8-K
filed April 1, 2026, 7:59 PM ET
CIK 0001889956
M&A
confidence high
sentiment neutral
materiality 0.80
OneStream, Inc.: M&A transaction — OneStream completes $6.4B all-cash acquisition by Hg, stock delisted from Nasdaq
OneStream, Inc.
- All-cash acquisition closed at $24.00 per share, valuing OneStream at ~$6.4 billion equity.
- Class A common stock ceased trading on Nasdaq; company is now privately held.
- Tom Shea remains CEO; current leadership team stays in place.
- New credit facilities: $1.4B term loan, $250M revolver, $600M delayed draw issued by Parent.
- Transaction approved by OneStream stockholders and regulatory authorities.
Key facts
Extracted from this filing and checked against the source text.
Governance Changes
SEC 8-K Item 5.03/5.05/5.06
confidence 0.9
OneStream, Inc.: Certificate of incorporation amended and restated in connection with merger.
- Change
- charter amendment
Exact text from the filing
At the effective time of the Company Merger, in accordance with the terms of the Merger Agreement, the certificate of incorporation of OneStream, as in effect immediately prior to the effective time of the Company Merger, was amended and restated to be in the form of the certificate of incorporation filed herewith as Exhibit 3.1.
View on SEC.gov
Governance Changes
SEC 8-K Item 5.03/5.05/5.06
confidence 0.9
OneStream, Inc.: Bylaws amended and restated in connection with merger.
- Change
- bylaw amendment
Exact text from the filing
At the effective time of the Company Merger, in accordance with the terms of the Merger Agreement, the bylaws of OneStream, as in effect immediately prior to the effective time of the Company Merger, were amended and restated to be in the form of the bylaws filed herewith as Exhibit 3.2.
View on SEC.gov
M&A Transactions
SEC 8-K Item 2.01/5.01
confidence 0.9
OneStream, Inc. underwent a change of control involving Onward AcquireCo, Inc. (Parent) for $24.00 per share (closed 2026-04-01).
- Action
- change of control
- Counterparty
- Onward AcquireCo, Inc. (Parent)
- Consideration
- $24.00 per share
- Closing
- 2026-04-01
Exact text from the filing
D common stock (in each case, other than as provided in the Merger Agreement) was cancelled and automatically converted into the right to receive cash in an amount equal to $24.00, without interest (the “Per Share Price”). • Each outstanding common unit of OneStream LLC (“LLC Units”) (other than as provided in the Merger Agreement) was cancelled and
View on SEC.gov
Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.9
OneStream, Inc. terminated Credit Agreement with JPMorgan Chase Bank, N.A..
- Action
- termination
- Agreement
- credit facility
- Counterparty
- JPMorgan Chase Bank, N.A.
Exact text from the filing
the Company Parties prepaid all amounts outstanding under the Amended and Restated Credit Agreement, dated as of October 27, 2023, by and among OneStream LLC, JPMorgan Chase Bank, N.A. and the other parties thereto (the “Credit Agreement”) and terminated all credit commitments outstanding under the Credit Agreement.
View on SEC.gov
Material Agreements
SEC 8-K Item 1.01/1.02
confidence 0.9
OneStream, Inc. entered into New Credit Agreement with Blue Owl Capital Corporation valued at $1,400,000,000.
- Action
- entry
- Agreement
- credit facility
- Counterparty
- Blue Owl Capital Corporation
- Value
- $1,400,000,000
Exact text from the filing
Parent entered into that certain Credit Agreement between Onward Intermediate, Inc., as holdings (“Holdings”), Parent, as borrower, Blue Owl Capital Corporation, as administrative agent and collateral agent, and the lenders and financial institutions party thereto from time to time (the “New Credit Agreement”), which provides for (i) a new seven-year senior secured term loan facility in an aggregate principal amount of $1,400,000,000
View on SEC.gov
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