# EDGAR Filing Document

**Accession Number:** 0001834494
**File Stem:** 0001193125-25-181921
**Filing Date:** 2025-8
**Character Count:** 37615
**Document Hash:** 9bee477a74e0763e4a173843db12ba63
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-181921.hdr.sgml**: 20250815

**ACCESSION NUMBER**: 0001193125-25-181921

**CONFORMED SUBMISSION TYPE**: DEFA14A

**PUBLIC DOCUMENT COUNT**: 4

**FILED AS OF DATE**: 20250815

**DATE AS OF CHANGE**: 20250815

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MeridianLink, Inc.
- **CENTRAL INDEX KEY:** 0001834494
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 824844620
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** DEFA14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-40680
- **FILM NUMBER:** 251225263

**BUSINESS ADDRESS:**
- **STREET 1:** 1 VENTURE, SUITE 235
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618
- **BUSINESS PHONE:** 866-417-3274

**MAIL ADDRESS:**
- **STREET 1:** 1 VENTURE, SUITE 235
- **CITY:** IRVINE
- **STATE:** CA
- **ZIP:** 92618

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Project Angel Parent, LLC
- **DATE OF NAME CHANGE:** 20201202

**UNITED STATES** 

**SECURITIES AND EXCHANGE COMMISSION** 

**Washington, D.C. 20549** 

**SCHEDULE 14A** 

**Proxy Statement Pursuant to Section 14(a) of the** 

**Securities Exchange Act of 1934** 

**(Amendment No.)** 

Filed by the Registrant ☒

Filed by a party other than the Registrant ☐

Check the appropriate box:

☐ Preliminary Proxy Statement

☐ **Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))** 

☐ Definitive Proxy Statement

☐ Definitive Additional Materials

☒ Soliciting Material under §240.14a-12

**MeridianLink, Inc.** 

**(Name of Registrant as Specified In Its Charter)** 

**(Name of Person(s) Filing Proxy Statement, if other than the Registrant)** 

Payment of Filing Fee (Check all boxes that apply):

☒ No fee required

☐ Fee paid previously with preliminary materials

☐ Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11

------

![LOGO](g78981g45h88.jpg)<sub>1</sub>

**EMPLOYEE FAQs** 

Centerbridge Acquisition Announcement Follow-up  ****

***Original: Monday, August 11, 2025*** 

*The following FAQ is intended to address some of the initial questions you may have regarding our agreement to be acquired by Centerbridge Partners. That said, it is important to keep in mind that it is still early on in the process. We'll keep you informed of important developments as we move towards completing this transaction.*

***Updated: Friday, August 15, 2025***

*This guide now reflects employees' follow-up questions received after the announcement, along with enhanced formatting and additional details for clarity. All new and revised content is clearly marked for easy reference.*

**Table of Contents** 

---

| | | | |
|:---|:---|:---|:---|
| ***[General Questions](#txn78981_1)*** | ***1*** | ***1*** |  |
|  ***[Timeline Questions](#txn78981_2)*** | **** | ***3*** | **** |
|  ***[Company Operations & Roles](#txn78981_3)*** | **** | ***4*** | **** |
|  ***[Compensation & Benefits Questions](#txn78981_4)*** | **** | ***5*** | **** |
|  ***[Equity Questions](#txn78981_5)*** | **** | ***5*** | **** |
|  ***[Employee Stock Purchase Plan (ESPP) Questions](#txn78981_6)*** | **** | ***6*** | **** |
|  ***[Tax Question](#txn78981_7)*** | **** | ***7*** | **** |
|  ***[Communication Questions](#txn78981_8)*** | **** | ***7*** | **** |
|  ***[Media & External Inquiries](#txn78981_9)*** | **** | ***8*** | **** |

---

**General Questions** 

**Q1: What was announced?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• MeridianLink announced that it has entered into a definitive agreement to be acquired by
Centerbridge Partners.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Centerbridge is a global investment firm with deep experience in financial services and
technology.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Under the terms of the agreement, Centerbridge will acquire MeridianLink in an all-cash transaction that values the Company at an enterprise value of approximately $2.0 billion or $20.00 per share.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• This reflects an attractive premium of 26% over MeridianLink's closing share price
on August 8, 2025, the last full trading day prior to the transaction announcement.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Centerbridge's investment is a credit to the hard work, innovation,
entrepreneurship, grit and risk-taking that built MeridianLink into a leading digital lending platform for nearly 2,000 community financial institutions and consumer reporting agencies.

---

| | | | |
|:---|:---|:---|:---|
| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

---

------

![LOGO](g78981g45h88.jpg)<sub>2</sub>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• At the close of the transaction, MeridianLink will become a private company with
additional flexibility to continue investing in driving innovation across its transformational digital solutions and empowering its clients to drive efficient growth.

**Q2: Who is Centerbridge? Why are they the right partner for MeridianLink?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Centerbridge Partners is a global investment firm with a long-standing track record of
partnering with exceptional companies, delivering meaningful innovation for customers and creating opportunities for employees.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• They have a depth of experience investing in and supporting companies at the intersection
of financial services and technology including CSI, a community FI core.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• They have strong conviction in the continued growth of mission-critical software providers
who service the broader financial institution ecosystem and view MeridianLink as a perfect fit in that regard.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• They will bring resources to us to help us grow – not just capital, but talent,
relationships, partnerships, and more.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• With this support, MeridianLink will have the additional flexibility to continue investing
in innovation across its transformational digital solutions and empowering its clients to drive efficient growth.

**Q3: What are Centerbridge's plans for MeridianLink?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• This transaction is about a change in ownership, not a change in who we are as a
company.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Centerbridge is a proven partner to fintech companies and has a deep understanding of our
business and shares our vision for the future.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Their experience driving growth in the financial technology sector will position
MeridianLink to accelerate product innovation and enhance customer experience.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• As the pace of change across the finance and tech sectors continues to accelerate,
MeridianLink is uniquely positioned to help financial institutions enhance their digital lending, new account opening, and credit reporting capabilities – providing them with the innovative solutions to expand their client relationships,
unlock the potential of data and AI, and drive their growth.

**[NEW] Q4: Is MeridianLink merging with another company?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• No, Centerbridge is an investment firm, so our teams will not be merging with their
teams.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• There are no plans to merge with another company as part of this
acquisition.

**[NEW] Q5: When did MeridianLink announce this acquisition?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• On Monday, August 11, a press release was issued announcing that we've entered
an agreement to be acquired by Centerbridge, a global investment firm. This notification is legally required as a public company.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Shortly after, Larry Katz shared an internal announcement about the acquisition plan and
held an all-company meeting to answer initial employee questions.

---

| | | | |
|:---|:---|:---|:---|
| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

---

------

![LOGO](g78981g45h88.jpg)<sub>3</sub>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• As Larry emphasized, this is an exciting next step for our company. With
Centerbridge's support, MeridianLink will be positioned to unlock its potential by accelerating product innovation, harnessing the power of AI and data, and enhancing the delivery of exceptional customer experiences.

**[NEW] Q6: Is MeridianLink still a public company today?** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Yes, today we are still operating as a public company. It's important to note that
although we've agreed to be acquired by Centerbridge, the acquisition is *not complete yet*.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The transaction is expected to close in the second half of 2025. Until then, it remains
business as usual at MeridianLink.

**[NEW] Q7: Where can I find more information about Centerbridge?** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• You can find additional information on their website, as well as their LinkedIn page.

**Timeline Questions** 

**Q8: What are the next steps? What happens between now and closing?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The transaction is expected to close in the second half of 2025, subject to approval by
MeridianLink shareholders and the satisfaction of regulatory approvals and customary closing conditions.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Until then, it remains business as usual at MeridianLink.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The holders of approximately 55% of MeridianLink's shares of common stock have
agreed to vote all of the shares of MeridianLink common stock owned by them in favor of the transaction.

**[NEW] Q9: When will the acquisition be complete?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• That will depend on many factors that we anticipate will take several months—not
days or years.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Based on the number of steps between now and closing, we expect the acquisition to be
completed in the second half of 2025.

**[NEW] Q10: What happens immediately after closing the transaction?** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• MeridianLink will become a private company.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• As a private company, MeridianLink will have additional flexibility to continue investing
in driving innovation across its transformational digital solutions and empowering its clients to drive efficient growth. We also do not have to adhere to the same time-consuming regulatory requirements, like SOX reporting, that we did as a
public company.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We will share more information with you about what to expect at closing as it approaches.

---

| | | | |
|:---|:---|:---|:---|
| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

---

------

![LOGO](g78981g45h88.jpg)<sub>4</sub>

**Company Operations & Roles** 

**Q11: What does this mean for me? Will there be an immediate impact on day-to-day operations or my responsibilities?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• It's important to remember that this announcement is just the first step towards
completing this transaction – at this time, it remains business as usual at MeridianLink.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We're relying on you to remain focused on delivering for our
customers.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We'll keep you informed of important developments as we move towards completing this
transaction.

**Q12: Will there be layoffs?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Nothing is changing today as a result of this announcement.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• In fact, part of what attracted Centerbridge to our company was our talented team, and
they are committed to investing in our business and growing talent.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• That said, as with any transaction, after closing, we expect to make certain changes with
respect to a small number of roles that support the operations of a public company.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We expect that we will continue to operate as usual, and that means continuing to make
headcount decisions, including hiring decisions, based on the needs of the business.

**Q13: Will there be any changes in reporting relationships or job responsibilities as a result of the transaction?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• It's important to remember that this announcement is the first step towards
completing this transaction – it remains business as usual at MeridianLink.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We'll keep you informed of important developments as we move towards completing this
transaction.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Consistent with the execution of our existing strategy, you may continue to see
organizational changes in the ordinary course of business.

**Q14: Will there be any changes to our remote work policies?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We are continuing to operate as usual, including with respect to our remote work
policy.

**Q15: Will there be any changes to MeridianLink's current leadership team?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• As previously announced, Larry Katz will succeed Nicolaas Vlok and assume the role of CEO
on October 1, 2025.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• There are no planned changes to the leadership team as a result of this transaction. Like
any growing company, we will continue to evolve our leadership structure over time to support our strategy and long-term goals.

**Q16: Does this impact the timeline of Larry's appointment to CEO in October?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• No, today's announcement has no impact on our previously announced CEO succession
plan.

**Q17: Will MeridianLink continue to be headquartered in Irvine, CA?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Yes, MeridianLink will remain headquartered in Irvine, CA.

**[UPDATED] Q18. Will there be any changes to MeridianLink's name and/or brand?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Centerbridge recognizes the reputable brand we have established at MeridianLink, and we do
not anticipate any changes to our name or branding in response to this acquisition.

---

| | | | |
|:---|:---|:---|:---|
| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

---

------

![LOGO](g78981g45h88.jpg)<sub>5</sub>

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Our internal rebrand efforts are continuing as planned.

**[NEW] Q19: Will any roles be eliminated as part of this transaction?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• No roles are immediately changing as a result of this announcement.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• There are a few MeridianLink positions uniquely tied to our responsibilities as a public
company—such as regulatory reporting. As these responsibilities will no longer apply once we become a private company, we're working closely with each impacted individual to determine next steps.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We expect that we will continue to operate as usual, and that means continuing to make
headcount decisions, including hiring decisions, based on the needs of the business.

**[NEW] Q20: Will there be new offer letters or title changes after the transaction?** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• No, there will not be new offer letters issued or title changes related to the
transaction.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Consistent with the execution of our existing strategy, you may continue to see
organizational changes in the ordinary course of business.

**Compensation & Benefits Questions** 

**Q21: Will this change my compensation and benefits?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• While it's still early days, MeridianLink remains committed to providing competitive
compensation that is aligned with company performance.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• While the form will be different as a private company, our approach stays the same: to
provide a comprehensive and compelling total rewards offering that attracts and rewards top talent.

**[NEW] Q22: Will my tenure be carried over or reset after the transaction closes?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Your tenure will not be reset. Nothing changes with your tenure as a result of the
transaction. We are all still employees of MeridianLink.

**[NEW] Q23: Aside from equity, will any other benefits or perks be impacted by this transition?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• No, aside from equity, additional elements of compensation such as benefits and perks will
remain unaffected by this transaction at this time.

**Equity Questions** 

**Q24: What does this mean for my equity? Should I sell? Should I exercise my options?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Selling your equity and exercising your options are personal decisions, and we leave it to
you to decide on that.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Keep in mind that you may be subject to MeridianLink's insider trading policy, which
may place limits on your ability to sell any equity. Please consult with the legal team if you have questions.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• See the next question for a description of the treatment of MeridianLink stock options and
restricted stock unit awards in the transaction.

**[UPDATED] Q25: How are outstanding employee equity awards being handled in the transaction?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The answer depends on if you have vested RSUs , unvested RSUs , or stock options :

---

| | | | |
|:---|:---|:---|:---|
| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

---

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![LOGO](g78981g45h88.jpg)<sub>6</sub>

VESTED RSUs:

<sup>○</sup> When the transaction closes, your vested RSUs will be cashed out.

---

| | |
|:---|:---|
| <sup>○</sup>  | You'll receive an amount in cash equal to the number of shares subject to your vested RSUs times a set price of $20.00 per share.  |

---

<sup>○</sup> Once the deal closes, we will share further details on your payout process and timeline.

UNVESTED RSUs

---

| | |
|:---|:---|
| <sup>○</sup>  | Unvested RSUs will be converted into cash awards, using the same price per share of $20.00.  |

---

<sup>○</sup> You won't get the money right away. It will be paid out on the same schedule as your original unvested RSUs would have vested.

<sup>○</sup> You'll need to remain employed with MeridianLink (or one of its subsidiaries) until those vest dates to receive the payments.

<sup>○</sup> None of these steps will happen until after the transaction closes, at which time we will share the details on the payout process and timeline.

STOCK OPTIONS:

---

| | |
|:---|:---|
| <sup>○</sup>  | *If you have stock options with an exercise price (also known as the strike price or the set price at which you can buy the underlying shares) lower than $20.00, they'll:*  |

---

◾ Fully vest (even if they weren't vested yet),

◾ Be cashed out, and

---

| | |
|:---|:---|
| ◾ | You'll receive the difference between $20.00 and your option exercise price, multiplied by the number of shares subject to the option.  |

---

---

| | |
|:---|:---|
| <sup>○</sup>  | *If you have options with an exercise price that is equal to or higher than $20.00:*  |

---

◾ *Those options will be cancelled and you won't receive a payout for them.*

**[NEW] Q26: How do I know if I have vested or unvested RSUs?** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Within your E\*TRADE account, there is a status section where your RSUs are listed as
sellable (aka fully vested) or unvested. You can also view your vesting schedule.

**Employee Stock Purchase Plan (ESPP) Questions** 

**[NEW] Q27: What will happen to the MeridianLink ESPP?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The current MeridianLink ESPP offering is scheduled to end on October 31,
2025. &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• If the transaction closes after October 31, shares will be purchased pursuant to the
ESPP using accumulated payroll deductions as planned. If the transaction closes before October 31, no shares will be purchased, and all payroll deductions will be refunded to employees on the next payroll date after the transaction
closes.

**[NEW] Q28: Can I still enroll in or make changes to my MeridianLink ESPP before the transaction closes?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Since this transaction has been announced, employees can no longer enroll in the ESPP or
increase payroll or non-payroll contributions to their existing ESPP.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• You can still withdraw from the ESPP prior to the closing of the transaction.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• MeridianLink's ESPP will terminate immediately prior to the closing of the
transaction.

---

| | | | |
|:---|:---|:---|:---|
| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

---

------

![LOGO](g78981g45h88.jpg)<sub>7</sub>

**[NEW] Q29: Will MeridianLink offer an ESPP in the future?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• After the closing, MeridianLink will be a private company, and we'll no longer offer
an ESPP as part of our compensation package.

**Tax Question** 

***[NEW]*** *Please keep in mind this information is our current knowledge of the process. More details on the timing of each payout after close will be shared as we learn more throughout the transaction close process. The information provided below is not intended to, and does not, constitute personal tax advice. Since tax laws change frequently and since tax consequences may also depend on your personal tax situation, you should consult your personal tax advisor regarding your specific tax consequences.* 

**[NEW] Q30: What are the tax implications for equity awards (RSUs and stock options)?** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• All amounts paid with respect to canceled RSUs and stock options will be taxable income
and accordingly, subject to the applicable federal, state and local withholding tax requirements.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We cannot give you tax advice and recommend that you discuss tax implications with a tax
advisor.

**Communication Questions** 

**Q31: Will we still give quarterly earnings updates?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• While MeridianLink will stop reporting quarterly earnings after the transaction closes,
we'll continue to be transparent with our employees about how our business is performing.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• As a private company, we can re-center our focus
on mid and **  long-term value creation opportunities without distractions of quarterly earnings pressures.

**Q32: What should I tell customers/partners/vendors?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• While this is an exciting announcement, please be sure to underscore that today is only
the first step in the process and that our top priority remains providing them with the innovative solutions and high-quality service they expect from us.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• This transaction is about accelerating our growth and creating an even stronger business,
which we expect will result in MeridianLink being an even stronger partner to our customers, partners and vendors.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Until the transaction closes, which we expect to occur in the second half of 2025, it
remains business as usual at MeridianLink.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Unless otherwise directed, we can continue to work with our customers/partners/vendors as
we always have.

**[NEW] Q33: What should we tell our clients when they talk about the stereotype that PE firms just slash costs?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• You should underscore that this transaction is about accelerating our growth. Centerbridge
believes in our company and our strategy, and they have strong conviction in the importance of fostering a vibrant, modern banking system using market-leading technology like ours.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• They also have a proven track record of partnering with companies at the intersection of
finance and technology to drive value for customers. With their support, we will have the resources to invest in our business – driving product innovation, harnessing the power of AI and data, and enhancing the delivery of exceptional customer
experiences.

---

| | | | |
|:---|:---|:---|:---|
| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

---

------

![LOGO](g78981g45h88.jpg)<sub>8</sub>

**Q34: How will leadership keep us informed?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• To the extent there is news to share as we move towards closing, we will keep you informed
through our usual channels, including email, company update meetings, and other regular communications.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• If you have questions in the meantime, please reach out to your ELT and SLT
member.

**Q35: When will we know more?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• We'll keep you informed of important developments as we move towards completing this
transaction.

**[UPDATED] Q36: Who can I reach out to with questions?**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• For general questions, please ask your ELT or SLT members.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• For specific equity or other HR questions, please email [\*\*\*].

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Please keep in mind that it is early in the process, and we don't have all the
answers today. We'll keep you informed of important developments as we move towards completing this transaction.

**Media & External Inquiries** 

**[NEW] Q37: What if I'm asked about the transaction from someone outside of MeridianLink?** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Consistent with company policy if you receive inquiries from the media, please direct them
to Erica Bigley, [\*\*\*].

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• If you receive inquiries from investors or analysts, please forward them to Nandan Amladi, <u>InvestorRelations@MeridianLink.com</u>.

***Cautionary Statement Regarding Forward-Looking Statements***

This communication includes certain forward-looking statements about, among other things, the proposed acquisition of MeridianLink by Centerbridge (the "Transaction"), including financial estimates and statements as to the expected timing, completion and effects of the Transaction. These forward-looking statements are based on MeridianLink's current expectations, estimates and projections regarding, among other things, the expected date of closing of the Transaction and the potential benefits thereof, its business and industry, management's beliefs and certain assumptions made by MeridianLink, all of which are subject to change. Forward-looking statements often contain words such as "expect," "anticipate," "intend," "aims," "plan," "believe," "could," "seek," "see," "will," "may," "would," "might," "considered," "potential," "estimate," "continue," "likely," "expect," "target" or similar expressions or the negatives of these words or other comparable terminology that convey uncertainty of future events or outcomes. By their nature, forward-looking statements address matters that involve risks and uncertainties because they relate to events and depend upon future circumstances that may or may not occur, such as the consummation of the Transaction and the anticipated benefits thereof. These and other forward-looking statements are not guarantees of future results and are subject to risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed in any forward-looking statements. Important risk factors that may cause such a difference include, but are not limited to: (i) the completion of the Transaction on anticipated terms and timing, including the possibility that MeridianLink's stockholders may not approve the Transaction and obtaining any regulatory approvals, and the satisfaction of other conditions to the completion of the Transaction; (ii) the ability of Centerbridge and Merger Sub to obtain the necessary financing arrangements set forth

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| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

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in the commitment letters received in connection with the Transaction; (iii) the possibility that competing offers or acquisition proposals will be made; (iv) the difficulty of predicting the timing or outcome of regulatory approvals or actions, if any, (v) potential litigation relating to the Transaction that could be instituted against Centerbridge and Merger Sub, MeridianLink or their respective directors, managers or officers, including the effects of any outcomes related thereto; (vi) the risk that disruptions from the Transaction will harm MeridianLink's business, including current plans and operations; (vii) the ability of MeridianLink to retain and hire key personnel; (viii) potential adverse reactions or changes to business relationships resulting from the announcement or completion of the Transaction; (ix) continued availability of capital and financing and rating agency actions; (x) legislative, regulatory and economic developments affecting MeridianLink's business; (xi) general economic and market developments and conditions; (xii) potential business uncertainty, including changes to existing business relationships, during the pendency of the Transaction that could affect MeridianLink's financial performance; (xiii) certain restrictions during the pendency of the Transaction that may impact MeridianLink's ability to pursue certain business opportunities or strategic transactions; (xiv) unpredictability and severity of catastrophic events, including but not limited to acts of terrorism, pandemics, outbreaks of war or hostilities, as well as MeridianLink's response to any of the aforementioned factors; (xv) significant transaction costs associated with the Transaction; (xvi) the possibility that the Transaction may be more expensive to complete than anticipated, including as a result of unexpected factors or events; (xvii) the occurrence of any event, change or other circumstance that could give rise to the termination of the Transaction, including in circumstances requiring MeridianLink to pay a termination fee or other expenses; (xviii) competitive responses to the Transaction; and (xix) the risks and uncertainties pertaining to MeridianLink's business, including those set forth in MeridianLink's most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q, as such risk factors may be amended, supplemented or superseded from time to time by other reports filed by MeridianLink with the SEC. Unlisted factors may present significant additional obstacles to the realization of forward-looking statements. Consequences of material differences in results as compared with those anticipated in the forward-looking statements could include, among other things, business disruption, operational problems, financial loss, legal liability to third parties and similar risks, any of which could have a material impact on MeridianLink's financial condition, results of operations, credit rating or liquidity. These forward-looking statements speak only as of the date they are made, and MeridianLink does not undertake to and specifically disclaims any obligation to publicly release the results of any updates or revisions to these forward-looking statements that may be made to reflect future events or circumstances after the date of such statements or to reflect the occurrence of anticipated or unanticipated events.

***Additional Information and Where to Find It***

In connection with the Transaction by and among MeridianLink, a Delaware corporation, Centerbridge, a Delaware limited liability company, and Merger Sub, a Delaware corporation and a wholly owned subsidiary of Centerbridge, this communication is being made in respect of the pending merger involving MeridianLink and Centerbridge. MeridianLink will file with the SEC a proxy statement on Schedule 14A (the "Proxy Statement") relating to its special meeting of stockholders and may file or furnish other documents with the SEC regarding the pending merger. When completed, a definitive version of the Proxy Statement will be mailed to MeridianLink's stockholders. This document is not a substitute for the proxy statement or any other document which MeridianLink may file with the SEC. INVESTORS ARE URGED TO CAREFULLY READ THE PROXY STATEMENT REGARDING THE PENDING MERGER AND ANY OTHER RELEVANT DOCUMENTS THAT ARE FILED OR WILL BE FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS AND DOCUMENTS INCORPORATED BY REFERENCE THEREIN, IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PENDING MERGER AND RELATED MATTERS.

The definitive proxy statement will be filed with the SEC and mailed or otherwise made available to MeridianLink's stockholders. MeridianLink's stockholders may obtain free copies of the documents MeridianLink files with the SEC from the SEC's website at www.sec.gov or through the Investor Relations portion of MeridianLink's website at

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| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

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https://ir.meridianlink.com/overview/default.aspx under the link "Financials & Filings" and then under the link "SEC Filings" or by contacting MeridianLink's Investor Relations by e-mail at InvestorRelations@MeridianLink.com.

***Participants in the Solicitation***

MeridianLink and certain of its directors, executive officers and other members of management and employees may, under the rules of the SEC, be deemed to be participants in the solicitation of proxies from MeridianLink's stockholders in connection with the Transaction. Information regarding MeridianLink's directors and executive officers, including a description of their direct or indirect interests, by security holdings or otherwise, is contained in the definitive proxy statement for the 2025 annual meeting of stockholders, which was filed with the SEC on April 23, 2025 (the "2025 Annual Meeting Proxy Statement"), and will be available in the Proxy Statement. To the extent holdings of MeridianLink's securities by such directors or executive officers (or the identity of such directors or executive officers) have changed since the information set forth in the 2025 Annual Meeting Proxy Statement, such information has been or will be reflected on the Initial Statements of Beneficial Ownership on Form 3 or Statements of Changes in Beneficial Ownership on Form 4 filed with the SEC. Additional information regarding the interests of MeridianLink's directors and executive officers in the Transaction will be included in the Proxy Statement if and when it is filed with the SEC. You may obtain free copies of these documents using the sources indicated above. These documents and the other SEC filings described in this paragraph may be obtained free of charge as described above under the heading "Additional Information and Where to Find It."

***U.S. Treasury Circular 230 Notice & General Disclaimer***

The information contained in this communication, including any discussion of U.S. federal tax issues, is intended for general informational purposes only. It is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.

This information does not constitute legal, tax, or accounting advice, and should not be relied upon as such. Each individual's tax situation is unique, and the application of tax laws can vary based on specific facts and circumstances. Employees are strongly encouraged to consult with their own independent tax advisors before making any decisions related to company equity or other financial matters.

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| ![LOGO](g78981g28p43.jpg)  | 844-986-3285 | ![LOGO](g78981g22b04.jpg)  | meridianlink.com |

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