Subject: RE: *** NEW JOINT BOOKRUN IPO *** XACTLY CORP (NYSE: XTLY) ***
APPROVED FOR EXTERNAL DISTRIBUTION *** [C]
From: Vahe Stepanian
Date: Wed, 24 Jun 2015 11:14:50 -0400
To: Richard Kahn
Cc: Darren Indyke
Daniel Sabba
Ariane Dwyer
Paul Morris <
Stewart Oldfield
Classification: Confidential
Thanks Rich. I just spoke to Darren and verbally confirmed both indications.
From: Richard Kahn [mailto:
Sent: Wednesday, June 24, 2015 10:53 AM
To: Vahe Stepanian
Cc: Darren Indyke
Subject: Re: *** NEW JOINT BOOKRUN IPO *** XACTLY CORP (NYSE: XTLY) ***
APPROVED FOR EXTERNAL DISTRIBUTION ***
Please put in for 25,000 shares. Thank you.
Sent from my iPhone
On Jun 23, 2015, at 3:17 PM, Vahe Stepanian cz > wrote:
Jeffrey — FYI on the below.
Thank you,
Vahe
EFTA01427949
*** APPROVED FOR EXTERNAL DISTRIBUTION ***
Issuer: Xactly Corp.
Symbol: XTLY
Deal size: 7,037,500 shares (97% primary / 3% secondary) plus 15% greenshoe
(100% primary / % secondary)
Offer range: $10.00 — 12.00
Exchange: NYSE
Anticipated pricing: Thursday, June 25th
Roadshow:
6/15: New York
6/16: New York
6/17: New York
6/18: Boston
6/19: Mid-Atlantic
6/22: San Francisco
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6/23: Denver/LA
6/24: Chicago / Minneapolis
6/25: KC / Houston /Pricing
Lunch details:
Group Lunch — New York
TBD
Group Lunch — Boston
6/18/15 - 12:30pm
Boston Harbor Hotel — North Atlantic Room
Bookrunners:
JPMorgan
Deutsche Bank
UBS
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Co-managers:
Needham
Oppenheimer
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
prospectus.cpdg@db.com
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contained in this communication should not be regarded as such.
This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
EFTA01427952
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.
EFTA01427953