Vertex IPO Presentation Deck
Offering Summary
Issuer
Listing / ticker
Shares offered
Overallotment option
Filing range
Expected pricing date
Use of proceeds
Lock-up period
Joint bookrunners
(alphabetical)
Vertex, Inc.
NASDAQ Global Market / VERX
Primary: 21,150,000 Shares of Class A Common Stock
3,172,500 Shares of Class A Common Stock
15% (combination Primary/Secondary)
$14-16
July 28th, 2020
Repayment of all outstanding indebtedness under the Company's existing credit agreement and related fees
and expenses as well as equity related obligations, with the remainder used for working capital and other
general corporate purposes
180 day lock-up period for the company, its executive officers, directors and existing holders of substantially all
of the Company's existing Class A and Class B Common Stock
Goldman Sachs & Co. LLC | Morgan Stanley
Bank of America | Citigroup | Jefferies | JMP Securities | Stifel | William Blair | CastleOak Securities, L.P.
VERTEXView entire presentation