13D·WATCH Activist + Insider Intelligence Live feed Blog About Pilot
SCHEDULE Filed 2025-03-17 Event 2025-03-17 SEC 0000902664-25-001490 →

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP Vacasa, Inc.

Stake: 19.99% Shares: 13,865,908 CUSIP: 91854V206 Class: Class A common stock, par value $0.00001 per share

Item 4 — Purpose of Transaction

As reported in Amendment No. 2 to the Schedule 13D, on February 3, 2025, DK submitted to the Special Committee a letter (the "Initial Offer") setting forth a non-binding offer to acquire all of the outstanding share capital of the Issuer not owned by DK. The Initial Offer was improved, as reported in Amendment No. 3 to the Schedule 13D filed on March 3, 2025 removing the credit agreement amendment condition contained in the Initial Offer, and as reported in Amendment No. 4 to the Schedule 13D filed on March 12, 2025 outlining a proposed efficient two-step transaction structure, which (i) aligned the estimated transaction closing date for the proposed DK transaction with the existing Casago agreement, (ii) reduced the minimum liquidity threshold by 33%, and (iii) provided the ability to obtain interim funding between the signing and closing period for the proposed DK transaction, and as further reported in Amendment No. 5 to the Schedule 13D filed on March 14, 2025 increasing the cash consideration purchase price to $5.75 per share (the "Second Further Updated Offer"). On March 17, 2025, DK sent a letter to the Special Committee (the "Third Further Updated Offer") further enhancing the terms of the Second Further Updated Offer by (i) removing the Unit Count Purchase Price Adjustment; (ii) removing the Liquidity Purchase Price Adjustment; (iii) increasing the amount of interim funding available between the signing and closing period for the proposed DK transaction to up to $20 million; (iv) increasing the reverse termination fee from $5.825 million to $10 million; (v) adding a closing delay penalty that increases the reverse termination fee by $500,000 per week for any delay past six weeks, subject to a $2 million cap; (vi) agreeing to toll creditor remedies under the convertible notes; (vii) removing the closing condition that there is no default under the existing revolving credit agreement; and (viii) increasing the cap on monetary damages for willful breach to $15 million. A copy of the Third Further Updated Offer is filed as Exhibit 99.11 to this Amendment No. 6, and the information set forth in the Third Further Updated Offer is incorporated by reference herein.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
6 13D/G filings on this issuer
5 other filings besides this one
Filer Track Record
4 filings by this filer
3 other filings in the data moat
Short Interest
Not in latest FINRA snapshot

Other 13D/G Filings on Vacasa, Inc.

FiledFormFilerStakeShares
2025-03-13 SCHEDULE SLTA V (GP), L.L.C. 30.60% 5,544,931 view →
2025-03-13 SCHEDULE Riverwood Capital Partners II (Parallel-B) L.P. 11.40% 1,970,103 view →
2025-03-13 SCHEDULE LEVEL EQUITY OPPORTUNITIES FUND 2015, L.P. 11.70% 2,034,647 view →
2025-03-03 SCHEDULE DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 19.99% 13,865,908 view →
2025-02-03 SCHEDULE DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 19.99% 13,865,908 view →

Other Filings by DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

FiledFormIssuerStakeShares
2025-03-03 SCHEDULE Vacasa, Inc. 19.99% 13,865,908 view →
2025-02-07 SCHEDULE Trinity Place Holdings Inc. TPHS view →
2025-02-03 SCHEDULE Vacasa, Inc. 19.99% 13,865,908 view →

Want this depth on every filing the moment it hits SEC EDGAR?

Full feed access · API · daily intelligence brief · custom alerts. $1,500/mo. Pilots welcome.

Request a pilot →