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| CIK | 1863105 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to EngageSmart, Inc.
SEC Filings (Chronological Order)
Denna sida innehåller en komplett, kronologisk lista över SEC-arkiveringar, exklusive ägande-arkiveringar som vi tillhandahåller på andra ställen.
| February 7, 2024 |
ESMT / EngageSmart, Inc. / SUMMIT PARTNERS L P - SC 13G/A Passive Investment SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* EngageSmart, Inc. (Name of Issuer) Common Stock, par value $0.001 per share (Title of Class of Securities) 29283F103 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the Appropriate Box to Designate |
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| February 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 15 CERTIFICATION AND NOTICE OF TERMINATION OF REGISTRATION UNDER SECTION 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR SUSPENSION OF DUTY TO FILE REPORTS UNDER SECTIONS 13 AND 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File Number: 001-40835 EngageSmart, Inc. (Exact name of registrant as specified in its c |
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| January 26, 2024 |
AMENDED AND RESTATED CERTIFICATE OF INCORPORATION ENGAGESMART, INC. ARTICLE ONE Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF ENGAGESMART, INC. ARTICLE ONE The name of the corporation is EngageSmart, Inc. (the “Corporation”). ARTICLE TWO The address of the Corporation’s registered office in the State of Delaware is 1209 Orange Street, in the City of Wilmington, County of New Castle, Delaware 19801. The name of its registered agent at such address is The Cor |
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| January 26, 2024 |
NOTIFICATION OF THE REMOVAL FROM LISTING AND REGISTRATION OF THE STATED SECURITIES The New York Stock Exchange hereby notifies the SEC of its intention to remove the entire class of the stated securities from listing and registration on the Exchange at the opening of business on February 06, 2024, pursuant to the provisions of Rule 12d2-2 (a). |
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| January 26, 2024 |
Exhibit 3.2 AMENDED AND RESTATED BY-LAWS OF ENGAGESMART, INC. A Delaware corporation (Adopted as of January 26, 2024) ARTICLE I OFFICES Section 1 Registered Office. The registered office of EngageSmart, Inc. (the “Corporation”) in the State of Delaware is 1209 Orange Street, in the City of Wilmington, County of New Castle, Delaware 19801. The name of the Corporation’s registered agent at such addr |
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| January 26, 2024 |
Table of Contents SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13E-3 RULE 13E-3 TRANSACTION STATEMENT UNDER SECTION 13(E) OF THE SECURITIES ACT OF 1934 Amendment No. 3 ENGAGESMART, INC. (Name of the Issuer) EngageSmart, Inc. Icefall Parent, Inc. Vista Equity Partners Fund VIII, L.P. Vista Equity Partners Fund VIII-A, L.P. Vista Equity Partners Fund VIII-B, SCSp Vista Equity P |
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| January 26, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 26, 2024 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83- 2785225 (State or other jurisdiction of incorporation) (Commission Fil |
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| January 26, 2024 |
Registration No. 333-270090 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-3 REGISTRATION STATEMENT NO. 333-270090 UNDER THE SECURITIES ACT OF 1933 EngageSmart, Inc. (Exact name of Registrant as specified in its charter) Delaware 83-2785225 (State or jurisdiction of incorporation or organization) (I.R.S. Employer Identification Numb |
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| January 26, 2024 |
Vista Equity Partners Completes Acquisition of EngageSmart Exhibit 99.1 Vista Equity Partners Completes Acquisition of EngageSmart BOSTON— January 26, 2024 — EngageSmart, Inc. (“EngageSmart” or “the Company”), a leading provider of vertically tailored customer engagement software and integrated payments solutions, today announced the completion of its acquisition by an affiliate of Vista Equity Partners (“Vista”), a leading global investment firm focused |
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| January 26, 2024 |
Registration No. 333-259829 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8 REGISTRATION STATEMENT NO. 333-259829 UNDER THE SECURITIES ACT OF 1933 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 83-2785225 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identificatio |
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| January 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 23, 2024 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| December 19, 2023 |
SC 13E3/A Table of Contents SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13E-3 RULE 13E-3 TRANSACTION STATEMENT UNDER SECTION 13(E) OF THE SECURITIES ACT OF 1934 Amendment No. 2 ENGAGESMART, INC. (Name of the Issuer) EngageSmart, Inc. Icefall Merger Sub, Inc. Icefall Parent, LLC Vista Equity Partners Fund VIII, L.P. Vista Equity Partners Fund VIII-A, L.P. Vista Equity Partner |
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| December 19, 2023 |
DEFM14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| December 12, 2023 |
SKADDEN, ARPS, SLATE, MEAGHER & FLOM LLP 500 BOYLSTON STREET BOSTON, MASSACHUSETTS 02116 TEL: (617) 573-4800 FAX: (617) 573-4833 www. |
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| December 12, 2023 |
PRER14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| December 12, 2023 |
Table of Contents SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13E-3 RULE 13E-3 TRANSACTION STATEMENT UNDER SECTION 13(E) OF THE SECURITIES ACT OF 1934 Amendment No. 1 ENGAGESMART, INC. (Name of the Issuer) EngageSmart, Inc. Icefall Merger Sub, Inc. Icefall Parent, LLC Vista Equity Partners Fund VIII, L.P. Vista Equity Partners Fund VIII-A, L.P. Vista Equity Partners Fund VII |
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| December 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 6, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| December 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 6, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| November 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State |
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| November 20, 2023 |
PREM14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| November 20, 2023 |
Exhibit 107 CALCULATION OF FILING FEE TABLES Schedule 13E-3 (Form Type) EngageSmart, Inc. |
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| November 20, 2023 |
Exhibit (c)(vi) Confidential – Preliminary Draft Confidential Treatment Requested. |
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| November 20, 2023 |
Table of Contents SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13E-3 RULE 13E-3 TRANSACTION STATEMENT UNDER SECTION 13(E) OF THE SECURITIES ACT OF 1934 ENGAGESMART, INC. (Name of the Issuer) EngageSmart, Inc. Icefall Merger Sub, Inc. Icefall Parent, LLC Vista Equity Partners Fund VIII, L.P. Vista Equity Partners Fund VIII-A, L.P. Vista Equity Partners Fund VIII-B, SCSp Vista |
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| November 20, 2023 |
Exhibit (c)(viii) Confidential -Preliminary Draft Confidential Treatment Requested. |
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| November 20, 2023 |
8 Del.C. § 262 § 262. Appraisal rights Exhibit (f) 8 Del.C. § 262 § 262. Appraisal rights (a) Any stockholder of a corporation of this State who holds shares of stock on the date of the making of a demand pursuant to subsection (d) of this section with respect to such shares, who continuously holds such shares through the effective date of the merger, consolidation, conversion, transfer, domestication or continuance, who has otherwise |
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| November 20, 2023 |
Exhibit (d)(iv) LIMITED GUARANTEE THIS LIMITED GUARANTEE, dated as of October 23, 2023 (this “Limited Guarantee”), is made by Vista Equity Partners Fund VIII, L. |
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| November 20, 2023 |
Confidential ? Preliminary Draft Project Everest Peer Operational Benchmarking September 5, 2023 Exhibit (c)(v) Confidential ? Preliminary Draft Project Everest Peer Operational Benchmarking September 5, 2023 Confidential ? Preliminary Draft Everest ? Operational Benchmarking Everest, Flywire, Payoneer, Definitive, Doximity presented on a net revenue basis; other companies presented on a gross revenue basis BillTrust financials represent the latest figures available prior to the take-private by EQT (9/28/22). |
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| November 20, 2023 |
Confidential – Preliminary Draft Project Everest Strategic Alternatives – Update October 2023 Exhibit (c)(vii) Confidential – Preliminary Draft Project Everest Strategic Alternatives – Update October 2023 Illustrative Financial Analysis Summary – Confidential – Preliminary Draft Presented as of 9/26/23 ($ in millions, expect per share data) Valuation as of 6/30/23 Current TEV: Current FY24E Consensus Current Share Price: $17. |
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| November 20, 2023 |
Exhibit (b)(i) Vista Equity Partners Fund VIII, L.P. c/o Vista Equity Partners Management, LLC Four Embarcadero Center, 20th Floor San Francisco, CA 94111 October 23, 2023 Icefall Parent, LLC c/o Vista Equity Partners Management, LLC Four Embarcadero Center, 20th Floor San Francisco, CA 94111 Attention: Christina Lema and Jeff Wilson Ladies and Gentlemen: Reference is made to that certain (i) Agre |
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| November 20, 2023 |
EX-FILING FEES Exhibit 107 CALCULATION OF FILING FEE TABLES Schedule 14A (Form Type) EngageSmart, Inc. |
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| November 20, 2023 |
Exhibit (c)(ii) Confidential – Draft Confidential Treatment Requested. Certain portions of this exhibit have been redacted and separately filed with the Securities and Exchange Commission pursuant to a request for confidential treatment Project Everest Discussion Materials October 23, 2023 Confidential – Draft These materials have been prepared by Evercore Group L.L.C. (“Evercore”) for the Special |
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| November 20, 2023 |
Exhibit (c)(iii) Confidential - Preliminary Draft Exhibit (c)(iii) Confidential - Preliminary Draft Confidential Treatment Requested. |
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| November 20, 2023 |
Exhibit (c)(iv) Confidential—Preliminary Draft Confidential Treatment Requested. Certain portions of this exhibit have been redacted and separately filed with the Securities and Exchange Commission pursuant to a request for confidential treatment. Project Everest Special Committee Discussion Materials August 31, 2023 Evercore Confidential – Preliminary Draft Project Everest Process Update and Next |
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| November 20, 2023 |
Confidential – Preliminary Draft Project Everest Discussion Materials October 22, 2023 Exhibit (c)(ix) Confidential – Preliminary Draft Project Everest Discussion Materials October 22, 2023 Confidential – Preliminary Draft These materials have been prepared by Evercore Group L. |
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| November 2, 2023 |
Exhibit 99.1 EngageSmart Announces Third Quarter 2023 Results Third Quarter 2023 Revenue of $97.7 million, up 24% year over year Third Quarter 2023 Net Income of $11.5 million and Adjusted EBITDA of $18.8 million Company enters into definitive agreement to be acquired by Vista Equity Partners for approximately $4.0 billion BOSTON - November 2, 2023 - EngageSmart, Inc. (NYSE: ESMT), a leading provi |
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| November 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q c UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40835 EngageSmart, Inc. |
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| November 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| November 2, 2023 |
AMENDMENT TO ENGAGESMART, INC. 2021 INCENTIVE AWARD PLAN Exhibit 10.3 AMENDMENT TO ENGAGESMART, INC. 2021 INCENTIVE AWARD PLAN EngageSmart, Inc. 2021 Incentive Award Plan (the “Plan”) is amended as set forth below, effective as of October 30, 2023: A. Section 8.3 of the Plan is deleted and replaced in its entirely by the following: “(b) If a Change in Control occurs and a Participant’s Awards are assumed pursuant to Section 8.3(a), and, on or within 12 |
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| October 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☑ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Stat |
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| October 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 23, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| October 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 23, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| October 23, 2023 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER by and among ICEFALL PARENT, LLC, ICEFALL MERGER SUB, INC. and ENGAGESMART, INC. Dated as of October 23, 2023 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS & INTERPRETATIONS 2 1.1 CERTAIN DEFINITIONS 2 1.2 ADDITIONAL DEFINITIONS 13 1.3 CERTAIN INTERPRETATIONS 15 ARTICLE II THE MERGER 17 2.1 THE MERGER 17 2.2 THE EFFECTIVE TIME 17 2.3 THE CLOSING 17 2.4 EFFEC |
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| October 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State |
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| October 23, 2023 |
Exhibit 10.1 SUPPORT AGREEMENT This Support Agreement (this “Agreement”), dated as of October 23, 2023, is entered into by and among EngageSmart, Inc., a Delaware corporation (the “Company”), General Atlantic (IC), L.P., a Delaware limited partnership and General Atlantic (IC) SPV, L.P., a Delaware limited partnership (collectively, the “Stockholders” and each, a “Stockholder”) and Icefall Parent, |
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| October 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 23, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| October 23, 2023 |
Exhibit 99.1 EngageSmart Agrees to Be Acquired by Vista Equity Partners for $4.0 Billion October 23, 2023 Shares of EngageSmart to be Acquired for $23.00 Per Share in Cash Represents a 30% Premium to the 30-Day Unaffected Volume-Weighted Average Price (VWAP) EngageSmart to Become Privately Held Company Upon Completion of the Transaction; General Atlantic to Retain Minority Ownership Position BOSTO |
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| October 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 23, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| October 23, 2023 |
Exhibit 10.2 SUPPORT AGREEMENT This Support Agreement (this “Agreement”), dated as of October 22, 2023, is entered into by and among EngageSmart, Inc., a Delaware corporation (the “Company”), the undersigned stockholders (collectively, the “Stockholders” and each, a “Stockholder”) and Icefall Parent, LLC, a Delaware limited liability company (“Parent”). Capitalized terms used but not defined herei |
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| August 3, 2023 |
Investor Presentation August 3, 2023 Exhibit 99.2 Forward-Looking Statements Certain statements in this presentation are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. All statements contained in this news release that do not relate to matters |
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| August 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 3, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File N |
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| August 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q c UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40835 EngageSmart, Inc. |
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| August 3, 2023 |
Amendment No. 1 to Revolving Credit Agreement. Exhibit 10.1 AMENDMENT No. 1 AMENDMENT No. 1, dated as of June 30, 2023 (this “Amendment”), to the Existing Credit Agreement (as defined below), by and among ENGAGESMART, INC., a Delaware corporation (the “Borrower”) and JPMORGAN CHASE BANK, N.A. as administrative agent and collateral agent (in such capacity, the “Administrative Agent”). Capitalized terms used but not defined herein shall have the |
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| August 3, 2023 |
Exhibit 99.1 EngageSmart Announces Second Quarter 2023 Results Second Quarter 2023 Revenue of $94.4 million, up 28% year over year Second Quarter 2023 Net Income of $4.3 million and Adjusted EBITDA of $19.4 million Announces Strategic Purchase of Assets of Luminello, an Electronic Medical Record and Practice Management Platform Primarily for Psychiatrists Announces Sale of Enterprise Solution Heal |
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| May 19, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 17, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File Num |
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| May 4, 2023 |
Exhibit 99.1 EngageSmart Announces First Quarter 2023 Results First Quarter 2023 Revenue of $88.4 million, up 31% year over year First Quarter 2023 Net Income of $4.1 million and Adjusted EBITDA of $17.3 million BOSTON - May 4, 2023 - EngageSmart, Inc. (NYSE: ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, today reported financial re |
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| May 4, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 4, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File Numb |
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| May 4, 2023 |
Investor Presentation May 4, 2023 EngageSmart Investor Presentation Exhibit 99.2 Forward-Looking Statements Certain statements in this presentation are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. All statements contained in this news release |
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| May 4, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q c UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40835 EngageSmart, Inc. |
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| April 5, 2023 |
DEFA14A 1 2023esmt-defa14a.htm DEFA14A 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box |
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| April 5, 2023 |
4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confi |
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| April 4, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File N |
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| March 1, 2023 |
EX-FILING FEES Exhibit 107 Calculation of Filing Fee Tables 424(b)(7) (Form Type) EngageSmart, Inc. |
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| March 1, 2023 |
EX-1.1 Exhibit 1.1 EngageSmart, Inc. 8,000,000 Shares of Common Stock, par value $0.001 per share Underwriting Agreement February 28, 2023 Goldman Sachs & Co. LLC J.P. Morgan Securities LLC As Representatives of the several Underwriters listed in Schedule 1 hereto c/o Goldman Sachs & Co. LLC 200 West Street New York, New York 10282-2198 c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, N |
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| March 1, 2023 |
424B7 Table of Contents Filed pursuant to Rule 424(b)(7) Registration No. 333-333-270090 PROSPECTUS SUPPLEMENT (to Prospectus dated February 28, 2023) 8,000,000 Shares Common Stock The selling stockholders identified in this prospectus supplement are offering 8,000,000 shares of our common stock. We are not selling any shares of common stock in this offering and will not receive any of the proceed |
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| March 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission Fil |
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| February 28, 2023 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) EngageSmart, Inc. |
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| February 28, 2023 |
Subject to Completion Preliminary Prospectus Supplement dated February 28, 2023 424B7 Table of Contents Filed pursuant to Rule 424(b)(7) Registration No. 333-333-270090 The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. A registration statement relating to these securities has become effective under the Securities Act of 1933, as amended. This preliminary prospectus supplement and the accompanying pros |
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| February 28, 2023 |
As filed with the Securities and Exchange Commission on February 28, 2023 S-3ASR Table of Contents As filed with the Securities and Exchange Commission on February 28, 2023 Registration No. |
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| February 28, 2023 |
EX-4.3 Exhibit 4.3 ENGAGESMART, INC. INDENTURE Dated as of , 20 [ ] Trustee TABLE OF CONTENTS Page ARTICLE I. DEFINITIONS AND INCORPORATION BY REFERENCE 1 Section 1.1. Definitions 1 Section 1.2. Other Definitions 4 Section 1.3. Incorporation by Reference of Trust Indenture Act 4 Section 1.4. Rules of Construction 5 ARTICLE II. THE SECURITIES 5 Section 2.1. Issuable in Series 5 Section 2.2. Establi |
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| February 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 001-40835 EngageSmart, I |
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| February 13, 2023 |
ESMT / Engagesmart Inc / Burgess John Keenan - SC 13G/A Passive Investment SC 13G/A 1 d465420dsc13ga.htm SC 13G/A Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* EngageSmart, Inc. (Name of Issuer) Common Stock (Title of Class of Securit |
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| February 9, 2023 |
Exhibit 99.1 EngageSmart Announces Fourth Quarter and Full Year 2022 Results Full Year 2022 Revenue of $303.9 million, up 41% year over year Full Year 2022 Net Income of $20.6 million and Adjusted EBITDA of $49.3 million BOSTON - February 9, 2023 - EngageSmart, Inc. (NYSE: ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, today reporte |
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| February 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 9, 2023 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| February 9, 2023 |
Investor Presentation February 9, 2023 EngageSmart Investor Presentation Investor Presentation February 9, 2023 EngageSmart Investor Presentation Forward-Looking Statements Certain statements in this presentation are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. |
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| November 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 3, 2022 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| November 3, 2022 |
Exhibit 99.1 EngageSmart Announces Third Quarter 2022 Results Strong Customer Growth and Adoption Drive Third Quarter Revenue Increase of 42% Company Increases Revenue Guidance ? SMB Revenue up 52% fueled by new customer adds and growth from existing customers ? Enterprise Revenue up 31% driven by customer go-lives and continued digital adoption Boston, MA - November 3, 2022 - EngageSmart, Inc. (N |
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| November 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40835 EngageSmart, Inc. |
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| November 3, 2022 |
Amendment No. 1 to Registration Rights Agreement, dated November 2, 2022. Exhibit 10.1 ENGAGESMART, INC. AMENDMENT NO. 1 TO REGISTRATION RIGHTS AGREEMENT November 2, 2022 This Amendment No. 1 to Registration Rights Agreement (this ?Amendment?) is made, entered into and effective as of November 2, 2022, and amends that certain Registration Rights Agreement, dated as of September 22, 2021 (the ?Registration Rights Agreement?), by and among EngageSmart, Inc., a Delaware co |
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| November 3, 2022 |
Investor Presentation November 3, 2022 Investor Presentation November 3, 2022 Forward-Looking Statements Certain statements in this presentation are ?forward-looking statements? within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. |
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| August 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40835 EngageSmart, Inc. |
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| August 4, 2022 |
Exhibit 99.1 EngageSmart Announces Second Quarter 2022 Results Strong Customer Growth and Adoption Drive Second Quarter Revenue Increase of 43% Company Raises Revenue Guidance ? SMB Revenue up 56% fueled by new customer adds and growth from existing customers ? Enterprise Revenue up 29% driven by strong go-lives and digital adoption Boston, MA - August 4, 2022 - EngageSmart, Inc. (NYSE: ESMT), a l |
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| August 4, 2022 |
Second Quarter 2022 Financial Results August 4, 2022 Exhibit 99.2 Forward-Looking Statements Certain statements in this presentation are ?forward-looking statements? within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. All statements contained in this news release that do not re |
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| August 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 4, 2022 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File N |
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| May 25, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 24, 2022 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File Num |
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| May 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 19, 2022 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File Num |
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| May 5, 2022 |
Employment Agreement dated March 1, 2022, by and between EngageSmart, Inc. and Scott Semel. Exhibit 10.1 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and between EngageSmart, Inc. (the ?Company?) and Scott Semel (the ?Executive?) as of March 1, 2022 (the ?Effective Date?). WHEREAS, the Company wishes to employ Executive as Senior Vice President, General Counsel of the Company; WHEREAS, the Executive desires to provide services to the Company on the |
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| May 5, 2022 |
First Quarter 2022 Financial Results May 5, 2022 Exhibit 99.2 Forward-Looking Statements Certain statements in this presentation are ?forward-looking statements? within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. All statements contained in this presentation that do not relate |
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| May 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 5, 2022 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File Numb |
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| May 5, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40835 EngageSmart, Inc. |
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| May 5, 2022 |
Exhibit 99.1 EngageSmart Announces First Quarter 2022 Results Continued Business Momentum Drives First Quarter Revenue Growth of 42% Company Raises Revenue Guidance ? SMB Revenue up 56% fueled by new customer adds and expansion with existing customers ? Enterprise Revenue up 28% driven by strong go-lives and high adoption rates Boston, MA - May 5, 2022 - EngageSmart, Inc. (NYSE: ESMT), a leading p |
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| April 14, 2022 |
DEF 14A 1 esmt-def14a.htm DEF 14A 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ P |
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| April 14, 2022 |
4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confi |
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| March 3, 2022 |
Exhibit 10.14 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and between EngageSmart, LLC (the ?Company?) and Charles Kallenbach (the ?Executive?). WHEREAS, the Executive is currently employed as General Counsel of the Company; WHEREAS, the Company is contemplating an initial public offering (the ?IPO?); WHEREAS, in connection with the IPO, the Company will co |
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| March 3, 2022 |
Exhibit 10.21 CONFIDENTIAL SEPARATION AND RELEASE AGREEMENT This Confidential Separation and Release Agreement (the ?Agreement?) is entered into by and between Thomas Griffin (?Employee?) and EngageSmart, Inc. (the ?Company?), effective as of the eighth (8th) day following the date on which Employee signs this Agreement if not revoked in accordance with Section 6(d) below (the ?Effective Date?). T |
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| March 3, 2022 |
General Release dated February 15, 2022, by and between EngageSmart, Inc. and Charles Kallenbach. Exhibit 10.22 GENERAL RELEASE For valuable consideration, the receipt and adequacy of which are hereby acknowledged, the undersigned does hereby release and forever discharge the ?Releasees? hereunder, consisting of EngageSmart, Inc., and its partners, subsidiaries, associates, affiliates, successors, heirs, assigns, agents, directors, officers, employees, representatives, lawyers, insurers, and a |
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| March 3, 2022 |
List of Subsidiaries of EngageSmart, Inc. Exhibit 21.1 Subsidiaries EngageSmart Security Corporation MA Global Cloud, Ltd. OH Hancock Midco, LLC DE IMAGEVISION.NET, LLC DE Invoice Cloud, Inc. DE IVR Technology Group, LLC DE Metropolitan Communications, LLC MA Payment Service Network, Inc. WI SimplePractice, LLC CA Track Your Hours, LLC IL |
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| March 3, 2022 |
Employment Agreement dated February 1, 2022, by and between EngageSmart, Inc. and Kevin O'Brien. Exhibit 10.20 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and between EngageSmart, Inc. (the ?Company?) and Kevin O?Brien (the ?Executive?) as of February 1, 2022 (the ?Effective Date?). WHEREAS, the Executive is to be employed as President, Enterprise of the Company; WHEREAS, in connection with Executive?s employment, the Company desires to assure itself o |
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| March 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 001-40835 EngageSmart, I |
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| March 3, 2022 |
Exhibit 10.19 SIMPLE PRACTICE LLC SECOND AMENDED & RESTATED EMPLOYMENT AGREEMENT SECOND AMENDED & RESTATED EMPLOYMENT AGREEMENT (this ?Agreement?) dated as of November 30, 2021 (the ?Effective Date?), between SIMPLEPRACTICE, LLC, a California limited liability company, and EngageSmart, Inc., a Delaware corporation and parent of SimplePractice, LLC (collectively the ?Company?), and Howard Spector ( |
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| March 3, 2022 |
Exhibit 4.2 DESCRIPTION OF THE REGISTRANT?S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED The following description of the capital stock of EngageSmart, Inc. (the ?Company?, ?we?, ?us?, and ?our?) and certain provisions of our amended and restated certificate of incorporation (the ?Amended Charter?) and bylaws (the ?Bylaws?) is not intended to be a |
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| February 22, 2022 |
ESMT / Engagesmart Inc / Burgess John Keenan - SC 13G Passive Investment SC 13G Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* EngageSmart, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 29283F103 (CUSIP Number) Dec |
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| February 15, 2022 |
Exhibit 99.1 EngageSmart Reports Fourth Quarter and Full Year 2021 Results Record Quarterly and Annual Results in First Year as Public Company ? Annual Total Revenue increased 48% year-over-year to $216.3 million ? Annual SMB Revenue increased 74% year-over-year to $108.7 million ? Annual Enterprise Revenue increased 28% year-over-year to $107.5 million Braintree, Mass - February 15, 2022 - Engage |
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| February 15, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 15, 2022 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission Fil |
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| February 15, 2022 |
Fourth Quarter & Full Year 2021 Financial Results February 15, 2022 Fourth Quarter & Full Year 2021 Financial Results February 15, 2022 Forward-Looking Statements Certain statements in this presentation are ?forward-looking statements? within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. |
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| February 11, 2022 |
ESMT / Engagesmart Inc / GENERAL ATLANTIC LLC - SCHEDULE 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* EngageSmart, Inc. (Name of Issuer) Common stock, par value $0.001 per share (Title of Class of Securities) 29283F103 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p |
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| February 4, 2022 |
EXHIBIT B POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, that each person whose signature appears below hereby constitutes and appoints Adam H. |
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| February 4, 2022 |
EXHIBIT A JOINT FILING AGREEMENT This will confirm the agreement by and among the undersigned that the Schedule 13G filed with the Securities and Exchange Commission on or about the date hereof with respect to the beneficial ownership by the undersigned of the Common Stock, par value $0. |
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| February 4, 2022 |
ESMT / Engagesmart Inc / SUMMIT PARTNERS L P - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* EngageSmart, Inc. (Name of Issuer) Common Stock, par value $0.001 per share (Title of Class of Securities) 29283F103 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the Appropriate Box to Designate the Rule P |
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| January 25, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 19, 2022 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| November 10, 2021 |
Exhibit 10.14 ENGAGESMART, INC. AMENDMENT TO EMPLOYMENT AGREEMENT THIS AMENDMENT TO EMPLOYMENT AGREEMENT (this ?Amendment?), is made as of October 21, 2021 (the ?Effective Date?), by and between EngageSmart, Inc., a Delaware corporation (the ?Company?), and Jonathan Seltzer (?Executive?). Capitalized terms not otherwise defined herein shall have the meanings ascribed thereto in the Employment Agre |
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| November 10, 2021 |
Amended and Restated Certificate of Incorporation of EngageSmart, Inc. Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF ENGAGESMART, INC. * * * * * The present name of the corporation is EngageSmart, Inc. The corporation was incorporated under the name EngageSmart, Inc. by the filing of its original Certificate of Incorporation with the Secretary of State of the State of Delaware on September 22, 2021. This Amended and Restated Certificate of Incorpor |
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| November 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 9, 2021 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission File |
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| November 10, 2021 |
Exhibit 10.3 STOCKHOLDERS AGREEMENT This STOCKHOLDERS AGREEMENT (this ?Agreement?) is made and entered into as of September 22, 2021, by and among EngageSmart, Inc. (formerly EngageSmart, LLC), a Delaware corporation (the ?Company?), General Atlantic (IC), L.P., a Delaware limited partnership (together with its affiliated investment entities, the ?GA Stockholder?), Summit Partners Growth Equity Fu |
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| November 10, 2021 |
Exhibit 2.1 PLAN OF CONVERSION Converting EngageSmart, LLC (a Delaware limited liability company) to EngageSmart, Inc. (a Delaware corporation) THIS PLAN OF CONVERSION (this ?Plan?), dated as of September 22, 2021, is hereby adopted and approved by EngageSmart, LLC, a limited liability company formed under the laws of Delaware (the ?LLC?), to set forth the terms, conditions and procedures governin |
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| November 10, 2021 |
Exhibit 2.2 PLAN OF REORGANIZATION of EngageSmart, Inc. (a Delaware corporation) THIS PLAN OF REORGANIZATION (this ?Plan?), dated as of September 22, 2021, is hereby adopted and approved by EngageSmart, Inc. (the ?Corporation?), a corporation formed under the laws of Delaware (the ?Corporation?), to set forth the terms, conditions and procedures governing the reorganization of the Corporation. Cap |
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| November 10, 2021 |
Certificate of Conversion of EngageSmart, Inc. EX-2.3 4 esmt-ex23.htm EX-2.3 Exhibit 2.3 CERTIFICATE OF CONVERSION OF ENGAGESMART, LLC, A DELAWARE LIMITED LIABILITY COMPANY TO ENGAGESMART, INC., A DELAWARE CORPORATION This Certificate of Conversion to Corporation, dated as of September 22, 2021 is being duly executed and filed by EngageSmart, LLC, a Delaware limited liability company (the “Company”), to convert the LLC to EngageSmart, Inc., a |
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| November 10, 2021 |
Exhibit 10.13 ENGAGESMART, INC. AMENDMENT TO EMPLOYMENT AGREEMENT THIS AMENDMENT TO EMPLOYMENT AGREEMENT (this ?Amendment?), is made as of October 21, 2021 (the ?Effective Date?), by and between EngageSmart, Inc., a Delaware corporation (the ?Company?), and Thomas Griffin (?Executive?). Capitalized terms not otherwise defined herein shall have the meanings ascribed thereto in the Employment Agreem |
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| November 10, 2021 |
Q3’21 Financial Results November 10, 2021 September 2021 Q3?21 Financial Results November 10, 2021 September 2021 Disclosures Forward-Looking Statements Certain statements in this presentation are ?forward-looking statements? within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. |
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| November 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40835 EngageSmart, Inc. |
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| November 10, 2021 |
Registration Rights Agreement. EX-10.2 7 esmt-ex102.htm EX-10.2 Exhibit 10.2 ENGAGESMART, INC. REGISTRATION RIGHTS AGREEMENT This REGISTRATION RIGHTS AGREEMENT (this “Agreement”) is made as of September 22, 2021, by and among EngageSmart, Inc., a Delaware corporation (the “Company”), General Atlantic (IC), L.P., a Delaware limited partnership (together with its affiliated investment entities, “General Atlantic”), Summit Partner |
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| November 10, 2021 |
Exhibit 3.2 BYLAWS OF ENGAGESMART, INC. A Delaware corporation (Adopted as of September 22, 2021) EngageSmart, Inc. (the ?Corporation?), pursuant to the provisions of Section 109 of the General Corporation Law of the State of Delaware (the ?DGCL?), hereby adopts these Bylaws (these ?Bylaws?): ARTICLE I OFFICES Section 1. Offices. The Corporation may have an office or offices other than its registe |
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| November 10, 2021 |
EX-99.1 2 esmt-ex991.htm EX-99.1 Exhibit 99.1 EngageSmart Announces Third Quarter 2021 Results Revenue up 42% on Continued SMB and Enterprise Growth; SMB up 64% Fueled by Paid Subscriptions Braintree, Mass - November 10, 2021 - EngageSmart, Inc. (NYSE: ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, today reported financial results f |
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| October 1, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 27, 2021 EngageSmart, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40835 83-2785225 (State or other jurisdiction of incorporation) (Commission Fi |
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| October 1, 2021 |
Exhibit 10.1 EXECUTION VERSION REVOLVING CREDIT AGREEMENT dated as of September 27, 2021 among ENGAGESMART, INC., as the Borrower, JPMORGAN CHASE BANK, N.A., as Administrative Agent, Collateral Agent and an L/C Issuer, The Other Lenders and L/C Issuers Party Hereto, and JPMORGAN CHASE BANK, N.A., as Sole Lead Arranger and Sole Bookrunner TABLE OF CONTENTS Section Page ARTICLE I. DEFINITIONS AND AC |
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| September 27, 2021 |
As filed with the Securities and Exchange Commission on September 27, 2021 As filed with the Securities and Exchange Commission on September 27, 2021 Registration No. |
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| September 27, 2021 |
EngageSmart, Inc. Amended and Restated 2009 Equity Incentive Plan Exhibit 99.1 INVOICE CLOUD INC. 2009 EQUITY INCENTIVE PLAN Effective January 19, 2009 (as amended July 15, 2010) 1. Establishment, Purpose and Types of Awards Invoice Cloud, Inc. a Delaware corporation (the “Company”), hereby establishes the Invoice Cloud, Inc. 2009 EQUITY INCENTIVE PLAN (the “Plan”). The purpose of the Plan is to promote the long-term growth and profitability of the Company by (i |
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| September 24, 2021 |
424B4 1 d157962d424b4.htm 424B4 Table of Contents Filed Pursuant to Rule 424(b)(4) Registration No. 333-259101 Prospectus 14,550,000 shares Common stock This is an initial public offering of the common stock of EngageSmart, Inc. We are offering 13,000,000 shares of our common stock, and the selling stockholders named in this prospectus are offering 1,550,000 shares of our common stock. The public |
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| September 23, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 ENGAGESMART, INC. (Exact name of registrant as specified in its charter) Delaware 83-2785225 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 30 B |
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| September 20, 2021 |
September 20, 2021 VIA EDGAR U.S. Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Lisa Etheredge Robert Littlepage Matthew Crispino Jan Woo Re: EngageSmart, LLC Registration Statement on Form S-1 File No. 333-259101 Acceleration Request Requested Date: September 22, 2021 Requested Time: 4:00 p.m., Eastern Time Ladies and Gentl |
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| September 20, 2021 |
[Signature Page to EngageSmart, LLC Acceleration Request] CORRESP 1 filename1.htm September 20, 2021 VIA EDGAR AND EMAIL Division of Corporation Finance Office of Technology U.S. Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549-6010 Attention: Jan Woo, Legal Branch Chief Matthew Crispino, Staff Attorney Lisa Etheredge, Staff Accountant Robert Littlepage, Accounting Branch Chief Re: EngageSmart, LLC (to be converted into a corp |
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| September 16, 2021 |
Form of Stockholders’ Agreement, to be in effect upon completion of the Corporate Conversion. Exhibit 4.2 STOCKHOLDERS AGREEMENT This STOCKHOLDERS AGREEMENT (this “Agreement”) is made and entered into as of , 2021, by and among EngageSmart, Inc. (formerly EngageSmart, LLC), a Delaware corporation (the “Company”), General Atlantic (IC), L.P., a Delaware limited partnership (together with its affiliated investment entities, the “GA Stockholder”), Summit Partners Growth Equity Fund VIII-A, L. |
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| September 16, 2021 |
Form of Indemnification Agreement. EXhibit 10.15 INDEMNIFICATION AND ADVANCEMENT AGREEMENT This Indemnification and Advancement Agreement (?Agreement?) is made as of , 2021 by and between EngageSmart, Inc., a Delaware corporation (the ?Company?), and , a member of the Board of Directors or an officer of the Company (?Indemnitee?). This Agreement supersedes and replaces any and all previous Agreements between the Company and Indemni |
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| September 16, 2021 |
Form of Restricted Stock Unit Grant Notice and Agreement under the 2021 Incentive Award Plan. Exhibit 10.17 ENGAGESMART, INC. 2021 INCENTIVE AWARD PLAN RESTRICTED STOCK UNIT GRANT NOTICE Capitalized terms not specifically defined in this Restricted Stock Unit Grant Notice (the ?Grant Notice?) have the meanings given to them in the 2021 Incentive Award Plan (as amended from time to time, the ?Plan?) of EngageSmart, Inc. (the ?Company?). The Company hereby grants to the participant listed be |
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| September 16, 2021 |
Form of Underwriting Agreement. Exhibit 1.1 EngageSmart, Inc. [ ] Shares of Common Stock, par value $0.001 per share Underwriting Agreement [ ], 2021 J.P. Morgan Securities LLC Goldman Sachs & Co. LLC As Representatives of the several Underwriters listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 c/o Goldman Sachs & Co. LLC 200 West Street New York, New York 10282-2198 Ladies |
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| September 16, 2021 |
Form of Registration Rights Agreement, to be in effect upon completion of the Corporate Conversion. Exhibit 4.1 ENGAGESMART, INC. REGISTRATION RIGHTS AGREEMENT This REGISTRATION RIGHTS AGREEMENT (this “Agreement”) is made as of , 2021, by and among EngageSmart, Inc., a Delaware corporation (the “Company”), General Atlantic (IC), L.P., a Delaware limited partnership (together with its affiliated investment entities, “General Atlantic”), Summit Partners Growth Equity Fund VIII-A, L.P., a Delaware |
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| September 16, 2021 |
As filed with the Securities and Exchange Commission on September 16, 2021 As filed with the Securities and Exchange Commission on September 16, 2021 Registration No. |
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| September 16, 2021 |
Amended and Restated EngageSmart, Inc. CVR Bonus Award Plan. Exhibit 10.4 AMENDED AND RESTATED ENGAGESMART, INC. CVR BONUS AWARD PLAN PURPOSE OF PLAN: The EngageSmart, Inc. CVR Bonus Award Plan (the “Plan”) permits selected employees, consultants and advisors of EngageSmart, Inc., a Delaware corporation (together with any predecessor or successor thereto, the “Company”), and its subsidiaries (collectively, the “Employer”) to share in a portion of the equity |
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| September 13, 2021 |
Exhibit 2.1 [FORM OF] PLAN OF CONVERSION Converting EngageSmart, LLC (a Delaware limited liability company) to EngageSmart, Inc. (a Delaware corporation) THIS PLAN OF CONVERSION (this “Plan”), dated as of [ 🌑 ], 2021, is hereby adopted and approved by EngageSmart, LLC, a limited liability company formed under the laws of Delaware (the “LLC”), to set forth the terms, conditions and procedures gove |
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| September 13, 2021 |
Employment Agreement dated September 13, 2021, by and between EngageSmart, LLC and Robert Bennett. EX-10.11 10 d157962dex1011.htm EX-10.11 Exhibit 10.11 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this “Agreement”) is entered into by and between EngageSmart, LLC (the “Company”) and Robert Bennett (the “Executive”). WHEREAS, the Executive is currently employed as Chief Executive Officer of the Company; WHEREAS, the Company is contemplating an initial public offering (the “IPO”); WHEREAS, in |
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| September 13, 2021 |
Form of Stock Option Grant Notice and Agreement under the 2021 Incentive Award Plan. EX-10.18 16 d157962dex1018.htm EX-10.18 Exhibit 10.18 ENGAGESMART, INC. 2021 EQUITY INCENTIVE PLAN STOCK OPTION GRANT NOTICE Capitalized terms not specifically defined in this Stock Option Grant Notice (the “Grant Notice”) have the meanings given to them in the 2021 Equity Incentive Plan (as amended from time to time, the “Plan”) of EngageSmart, Inc. (the “Company”). The Company hereby grants to t |
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| September 13, 2021 |
2021 Employee Stock Purchase Plan. EX-10.19 17 d157962dex1019.htm EX-10.19 Exhibit 10.19 ENGAGESMART, INC. 2021 EMPLOYEE STOCK PURCHASE PLAN ARTICLE I. PURPOSE The purpose of this Plan is to assist Eligible Employees of the Company and its Designated Subsidiaries in acquiring a stock ownership interest in the Company. The Plan consists of two components: (i) the Section 423 Component and (ii) the Non-Section 423 Component. The Sect |
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| September 13, 2021 |
Specimen Common Stock Certificate Evidencing the Shares of Common Stock. Exhibit 4.3 ENGAGESMART . ZQ|CERT#|COY|CLS|RGSTRY|ACCT#|TRANSTYPE|RUN#|TRANS# COMMON STOCK COMMON STOCK PAR VALUE $0.001 Certificate Shares Number * * 000000 ****************** * * * 000000 ***************** ZQ00000000 **** 000000 **************** ENGAGESMART, INC. ***** 000000 *************** ****** 000000 ************** INCORPORATED UNDER THE LAWS OF THE STATE OF DELAWARE ** Mr. Alexander David |
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| September 13, 2021 |
Form of Plan of Reorganization. Exhibit 2.2 [FORM OF] PLAN OF REORGANIZATION of EngageSmart, Inc. (a Delaware corporation) THIS PLAN OF REORGANIZATION (this “Plan”), dated as of [ 🌑 ], 2021, is hereby adopted and approved by EngageSmart, Inc. (the “Corporation”), a corporation formed under the laws of Delaware (the “Corporation”), to set forth the terms, conditions and procedures governing the reorganization of the Corporation. |
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| September 13, 2021 |
Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF ENGAGESMART, INC. * * * * * The present name of the corporation is EngageSmart, Inc. The corporation was incorporated under the name EngageSmart, Inc. by the filing of its original Certificate of Incorporation with the Secretary of State of the State of Delaware on [ ? ], 2021. This Amended and Restated Certificate of Incorporation o |
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| September 13, 2021 |
Employment Agreement dated September 13, 2021, by and between EngageSmart, LLC and Cassandra Hudson. EX-10.12 11 d157962dex1012.htm EX-10.12 Exhibit 10.12 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this “Agreement”) is entered into by and between EngageSmart, LLC (the “Company”) and Cassandra Hudson (the “Executive”). WHEREAS, the Executive is currently employed as Chief Financial Officer of the Company; WHEREAS, the Company is contemplating an initial public offering (the “IPO”); WHEREAS, i |
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| September 13, 2021 |
Form of Certificate of Conversion of EngageSmart, LLC. Exhibit 2.3 CERTIFICATE OF CONVERSION OF ENGAGESMART, LLC, A DELAWARE LIMITED LIABILITY COMPANY TO ENGAGESMART, INC., A DELAWARE CORPORATION This Certificate of Conversion to Corporation, dated as of [ 🌑 ], 2021 is being duly executed and filed by EngageSmart, LLC, a Delaware limited liability company (the “Company”), to convert the LLC to EngageSmart, Inc., a Delaware corporation (the “Corporati |
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| September 13, 2021 |
EX-10.14 13 d157962dex1014.htm EX-10.14 Exhibit 10.14 EXECUTION VERSION CREDIT AGREEMENT Dated as of February 11, 2019 among HANCOCK MERGER SUB, INC. (which on the Closing Date shall be merged with and into Invoice Cloud, Inc., with Invoice Cloud, Inc. surviving the Merger), as Initial Borrower HANCOCK MIDCO, LLC, as Holdings THE LENDERS PARTY HERETO, as Lenders ARES CAPITAL CORPORATION, as Admini |
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| September 13, 2021 |
Non-Employee Director Compensation Policy of EngageSmart, Inc. EX-10.13 12 d157962dex1013.htm EX-10.13 Exhibit 10.13 ENGAGESMART, INC. NON-EMPLOYEE DIRECTOR COMPENSATION POLICY Non-employee members of the board of directors (the “Board”) of EngageSmart, Inc. (the “Company”) shall be eligible to receive cash and equity compensation as set forth in this Non-Employee Director Compensation Policy (this “Policy”). The cash and equity compensation described in this |
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| September 13, 2021 |
Form of Restricted Stock Unit Grant Notice and Agreement under the 2021 Incentive Award Plan. Exhibit 10.17 ENGAGESMART, INC. 2021 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT GRANT NOTICE Capitalized terms not specifically defined in this Restricted Stock Unit Grant Notice (the “Grant Notice”) have the meanings given to them in the 2021 Equity Incentive Plan (as amended from time to time, the “Plan”) of EngageSmart, Inc. (the “Company”). The Company hereby grants to the participant listed |
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| September 13, 2021 |
Form of Bylaws of EngageSmart, Inc., to be in effect upon completion of the Corporate Conversion. Exhibit 3.3 BYLAWS OF ENGAGESMART, INC. A Delaware corporation (Adopted as of [ 🌑 ], 2021) EngageSmart, Inc. (the “Corporation”), pursuant to the provisions of Section 109 of the General Corporation Law of the State of Delaware (the “DGCL”), hereby adopts these Bylaws (these “Bylaws”): ARTICLE I OFFICES Section 1. Offices. The Corporation may have an office or offices other than its registered of |
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| September 13, 2021 |
Consent of Deborah A. Dunnam to be named as director nominee. Exhibit 99.1 Consent to be Named as a Director Nominee In connection with the filing by EngageSmart, LLC (to be converted from a Delaware limited liability company to a Delaware corporation (EngageSmart, Inc.)) of the Registration Statement on Form S-1 (No. 333-259101) with the Securities and Exchange Commission under the Securities Act of 1933, as amended (the “Securities Act”), I hereby consent, |
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| September 13, 2021 |
As filed with the Securities and Exchange Commission on September 13, 2021 S-1/A Table of Contents As filed with the Securities and Exchange Commission on September 13, 2021 Registration No. |
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| September 13, 2021 |
Consent of Ashley C. Glover to be named as director nominee. Exhibit 99.2 Consent to be Named as a Director Nominee In connection with the filing by EngageSmart, LLC (to be converted from a Delaware limited liability company to a Delaware corporation (EngageSmart, Inc.)) of the Registration Statement on Form S-1 (No. 333-259101) with the Securities and Exchange Commission under the Securities Act of 1933, as amended (the “Securities Act”), I hereby consent, |
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| September 13, 2021 |
Exhibit 10.16 ENGAGESMART, INC. 2021 INCENTIVE AWARD PLAN ARTICLE I. PURPOSE The Plan’s purpose is to enhance the Company’s ability to attract, retain and motivate persons who make (or are expected to make) important contributions to the Company by providing these individuals with equity ownership opportunities and/or equity-linked compensatory opportunities. Capitalized terms used in the Plan are |
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| September 13, 2021 |
EX-3.2 6 d157962dex32.htm EX-3.2 Exhibit 3.2 CERTIFICATE OF INCORPORATION OF ENGAGESMART, INC. * * * * * ARTICLE ONE The name of the corporation is EngageSmart, Inc. (the “Corporation”). ARTICLE TWO The address of the Corporation’s registered office in the State of Delaware is 3411 Silverside Road, Tatnall Building #104, Wilmington, New Castle County, State of Delaware 19810. The name of its regis |
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| September 2, 2021 |
CONFIDENTIAL TREATMENT REQUESTED BY ENGAGESMART, LLC - 2 1271 Avenue of the Americas New York, New York 10020-1401 Tel: +1.212.906.1200 Fax: +1.212.751.4864 www.lw.com FIRM / AFFILIATE OFFICES Beijing Moscow Boston Munich Brussels New York Century City Orange County Chicago Paris Dubai Riyadh September 2, 2021 D?sseldorf San Diego Frankfurt San Francisco Hamburg Seoul Hong Kong Shanghai Houston Silicon Valley London Singapore Los Angeles Tokyo Madrid Wa |
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| August 27, 2021 |
Employment Agreement dated April 30, 2015, by and between Invoice Cloud, Inc. and Robert Bennett. EX-10.6 8 d157962dex106.htm EX-10.6 Exhibit 10.6 Privileged & Confidential INVOICE CLOUD INC. EMPLOYMENT AGREEMENT EMPLOYMENT AGREEMENT (this “Agreement”) dated as of April 30, 2015 (the “Effective Date”), between INVOICE CLOUD INC., a Delaware corporation (the “Company”), and Robert Bennett (the “Employee”). W I T N E S S E T H WHEREAS, the Company desires to continue to employ the Employee as Ch |
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| August 27, 2021 |
Exhibit 10.2 ENGAGESMART, LLC INCENTIVE STOCK OPTION AGREEMENT PURSUANT TO THE ENGAGESMART, LLC AMENDED AND RESTATED 2015 STOCK OPTION PLAN AGREEMENT (?Agreement?), dated as of , 20 (the ?Grant Date?), between EngageSmart, LLC, a Delaware limited liability company (the ?Company?), and (the ?Participant?). Preliminary Statement The Committee hereby grants this stock option (the ?Option?) as of the |
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| August 27, 2021 |
Exhibit 3.3 EXECUTION VERSION SECOND AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF HANCOCK PARENT, LLC, a Delaware Limited Liability Company Dated as of February 11, 2019 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 2 1.1 Definitions 2 1.2 Interpretive Provisions 14 ARTICLE II THE LIMITED LIABILITY COMPANY 16 2.1 Formation 16 2.2 Name 16 2.3 Business Purpose 16 2.4 Registered Office |
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| August 27, 2021 |
EX-10.7 9 d157962dex107.htm EX-10.7 Exhibit 10.7 AR Employment Agreement SIMPLE PRACTICE LLC AMENDED & RESTATED EMPLOYMENT AGREEMENT AMENDED & RESTATED EMPLOYMENT AGREEMENT (this “Agreement”) dated as of June 28, 2021 (the “Effective Date”), between SIMPLEPRACTICE, LLC, a California limited liability company, and EngageSmart, LLC, a Delaware limited liability company and parent of SimplePractice, |
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| August 27, 2021 |
Form of CVR Bonus Award Certificate under the EngageSmart, LLC CVR Bonus Award Plan. Exhibit 10.5 FINAL FORM HANCOCK PARENT, LLC CVR BONUS AWARD PLAN CVR BONUS AWARD CERTIFICATE Name: []1 Date of Grant: [ ? ], 2019 Number of CVR Units Awarded: [] (the ?CVR Units?) Hancock Parent, LLC, a Delaware limited liability company (the ?Company?), has adopted the Hancock Parent, LLC CVR Bonus Award Plan (the ?Plan?), a copy of which is attached to this CVR Bonus Award Certificate (the ?Awar |
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| August 27, 2021 |
August 27, 2021 VIA EDGAR Division of Corporation Finance Office of Technology U.S. Securities and Exchange Commission 100 F Street, N.E. Washington, DC 20549-6010 Attn: Jan Woo, Legal Branch Chief Matthew Crispino, Staff Attorney Lisa Etheredge, Staff Accountant Robert Littlepage, Accounting Branch Chief Re: EngageSmart, LLC Amendment No. 1 to Draft Registration Statement on Form S-1 Submitted Au |
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| August 27, 2021 |
Form of Indemnification Agreement. Exhibit 10.11 EXECUTION VERSION CREDIT AGREEMENT Dated as of February 11, 2019 among HANCOCK MERGER SUB, INC. (which on the Closing Date shall be merged with and into Invoice Cloud, Inc., with Invoice Cloud, Inc. surviving the Merger), as Initial Borrower HANCOCK MIDCO, LLC, as Holdings THE LENDERS PARTY HERETO, as Lenders ARES CAPITAL CORPORATION, as Administrative Agent and ARES CAPITAL CORPORAT |
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| August 27, 2021 |
Exhibit 10.8 EXECUTABLE Privileged & Confidential SIMPLE PRACTICE LLC EMPLOYMENT AGREEMENT EMPLOYMENT AGREEMENT (this ?Agreement?) dated as of March 17, 2017 (the ?Effective Date?), between SIMPLE PRACTICE LLC, a California limited liability company (the ?Company?), and Howard Spector (the ?Employee?). W I T N E S S E T H WHEREAS, the Company desires to continue to employ the Employee as Chief Exe |
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| August 27, 2021 |
Exhibit 10.9 October 14, 2020 Cassandra Hudson ##### Dear Cassandra, EngageSmart is pleased to offer you the position as Chief Financial Officer as set forth in this letter, contingent on the successful completion of a background and reference check and upon the execution of the documents referenced below. In this position, you will be reporting to our CEO. Bob Bennett, commencing on or before Nov |
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| August 27, 2021 |
EngageSmart, LLC Amended and Restated 2015 Stock Option Plan. Exhibit 10.1 ENGAGESMART, LLC AMENDED AND RESTATED 2015 STOCK OPTION PLAN ENGAGESMART PARENT, LLC AMENDED AND RESTATED 2015 STOCK OPTION PLAN TABLE OF CONTENTS ARTICLE I PURPOSE 2 ARTICLE II DEFINITIONS 2 ARTICLE III ADMINISTRATION 7 ARTICLE IV SHARE LIMITATION 10 ARTICLE V ELIGIBILITY 11 ARTICLE VI STOCK OPTIONS 12 ARTICLE VII CHANGE IN CONTROL PROVISIONS 16 ARTICLE VIII TERMINATION OR AMENDMENT |
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| August 27, 2021 |
Exhibit 10.10 TERMS AND CONDITIONS OF EMPLOYMENT This Terms and Conditions of Employment (?Terms and Conditions?) is made as of this 14 day of October 2020, between Invoice Cloud, Inc. (the ?Company?) and Cassandra Hudson, whose address is ### (?Employee or ?You? or ?Your?). WHEREAS, Employee is willing, as an inducement for the Company to hire Employee, to abide by the terms and be subject to the |
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| August 27, 2021 |
EXHIBIT 21.1 Subsidiaries Global Cloud, Ltd. OH Hancock Midco, LLC DE IMAGEVISION.NET, LLC DE Invoice Cloud, Inc. DE IVR Technology Group, LLC DE Metropolitan Communications, LLC MA Payment Service Network, Inc. WI SimplePractice, LLC CA Track Your Hours, LLC IL |
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| August 27, 2021 |
S-1 Table of Contents As filed with the Securities and Exchange Commission on August 27, 2021 Registration No. |
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| August 27, 2021 |
Amended and Restated EngageSmart, Inc. CVR Bonus Award Plan. Exhibit 10.4 EXECUTION VERSION HANCOCK PARENT, LLC CVR BONUS AWARD PLAN PURPOSE OF PLAN: The Hancock Parent, LLC CVR Bonus Award Plan (the “Plan”) permits selected employees, consultants and advisors of Hancock Parent, LLC, a Delaware limited liability company (the “Company”), and its subsidiaries (collectively, the “Employer”) to share in a portion of the equity value of the Company, by entitling |
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| August 27, 2021 |
Exhibit 10.3 HANCOCK PARENT, LLC INCENTIVE STOCK OPTION AGREEMENT PURSUANT TO THE HANCOCK PARENT, LLC AMENDED AND RESTATED 2015 STOCK OPTION PLAN AGREEMENT (?Agreement?), dated as of November 1, 2019 (the ?Grant Date?), between Hancock Parent, LLC, a Delaware limited liability company (the ?Company?), and David Mangum (the ?Participant?). Preliminary Statement The Committee hereby grants this stoc |
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| August 19, 2021 |
United States securities and exchange commission logo August 19, 2021 Charles Kallenbach General Counsel EngageSmart, LLC 30 Braintree Hill Office Park, Suite 101 Braintree, Massachusetts 02184 Re: EngageSmart, LLC Amendment No. |
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| August 9, 2021 |
DRS/A 1 filename1.htm Table of Contents Amendment No. 1 to the Draft Registration Statement, as confidentially submitted to the Securities and Exchange Commission on August 9, 2021. This amended draft registration statement has not been filed publicly with the Securities and Exchange Commission and all information herein remains strictly confidential. Registration No. 333- UNITED STATES SECURITIES |
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| August 9, 2021 |
1271 Avenue of the Americas New York, New York 10020-1401 Tel: +1.212.906.1200 Fax: +1.212.751.4864 www.lw.com FIRM / AFFILIATE OFFICES Beijing Moscow Boston Munich Brussels New York Century City Orange County Chicago Paris Dubai Riyadh D?sseldorf San Diego Frankfurt San Francisco Hamburg Seoul Hong Kong Shanghai Houston Silicon Valley London Singapore Los Angeles Tokyo Madrid Washington, D.C. Mil |
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| July 28, 2021 |
United States securities and exchange commission logo July 28, 2021 Charles Kallenbach General Counsel EngageSmart, LLC 30 Braintree Hill Office Park, Suite 101 Braintree, Massachusetts 02184 Re: EngageSmart, LLC Draft Registration Statement on Form S-1 Submitted June 30, 2021 CIK No. |
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| June 30, 2021 |
1271 Avenue of the Americas New York, New York 10020-1401 Tel: +1.212.906.1200 Fax: +1.212.751.4864 www.lw.com June 30, 2021 FIRM / AFFILIATE OFFICES Beijing Boston Brussels Century City Chicago Dubai D?sseldorf Frankfurt Hamburg Hong Kong Houston London Los Angeles Madrid Milan Moscow Munich New York Orange County Paris Riyadh San Diego San Francisco Seoul Shanghai Silicon Valley Singapore Tokyo |
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| June 30, 2021 |
Table of Contents As confidentially submitted to the Securities and Exchange Commission on June 30, 2021. |
