Repay Holdings Corp (RPAY): Entry into a Material Definitive Agreement
Repay Holdings Corp (RPAY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 rpay-ex10_1.htm EX-10.1 EX-10.1 Exhibit 10.1 REPAY HOLDINGS CORPORATION July 13, 2026 This agreement (the “ Cooperation Agreement ”) memorializes the understandings and agreements that Repay Holdings Corporation (the “ Company ”) and PCP Managers II, L.P. (the “ Investo
How this was made
The 30-second read
Why it matters
The immediate market relevance is governance and potential investor influence. The excerpt does not provide deal economics, operational updates, or financial guidance, so the impact is likely modest unless additional activism or strategic initiatives are disclosed later.
Market read
A new independent director appointment via an investor-linked cooperation agreement is disclosed, but the excerpt lacks financial or strategic changes that would drive a major repricing.
What to watch
Traders should watch for subsequent 8-K/DEF 14A filings that clarify whether the investor party seeks additional board seats, changes to strategy, or other material actions.
Background
The 8-K describes a cooperation agreement between Repay and PCP Managers II, L.P. to appoint Zach Sadek to Repay’s board, including independence status and confidentiality/trading restrictions.
Ticker impact
Repay filed an 8-K for a material definitive agreement that appoints Zach Sadek to its board under a cooperation arrangement with PCP Managers II.
Likely limited near-term impact unless follow-on filings reveal broader strategic changes or investor activism beyond board representation.
The filing is a primary SEC disclosure (8-K) and includes governance mechanics (board size increase, director appointment, compensation timing), but the provided text does not include guidance, transactions, or operational changes.
Market effects
Minimal sector read-through; this is company-specific governance/investor coordination.
None indicated.
None indicated.
Counterpoint
The agreement may be largely procedural (board seat and confidentiality/trading restrictions) and may not signal any change in strategy or capital allocation.
Key entities
- issuerRepay Holdings Corp
Company filing the 8-K and entering the cooperation agreement for board appointment.
- investor_partyPCP Managers II, L.P.
Investor party to the cooperation agreement and designee-related arrangements.
- director_candidateZach Sadek
Appointed as a director following board expansion; equity grant timing specified for July 31, 2026.
