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📄 Extracted Text (816 words)
From: Tazia Smith
To: [email protected]
Cc: Paul Morris < >, Vahe Stepanian
Subject: Re: Fw: Paylocity IPO [C]
Date: Mon, 17 Mar 2014 18:22:19 +0000
Inline-Images: unnamed; unnamed(1)
Classification: Confidential
Thank you Jeffrey. Appreciate the standing order - I wish I could take it! Compliance requires confirmation of each indication
of interest (101). We will notify you on all of them.
Per our conversation this morning, we'll treat all of these as trades and thus keep you you clarified this morning. This one, as
you know, is very small - look for follow through.
Best Regards,
Tazia
L
Tazia Smith
Director Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
Ne
Tela
Fax
Mobile
Email
Perforest
From: Jeffrey Epstein [email protected]>
To: Tazi
Date: 03117f2014 02:11 PM
Subject: Re: Fw: Paylocity IPO
yes as much as possible for all ipos standing order thanks
On Mon, Mar 17, 2014 at 11:58 AM, Tazia Smith < > wrote:
Jeffrey - Please confirm whether or not you have interest in Paylocity -
EFTA01191945
Thanks,
Tazia
--- Forwarded by Tazia on 03/17/2014 01:48 PM —
From: Tazi
To: [email protected]
Cc: Paul Morris. Wit Nay Vahe
Date: 03/14/2014 03:59 PM
Subject: Paylocity IPO
Jeffrey -
Paylocity (—$100mm IPO) books closing Monday. Let's discuss when you have a moment.
Thanks,
Tazia
-- Forwarded b 31142014 12.51 PM
From: Nat
To:
Dale: 03107/2014 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: $14.00 - 16.00
Exchange: Nasdaq
Anticipated pricing: Tuesday, March 18th
Business description:
EFTA01191946
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
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
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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
or by mail from Deutsche Bank Securities Inc., 60 Wall Street, New York, New York
10016, or by email at
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.
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
Jeffrey Epstein
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
and may be unlawful. If you have received this
communication in error, please notify us immediately by
return e-mail or by e-mail to [email protected], and
destroy this communication and all copies thereof,
EFTA01191948
including all attachments. copyright -all rights reserved
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.
EFTA01191949
ℹ️ Document Details
SHA-256
6fbde219aeac5f86580d93a98b88fa3d015d9a2cbd574184c78a75c2cb6e2d64
Bates Number
EFTA01191945
Dataset
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Type
document
Pages
5
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