secwatch / observer
8-K filed February 8, 2024, 6:59 PM ET ticker STEP CIK 0001796022
M&A confidence high sentiment neutral materiality 0.70

StepStone enters agreements to acquire all interests in SRE, SIRA, SPD via annual exchanges

StepStone Group Inc.

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

StepStone Group Inc. entered into SPD Transaction Agreement with StepStone Europe Limited, SPD, Marcel Schindler (solely in his capacity as seller representative), and SC Partner LP (effective 2024-02-07).

Action
entry
Counterparty
StepStone Europe Limited, SPD, Marcel Schindler (solely in his capacity as seller representative), and SC Partner LP
Effective
2024-02-07
Exact text from the filing
Agreement (the “ SIRA Transaction Agreement ”) with SIRA, James O’Leary, solely in his capacity as seller representative (the “ SIRA Asset Class Head ”), and the seller parties signatory thereto (the “ SIRA Sellers ”), and (iii) a Transaction Agreement (the “ SPD Transaction Agreement ”, and collectively with the SRE Transaction Agreement and SIRA Transaction Agreement, the “ Transaction Agreements ”, and each, a “ Transaction Agreement ”) with StepStone Europe Limited, a private limited liability company incorporated in England and a wholly-owned subsidiary of the Company, SPD, Marcel Schindler, solely in his capacity as seller representative (the “ SPD Asset Class Head ” and collectively with the SRE Asset Class Head and SIRA Asset Class Head, the “ Asset Class Heads ”, and each, an “ Asset Class Head ”), and SC Partner LP, a Cayman Islands exempted limited partnership (the “ SPD Selle
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

StepStone Group Inc. entered into SRE Transaction Agreement with Jeffrey Giller, solely in his capacity as seller representative, and the seller parties signatory thereto (the SRE Sellers) (effective 2024-02-07).

Action
entry
Counterparty
Jeffrey Giller, solely in his capacity as seller representative, and the seller parties signatory thereto (the SRE Sellers)
Effective
2024-02-07
Exact text from the filing
On February 7, 2024, the Company and StepStone Group LP, a Delaware limited partnership (the “ Partnership ”) entered into (i) a Transaction Agreement (the “ SRE Transaction Agreement ”) with SRE, Jeffrey Giller, solely in his capacity as seller representative (the “ SRE Asset Class Head ”), and the seller parties signatory thereto (the “ SRE Sellers ”)
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

StepStone Group Inc. entered into SIRA Transaction Agreement with James O'Leary, solely in his capacity as seller representative, and the seller parties signatory thereto (the SIRA Sellers) (effective 2024-02-07).

Action
entry
Counterparty
James O'Leary, solely in his capacity as seller representative, and the seller parties signatory thereto (the SIRA Sellers)
Effective
2024-02-07
Exact text from the filing
(ii) a Transaction Agreement (the “ SIRA Transaction Agreement ”) with SIRA, James O’Leary, solely in his capacity as seller representative (the “ SIRA Asset Class Head ”), and the seller parties signatory thereto (the “ SIRA Sellers ”)
View on SEC.gov

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StepStone Group Inc. filing history →

Source: SEC EDGAR
accession 0001193125-24-028333
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