Advantage Solutions Inc. current report, 28 December 2023

Advantage Solutions Inc. — Form 8-K Summary

Business Context and Reporting Period

Advantage Solutions Inc. filed a Form 8-K dated December 28, 2023, under Item 5.02 to report a change in its principal accounting officer. The filing is not a periodic financial report and does not provide financial results for a reporting period.

Key Financial Metrics

The filing does not provide revenue, profit, cash flow, margins, debt, liquidity, or other financial metrics.

Material Changes

  • Effective December 28, 2023, the board appointed Bevin Conley as Chief Accounting Officer and principal accounting officer.
  • Ms. Conley replaced Dean Kaye, who ceased serving as principal accounting officer upon her appointment.
  • Ms. Conley had served as the Company’s Chief Accounting Officer since November 2020 and previously served as Senior Vice President—Corporate Controller from April 2014 to November 2020.
  • The filing states that there were no changes to Ms. Conley’s compensation arrangements as a result of the appointment.

Management Commentary, Risks, and Unusual Items

Ms. Conley is a Certified Public Accountant, inactive, in California and began her career with Deloitte & Touche LLP. The filing reports no appointment-related arrangements or understandings with other persons, no applicable family relationships with directors or executive officers, and no related-party transactions requiring disclosure under Item 404(a) of Regulation S-K.

Investor Verification Points

  • Confirm the effective transition of the principal accounting officer role from Dean Kaye to Bevin Conley.
  • Review subsequent filings for any changes to Ms. Conley’s responsibilities, compensation, or the Company’s financial reporting controls.
  • Consult the Company’s periodic reports for financial performance, liquidity, debt, and outlook information, which are not included in this filing.