UserTesting (NYSE: USER), a leader in video-based human insight,
today announced the expiration of the “go-shop” period under the
terms of the previously announced definitive agreement, pursuant to
which Thoma Bravo, a leading software investment firm, and Sunstone
Partners, will acquire UserTesting in an all-cash transaction that
values UserTesting at approximately $1.3 billion. The “go-shop”
period expired at 11:59 p.m. (Eastern Time) on December 10,
2022.
Pursuant to the merger agreement, UserTesting’s Board of
Directors, with the assistance of Morgan Stanley & Co. LLC
(“Morgan Stanley”), UserTesting’s exclusive financial advisor,
actively solicited alternative acquisition proposals from
potentially interested third parties; however, during the “go-shop”
period UserTesting did not receive any alternative acquisition
proposals from any third party.
The transaction is expected to close in the first half of 2023,
subject to customary closing conditions, including approval by
UserTesting shareholders and receipt of regulatory approvals. Upon
closing of the transaction, UserTesting’s common stock will no
longer be listed on any public market.
About UserTesting
UserTesting (NYSE: USER) has fundamentally changed the way
organizations get insights from customers with fast, opt-in
feedback and experience capture technology. The UserTesting® Human
Insight Platform taps into our global network of real people and
generates video-based recorded experiences, so anyone in an
organization can directly ask questions, hear what users say, see
what they mean, and understand what it’s actually like to be a
customer. Unlike approaches that track user behavior then try to
infer what that behavior means, UserTesting reduces guesswork and
brings customer experience data to life with human insight.
UserTesting has more than 2,500 customers, including more than half
of the world’s top 100 most valuable brands according to Forbes.
UserTesting is headquartered in San Francisco, California. To learn
more, visit www.usertesting.com.
About Thoma Bravo
Thoma Bravo is one of the largest private equity firms in the
world, with more than $120 billion in assets under management as of
September 30, 2022. The firm invests in growth-oriented, innovative
companies operating in the software and technology sectors.
Leveraging the firm's deep sector expertise and proven strategic
and operational capabilities, Thoma Bravo collaborates with its
portfolio companies to implement operating best practices, drive
growth initiatives and make accretive acquisitions intended to
accelerate revenue and earnings. Over the past 20 years, the firm
has acquired or invested in more than 420 companies representing
over $235 billion in enterprise value1. The firm has offices in
Chicago, Miami and San Francisco. For more information, visit
www.thomabravo.com.
About Sunstone Partners
Sunstone Partners is a growth-oriented private equity firm that
makes majority and minority investments in technology-enabled
services and software businesses. Sunstone Partners first invested
in UserZoom in 2016 and remains a significant minority owner.
Founded in 2015, the firm has over $1.7 billion committed to its
three funds. Sunstone Partners has been recognized as one of Inc.
magazine’s “Founder-Friendly Investors” in 2020, 2021, and 2022.
For more information, visit www.sunstonepartners.com.
Additional Information and Where to Find It
In connection with the proposed transaction, UserTesting filed
with the Securities and Exchange Commission (SEC) a definitive
proxy statement on December 6, 2022, which has been mailed to
UserTesting’s stockholders. UserTesting has and will continue to
file relevant materials with the SEC in connection with the
proposed acquisition of UserTesting. USERTESTING’S STOCKHOLDERS ARE
URGED TO READ THE DEFINITIVE PROXY STATEMENT (INCLUDING ANY
AMENDMENTS OR SUPPLEMENTS THERETO) CAREFULLY BEFORE MAKING ANY
VOTING OR INVESTMENT DECISION WITH RESPECT TO THE PROPOSED
TRANSACTION BECAUSE IT CONTAINS IMPORTANT INFORMATION ABOUT THE
PROPOSED TRANSACTION AND THE PARTIES TO THE PROPOSED TRANSACTION.
Stockholders of UserTesting can obtain a free copy of these
documents at the website maintained by the SEC at www.sec.gov or
free of charge at https://ir.usertesting.com.
Participants in the Solicitation
UserTesting and certain of its directors and executive officers
may be deemed to be participants in the solicitation of proxies in
respect of the proposed transaction. Information regarding
UserTesting’s directors and executive officers, including a
description of their direct interests, by security holdings or
otherwise, is contained in UserTesting’s proxy statement for its
2022 annual meeting of stockholders, which was filed with the SEC
on April 20, 2022, and in UserTesting’s definitive proxy statement
with respect to the proposed transaction and any other relevant
documents that are filed or will be filed with the SEC relating to
the proposed transaction. You may obtain free copies of these
documents using the sources indicated above.
Forward-Looking Statements
This press release contains “forward-looking statements” within
the meaning of the federal securities laws, including Section 27A
of the Securities Act of 1933, as amended, and Section 21E of the
Securities Exchange Act of 1934, as amended. These forward-looking
statements are based on UserTesting’s current expectations,
estimates and projections about the expected date of closing of the
proposed transaction and the potential benefits thereof, its
business and industry, management’s beliefs and certain assumptions
made by UserTesting, Thoma Bravo and Sunstone Partners, all of
which are subject to change. In this context, forward-looking
statements often address expected future business and financial
performance and financial condition, and often contain words such
as “expect,” “anticipate,” “intend,” “plan,” “believe,” “could,”
“seek,” “see,” “will,” “may,” “would,” “might,” “potentially,”
“estimate,” “continue,” “expect,” “target,” similar expressions or
the negatives of these words or other comparable terminology that
convey uncertainty of future events or outcomes. All
forward-looking statements by their nature address matters that
involve risks and uncertainties, many of which are beyond
UserTesting’s control, and are not guarantees of future results,
such as statements about the consummation of the proposed
transaction and the anticipated benefits thereof. These and other
forward-looking statements, including the failure to consummate the
proposed transaction or to make or take any filing or other action
required to consummate the transaction on a timely manner or at
all, are not guarantees of future results and are subject to risks,
uncertainties and assumptions that could cause actual results to
differ materially from those expressed in any forward-looking
statements. Accordingly, there are or will be important factors
that could cause actual results to differ materially from those
indicated in such statements and, therefore, you should not place
undue reliance on any such statements and caution must be exercised
in relying on forward-looking statements. Important risk factors
that may cause such a difference include, but are not limited to:
(i) the completion of the proposed transaction on anticipated terms
and timing, including obtaining stockholder and regulatory
approvals, anticipated tax treatment, unforeseen liabilities,
future capital expenditures, revenues, expenses, earnings,
synergies, economic performance, indebtedness, financial condition,
losses, future prospects, business and management strategies for
the management, expansion and growth of UserTesting’s business and
other conditions to the completion of the transaction; (ii) the
impact of the COVID-19 pandemic, inflation, foreign exchange rates
and general economic conditions on UserTesting’s business; (iii)
UserTesting’s ability to implement its business strategy; (iv)
significant transaction costs associated with the proposed
transaction; (v) potential litigation relating to the proposed
transaction; (vi) the risk that disruptions from the proposed
transaction will harm UserTesting’s business, including current
plans and operations; (vii) attraction and retention of qualified
employees; (viii) potential adverse reactions or changes to
business relationships resulting from the announcement or
completion of the proposed transaction; (ix) general economic and
market developments and conditions; (x) UserTesting’s ability to
stay in compliance with laws and regulations that currently apply
or become applicable to UserTesting’s business both in the United
States and internationally; (xi) potential business uncertainty,
including changes to existing business relationships, during the
pendency of the merger that could affect UserTesting’s financial
performance; (xii) restrictions during the pendency of the proposed
transaction that may impact UserTesting’s ability to pursue certain
business opportunities or strategic transactions; and (xiii)
unpredictability and severity of catastrophic events, including,
but not limited to, acts of terrorism or outbreak of war or
hostilities, as well as UserTesting’s response to any of the
aforementioned factors. These risks, as well as other risks
associated with the proposed transaction, are more fully discussed
in the definitive proxy statement filed with the SEC in connection
with the proposed transaction. While the list of factors presented
here and in the definitive proxy statement are considered
representative, no such list should be considered to be a complete
statement of all potential risks and uncertainties. Unlisted
factors may present significant additional obstacles to the
realization of forward-looking statements. Consequences of material
differences in results as compared with those anticipated in the
forward-looking statements could include, among other things,
business disruption, operational problems, financial loss, legal
liability to third parties and similar risks, any of which could
have a material adverse effect on UserTesting’s financial
condition, results of operations or liquidity. UserTesting does not
assume any obligation to publicly provide revisions or updates to
any forward-looking statements, whether as a result of new
information, future developments or otherwise, should circumstances
change, except as otherwise required by securities and other
applicable laws.
1Includes control and non-control investments.
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version on businesswire.com: https://www.businesswire.com/news/home/20221213005485/en/
For UserTesting Investor Relations Contact: Sapphire
Investor Relations, LLC Erica Mannion and Mike Funari
ir@usertesting.com 617-542-6180
Media Contact: UserTesting, Inc. press@usertesting.com
Or
FGS Global John Christiansen / Danya Al-Qattan
john.christiansen@fgsglobal.com / danya.al-qattan@fgsglobal.com
For Thoma Bravo Thoma Bravo Communications Megan Frank
(212) 731-4778 mfrank@thomabravo.com
Or
FGS Global Liz Micci / Nicky Bryan liz.micci@fgsglobal.com /
nicky.bryan@fgsglobal.com (347) 675-2883 / (646) 436-6126
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