Vista Equity Partners

Vista Equity Partners Completes Acquisition of EngageSmart

Retrieved on: 
Friday, January 26, 2024
Professional Services, Data Management, Technology, Software, Finance, Asset Management, Banking, Slate, Senior, LLP, Partnership, Committee, Kirkland & Ellis, Shareholder, BofA Securities, Growth, Goldman Sachs, Acquisition, J.P. Morgan & Co., Vista Equity Partners, General Atlantic

EngageSmart, Inc. (“EngageSmart” or “the Company”), a leading provider of vertically tailored customer engagement software and integrated payments solutions, today announced the completion of its acquisition by an affiliate of Vista Equity Partners (“Vista”), a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, for $23.00 per share in cash, valuing the Company at approximately $4.0 billion.

Key Points: 
  • EngageSmart, Inc. (“EngageSmart” or “the Company”), a leading provider of vertically tailored customer engagement software and integrated payments solutions, today announced the completion of its acquisition by an affiliate of Vista Equity Partners (“Vista”), a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, for $23.00 per share in cash, valuing the Company at approximately $4.0 billion.
  • With the completion of the acquisition, EngageSmart’s common stock ceased trading and the company is no longer listed on the New York Stock Exchange.
  • “Completing our transaction with Vista marks the beginning of an exciting new chapter for EngageSmart as a privately held company,” said Bob Bennett, EngageSmart CEO.
  • BofA Securities and J.P. Morgan Securities LLC are serving as financial advisors to Vista, and Kirkland & Ellis LLP is acting as legal counsel to Vista.

Allvue Expands Executive Leadership Team to Enhance End-to-End Customer Experience

Retrieved on: 
Thursday, January 25, 2024
Technology, Professional Services, Other Technology, Finance, Head, Howell, Fintech, Customer success, Customer experience, Business, CX, Growth, Software, Movement, Product marketing, Organization, Marketing, GTM, SecurityScorecard, System, Vista Equity Partners

These initiatives have already begun paying off in the form of an enhanced customer portal and strong customer satisfaction scores.

Key Points: 
  • These initiatives have already begun paying off in the form of an enhanced customer portal and strong customer satisfaction scores.
  • Howell joined Allvue from Slack where he held the role of Global Head of Customer Success Go-to-Market (GTM).
  • At Allvue, he leads a cross-functional team of veteran Allvue executives with deep financial services expertise across the firm’s key segments – equity, credit, and fund administration.
  • “Aaron brings 25 years of global experience focused on pioneering the customer success movement, while Tarek brings two decades of sales and strategy leadership.

Robert F. Smith’s Student Freedom Initiative Announces Collaboration with the Steinbridge Group on its $100 Million Capital Commitment to Historically Black Colleges and Universities and Other Minority Serving Institutions

Retrieved on: 
Wednesday, January 24, 2024
DEI (Diversity, Equity and Inclusion), Commercial Building & Real Estate, Construction & Property, Professional Services, University, REIT, Education, Residential Building & Real Estate, Student, Empowerment, Doctor, Research, Engineer, Veterinarian, Partnership, Housing, Faculty, Ivy League, Freedom, SFI, Master, Officer, Growth, Investment, Acquisition, Workforce, Economic development, Federal, HBCU, Vista Equity Partners, Management

Today, the Steinbridge Group announced a collaboration with the Student Freedom Initiative (SFI) on its recently-announced $100 million capital commitment to develop impact-focused real estate around Historically Black Colleges and Universities (HBCUs) and other Minority Serving Institutions (MSIs).

Key Points: 
  • Today, the Steinbridge Group announced a collaboration with the Student Freedom Initiative (SFI) on its recently-announced $100 million capital commitment to develop impact-focused real estate around Historically Black Colleges and Universities (HBCUs) and other Minority Serving Institutions (MSIs).
  • This partnership accelerates Steinbridge’s $100 million, privately-funded capital commitment to the nation’s HBCUs and other MSIs.
  • Attainable housing will be one of the focuses of Steinbridge’s capital commitment.
  • A portion of the proceeds of the developments will support the Student Freedom Agreement fund, SFI’s affordable student loan option.

KnowBe4 Promotes Alicia Dietzen Tawil to Chief Legal Officer

Retrieved on: 
Monday, January 22, 2024
Professional, General counsel, Growth, Corporate lawyer, Privacy, IPO, Vista Equity Partners, Committee, Lead, International Association

TAMPA BAY, Fla., Jan. 22, 2024 /PRNewswire-PRWeb/ -- KnowBe4, the provider of the world's largest security awareness training and simulated phishing platform, today announced that Alicia Dietzen Tawil has been promoted from General Counsel to chief legal officer. This promotion reflects her significant contributions during her more than seven years with KnowBe4.

Key Points: 
  • TAMPA BAY, Fla., Jan. 22, 2024 /PRNewswire-PRWeb/ -- KnowBe4, the provider of the world's largest security awareness training and simulated phishing platform, today announced that Alicia Dietzen Tawil has been promoted from General Counsel to chief legal officer.
  • -Stu Sjouwerman
    Alicia started as KnowBe4's first in-house attorney, and was tasked with building out the organization's various legal and compliance functions.
  • As I step into this new role as chief legal officer, I look forward to more growth with KnowBe4."
  • "Alicia possesses a unique combination of skills including leadership, professionalism and a drive to learn new skills," said Stu Sjouwerman, CEO, KnowBe4.

SHAREHOLDER RIGHTS INVESTIGATION: Halper Sadeh LLC Investigates WAVD, CSTR, PXD, ESMT

Retrieved on: 
Saturday, January 13, 2024
My Little Pony, ExxonMobil, Pioneer Natural Resources, Nitenpyram, Fraud, Sale, Advertising, Old National Bank, Vista Equity Partners, Security (finance)

If you are a WaveDancer shareholder, click here to learn more about your rights and options .

Key Points: 
  • If you are a WaveDancer shareholder, click here to learn more about your rights and options .
  • If you are a CapStar shareholder, click here to learn more about your rights and options .
  • If you are a Pioneer shareholder, click here to learn more about your rights and options .
  • Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct.

Jason Howard Launches New Catalyst Strategic Partners

Retrieved on: 
Tuesday, January 9, 2024
Professional Services, Finance, GCM, LP, Next Generation, APO, Partnership, Credit Suisse, Senior advisor, GP, Growth, Investment, LP record, Generation, TPG, GCM Grosvenor, Vista Equity Partners, Fine chemical

Jason Howard, an alternatives industry veteran known for investing in and advising General Partners (“GPs”), announced today the launch of New Catalyst Strategic Partners (“New Catalyst” or the “Firm”).

Key Points: 
  • Jason Howard, an alternatives industry veteran known for investing in and advising General Partners (“GPs”), announced today the launch of New Catalyst Strategic Partners (“New Catalyst” or the “Firm”).
  • Jason Howard, Founder and Managing Partner of New Catalyst Strategic Partners, said: “Even some of the most experienced investors face significant challenges when founding and growing new investment platforms, and these challenges can be even more pronounced for Next Generation GPs.
  • With the launch of New Catalyst, we will look to serve as the catalyst this industry needs.
  • I look forward to continuing and growing our strategic partnership.”
    Apollo is a founding supporter of New Catalyst and will continue to be a strategic partner to the Firm going forward.

GrowthCap Announces The Top 40 Under 40 Growth Investors of 2023

Retrieved on: 
Wednesday, January 10, 2024
Insight Partners, Summit Partners, PSG, Bain Capital, Revolution LLC, Charlesbank Capital Partners, JMI, Silversmith Capital Partners, TCV, Sageview Capital, TA Associates, Spectrum Equity, Advent International, Berkshire Partners, Spectrum, Alpine, Thoma Bravo, Vista Equity Partners

NEW YORK, Jan. 10, 2024 /PRNewswire-PRWeb/ -- GrowthCap is pleased to announce The Top 40 Under 40 Growth Investors of 2023. In our tenth year conducting this awards process, we continue to be amazed at the talent and acumen representing the growth investing space.

Key Points: 
  • GrowthCap is pleased to announce The Top 40 Under 40 Growth Investors of 2023.
  • NEW YORK, Jan. 10, 2024 /PRNewswire-PRWeb/ -- GrowthCap is pleased to announce The Top 40 Under 40 Growth Investors of 2023.
  • In our tenth year conducting this awards process, we continue to be amazed at the talent and acumen representing the growth investing space.
  • Please join us in recognizing and celebrating the achievements of The Top 40 Under 40 Growth Investors of 2023.

Optym Appoints Peter Frys as Chief Operating Officer and Chief Financial Officer

Retrieved on: 
Tuesday, January 9, 2024
CFO, Fry, Growth, Economics, MIT, MBA, McKinsey & Company, Transport, Vista Equity Partners, Management

DALLAS, Jan. 9, 2024 /PRNewswire-PRWeb/ -- Optym, a global leader in optimization solutions for the transportation industry, today announced the appointment of Peter Frys to Chief Operating Officer (COO) and Chief Financial Officer (CFO). In his new role, Frys will accelerate Optym's expansion and enhance operational efficiency.

Key Points: 
  • Optym, a global leader in optimization solutions for the transportation industry, today announced the appointment of Peter Frys to Chief Operating Officer (COO) and Chief Financial Officer (CFO).
  • DALLAS, Jan. 9, 2024 /PRNewswire-PRWeb/ -- Optym , a global leader in optimization solutions for the transportation industry, today announced the appointment of Peter Frys to Chief Operating Officer (COO) and Chief Financial Officer (CFO).
  • "I've been incredibly impressed with the team at Optym, particularly their mix of deep technical ability in optimization combined with a practical understanding of logistics," Frys said.
  • "We are thrilled to welcome Peter Frys to Optym as our COO and CFO," Optym Founder & CEO Ravi Ahuja said.

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates HES, DSKE, ROVR, ESMT

Retrieved on: 
Monday, January 8, 2024
Chevron Corporation, Blackstone Inc., Sale, Rover, Rover Group, Vista Equity Partners, Daseke, Fraud, Advertising, Hess Corporation, Security (finance)

If you are a Hess shareholder, click here to learn more about your rights and options .

Key Points: 
  • If you are a Hess shareholder, click here to learn more about your rights and options .
  • If you are a Daseke shareholder, click here to learn more about your rights and options .
  • Please call Daniel Sadeh or Zachary Halper at (212) 763-0060 or email [email protected] or [email protected] .
  • Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct.

Pomeroy Technologies, LLC Names Tom Signorello as CEO

Retrieved on: 
Thursday, January 4, 2024
Technology, Human Resources, Other Retail, Other Technology, Specialty, Professional Services, Business, Software, Data Management, Retail, Triple accreditation, Suffolk University, Sawyer Business School, Cincinnati Bell, Multimedia, Sale, TA Associates, BSBA, Vista Equity Partners, Growth, Organization, History, Management

Pomeroy Technologies, LLC (“Pomeroy”) — an industry leader in technology solutions and services — has named Tom Signorello as its new CEO, effective January 2.

Key Points: 
  • Pomeroy Technologies, LLC (“Pomeroy”) — an industry leader in technology solutions and services — has named Tom Signorello as its new CEO, effective January 2.
  • View the full release here: https://www.businesswire.com/news/home/20240104057266/en/
    Tom Signorello, who has a 25-year track record of transformational leadership in the IT industry, has been named CEO of Pomeroy Technologies, LLC, an industry leader in technology solutions and services.
  • In his new role, Signorello plans to build upon Pomeroy’s rich history as a global technology leader.
  • Signorello succeeds Bob Watts, who had served as Pomeroy’s CEO since 2021.