Lisa Storey

About Lisa Storey

Lisa Storey is EverCommerce’s Chief Legal Officer, Corporate Secretary, and Chief Compliance Officer (since November 2023), after serving as General Counsel from August 2017 to November 2023; she previously was Associate General Counsel at Air Methods and practiced healthcare regulatory law at Davis Graham & Stubbs (Denver) and Arent Fox (Washington, D.C.). She holds a J.D. from Vanderbilt University Law School and a B.A. in Molecular, Cellular and Developmental Biology and Philosophy from the University of Colorado Boulder; age 43 as disclosed in the executive officers table . In 2024, EverCommerce exceeded guidance, achieved 25.3% adjusted EBITDA margins (+230 bps YoY), grew Payments Revenue 9% with TPV to $12.6B, and advanced a simplification strategy (including divesting fitness solutions and pursuing a sale of Marketing Technology solutions) as part of a multi-year transformation and AI adoption agenda . The company’s disclosure controls were deemed not effective as of September 30, 2025 due to a material weakness described in the 2024 10-K, a governance factor relevant to legal, compliance, and reporting oversight under Storey’s purview .

Past Roles

External Roles

No public company directorships, committee roles, or other external board positions are disclosed for Ms. Storey in the company’s proxy filings .

Fixed Compensation

• Individual components (base salary, target bonus, and perquisites) for Ms. Storey were not disclosed; she was not a named executive officer (NEO) in the 2025 proxy’s compensation tables .

Performance Compensation

• Ms. Storey’s personal incentive metrics and outcomes are not disclosed. For context on the company’s framework, 2024 NEO cash bonuses were tied 50% to Adjusted EBITDA and 50% to Revenue, with a 0–200% payout range against targets; CEO, President, and CFO earned 102.5% of target for 2024 under this plan .

• Equity design context: RSU awards granted to NEOs in 2023–2024 vest in 16 equal quarterly installments (4 years), with double-trigger acceleration upon certain qualifying terminations during the 12 months following a change in control (as defined) for NEOs; option awards from 2021–2022 vest 25% after 1 year then quarterly/monthly thereafter over 3 years (NEOs) . This structure can create regular vesting supply, though individual awards for Ms. Storey were not disclosed .

Equity Ownership & Alignment

• Individual beneficial ownership for Ms. Storey is not separately disclosed in the 2025 proxy; the table lists directors and NEOs individually, plus a combined figure for “all current executive officers and directors” (10 individuals) of 19,890,398 shares (10.4%) as of April 22, 2025, which would include Ms. Storey but without a personal breakout .
• Governance policies:
  • Anti-hedging: The Insider Trading Compliance Policy prohibits directors, officers, and employees (and controlled entities) from engaging in hedging transactions (e.g., collars, swaps, prepaid forwards) that offset decreases in the market value of company stock .
  • Clawback: A policy provides for recovery of certain incentive-based compensation received by current and former executive officers in the event of a qualifying accounting restatement, in line with SEC and Nasdaq requirements .
• Pledging: No explicit pledging prohibition or any pledging by Ms. Storey is disclosed in the cited sections; no pledges are reported for her in proxy ownership tables .
• Trading/filing timeliness: The company reported one late Form 4 for Ms. Storey (and one each for Matthew Feierstein and Ryan Siurek) since December 31, 2024 through the proxy filing—an administrative compliance flag to monitor .

Employment Terms

• Ms. Storey’s employment agreement (if any), severance, non-compete, and change-of-control protections are not disclosed.
• For reference, NEO agreements provide 12 months’ salary continuation, pro rata target bonus, up to 12 months COBRA, and acceleration of time-based equity that would have vested in the 12 months post-termination for terminations without cause or for good reason; in a change-of-control double-trigger within 1 month before to 12 months after, time-based equity fully accelerates (pre-COC grants). NEOs are subject to 1-year post-termination non-compete and non-solicit covenants and a 280G cutback provision .

Additional Governance and Risk Considerations

• Controlled company: Affiliates of PSG and Silver Lake collectively control >50% voting power; EverCommerce relies on Nasdaq “controlled company” exemptions (e.g., not all committees must be fully independent), though the Compensation Committee is comprised entirely of independent directors .
• Compensation Committee: Mark Hastings (Chair) and Joseph Osnoss; authority to retain consultants and oversee incentive and equity plans and clawback compliance .
• Audit Committee compliance: Following a 2025 resignation, the company notified Nasdaq of non-compliance with Rule 5605(c)(2)(A) (three-member Audit Committee) and planned to cure within 180 days, a governance watch item intersecting with disclosure and controls .
• Disclosure controls: Not effective as of Q3 2025 due to a material weakness noted in the 2024 10-K; this elevates regulatory and reporting risk for which the legal function is a key stakeholder .

Investment Implications

• Pay-for-performance visibility on Ms. Storey is limited: She is not a 2025 NEO, so her personal salary, bonus targets, and equity grants are not disclosed; thus, direct alignment and retention risk cannot be quantified from public filings .
• Company incentive design supports financial alignment at the top team level (Revenue and Adjusted EBITDA for NEO bonuses; multi-year RSU vesting), but without Ms. Storey’s individual plan terms, extrapolation is inappropriate; investors should watch future proxies or 8-Ks for any comp changes, grants, or contractual updates affecting the CLO role .
• Governance risk is non-trivial: controlled company status, a reported material weakness in disclosure controls, and a late Form 4 for Ms. Storey suggest heightened oversight is prudent; however, anti-hedging and clawback policies are in place, and the Compensation Committee is independent, partially mitigating alignment concerns .
• Tenure and domain fit: An eight-year-plus progression from GC to CLO indicates institutional knowledge and continuity through IPO, portfolio simplification, and AI-driven initiatives—factors generally supportive of execution stability in legal, compliance, and M&A-related workflows .