Company Profile

EngageSmart, Inc. is a provider of vertically tailored customer engagement software and integrated payments solutions. The Company offers single instance, multi-tenant Software-as-a-Service (SaaS) solutions. Its segments include Enterprise Solutions and SMB Solutions. Enterprise Solutions segment is engaged in providing SaaS solutions that simplify customer-client engagement through electronic billing and digital payments. SMB Solutions segment is engaged in providing end-to-end practice management solutions geared toward the health and wellness industry. It serves both customers in the SMB Solutions segment and in the Enterprise Solutions segment across five core verticals: health and wellness, government, utilities and financial services. Its solutions are purpose-built for each vertical it serves, including business management software, customer engagement applications and billing and payment solutions. Its solutions include SimplePractice, InvoiceCloud, HealthPay24, and DonorDrive.

Employees

971

Sector

Software

More about the company

24-09-09	Bonterra LLC completed the acquisition of Global Cloud, Ltd. from EngageSmart, Inc.	CI
24-01-26	EngageSmart, Inc. Announces Board Changes	CI
24-01-26	EngageSmart, Inc.(NYSE:ESMT) dropped from S&P Software & Services Select Industry Index	CI
24-01-26	EngageSmart, Inc.(NYSE:ESMT) dropped from S&P TMI Index	CI
24-01-26	EngageSmart, Inc.(NYSE:ESMT) dropped from S&P Global BMI Index	CI
24-01-25	An affiliate of Vista Equity Partners Management, LLC completed the acquisition of 65% of EngageSmart, Inc. from affiliates of Summit Partners, L.P., General Atlantic Service Company, L.P. and others.	CI
24-01-08	EngageSmart, Inc. Appoints Dan Freund as Chief Sales Officer, Enterprise Solutions	CI
23-11-29	Engagesmart Insider Sold Shares Worth $731,200, According to a Recent SEC Filing	MT
23-11-24	EngageSmart Ends Go-Shop Process Without Receiving Any Alternative Offer	MT
23-11-22	EngageSmart Announces Expiration of 'Go-Shop' Period	CI
23-11-06	William Blair Downgrades EngageSmart to Market Perform From Outperform	MT
23-11-02	Earnings Flash (ESMT) ENGAGESMART Reports Q3 Revenue $97.7M, vs. Street Est of $95.6M	MT
23-11-02	EngageSmart, Inc. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023	CI

23-11-06	William Blair Downgrades EngageSmart to Market Perform From Outperform	MT
23-10-27	Truist Downgrades EngageSmart to Hold From Buy, Adjusts Price Target to $23 From $30	MT
23-10-24	Craig Hallum Downgrades EngageSmart to Hold From Buy, Adjusts Price Target to $23 From $22	MT
23-10-24	Deutsche Bank Raises EngageSmart Price Target to $23 From $21, Maintains Hold Rating	MT
23-10-24	Raymond James Downgrades EngageSmart to Market Perform From Strong Buy	MT

24-01-23	DonorDrive Announces Support for Donor Advised Fund Payments with Chariot Collaboration	BU
24-01-08	EngageSmart Appoints Dan Freund as Chief Sales Officer, Enterprise Solutions	BU
23-12-29	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	BU
23-12-13	EngageSmart Awarded Gold in 13th Annual Best in Biz Awards’ Best Place to Work Category	BU
23-12-06	SimplePractice and Lucet Announce Strategic Agreement to Boost Access to Behavioral Healthcare	BU

21-10-20	EngageSmart LLC : publicará el 10 de noviembre los resultados financieros del tercer trimestre de 2021
21-10-20	EngageSmart LLC : annoncera ses résultats financiers du troisième trimestre le 10 novembre 2021
21-10-20	EngageSmart LLC : gibt am 10. November 2021 die Finanzergebnisse für das dritte Quartal 2021 bekannt
21-09-23	EngageSmart LLC : anuncia el precio de su Oferta Pública Inicial
21-09-23	EngageSmart LLC : kündigt Preis für Erstemission an

Manager	Title	Age	Since
Frank Laura CTO	Chief Tech/Sci/R&D Officer	-	2019-07-31
Josh Schmidt IRC	Investor Relations Contact	-	-
Dan Freund PRN	Corporate Officer/Principal	-	2024-01-07

EngageSmart, Inc. Stock

Stocks

ESMT

US29283F1030

Software

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Managers and Directors: EngageSmart, Inc.

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Company Profile

Director	Title	Age	Since
Robert Bennett BRD	Director/Board Member	69	2018-12-31
Michael Fosnaugh BRD	Director/Board Member	47	2024-01-25
Jeff Wilson BRD	Director/Board Member	-	2024-01-25

Date	Insider	Type	Main position	Quantity	% Market Cap.
1/26/24	Kevin O’Brien	Issuer sale	Executive/Senior Manager	142,561	0.0847%
1/26/24	Robert Bennett	Issuer sale	Founder	3,678,850	2.1854%
1/26/24	Diego Rodriguez	Issuer sale	Director	28,515	0.0169%

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Weighted average by Cap.	-0.04%	-2.55%	-14.46%	+97.59%