---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-136043"
form_type: "8-K"
ticker: null
cik: "0001889956"
company_name: "OneStream, Inc."
filed_at: "2026-04-01T23:59:59+00:00"
generated_at: "2026-05-15T08:01:52.034304+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# OneStream completes $6.4B all-cash acquisition by Hg, stock delisted from Nasdaq

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-136043
- form_type: 8-K
- cik: 0001889956
- company_name: OneStream, Inc.
- filed_at: 2026-04-01T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 1.01, 1.02, 2.01, 3.01, 3.03, 5.03, 5.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1889956/000119312526136043/0001193125-26-136043-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1889956/000119312526136043/d137705d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-136043
- JSON: https://secwatch.observer/filing/0001193125-26-136043.json
- Plain text: https://secwatch.observer/filing/0001193125-26-136043.txt

## Source-grounded claims
- claim_id: 034876511c89a13293c0d24674359db96eb15c36
  claim: OneStream, Inc.: Certificate of incorporation amended and restated in connection with merger.
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1889956/000119312526136043/0001193125-26-136043-index.htm
- claim_id: 416e3202d153115996c0dd94b1dc5fa63a84019b
  claim: OneStream, Inc.: Bylaws amended and restated in connection with merger.
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1889956/000119312526136043/0001193125-26-136043-index.htm
- claim_id: 0088a8ee5700e362024780b86c4cdc4932cc87b6
  claim: OneStream, Inc. underwent a change of control involving Onward AcquireCo, Inc. (Parent) for $24.00 per share (closed 2026-04-01).
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1889956/000119312526136043/0001193125-26-136043-index.htm
- claim_id: 28a6f675b39ea2a6d0616fb8523488ffc436d054
  claim: OneStream, Inc. terminated Credit Agreement with JPMorgan Chase Bank, N.A..
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1889956/000119312526136043/0001193125-26-136043-index.htm
- claim_id: 2fb31b13a6fab5b06e5fa7e41434227bdfa088f7
  claim: OneStream, Inc. entered into New Credit Agreement with Blue Owl Capital Corporation valued at $1,400,000,000.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1889956/000119312526136043/0001193125-26-136043-index.htm

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