EFTA00985520.pdf
dataset_9 pdf 100.5 KB • Feb 3, 2026 • 3 pages
From: Tazia Smith
To: jeevacationgtsmail.com
Cc: Paul Morris < , Vinit Sahni
Nay Gupta , Vahe Stepanian
Subject: Paylocity IPO
Date: Fri, 14 Mar 2014 19:59:48 +0000
Jeffrey -
Paylocity (-5100mm IPO) books closing Monday. Lees discuss when you have a moment.
Thanks,
Tazia
Forwarded by Tazia Smith/db/dbcom on 03/14/2014 12:51 PM ---
From: Nate HaIl/db/dbcom@DBCOEX
To:
Dale: 03/07/2014 06:55 AM
Subject: "' NEW LEFT BOOKRUN IPO "' PAYLOCITY HOLDING CORP (NASDAQ: PCTY) "' APPROVED FOR EXTERNAL DISTRIBUTION
***APPROVED FOR EXTERNAL DISTRIBUTION ***
Issuer: Paylocity Holding Corp
Symbol: PCTY
Deal size: 6,670,000 shares (75% primary / 25% secondary) plus 15% greenshoe (37% primary / 63% secondary)
Offer range: 514.00 —16.00
Exchange: Nasdaq
Anticipated pricing: Tuesday, March 18th
Business description:
Paylocity is a cloud-based provider of payroll and human capital management, or HCM, software solutions for medium-sized
organizations, which are defined as those having between 20 and 1,000 employees. Paylocity's comprehensive and easy-to-use solutions
enable its clients to manage their workforces more effectively. As of June 30, 2013, Paylocity served approximately 6,850 clients across
the U.S., which on average had over 100 employees. Paylocity's solutions help drive strategic human capital decision-making and improve
employee engagement by enhancing the human resource, payroll and finance capabilities of its clients.
Roadshow:
3/7 — Launch / New York
EFTA00985520
3/10 — New York
3/11 — Boston
3/12 — New York (Lunch)
3/13 — Mid Atlantic (BAML)
3/14 — Den (DB) / LA (BAML)
3/17 — San Francisco (DB)
3/18 — Midwest (WBlair)
Lunch details:
Group Lunch — New York
March 12, 2014 @ 12:30pm
The St. Regis New York
Room: "La Maisonette'
Group Lunch — Boston
March 11, 2014 @ 12:30 pm
The Langham, Boston
Room: Wilson Ballroom "A"
Bookrunners:
Deutsche Bank
BAML
William Blair
Co-managers:
Raymond James
JMP
Needham
The issuer has filed a registration statement (including a prospectus) with the SEC for the offering to which
this communication relates. Before you invest, you should read the prospectus in that registration statement
and other documents the issuer has filed with the SEC for more complete information about the issuer and
this offering. You may get these documents for free by visiting EDGAR on the SEC Web site, at www.sec.gov.
Alternatively, the issuer, any underwriter or any dealer participating in the offering will arrange to send you
the prospectus if you request it by calling toll-free 1-800-503-4611 or by mail from Deutsche Bank Securities
Inc., 60 Wall Street, New York, New York 10016, or by email at
EFTA00985521
This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
EFTA00985522
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Document Metadata
- Document ID
- 31cc4cfd-9fa2-4967-83ab-d70d56ae0277
- Storage Key
- dataset_9/EFTA00985520.pdf
- Content Hash
- f002c95b7784b6a388880eeb5cebe3c4
- Created
- Feb 3, 2026