EngageSmart LLC

EngageSmart, Inc. engages in the provision of customer engagement software and integrated payments capabilities. Its operating segments include Enterprise Solutions and SMB Solutions. The Enterprise Solutions segment engages in SaaS solutions that simplify customer-client engagement primarily through electronic billing and digital payments. The SMB Solutions segment engages in the provision of end-to-end practice management solutions geared toward the wellness industry. The company was founded on December 7, 2018 and is headquartered in Braintree, MA.

Earnings data Q3 2021

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EngageSmart achieves record revenue and EBITDA in Q4 2022

EngageSmart delivered record revenue and adjusted EBITDA performance in Q4 2022, driven by strong customer growth and successful pricing changes, positioning the company well for future growth.
With a focus on automation, market expansion, and margin progression, EngageSmart is poised to capitalize on the U.S. market opportunity and drive sustained revenue growth in 2023.
Addressing challenges such as churn due to pricing changes and optimizing costs for margin expansion will be key focus areas for EngageSmart in maintaining its growth trajectory.

EngageSmart (ESMT) achieves record Q1 results, eyes growth opportunities

EngageSmart's Q1 performance showcased record revenue and EBITDA results, driven by strong customer growth, pricing strategies, and retention efforts.
The company's focus on customer-centricity, product innovation, and market potential positions it well for continued success and growth in the mental health care sector.
Challenges include seasonal fluctuations affecting ARPU, valuation concerns for M&A activities, and potential impacts of pricing changes on churn.
Opportunities lie in expanding digital payments, strengthening partnerships, and leveraging mental health care initiatives for growth and improved access to care.

EngageSmart reports record Q2 earnings, eyes telemedicine and acquisitions

EngageSmart's Q2 performance showcased strong financial results, driven by revenue growth, margin expansion, and strategic acquisitions.
The company's focus on operational efficiency, customer-centric approach, and long-term value creation positions it well for sustained growth.
Despite challenges in a competitive market, EngageSmart's strategic initiatives, financial stability, and growth opportunities bode well for future success.

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EngageSmart, Inc. engages in the provision of customer engagement software and integrated payments capabilities. It operates through the Enterprise Solutions and SMB Solutions segments. The Enterprise Solutions segment is involved in SaaS solutions that simplify customer-client engagement primarily through electronic billing and digital payments. The SMB Solutions segment focuses on the provision of end-to-end practice management solutions geared toward the wellness industry. The company was founded on December 7, 2018 and is headquartered in Braintree, MA.

NEW YORK--(BUSINESS WIRE)--Entwistle & Cappucci LLP (“Entwistle & Cappucci”) today announced that its ongoing investigation has led to the filing of a class action complaint against EngageSmart, Inc. (“EngageSmart” or the “Company”) and certain of the Company's officers and directors (collectively, “Defendants”) on behalf of a class (“Class”) consisting of (1) public holders of EngageSmart common stock as of the December 21, 2023 record date who were entitled to vote on the “take-privat.

Entwistle & Cappucci LLP Filed a Securities Class Action Complaint Against EngageSmart, Inc. and Vista Equity Partners Management, LLC

Corpay Inc

SÃO PAULO--(BUSINESS WIRE)--Celcoin, a leading company in the Banking as a Service (BaaS) financial technology market, today announced a US$125 million investment led by global growth equity investor Summit Partners. Summit has a long history of partnering with market-leading fintech companies, including EngageSmart (NYSE: ESMT), Corpay (NYSE: CPAY) and Calypso Technology. Existing investor Innova Capital is also participating in the round, along with experienced financial technology executive.

Brazilian Fintech Celcoin Announces US$125 Million Investment Led by Summit Partners

BOSTON--(BUSINESS WIRE)--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 exclusively on enterprise software, data and technology-enabled businesses, for $23.00 per share in cash, valuing the Company at approximately $4.0 billion. With the complet.

Vista Equity Partners Completes Acquisition of EngageSmart

CINCINNATI--(BUSINESS WIRE)--DonorDrive, an EngageSmart (NYSE: ESMT) solution and creator of an advanced enterprise digital fundraising solution, announced a collaboration with Chariot, the creator of Donor Advised Fund (DAF) payments solution DAFpay™️, which will allow DonorDrive clients to accept DAF payments online through their existing DonorDrive donation forms. The new feature is expected to be available in the DonorDrive platform at the end of January 2024. Individual giving experienced.

DonorDrive Announces Support for Donor Advised Fund Payments with Chariot Collaboration

LOS ANGELES, CA / ACCESSWIRE / January 8, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in EngageSmart, Inc. ("EngageSmart" or "the Company") (NYSE:ESMT) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the EngageSmart board breached its fiduciary duties to shareholders.

IMPORTANT INVESTOR ALERT: The Schall Law Firm Announces it is Investigating Claims Against EngageSmart, Inc. and Encourages Investors to Contact the Firm

BOSTON--(BUSINESS WIRE)--EngageSmart, Inc. (NYSE: ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, has appointed Dan Freund as Chief Sales Officer, Enterprise Solutions. In this role, Freund will lead sales for EngageSmart's Enterprise Solutions, including InvoiceCloud and DonorDrive. Freund brings more than 25 years of global experience leading commercial sales teams and fueling revenue growth for enterprise software companies. Be.

EngageSmart Appoints Dan Freund as Chief Sales Officer, Enterprise Solutions

INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against EngageSmart, Inc. and Encourages Investors to Contact the Firm

NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of EngageSmart, Inc. (NYSE: ESMT) to an affiliate of Vista Equity Partners. Under the terms of the proposed transaction, shareholders of EngageSmart will receive $23.00 in cash for each share of EngageSmart that they own. KSF is seeking to determine whether this consideration and the process that led to it are ad.

ENGAGESMART INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of EngageSmart, Inc. - ESMT

NEW YORK , Dec. 19, 2023 /PRNewswire/ -- The following statement is being issued by Levi & Korsinsky, LLP: To: All Persons or Entities who hold stock of EngageSmart Inc ("ESMT" or "The Company") (NYSE: ESMT). You are hereby notified that Levi & Korsinsky, LLP has commenced an investigation into potential breaches of fiduciary duty by the ESMT board of directors.

SHAREHOLDER ALERT: Levi & Korsinsky, LLP Announces Investigation of EngageSmart Inc.

BOSTON--(BUSINESS WIRE)--EngageSmart, Inc. (NYSE: ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, is a Gold winner in the Best Place to Work - Large Company category in this year's Best in Biz Awards, the only independent business awards program judged each year by prominent editors and reporters from top-tier publications in North America. EngageSmart and its solutions simplify customer and client engagement for over 119,000 cust.

EngageSmart Awarded Gold in 13th Annual Best in Biz Awards' Best Place to Work Category

LOS ANGELES, CA / ACCESSWIRE / December 13, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in EngageSmart, Inc. ("EngageSmart" or "the Company") (NYSE:ESMT) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the EngageSmart board breached its fiduciary duties to shareholders.

SHAREHOLDER ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against EngageSmart, Inc. and Encourages Investors to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / December 11, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in EngageSmart, Inc. ("EngageSmart" or "the Company") (NYSE:ESMT) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the EngageSmart board breached its fiduciary duties to shareholders.

INVESTOR ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against EngageSmart, Inc. and Encourages Investors to Contact the Firm

LOS ANGELES--(BUSINESS WIRE)--SimplePractice, an EngageSmart (NYSE: ESMT) solution and industry-leading platform simplifying the health and wellness experience for more than 185,000 solo and small group practitioners, and Lucet, the behavioral health optimization company for health plans, have announced an alliance to improve the referral experience for solo and small group behavioral health providers and the 6 million members seeking mental health services. “Solo and small group clinicians are.

SimplePractice and Lucet Announce Strategic Agreement to Boost Access to Behavioral Healthcare

BOSTON--(BUSINESS WIRE)--InvoiceCloud, an EngageSmart (NYSE: ESMT) solution for online bill payment services, and Harris, a global vertical market software provider and enterprise acquirer, announced that nearly 400 joint customers saw an average increase of 147% in AutoPay enrollment within their first year following implementation of the InvoiceCloud-Harris integrated solution. On average, Harris and InvoiceCloud's joint Electronic Bill Payment and Presentment (EBPP) customers also achieved a.

InvoiceCloud and Harris Customers Increase AutoPay Enrollment by Average of 147% within First Year of Integrated Solution Implementation

BOSTON--(BUSINESS WIRE)--InvoiceCloud, an EngageSmart (NYSE: ESMT) solution for online bill payment services, released its annual State of Online Payments report in conjunction with Regina Corso Consulting, offering key insights into customer payment preferences and behaviors. This is the fourth year InvoiceCloud has released this report to help enterprise businesses within the financial services, tax, utilities, and insurance sectors keep ahead of important payment preferences and trends by us.

InvoiceCloud Releases Annual State of Online Payments Report

BOSTON--(BUSINESS WIRE)--EngageSmart, Inc. (NYSE: ESMT) (“EngageSmart” or “the Company”), a leading provider of vertically tailored customer engagement software and integrated payments solutions, today announced the expiration of the 30-day “go-shop” period under the terms of the previously announced definitive merger agreement, pursuant to which an affiliate of Vista Equity Partners (“Vista”), a leading global investment firm focused exclusively on enterprise software, data and technology-enab.

EngageSmart Announces Expiration of “Go-Shop” Period

CINCINNATI--(BUSINESS WIRE)--DonorDrive, an EngageSmart (NYSE: ESMT) solution and creator of an advanced enterprise digital fundraising solution, announced major product enhancements including embedded donation forms and enhanced site design capabilities. These new features are designed to help enable enterprise nonprofits to optimize conversion rates and increase donations with a more consistent cross-channel experience. DonorDrive's new features come at a critical time: according to Giving US.

DonorDrive Releases Product Enhancements Designed to Help Enterprise Nonprofits Increase Revenue

LOS ANGELES, CA / ACCESSWIRE / November 21, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in EngageSmart, Inc. ("EngageSmart" or "the Company") (NYSE:ESMT) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the EngageSmart board breached its fiduciary duties to shareholders.

ONGOING INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against EngageSmart, Inc. and Encourages Investors to Contact the Firm

LOS ANGELES--(BUSINESS WIRE)--SimplePractice, an EngageSmart (NYSE: ESMT) solution and industry-leading platform simplifying the health and wellness experience for more than 185,000 solo and small group practitioners, announced a new solution for mental health practitioners to integrate measurement-based care (MBC) into their treatment plans. The new solution will enable practitioners to more easily use systematic assessments of a patient's progress to inform treatment decisions. The SimplePrac.

SimplePractice Launches a Measurement-Based Care Solution to Enhance Patient Progress Tracking

BOSTON--(BUSINESS WIRE)--EngageSmart Inc., (NYSE: ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, is the winner of the following Stevie® Awards in the 20th annual Stevie Awards for Women in Business: EngageSmart's CFO Cassandra Hudson won Gold for Female Executive of the Year – Business Products – 11 to 2,500 Employees - Computer Software EngageSmart won Gold for Achievement in Finance EngageSmart won Bronze for Achievement in Pro.

EngageSmart Honored With Multiple Wins at 20th Annual Stevie® Awards for Women in Business

PHILADELPHIA , Nov. 10, 2023 /PRNewswire/ -- Shareholder protection law firm Kaskela Law LLC announces that it is investigating EngageSmart, Inc. (NYSE: ESMT) ("EngageSmart") on behalf of the company's shareholders. On October 23, 2023, EngageSmart announced that it had agreed to be acquired by private equity firm Vista Equity Partners ("Vista") at a price of $23.00 per share.

Kaskela Law LLC Announces Stockholder Investigation of EngageSmart, Inc. and Encourages Investors to Contact the Firm - ESMT

NEW YORK , Nov. 8, 2023 /PRNewswire/ -- The following statement is being issued by Levi & Korsinsky, LLP: To: All Persons or Entities who hold stock of EngageSmart Inc ("ESMT" or "The Company") (NYSE: ESMT). You are hereby notified that Levi & Korsinsky, LLP has commenced an investigation into potential breaches of fiduciary duty by the ESMT board of directors.

ESMT ALERT: Levi & Korsinsky, LLP Announces Investigation of EngageSmart Inc.

BOSTON--(BUSINESS WIRE)--EngageSmart, Inc. (NYSE: ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, has been ranked 452 on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 29th year. Award winners were selected based on percentage fiscal year revenue growth from 2019 to 2022. EngageSmart grew 2.

EngageSmart Named Among Fastest-Growing Companies in North America According to 2023 Deloitte Technology Fast 500™

The headline numbers for EngageSmart (ESMT) give insight into how the company performed in the quarter ended September 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

EngageSmart (ESMT) Reports Q3 Earnings: What Key Metrics Have to Say

BOSTON--(BUSINESS WIRE)--EngageSmart, Inc. (NYSE: ESMT), a leading provider of vertically tailored customer engagement software and integrated payments solutions, today reported financial results for the third quarter ended September 30, 2023. “Driven by persistent demand for our true SaaS solutions, we delivered record revenue of $97.7 million, net income of $11.5 million and Adjusted EBITDA of $18.8 million in the third quarter,” said Bob Bennett, EngageSmart CEO. “Our ability to successfully.

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