strategies. These private funds may invest in the US or outside of the US and employ a variety of investment strategies and techniques, including, among others: long/short equity strategies; distressed investing or arbitrage strategies, private placements and other restricted securities; the purchase of interests of a single private fund issuer sold in the secondary market; a multi-manager and fund-of-funds investment approach; real estate investments; private equity investments; privately originated corporate loans; and cleared and over-the-counter financial instruments including options, swaps, futures and other derivatives,

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James Investment Research's (JIR) investment philosophy is designed to grow their clients' assets while stressing the preservation of principal and the reduction of risk. The firm employs a top-down approach to stock selection. They begin by assessing market risk indicators to identify which sectors of the equity market are likely to outperform. Then the sector analysts use fundamental and technical analysis to search for top equity prospects.The JIR proprietary stock ranking model is a tremendous tool in the firms equity research process. It allows them to track and sift through over 9,000 stocks, identifying those that meet their specific investment criteria. JIR reviews over 200 factors on a given company. The firm's portfolio allocation represents a strategic blend of equities, fixed income in balanced accounts, and cash equivalents. The ongoing allocation is determined by our appraisal of the overall risk level in the equity markets. Portfolios typically carry a blend of large, mid, and small capitalization stocks, with allocations weighted towards the sectors representing the most opportunities.If a stock has deteriorated in ranking, relative strength, or if one of the firm's senior analysts detects a problem with the stock, it is immediately reviewed by the JIR investment committee. If the committee makes the decision to sell, the actual sale is methodical. Stock positions are tracked daily with an attempt to sell into a rally when possible.

Recent Transactions
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Deluxe Corp., Wausau Financial Systems, Inc. purchase First Data Corp. /Remittance Processing Business from First Data Corporation

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Deluxe Corp. purchases LogoMix, Inc.

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Deluxe Corp., Hostopia.com, Inc. purchase Digital Pacific Pty Ltd.

Insider Transactions
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Transaction Advisors
Legal Advisor

Advised onDeluxe Corp. purchases Deluxe Business Operations, Inc.

Accountant

Advised onDeluxe Corp., eFunds Corp. purchase Evergreen Teller Services, Inc.

Accountant

Advised onDeluxe Corp., eFunds Corp. purchase eFunds Canada, Inc.

Investment Advisor

Advised onDeluxe Corp. purchases Deluxe Business Operations, Inc.

Legal Advisor

Advised onDeluxe Corp. purchases Deluxe Business Operations, Inc.

Director

Advised onDeluxe Corp. purchases First Manhattan Consulting Group LLC

Advisors & Consultants
Legal Advisor

Counsel at Paul, Weiss, Rifkind, Wharton & Garrison LLP

Legal Advisor

Partner at Haynes and Boone LLP

Real Estate Agent

Associate Director at Newmark Knight Frank

Clients

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

Amazon.com, Inc. engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment includes retail sales of consumer products and subscriptions through North America-focused websites such as www.amazon.com and www.amazon.ca. The International segment offers retail sales of consumer products and subscriptions through internationally-focused websites. The Amazon Web Services segment involves in the global sales of compute, storage, database, and AWS service offerings for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Zions Bancorporation NA is a bank holding company, which engages in the provision of full banking and related services. It operates through the following segments: Zions Bank, Amegy Bank, California Bank & Trust, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and The Commerce Bank of Washington. The company was founded in April 1955 and is headquartered in Salt Lake City, UT.

Key Stats and Financials As of 2017
Market Capitalization
$2.17B
Total Enterprise Value
$4.37B
Earnings Per Share
$4.72
Revenue
$1.97B
Total Debt
$709M
Enterprise Value Sales
2.22x
Enterprise Value EBITDAOperating
8.55x
TEVNet Income
19.12x
Debt TEV
0.16x
EBITDAMargin
26.02%
Total Equity
$1.02B
Net Profit
$229M
EBITDA
$511M
Three Year Compounded Annual Growth Rate Of Revenue
5.5%
Five Year Compounded Annual Growth Rate Of Revenue
5.35%
Non-Profit Donations & Grants
Investors
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Trustee at The Educational Alliance, Inc.

Suppliers
EZShield, Inc. Holding Companies | Baltimore, MD

EZShield, Inc. operates as a holding company that develops heck fraud protection solutions. The firm offers family monitoring, financial transaction monitoring, secure platform, and online identity vault services. It serves financial products and employee benefits industries. The company was founded in 2001 and is headquartered in Baltimore, MD.

Marketo, Inc. Market & Policy Research | SAN MATEO , CA

Marketo, Inc. engages in the provision of digital marketing platform. Its products include marketing automation, account-based marketing, email, mobile, social, digital ads, web, marketing analytics, content, and market sales engage. It also offers lead management, email marketing, consumer marketing, customer base marketing, and mobile marketing solutions. The company was founded by Phillip M. Fernandez, Jonathan Miller, and David Morandi on January 20, 2006 and is headquartered in San Mateo, CA.

Marin Software, Inc. Computer Software | San Francisco, CA

Marin Software, Inc. is a cloud-based digital advertising management company. It provides cross-channel, cross-device, enterprise marketing software platform for search, social and display advertising channels, offered as a software-as-a-service. The company's integrated platform is an analytics, workflow and optimization solutions for marketing professionals, allowing them to manage their digital advertising spend across search and display advertising channels. Marin Software was founded by Christopher A. Lien, Joseph Chang and Wister Walcott in April 2006 and is headquartered in San Francisco, CA.

Competitors
Intuit, Inc. Computer Software - MOUNTAIN VIEW, CA

Intuit, Inc. is a financial management and compliance platform company, which engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed; Consumer; and Strategic Partner. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Strategic Partner segment comprises professional tax offerings, which include Lacerte, ProSeries, ProFile, and ProConnect Tax Online among professional accountants. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

International Business Machines Corporation IT Consulting & Services - Armonk, New York

The International Business Machines Corporation (IBM) is an American multinational technology and consulting corporation, with headquarters in Armonk, New York, United States. IBM manufactures and markets computer hardware and software, and offers infrastructure, hosting and consulting services in areas ranging from mainframe computers to nanotechnology.

GoDaddy, Inc. IT Consulting & Services - Scottsdale, AZ

GoDaddy, Inc. engages in the provision of domain name registration and web hosting services. It provides website building, hosting, and security tools. The company was founded by Robert R. Parsons on January 1997 and is headquartered in Scottsdale, AZ.

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