{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-016530","form_type":"8-K","ticker":null,"cik":"0001863105","company_name":"EngageSmart, Inc.","filed_at":"2024-01-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.133814+00:00","generated_at":"2026-06-06T16:43:00.096397+00:00","sec_items":["1.01","1.02","2.01","2.03","3.01","3.03","5.01","5.02","5.03","8.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Vista Equity Partners completes acquisition of EngageSmart for $23.00/share (~$4.0B)","bullets":["Stockholders receive $23.00 per share in cash; total equity value approximately $4.0 billion.","Company becomes privately held; common stock delisted from NYSE effective January 26, 2024.","Financing includes ~$2.0B equity from Vista affiliates and $1.05B term loan from Golub Capital.","Board of directors replaced; new directors include Michael Fosnaugh, Jeff Wilson, Jack Dillon, and others; CEO Bob Bennett remains.","Existing credit facility repaid and terminated; new $1.15B credit agreement (term loan + revolver) entered."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-016530","json":"https://secwatch.observer/filing/0001193125-24-016530.json","markdown":"https://secwatch.observer/filing/0001193125-24-016530.md","text":"https://secwatch.observer/filing/0001193125-24-016530.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1863105/000119312524016530/0001193125-24-016530-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1863105/000119312524016530/d13211d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T16:43:00.096397+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0c350540d0","claim":"Diego Rodriguez resigned as Director at EngageSmart, Inc..","evidence_excerpt":"In connection with the consummation of the Merger (and not because of any disagreement with the Company), each of the directors of the Company (Paul G. 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Hamilton, David Mangum, Preston McKenzie, Raph Osnoss and Diego Rodriguez) resigned as a member of the board of directors of the Company as of the Effective Time","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1863105/000119312524016530/0001193125-24-016530-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Director"}],"fact_type":"executive_change"},{"claim_id":"b90479f8a5","claim":"Preston McKenzie resigned as Director at EngageSmart, Inc..","evidence_excerpt":"In connection with the consummation of the Merger (and not because of any disagreement with the Company), each of the directors of the Company (Paul G. Stamas, Robert P. Bennett, Deborah A. Dunnam, Matthew G. 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(affiliates of Vista Equity Partners) for approximately $3.0 billion (closed 2024-01-26).","evidence_excerpt":"of Parent. In connection with the Merger, the aggregate purchase price paid for all equity securities of the Company (excluding Owned Company Shares) was approximately $3.0 billion. The funds used by Parent to consummate the Merger and complete the related transactions came from approximately $2.0 billion of equity contributions from the Vista Funds or","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/1863105/000119312524016530/0001193125-24-016530-index.htm","confidence":0.9,"family_label":"M&A Transactions","details":[{"label":"Action","value":"change of control"},{"label":"Counterparty","value":"Icefall Parent, Inc. 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Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}