{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-028333","form_type":"8-K","ticker":"STEP","cik":"0001796022","company_name":"StepStone Group Inc.","filed_at":"2024-02-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:25.560138+00:00","generated_at":"2026-06-06T05:45:43.651265+00:00","sec_items":["1.01","3.02","8.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"StepStone enters agreements to acquire all interests in SRE, SIRA, SPD via annual exchanges","bullets":["StepStone to acquire 100% of SRE, SIRA, and SPD through annual exchanges of equity for Class D units or Class A common stock plus cash over up to 10 years (15 for SIRA).","First exchange reference date April 1, 2024; closing subject to regulatory approval, stockholder vote, and audited FY2024 financials.","Up to 75 million shares of Class A common stock may be issued as consideration; board has option to increase limit.","Class B Committee entered Support Agreement to vote all shares in favor of the transactions.","J.P. Morgan Securities LLC acted as financial advisor to StepStone."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-028333","json":"https://secwatch.observer/filing/0001193125-24-028333.json","markdown":"https://secwatch.observer/filing/0001193125-24-028333.md","text":"https://secwatch.observer/filing/0001193125-24-028333.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1796022/000119312524028333/0001193125-24-028333-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1796022/000119312524028333/d707393d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T05:45:43.651265+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":"906987b305fe77c38dd6589948929da6a69cb297","claim":"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).","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1796022/000119312524028333/0001193125-24-028333-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"StepStone Europe Limited, SPD, Marcel Schindler (solely in his capacity as seller representative), and SC Partner LP"},{"label":"Effective","value":"2024-02-07"}],"fact_type":"material_agreement"},{"claim_id":"b8ad428e911bc7fd443d9115d1395377a8120822","claim":"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).","evidence_excerpt":"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 ”)","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1796022/000119312524028333/0001193125-24-028333-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"Jeffrey Giller, solely in his capacity as seller representative, and the seller parties signatory thereto (the SRE Sellers)"},{"label":"Effective","value":"2024-02-07"}],"fact_type":"material_agreement"},{"claim_id":"b98437a2508b77d903fadc42642f041db0e01745","claim":"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).","evidence_excerpt":"(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 ”)","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1796022/000119312524028333/0001193125-24-028333-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"James O'Leary, solely in his capacity as seller representative, and the seller parties signatory thereto (the SIRA Sellers)"},{"label":"Effective","value":"2024-02-07"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}