---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-004772"
form_type: "8-K"
ticker: null
cik: "0001889956"
company_name: "OneStream, Inc."
filed_at: "2026-01-06T23:59:59+00:00"
generated_at: "2026-05-16T11:33:50.987115+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 1.0
calibrated_materiality_score: 1.0
confidence: "high"
source: SEC EDGAR
---

# OneStream to be acquired by Hg for $6.4B ($24.00/share), 31% premium

## Summary
- All-cash transaction at $24.00/share values OneStream at ~$6.4B equity; 31% premium to Jan 5 close.
- KKR holders (58% voting power) approved the deal; no further stockholder vote required.
- CEO Tom Shea and current leadership team to remain; expected close H1 2026, subject to regulatory clearances.
- Hg Saturn Fund leads; General Atlantic and Tidemark as minority investors; OneStream to become private.
- OneStream must pay $207M termination fee under certain conditions; no financing contingency.

## SEC filing metadata
- accession: 0001193125-26-004772
- form_type: 8-K
- cik: 0001889956
- company_name: OneStream, Inc.
- filed_at: 2026-01-06T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 1.0
- calibrated_materiality_score: 1.0
- confidence: high
- sec_items: 1.01, 5.07, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1889956/000119312526004772/0001193125-26-004772-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1889956/000119312526004772/d13008d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-004772
- JSON: https://secwatch.observer/filing/0001193125-26-004772.json
- Plain text: https://secwatch.observer/filing/0001193125-26-004772.txt

## Key facts
- Material Agreements
  OneStream, Inc. entered into Agreement and Plan of Merger with Onward AcquireCo, Inc., Onward Merger Sub 2, LLC, Onward Merger Sub, Inc. valued at $24.00 (effective 2026-01-06).
  - Action: entry
  - Agreement: merger
  - Counterparty: Onward AcquireCo, Inc., Onward Merger Sub 2, LLC, Onward Merger Sub, Inc.
  - Value: $24.00
  - Effective: 2026-01-06
  source text: On January 6, 2026, OneStream, Inc. (“OneStream”) entered into an Agreement and Plan of Merger (the “Merger Agreement”) with OneStream Software LLC (“OneStream LLC” and, together with OneStream, the “OneStream Parties”), Onward AcquireCo, Inc. (“Parent”), Onward Merger Sub 2, LLC (“Merger Sub I”) and Onward Merger Sub, Inc. (“Merger Sub II” and, together with Merger Sub I, the “Merger Subs”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1889956/000119312526004772/0001193125-26-004772-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.