Research Options:

Week of Expected Pricing 9/24/2021
Company Name ENGAGESMART LLC
Proposed Ticker ESMT
CUSIP 29283F103
Business Description A leading provider of vertically-tailored customer engagement software and integrated payments capabilities. We offer single instance, multi-tenant, true Software-as-a-Service (“SaaS”) vertical solutions that are designed to simplify our customers’ engagement with their clients by driving digital adoption and self-service. As of June 30, 2021, we served over 68,000 customers in the SMB Solutions segment and over 3,000 customers in the Enterprise Solutions segment across five core verticals: Health & Wellness, Government, Utilities, Financial Services, and Giving.
Lead Underwriter BofA Securities, Inc, Citigroup Global Markets Inc, Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC
Co-Managers Deutsche Bank Securities Inc., KeyBanc Capital Markets Inc, Needham & Company, LLC, Penserra Securities LLC, R. Seelaus & Co., LLC, Raymond James and Associates, Inc., Roberts & Ryan Investments, Inc, Truist Securities, Inc, William Blair & Company, L.L.C.
Initial Shares 1,45,50,000
Revised Initial Shares N/A
Initial Price $23.00-$25.00
Revised Price N/A
Final Price $26.00
Final Ticker ESMT

 

 

   
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