MeridianLink Employee FAQs on Centerbridge Deal

TL;DR

MeridianLink drops employee FAQs for Centerbridge acquisition. All clear.

AI Summary

MeridianLink, Inc. filed a DEFA14A on August 15, 2025, regarding employee FAQs related to the Centerbridge acquisition announcement. This filing serves as a follow-up to the initial announcement, providing additional information to employees about the transaction.

Why It Matters

This filing provides clarity to MeridianLink employees regarding the implications of the acquisition by Centerbridge, which is crucial for employee morale and understanding during a period of corporate change.

Risk Assessment

Risk Level: low — This filing is a routine proxy statement providing employee FAQs and does not contain significant financial or strategic information that would typically indicate high risk.

Key Players & Entities

• MeridianLink, Inc. (company) — Registrant
• Centerbridge (company) — Acquiring entity
• August 15, 2025 (date) — Filing date
• August 11, 2025 (date) — Original announcement date

FAQ

Key Financial Figures

• $2.0 billion — at an enterprise value of approximately $2.0 billion or $20.00 per share. This reflects an
• $20.00 — value of approximately $2.0 billion or $20.00 per share. This reflects an attractive
• $20 — n buy the underlying shares) lower than $20.00, they'll: Fully vest (even if they

Filing Documents

• d78981ddefa14a.htm (DEFA14A) — 135KB
• g78981g22b04.jpg (GRAPHIC) — 10KB
• g78981g28p43.jpg (GRAPHIC) — 10KB
• g78981g45h88.jpg (GRAPHIC) — 21KB
• 0001193125-25-181921.txt ( ) — 193KB

From the Filing

DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant Filed by a party other than the Registrant Check the appropriate box: Preliminary Proxy Statement Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitive Proxy Statement Definitive Additional Materials Soliciting Material under 240.14a-12 MeridianLink, Inc. (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check all boxes that apply): No fee required Fee paid previously with preliminary materials Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11 1 EMPLOYEE FAQs Centerbridge Acquisition Announcement Follow-up Original: Monday, August 11, 2025 The following FAQ is intended to address some of the initial questions you may have regarding our agreement to be acquired by Centerbridge Partners. That said, it is important to keep in mind that it is still early on in the process. We'll keep you informed of important developments as we move towards completing this transaction. Updated: Friday, August 15, 2025 This guide now reflects employees' follow-up questions received after the announcement, along with enhanced formatting and additional details for clarity. All new and revised content is clearly marked for easy reference. Table of Contents General Questions 1 Timeline Questions 3 Company Operations & Roles 4 Compensation & Benefits Questions 5 Equity Questions 5 Employee Stock Purchase Plan (ESPP) Questions 6 Tax Question 7 Communication Questions 7 Media & External Inquiries 8 General Questions Q1: What was announced? MeridianLink announced that it has entered into a definitive agreement to be acquired by Centerbridge Partners. Centerbridge is a global investment firm with deep experience in financial services and technology. Under the terms of the agreement, Centerbridge will acquire MeridianLink in an all-cash transaction that values the Company at an enterprise value of approximately $2.0 billion or $20.00 per share. This reflects an attractive premium of 26% over MeridianLink's closing share price on August 8, 2025, the last full trading day prior to the transaction announcement. Centerbridge's investment is a credit to the hard work, innovation, entrepreneurship, grit and risk-taking that built MeridianLink into a leading digital lending platform for nearly 2,000 community financial institutions and consumer reporting agencies. 844-986-3285 meridianlink.com 2 At the close of the transaction, MeridianLink will become a private company with additional flexibility to continue investing in driving innovation across its transformational digital solutions and empowering its clients to drive efficient growth. Q2: Who is Centerbridge? Why are they the right partner for MeridianLink? Centerbridge Partners is a global investment firm with a long-standing track record of partnering with exceptional companies, delivering meaningful innovation for customers and creating opportunities for employees. They have a depth of experience investing in and supporting companies at the intersection of financial services and technology including CSI, a community FI core. They have strong conviction in the continued growth of mission-critical software providers who service the broader financial institution ecosystem and view MeridianLink as a perfect fit in that regard. They will bring resources to us to help us grow – not just capital, but talent, relationships, partnerships, and more. With this support, MeridianLink will have the additional flexibility to continue investing in innovation across its transformational digital solutions and empowering its clients to drive efficient growth. Q3: What are Centerbridge's plans for MeridianLink? This transaction is about a change in ownership, not a change in who we are as a company. Centerbridge is a proven partner to fintech companies and has a deep understanding of our business and shares our vision for the future. Their experience driving growth in the financial technology sector will position MeridianLink to accelerate product innovation and enhance customer experience. As the pace of change across the finance and tech sectors continues to accelerate, MeridianLink is uniquely positioned to help financial institutions enhance their digital lending, new account opening, and credit reporting capabilities – providing them with the innovative solutions to expand their client relationships, unlock the potential of data and AI, and drive their growth. [NEW] Q4: Is MeridianLink merging with another company? No, Centerbridge is an investment firm, so our teams will not be merging with their teams. There are no plans to merge

View Full Filing

View this DEFA14A filing on SEC EDGAR