ENGAGESMART, INC.

General Information
Business:

Our mission is to simplify customer and client engagement. We are a leading provider of vertically-tailored customer engagement software and integrated payments capabilities. We offer single instance, multi-tenant, true Software-as-a-Service (“SaaS”) vertical solutions that are designed to simplify our customers’ engagement with their clients by driving digital adoption and self-service. As of June 30, 2021, we served over 68,000 customers in the SMB Solutions segment and over 3,000 customers in the Enterprise Solutions segment across five core verticals: Health & Wellness, Government, Utilities, Financial Services, and Giving. Our SaaS solutions are purpose-built for each vertical we serve and they simplify and automate mission-critical workflows such as scheduling, client onboarding, client communication, paperless billing, and electronic payment processing. In 2020, we estimate over 26 million consumers interacted with an EngageSmart solution. Our solutions transform our customers’ digital engagement and empower them to manage, improve, and grow their businesses.

*Note: Revenue and net loss figures are for the last 12 months that ended June 30, 2021.

Industry: SERVICES - PREPACKAGED SOFTWARE
Employees: 690
Founded: 2018
Contact Information
Address 30 Braintree Hill Office Park, Suite 101 Braintree, Massachusetts 02184
Phone Number (781) 848-3733
Web Address http://www.engagesmart.com/
View Prospectus: ENGAGESMART, INC.
Financial Information
Market Cap $3863.04mil
Revenues $183.0 mil (last 12 months)
Net Income $-0.1 mil (last 12 months)
IPO Profile
Symbol ESMT
Exchange NYSE
Shares (millions): 14.6
Price range $23.00 - $25.00
Est. $ Volume $349.2 mil
Manager / Joint Managers J.P. Morgan/ Goldman Sachs/ BofA Securities/ Citigroup
CO-Managers Deutsche Bank Securities/ Raymond James/ Truist Securities/ William Blair/KeyBanc Capital Markets/ Needham & Co./ Penserra Securities LLC/ Roberts & Ryan/ R. Seelaus & Co., LLC
Expected To Trade: 9/23/2021
Day: Thursday
Quiet Period Expiration Date:
Lock-Up Period Expiration Date:
SCOOP Rating
Rating Change