paylocity

USA | $PCTY
high
Tier 1 — Public Strategic strategic_public v2 v2.0.0-br4
Sections
Capital Allocation Priorities Strategic Positioning Your Strategic Advantages Balance Sheet & Financials Integration Track Record Competitive Moat Advertiser Base Overlap PE Clock / IPO Window Employee Retention (Post-Acquisition) Cultural Considerations
$1
TTM Revenue
$403.7M
TTM EBITDA
$6
Market Cap
Estimated Synergies

Asset A: Domain low

$15.0M – $20.0M
Valuation Range

Asset B: Media low

$9.0M – $45.0M
Valuation Range

Asset C: Platform low

Valuation Range

Capital Allocation Priorities low

cfo_scrutiny
Key Strategic Factor

Paylocity's financial profile, derived from public filings, indicates disciplined capital allocation. Your company represents a strong strategic fit, though Paylocity's CFO team will likely evaluate this opportunity against competing investment priorities and budget constraints given the scale of the transaction.

Strategic Positioning medium

active
M&A Activity
9
Total Acquisitions
3
Last 24 Months

Paylocity's acquisition focus:

  • Active in adjacent HR/workforce management space → integration_post_mortem
    Paylocity has completed 9 acquisitions in the HR and human capital management ecosystem, establishing a proven acquisition and integration model.

Why this matters:

  • 3 acquisitions in the past 24 months demonstrate active deal activity and deployment capacity.
Signal audit trail (2 inputs)

Your Strategic Advantages high

Key strengths of your position:

  1. Paylocity already spends on HR.com advertising — acquisition consolidates media spend and eliminates redundancy
  2. You conducted a 2022 process that generated 8 offers — establishing demonstrated market demand and a competitive floor for valuation
  3. hr.com is one of fewer than 676 two-letter .com domains — category-defining, few substitutes, and independent of media business performance

All strategic advantages:

Paylocity already spends on HR.com advertising — acquisition consolidates media spend and eliminates redundancy
5 overlapping advertisers: ADP, G-P, HRSoft
→ advertiser_cannibalization
You conducted a 2022 process that generated 8 offers — establishing demonstrated market demand and a competitive floor
2022 offers ranged $9M-$45M
→ seller_facts
hr.com is one of fewer than 676 two-letter .com domains — category-defining, few substitutes, and independent of media business performance
domain broker estimate: $15M+
→ seller_facts
Paylocity is actively acquiring in the HR and workforce management space — demonstrating clear strategic intent
9 prior acquisitions in adjacent markets
→ integration_post_mortem

Balance Sheet & Financials high

-0.982x
Leverage (Net Debt / EBITDA)
NET_CASH
Balance Sheet Position
comfortable
Acquisition Capacity
Net Debt$-396.5M
Total Debt$1.6M
Cash & Equivalents$398.1M

Integration Track Record medium

9
Prior Acquisitions
Smooth
Integration Pattern
LOW
Integration Risk

Paylocity has completed 9 acquisitions in adjacent markets. Evidence suggests prior integrations were completed on schedule, with products shipped and customer bases retained. This track record suggests Paylocity is an experienced acquirer capable of successfully integrating your business.

AcquisitionYearOutcome
paylocity acquisition (2024)2024none
echcrunch.com/2024/09/04/paylocity-acquiring-corporate-spend-startup-airbase-for-325m] Paylocity is acquiring corporate spend startup Airbase for $325M | TechCrunch –:–:–:– The first StrictlyVC of 2026 lands in San Francisco on April 30. Tickets are limited. Register here. Save up to $680 on you
paylocity acquisition record techcrunch.com high
paylocity acquisition (2026)2026none
$200 million or 1.2 million shares in Q1 Fiscal Year 2026; $500 million or 3.0 million shares repurchased since May 2024 Announcing updated long-term financial targets, including increased Adjusted EBITDA and Free Cash Flow margin targets SCHAUMBURG, Ill., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Paylocity
paylocity acquisition record investors.paylocity.com high
paylocity acquisition (2014)2014none
10.0M - 1 investor, led by Adams Street Partners - Post-IPO Equity (2014-03-01): USD 120.0M - Acquired Airbase (2024-09-04) for USD 325.0M - Acquired Airbase, Inc. (2024-09-01) for USD 325.0M - Acquired Trace (2023-12-01) - Acquired TraceHQ.com, Inc (2023-12-01) - Acquired Trace (2023-11-30) for US
paylocity acquisition record paylocity.com high
paylocity acquisition (2025)2025none
up 15% year-over-year - FY 2025 Total Revenue of $1,595.2 million, up 14% year-over-year - Repurchased 800,000 shares of common stock for $150 million during FY 2025 - Increased share repurchase authorization by $500 million - Announced the launch of Paylocity for Finance - expands the platform's re
paylocity acquisition record www.globenewswire.com high
paylocity acquisition (2007)2007none
Adams Street Partners, followed by a $27.3 million Series B round in 2012. In 2010, Paylocity acquired Payroll Online and expanded its market presence in human capital management (HCM). Paylocity held an initial public offering in March 2014, raising about $120 million. At the time of the IPO, fou
paylocity acquisition record en.wikipedia.org high
paylocity acquisition (2008)2008none
the IPO, founder Steve Sarowitz held 44% ownership of the company. From 2019 to 2024, Paylocity acquired a number of companies in HCM space, including BeneFlEX, VivGrid, Sampage, Blue Marble Payroll, Cloudsnap, Trace and Airbase.Inc. ## Products and services Paylocity offers human capital managem
paylocity acquisition record en.wikipedia.org high
paylocity acquisition (year unknown)none
PHASE I ... Hyperscale Data's $102 Million in Cash, Restricted Cash, and Bitc... # Paylocity Acquires Grayscale to Expand AI-Powered Recruiting Capabilities Rhea-AI Impact (Neutral) Rhea-AI Sentiment (Positive) Tags ## Rhea-AI Summary - English - Arabic - French - German - Italian - Korean
paylocity acquisition record www.stocktitan.net high
paylocity acquisition (2022)2022smooth
Officer Exhibit 99.1 CONTACT: Brad Buyce bbuyce@paylocity.com 404-895-3998 Paylocity Announces Acquisition of Cloudsnap Integration Automation Platform Reaffirms Commitment to Delivering the Most Modern Workforce Solutions Platform SCHAUMBURG, IL (January 19, 2022) – Paylocity (NASDAQ: PCTY), a lead
paylocity acquisition record investors.paylocity.com high
paylocity acquisition (2023)2023none
y.com/news-releases/news-release-details/paylocity-announces-acquisition-trace] Paylocity Announces Acquisition of Trace | Paylocity # Press Release Details # Paylocity Announces Acquisition of Trace << Back Dec 1, 2023 PDF Version ### Building on its track record of innovation, Paylocity will
paylocity acquisition record investors.paylocity.com high
echcrunch.com/2024/09/04/paylocity-acquiring-corporate-spend-startup-airbase-for-325m] Paylocity is acquiring corporate spend startup Airbase for $325M | TechCrunch –:–:–:– The first StrictlyVC of 2026 lands in San Francisco on April 30. Tickets are limited. Register here. Save up to $680 on you
paylocity acquisition record techcrunch.com high
$200 million or 1.2 million shares in Q1 Fiscal Year 2026; $500 million or 3.0 million shares repurchased since May 2024 Announcing updated long-term financial targets, including increased Adjusted EBITDA and Free Cash Flow margin targets SCHAUMBURG, Ill., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Paylocity
paylocity acquisition record investors.paylocity.com high
10.0M - 1 investor, led by Adams Street Partners - Post-IPO Equity (2014-03-01): USD 120.0M - Acquired Airbase (2024-09-04) for USD 325.0M - Acquired Airbase, Inc. (2024-09-01) for USD 325.0M - Acquired Trace (2023-12-01) - Acquired TraceHQ.com, Inc (2023-12-01) - Acquired Trace (2023-11-30) for US
paylocity acquisition record paylocity.com high
up 15% year-over-year - FY 2025 Total Revenue of $1,595.2 million, up 14% year-over-year - Repurchased 800,000 shares of common stock for $150 million during FY 2025 - Increased share repurchase authorization by $500 million - Announced the launch of Paylocity for Finance - expands the platform's re
paylocity acquisition record www.globenewswire.com high
Adams Street Partners, followed by a $27.3 million Series B round in 2012. In 2010, Paylocity acquired Payroll Online and expanded its market presence in human capital management (HCM). Paylocity held an initial public offering in March 2014, raising about $120 million. At the time of the IPO, fou
paylocity acquisition record en.wikipedia.org high
the IPO, founder Steve Sarowitz held 44% ownership of the company. From 2019 to 2024, Paylocity acquired a number of companies in HCM space, including BeneFlEX, VivGrid, Sampage, Blue Marble Payroll, Cloudsnap, Trace and Airbase.Inc. ## Products and services Paylocity offers human capital managem
paylocity acquisition record en.wikipedia.org high
PHASE I ... Hyperscale Data's $102 Million in Cash, Restricted Cash, and Bitc... # Paylocity Acquires Grayscale to Expand AI-Powered Recruiting Capabilities Rhea-AI Impact (Neutral) Rhea-AI Sentiment (Positive) Tags ## Rhea-AI Summary - English - Arabic - French - German - Italian - Korean
paylocity acquisition record www.stocktitan.net high
Officer Exhibit 99.1 CONTACT: Brad Buyce bbuyce@paylocity.com 404-895-3998 Paylocity Announces Acquisition of Cloudsnap Integration Automation Platform Reaffirms Commitment to Delivering the Most Modern Workforce Solutions Platform SCHAUMBURG, IL (January 19, 2022) – Paylocity (NASDAQ: PCTY), a lead
paylocity acquisition record investors.paylocity.com high
y.com/news-releases/news-release-details/paylocity-announces-acquisition-trace] Paylocity Announces Acquisition of Trace | Paylocity # Press Release Details # Paylocity Announces Acquisition of Trace << Back Dec 1, 2023 PDF Version ### Building on its track record of innovation, Paylocity will
paylocity acquisition record investors.paylocity.com high

Competitive Moat honest null

No competitive moat signals found in this buyer's public corpus.

Advertiser Base Overlap high

HIGH
Overlap Level
5
Overlapping Companies
Companies advertising with both HR.com and Paylocity:
ADP G-P HRSoft Culture Amp ERIN

Paylocity's ecosystem includes 5 known HR.com advertisers: ADP, G-P, HRSoft, Culture Amp, and ERIN. Following an acquisition, Paylocity would control both the media property and have relationships with these advertiser companies. This creates consolidated business opportunities — advertisers already familiar with both platforms could coordinate their marketing spend across Paylocity's combined ecosystem rather than purchasing media separately.

UKG (71), Aon (61), Paycom (133), Verizon (41), Airbase (101), Cintas (36), ADP (779), Paycor (106), Wells Fargo (37), Paychex (744) - Alumni Go To: Gusto (40), Dayforce (24), ProLiant (68), Viventiu
ADP mention in buyer source corpus paylocity.com high
marketplace. Additionally, our AI strategy has continued to progress - delivering predictive and actionable insights, generative AI functionality and a growing number of autonomous agents across the p
ERIN mention in buyer source corpus investors.paylocity.com high

PE Clock / IPO Window honest null

Not applicable — Paylocity is a public company and not under private equity exit pressure.

Employee Retention (Post-Acquisition) low

UNKNOWN
Retention Risk Assessment
Employees with 20-30 year tenure. Retention protections are important for business continuity post-sale.
Debbie McGrath, 2026-03-23 meeting

Cultural Considerations honest null

No cultural-risk signals found in this buyer's public corpus.