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Paul Rouse

Chief Financial Officer and Treasurer at Thryv Holdings
Executive

About Paul Rouse

Paul D. Rouse, age 66, is Thryv’s Chief Financial Officer, Executive Vice President and Treasurer, serving since November 2014. He holds a Bachelor of Science in Accounting from Long Island University and previously served as CFO of Apple & Eve, LLC and as Vice President of Finance, Corporate & Business Development, and Treasurer at Yellowbook, Inc. Company-level performance metrics used in pay-versus-performance disclosure show TSR of 105.71 in 2024 (value of $100 investment), SaaS Net Revenue of $343.5 million in 2024, and Net Income (Loss) of $(74.2) million for 2024, providing context for incentive outcomes and alignment frameworks .

Past Roles

OrganizationRoleYearsStrategic Impact
Apple & Eve, LLCChief Financial Officer2012–2014Led finance at consumer products company prior to Thryv; prepared for transition to software-centric operations
Yellowbook, Inc.VP Finance, Corporate & Business Development; TreasurerPrior to 2012Managed finance and development at a directories/digital marketing predecessor to Thryv’s SMB focus

External Roles

OrganizationRoleYearsStrategic Impact
No external public company directorships disclosed

Fixed Compensation

Component202220232024
Base Salary ($)521,673 521,673 521,673
Target Annual Incentive (% of Base)70% 70% 70%
Actual STI Paid ($)840,807 584,091 371,744
Over-Performance Plan (OPP) Paid ($)Included in non‑equity incentive total aboveIncluded in non‑equity incentive total above93,849
All Other Compensation ($)14,640 18,590 19,510

Performance Compensation

Annual Cash Incentives (2024 STI design and outcome)

MetricWeightTargetActualComponent PayoutNotes
Adjusted EBITDA ($mm)25%166.00 (100%) 161.95102.4% weighted average across company metrics (with FCF and SaaS Net Rev) Definitions include standard non-GAAP adjustments
Free Cash Flow ($mm)25%55.00 (100%) 60.67102.4% weighted average across company metrics FCF excludes certain items per plan
Reported SaaS Net Revenue ($mm)25%316.00 (100%) 330.06102.4% weighted average across company metrics Transition to SaaS priority
Individual Performance25%100%100%100%Gate requires EBITDA ≥ $150mm; achieved
  • STI total payout factor ≈ 101.8% (75% company metrics at 102.4% + 25% individual at 100%); Paul’s STI paid $371,744 vs target dollar $365,171, consistent with plan math .

Over-Performance Plan (OPP) 2024

MetricWeightThreshold (≥ STI Max)ActualPayout FactorPaul Rouse Payment ($)
Adjusted EBITDA ($mm)30%173.50 161.950.0%
Free Cash Flow ($mm)40%60.00 60.674.4%
Reported SaaS Net Revenue ($mm)30%321.00 330.0660.4%
Total25.7% weighted average93,849

Long-Term Equity (2024 grants and structures)

Grant TypeGrant DateUnitsVestingPerformance Metrics
PSUsJan 5, 202482,281 target3-year cliff (Jan 1, 2024–Dec 31, 2026), settle in early 2027rTSR 30% (40th/50th/65th pctile), aTSR 30% (8%/10%/12.5%), SaaS Rev CAGR 40% (15%/18%/22%); payout 0–150%
RSUsJan 5, 202454,854Ratably on Jan 5, 2025/2026/2027Time-based retention alignment
  • 2024 total grant date value: $2,500,000 (PSUs $1.5mm; RSUs $1.0mm) .
  • 2022 and 2023 outstanding awards and option history summarized in outstanding awards table (incl. legacy options exercisable) .

Equity Ownership & Alignment

Ownership Measure (as of Apr 15, 2025)Value
Shares owned directly96,881
Options exercisable within 60 days240,632
Total beneficial ownership (SEC Rule 13d-3)337,513 (<1% of SO)
Shares pledged as collateralProhibited by insider trading policy (anti-pledging)
Hedging policyHedging and short sales prohibited
Ownership guidelinesExecutive Committee: 3× base salary; 5-year compliance window
Compliance status disclosureMajority of NEOs in compliance or making progress (individual compliance not enumerated)

Employment Terms

TermKey Provisions
Severance Plan (EVP Severance Plan)If terminated without cause or resign for good reason: 78 weeks base pay + 1.5× target STI, paid over 78 weeks; prorated STI based on actual company performance; company-paid life insurance up to 18 months; outplacement up to 12 months
Change-in-Control (CIC)If terminated without cause or resign for good reason within 2 years post-CIC: 104 weeks base pay + 2× target STI, paid over 104 weeks; accelerated RSU vesting; PSUs vest at target upon CIC termination
Non-compete & Non-solicitNon-compete for 12 months post-termination; employee/customer non-solicitation for 12 months
ClawbackBoard-adopted clawback policy compliant with Exchange Act Section 10D and Nasdaq Rule 5608 (Nov 29, 2023)
Anti-hedging/pledgingHedging and pledging prohibited for directors and certain employees (including officers)
Form 8-K signatoryPaul D. Rouse signed multiple 8-Ks as CFO, evidencing role continuity

Compensation Structure Analysis

  • Mix shift: Meaningful equity mix via PSUs (60% of 2024 LTI value) and RSUs (40%), increasing performance-conditioned pay tied to rTSR, aTSR, and SaaS Revenue CAGR—clear linkage to shareholder outcomes and strategic SaaS transition .
  • Annual incentives: Balanced scorecard (Adj. EBITDA, FCF, Reported SaaS Net Revenue, Individual goals), with an EBITDA gate on the individual component—reduces risk of payouts misaligned to profitability .
  • Overachievement design: OPP only funds above STI maximum thresholds; 2024 payout modest (25.7%) driven by SaaS revenue exceeding OPP threshold while EBITDA did not—signals disciplined design .
  • Option history: Company repriced Nov 2019 options in Nov 2020 (from $16.20 to $13.82) with delayed vesting—board-sanctioned modification; noteworthy governance event though historical and broadly applied across NEOs .

Performance & Track Record (Company-level context)

YearTSR ($100 Base)Russell 2000 Peer TSR ($100 Base)Net Income (Loss) ($000s)SaaS Net Revenue ($000s)
202096.43 128.97 149,221 129,824
2021293.79 146.64 101,577 171,052
2022135.71 115.02 54,348 216,346
2023145.36 132.38 (259,295) 263,717
2024105.71 145.65 (74,216) 343,476

Notable initiatives: Compensation committee uses a defined peer group to benchmark practices (e.g., HubSpot, Paycom, Pegasystems, Workiva, Yelp) while emphasizing internal performance over market medians; independent consultant Lyons Benenson engaged since Oct 2021 .

Equity Grants & Outstanding Awards Snapshot (Paul Rouse)

GrantUnitsStatus/Value Reference
PSUs (2024)82,281 targetEarn-out 0–150% based on rTSR, aTSR, SaaS Rev CAGR; vest early 2027
RSUs (2024)54,854Vests Jan 5, 2025/2026/2027
PSUs (2023)84,284 targetOutstanding; values shown at Dec 31, 2024 market
RSUs (2023)30,256Outstanding; market value disclosed
RSUs (2022)36,424Outstanding; market value disclosed
Options (2016, 2019)129,521; 111,111Exercisable; repriced 2019 grant to $13.82 with amended vesting

Related Party, Governance & Policies

  • Stock ownership guidelines require 3× base salary for Executive Committee roles; five-year compliance window; majority of NEOs compliant or progressing .
  • Anti-hedging/anti-pledging policy enforced; directors and officers restricted .
  • Term Loan Facility: $350mm new term loan (May 1, 2024), 40% held by BlackRock, SOFR + 6.75%; $271.3mm outstanding as of Mar 31, 2025—capital structure context rather than executive-related; included for risk profile completeness .

Investment Implications

  • Strong pay-for-performance architecture: High proportion of PSUs tied to TSR and SaaS revenue CAGR aligns Paul Rouse’s incentives with shareholder returns and SaaS growth, reducing the risk of value-destructive strategies focused solely on top-line without profitability .
  • Balanced annual incentives: Inclusion of FCF and Adjusted EBITDA with an EBITDA gate on individual payouts promotes cash discipline—2024 STI near-target payout and modest OPP underscore calibrated funding against performance .
  • Alignment safeguards: Anti-hedging/pledging policies and ownership guidelines support skin-in-the-game; however, individual compliance status is not itemized—monitor for future disclosure updates .
  • Retention and CIC economics: EVP Severance Plan provides meaningful protection (78–104 weeks base plus 1.5–2.0× target STI), with RSU acceleration and PSUs vesting at target on CIC termination—consider retention strength and potential cost in change-of-control scenarios .
  • Historical option repricing (2020) across NEOs is a governance footnote; no current evidence of ongoing repricing practices—continue monitoring for any modifications to underwater awards .