P10 Management

Management criteria checks 1/4

P10's CEO is Luke Sarsfield, appointed in Oct 2023, has a tenure of 1.17 years. total yearly compensation is $8.10M, comprised of 2.4% salary and 97.6% bonuses, including company stock and options. directly owns 0.15% of the company’s shares, worth €2.10M. The average tenure of the management team and the board of directors is 0.8 years and 3.2 years respectively.

Key information

Luke Sarsfield

Chief executive officer

US$8.1m

Total compensation

CEO salary percentage	2.4%
CEO tenure	1.2yrs
CEO ownership	0.2%
Management average tenure	less than a year
Board average tenure	3.2yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Luke Sarsfield's remuneration changed compared to P10's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$12m
Jun 30 2024	n/a	n/a	US$3m
Mar 31 2024	n/a	n/a	-US$3m
Dec 31 2023	US$8m	US$191k	-US$7m

Compensation vs Market: Luke's total compensation ($USD8.10M) is above average for companies of similar size in the German market ($USD1.52M).

Compensation vs Earnings: Insufficient data to compare Luke's compensation with company performance.

CEO

Luke Sarsfield (50 yo)

1.2yrs

Tenure

US$8,095,180

Compensation

Mr. Luke A. Sarsfield, III serves as CEO of P10, Inc. since October 23, 2023 and serves as its Director since October 2023 and serves as its Chairman from June 14, 2024. He served as Chief Commercial Offic...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Luke Sarsfield	Chairman of the Board	1.2yrs	US$8.10m	0.15% € 2.1m
Amanda Coussens	Executive VP	3.9yrs	US$1.21m	0.027% € 370.4k
Mark Hood	Executive VP of Operations & Chief Administrative Officer	less than a year	no data	0.074% € 1.0m
Mike Goodwin	Chief Information Officer	no data	no data	no data
Melodie Craft	General Counsel	less than a year	no data	no data
Richard Jensen	Executive VP and Head of Strategy and M&A	less than a year	no data	0.049% € 677.4k
Sarita Jairath	Executive VP and Global Head of Client Solutions	less than a year	no data	no data
Andrew Corsi	Corporate Controller	no data	no data	no data
Nell Blatherwick	Secretary	no data	no data	1.01% € 13.9m

0.8yrs

Average Tenure

51yo

Average Age

Experienced Management: AC3's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.

Board Members

Name	Position	Tenure	Compensation	Ownership
Luke Sarsfield	Chairman of the Board	1.2yrs	US$8.10m	0.15% € 2.1m
Scott Gwilliam	Independent Director	3.3yrs	US$175.00k	0.79% € 10.8m
Robert Stewart	Independent Director	7.3yrs	US$175.00k	0.11% € 1.6m
Edwin Poston	Director	3.3yrs	no data	0.12% € 1.7m
David McCoy	Independent Director	1.5yrs	no data	2.61% € 35.9m
Travis Barnes	Independent Director	3.2yrs	US$175.00k	0.054% € 743.7k
Tracey Benford	Lead Independent Director	less than a year	no data	0.025% € 343.0k

3.2yrs

Average Tenure

52.5yo

Average Age

Experienced Board: AC3's board of directors are considered experienced (3.2 years average tenure).

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 11:53
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

P10, Inc. is covered by 16 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Carter Driscoll	Ascendiant Capital Markets LLC
Benjamin Budish	Barclays
Carter Driscoll	Capstone Investments

P10 Management

Management criteria checks 1/4

Key information

Recent management updates

P10, Inc. Names Mike Goodwin as Chief Information Officer

Insider recently sold €2.4m worth of stock

P10 Names Sarita Narson Jairath as EVP and Global Head of Client Solutions

Independent Director recently bought €154k worth of stock

P10, Inc. Appoints Melodie Craft as Its General Counsel

High number of new directors

Recent updates

P10, Inc. Names Mike Goodwin as Chief Information Officer

Insider recently sold €2.4m worth of stock

New minor risk - Earnings quality

Third quarter dividend of US$0.035 announced

Third quarter 2024 earnings released: EPS: US$0.013 (vs US$0.072 loss in 3Q 2023)

P10, Inc. Declares A Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on December 20, 2024

P10, Inc. to Report Q3, 2024 Results on Nov 07, 2024

Second quarter dividend of US$0.035 announced

Second quarter 2024 earnings released: EPS: US$0.062 (vs US$0.015 in 2Q 2023)

P10 Names Sarita Narson Jairath as EVP and Global Head of Client Solutions

New major risk - Share price stability

P10, Inc. to Report Q2, 2024 Results on Aug 08, 2024

Independent Director recently bought €154k worth of stock

Upcoming dividend of US$0.035 per share

First quarter dividend of US$0.035 announced

P10, Inc. Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 20, 2024

First quarter 2024 earnings released: EPS: US$0.044 (vs US$0.005 in 1Q 2023)

P10, Inc. Appoints Melodie Craft as Its General Counsel

High number of new directors

P10, Inc., Annual General Meeting, Jun 14, 2024

P10, Inc. to Report Q1, 2024 Results on May 08, 2024

Insider recently sold €555k worth of stock

Insider recently sold €815k worth of stock

Fourth quarter dividend of US$0.033 announced

Full year 2023 earnings released: US$0.061 loss per share (vs US$0.25 profit in FY 2022)

P10, Inc. Declares Quarterly Cash Dividend, Payable on March 26, 2024

P10, Inc. Announces Chief Operating Officer William Souder to Retire, Effective May 2024

P10, Inc. to Report Q4, 2023 Results on Feb 29, 2024

Head of Originations & Distribution recently sold €273k worth of stock

Upcoming dividend of US$0.033 per share at 1.4% yield

Third quarter 2023 earnings released: US$0.072 loss per share (vs US$0.048 profit in 3Q 2022)

P10, Inc. Declares Quarterly Cash Dividend, Payable on December 20, 2023

P10, Inc. Announces the Appointment of Luke Sarsfield as the New Chief Executive Officer

P10, Inc. Announces the Appointment of Luke Sarsfield as the New Chief Executive Officer

Upcoming dividend of US$0.033 per share at 1.0% yield

Insider recently sold €232k worth of stock

New major risk - Financial position

Second quarter 2023 earnings released: EPS: US$0.015 (vs US$0.095 in 2Q 2022)

P10, Inc. Declares Quarterly Cash Dividend of Class A and Class B Common Stock, Payable on September 20, 2023

P10, Inc. to Report Q2, 2023 Results on Aug 10, 2023

First quarter 2023 earnings released: EPS: US$0.005 (vs US$0.066 in 1Q 2022)

Head of Originations & Distribution recently sold €188k worth of stock

Full year 2022 earnings released: EPS: US$0.25 (vs US$0.13 in FY 2021)

P10, Inc. to Report Q4, 2022 Results on Mar 06, 2023

Upcoming dividend of US$0.03 per share

Third quarter 2022 earnings released: EPS: US$0.048 (vs US$0.049 in 3Q 2021)

Less than half of directors are independent

P10, Inc. Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on December 20, 2022

P10, Inc. to Report Q3, 2022 Results on Nov 10, 2022

P10, Inc. to Report Q3, 2022 Results on Nov 10, 2022

Second quarter 2022 earnings released: EPS: US$0.095 (vs US$0.032 in 2Q 2021)

P10, Inc. Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on September 20, 2022

P10, Inc. to Report Q2, 2022 Results on Aug 11, 2022

First quarter 2022 earnings released: EPS: US$0.066 (vs US$0.034 in 1Q 2021)

P10, Inc. Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on June 20, 2022

P10, Inc., Annual General Meeting, Jun 17, 2022

Less than half of directors are independent

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

P10, Inc. to Report Q4, 2021 Results on Mar 01, 2022

Third quarter 2021 earnings: Revenues and EPS in line with analyst expectations

Less than half of directors are independent

CEO Compensation Analysis

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age

Board Members