M&A - StepStone Group Inc.

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Form Type: 8-K

Filing Date: 2025-05-30

Corporate Action: Acquisition

Type: New

Accession Number: 000119312525132146

Filing Summary: On May 30, 2025, StepStone Group Inc. completed the 2025 Exchange, acquiring approximately 5% of equity interests in StepStone Group Real Estate LP, StepStone Group Real Assets LP, and StepStone Group Private Debt AG. As a result, the Partnership increased its ownership to about 60% of SRE and SRA, and 61% of SPD. The total consideration for this exchange was approximately $11 million in cash, along with 756,105 shares of Class A Common Stock and 2,438,403 Class D Units. The shares and units issued were unregistered under the Securities Act, relying on exemptions for these transactions.

Additional details:

Equity Interest Acquired: approximately 5% of each Asset Class Entity


Partnership Equity Ownership Sre: approximately 60%


Partnership Equity Ownership Sra: approximately 60%


Partnership Equity Ownership Spd: approximately 61%


Total Consideration Cash: $11 million


Total Consideration Shares: 756,105 shares of Class A Common Stock


Total Consideration Class D Units: 2,438,403 Class D Units


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