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Elias Olmeta

Chief Financial Officer at MeridianLink
Executive

About Elias Olmeta

Elias Olmeta is Chief Financial Officer of MeridianLink, age 57, appointed August 26, 2024. He previously served as CFO of Vistage Worldwide (2019–2023) and EVP/CFO of Mitchell International (2015–2019), with earlier roles at Solera Holdings, J.P. Morgan Chase & Co., and Arthur D. Little; he holds a B.A. in economics and an M.B.A. in finance from the University of Rochester . As a 2024 NEO, his annual cash incentive was tied solely to adjusted EBITDA; achievement was 96% of target, and his payout was 92.4% of target, aligning variable pay to profitability execution .

Past Roles

OrganizationRoleYearsStrategic Impact
Vistage WorldwideChief Financial OfficerAug 2019 – Jan 2023CFO for CEO coaching/peer advisory network
Mitchell InternationalEVP & Chief Financial OfficerMar 2015 – Aug 2019Finance leadership in P&C claims/collision tech provider

External Roles

OrganizationRoleYearsNotes
AutoCanada (TSE: ACQ)DirectorCurrentPublic company board service

Fixed Compensation

MetricFY 2024Notes
Base Salary (Annualized)$475,000 Established at hire; reviewed periodically
Target Bonus75% of base salary Performance-based, tied to adjusted EBITDA
Actual Non-Equity Incentive Paid$115,134 92.4% of target based on 96% EBITDA achievement
401(k) Company Match$3,654 Plan match policy disclosed

Performance Compensation

Annual Cash Incentive Mechanics (FY 2024)

MetricTargetActualPayout
Adjusted EBITDA100% payout at target 96% of target 92.4% of target

Equity Awards (RSUs)

Grant TypeGrant DateSharesGrant Date Fair Value ($)Vesting Schedule
Time-based RSU9/3/2024333,037 $7,553,279 25% vests on 8/26/2025; remainder vests in 12 equal quarterly installments thereafter, subject to continued service

Options

Grant TypeStatus
Stock OptionsNone outstanding for Olmeta in 2024

Transaction Bonus (Change-of-Control Closing)

EventAmountConditions
Centerbridge Merger Close (10/24/2025)$750,000 Paid at closing; contingent on employment through closing

Equity Ownership & Alignment

ItemValueNotes
Beneficial Ownership (as of 4/9/2025)— shares; <1% (“*”) No disclosed direct holdings; RSUs vesting within 60 days count toward others but not shown for Olmeta
Unvested RSUs333,037 Vesting dates/schedule above
Options (Exercisable/Unexercisable)0 / 0 None outstanding
Ownership Guidelines3x base salary for Non-CEO Section 16 Officers Unvested equity doesn’t count; 5 years to comply; must retain 50% of net shares until compliant
Hedging/PledgingProhibited for officers; short sales and pledging banned Insider trading policies filed; governance highlights include prohibition
Clawback PolicyNYSE 10D-1 compliant; restatement recovery for 3 years; discretionary recovery for misconduct/fraud up to 100% Effective Oct 2, 2023; administered by Compensation Committee

Employment Terms

TermStandard Termination (Without Cause / Good Reason)Change-in-Control Termination (−3 to +12 months window)
Base Salary Severance12 months of then-current base salary 18 months of then-current base salary (lump sum)
BonusPrior-year earned but unpaid + pro-rated target for current year Prior-year earned but unpaid
Health BenefitsUp to 12 months employer-contributed COBRA equivalents Up to 18 months employer-contributed COBRA equivalents
EquityNo acceleration specified for standard case Accelerate all unvested equity awards as of termination/effective release date
Restrictive CovenantsConfidentiality; assignment of inventions; other covenants per standard agreements
Merger Equity Treatment (Company-wide)At closing: vested RSUs cashed at $20/sh; unvested RSUs replaced with cash-settled equivalents preserving vesting schedule; in-the-money options cashed; out-of-the-money canceled

Compensation Structure Analysis

  • Cash vs equity mix: 2024 compensation heavily equity-weighted via $7.55M RSUs; cash components include $164,423 salary (partial year), $115,134 bonus, and $3,654 401(k) match .
  • Shift toward RSUs: No new options in 2024; RSUs dominate LTIs, lowering risk vs options and increasing guaranteed value contingent on service .
  • Performance linkage: Annual incentive entirely tied to adjusted EBITDA with capped payouts; 2024 payout at 92.4% reinforces operating discipline .
  • Change-of-control economics: Enhanced severance (18 months salary), full equity acceleration, and separate $750k transaction bonus increase retention through closing and create liquidity post-termination in CoC scenarios .

Vesting Schedules & Insider Selling Pressure

  • RSU cadence: 25% cliff on 8/26/2025 then 12 equal quarterly vesting tranches; this schedule implies regular settlement events that can contribute to periodic insider supply absent retention/holding requirements (subject to trading windows and ownership guidelines requiring retention of 50% of net shares until guideline compliance) .

Performance & Track Record

  • 2024 execution: Company adjusted EBITDA came in at 96% of target; NEO payouts were set at 92.4% of target, indicating disciplined calibration of incentive outcomes to performance .
  • Tenure and prior experience: CFO tenures at Vistage and Mitchell with prior Solera corporate development/COO roles provide relevant finance and operations experience in enterprise software/data businesses .

Say-on-Pay & Shareholder Feedback

  • MeridianLink is an emerging growth company and is not required to conduct say‑on‑pay votes or disclose pay‑versus‑performance under Item 402(v) .
  • Stock ownership and governance: Executive and director ownership guidelines, clawback policy, and hedging/pledging prohibitions signal alignment and risk controls .

Equity Ownership & Security Ownership Context

  • As of April 9, 2025, Elias Olmeta was not listed with direct beneficial share holdings; NEO and director group totals and major holders disclosed separately (e.g., Thoma Bravo, Timothy Nguyen, Darlington Partners) .
  • Total shares outstanding: 77,184,412 as of April 9, 2025, framing ownership percentages .

Board Governance (Context)

  • Compensation Committee oversees executive pay, maintains clawback administration, and engages independent consultants (Compensia, Korn Ferry) for peer and market data; committee composition and independence affirmed .
  • Prohibitions on hedging/pledging and executive ownership guidelines formalized at board level .

Risk Indicators & Red Flags

  • Hedging/pledging prohibited, mitigating misalignment risk .
  • Robust clawback policy beyond restatements (misconduct/fraud) adds downside accountability .
  • Transaction bonus paid at closing enhances near-term retention but is a one-time incentive; post-merger, company was taken private and delisted, changing disclosure cadence and public trading dynamics .

Investment Implications

  • Strong alignment via performance-based cash incentive tied to adjusted EBITDA (96% achievement; 92.4% payout) and multi-year RSU schedule drives retention and operating focus .
  • Regular RSU vesting starting 8/26/2025 creates predictable settlement cadence; combined with 50% net share retention until ownership guideline compliance, insider selling pressure may be moderated by policy constraints and blackout windows .
  • Change‑of‑control protections (18‑month salary, equity acceleration) and $750k transaction bonus supported stability through the Centerbridge sale; post‑deal privatization removes public market trading signals and shifts performance assessment to private disclosures .
  • Governance features (clawback, hedging bans, ownership guidelines) are positive for pay‑for‑performance; limited direct beneficial ownership as of April 2025 and heavy RSU reliance mean “skin in the game” is primarily through unvested/evolving equity, with compliance to 3x salary guideline expected over a five‑year horizon .