Sec Form 13G Filing - Carlyle Group Inc. @ ZoomInfo Technologies Inc.

Sec Form 13G Filing - Carlyle Group Inc. (CG) filing for ZoomInfo Technologies Inc. (ZI) - 2023-02-10

Insider filing report for Changes in Beneficial Ownership

Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.

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Securities and Exchange Commission

Washington, D.C. 20549

Schedule 13G

(Rule 13d-102)

Information to be Included in Statements Filed Pursuant

to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed

Pursuant to § 240.13d-2

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)*

ZoomInfo Technologies Inc.

(Name of Issuer)

Common Stock, par value $0.01

(Title of Class of Securities)

98980F104

(CUSIP Number)

December 31, 2022

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

☐ Rule 13d-1(b)

☐ Rule 13d-1(c)

☒ Rule 13d-1(d)

*	The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).


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ITEM 1. (a) Name of Issuer:

ZoomInfo Technologies Inc. (the “Issuer”)

(b)

Address of Issuer’s Principal Executive Offices:

805 Broadway Street, Suite 900, Vancouver, WA 98660.

ITEM 2. (a) Name of Person Filing:

Each of the following is hereinafter individually referred to as a “Reporting Person” and collectively as the “Reporting Persons.” This statement is filed on behalf of:

The Carlyle Group Inc.

Carlyle Holdings I GP Inc.

Carlyle Holdings I GP Sub L.L.C.

Carlyle Holdings I L.P.

CG Subsidiary Holdings L.L.C.

TC Group, L.L.C.

TC Group Sub L.P.

TC Group VI S1, L.L.C.

TC Group VI S1, L.P.

Carlyle Partners VI Evergreen Holdings, L.P. (“Carlyle Evergreen”)

CP VI Evergreen Holdings, L.P. (“CP VI Evergreen”)

Carlyle Holdings II GP L.L.C.

Carlyle Holdings II L.L.C.

TC Group Cayman Investment Holdings, L.P.

TC Group Cayman Investment Holdings Sub L.P.

TC Group VI, L.L.C.

TC Group VI, L.P.

Flex Credit Acquisition Company LLC

CP Cayman Opportunities Holdings, L.P. (“CP Cayman Opportunities”)

(b)

Address or Principal Business Office:

The principal business office address for each of TC Group Cayman Investment Holdings, L.P., TC Group Cayman Investment Holdings Sub L.P. and CP Cayman Opportunities is c/o Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman KY1-9008. The principal business office address for each of the remaining Reporting Persons is c/o The Carlyle Group Inc., 1001 Pennsylvania Avenue NW, Suite 220 South, Washington, DC 20004-2505.


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(c)

Citizenship of each Reporting Person is:

Each of TC Group Cayman Investment Holdings, L.P., TC Group Cayman Investment Holdings Sub L.P. and CP Cayman Opportunities is organized under the laws of the Cayman Islands. Each of the remaining Reporting Persons is organized under the laws of the State of Delaware.

(d)

Title of Class of Securities:

Common stock, par value $0.01 per share (“Common Stock”).

(e)

CUSIP Number:

98980F104

ITEM 3.

Not applicable.


CUSIP No. 98980F104		Schedule 13G		Page 22 of 28

ITEM 4.

Ownership.

(a-c)

The ownership information presented below represents beneficial ownership of Common Stock of the Issuer as of the date of this filing, based upon 403,657,009 shares of Common Stock outstanding as of October 21, 2022, as disclosed in the Issuer’s Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 1, 2022.


Reporting Person	Amount beneficially owned			Percent of class:			Sole power to vote or to direct the vote:		Shared power to vote or to direct the vote:		Sole power to dispose or to direct the disposition of:		Shared power to dispose or to direct the disposition of:
The Carlyle Group Inc.		36,662,469			9.1	%		0		36,662,469		0		36,662,469
Carlyle Holdings I GP Inc.		33,662,469			8.3	%		0		33,662,469		0		33,662,469
Carlyle Holdings I GP Sub L.L.C.		33,662,469	&#x A0;		8.3	%		0		33,662,469		0		33,662,469
Carlyle Holdings I L.P.		33,662,469			8.3	%		0		33,662,469		0		33,662,469
CG Subsidiary Holdings L.L.C.		36,662,469			9.1	%		0		36,662,469		0		36,662,469
TC Group, L.L.C.		33,662,469			8.3	%		0		33,662,469		0		33,662,469
TC Group Sub L.P.		33,662,469			8.3	%		0		33,662,469		0		33,662,469
TC Group VI S1, L.L.C.		33,662,469			8.3	%		0		33,662,469		0		33,662,469
TC Group VI S1, L.P.		33,662,469			8.3	%		0		33,662,469		0		33,662,469
Carlyle Partners VI Evergreen Holdings, L.P.		33,662,469			8.3	%		0		33,662,469		0		33,662,469
CP VI Evergreen Holdings, L.P.		33,662,469			8.3	%		0		33,662,469		0		33,662,469
Carlyle Holdings II GP L.L.C.		3,000,000			0.7	%		0		3,000,000		0		3,000,000
Carlyle Holdings II L.L.C.		3,000,000			0.7	%		0		3,000,000		0		3,000,000
TC Group Cayman Investment Holdings, L.P.		3,000,000			0.7	%		0		3,000,000		0		3,000,000
TC Group Cayman Investment Holdings Sub L.P.		3,000,000			0.7	%		0		3,000,000		0		3,000,000
TC Group VI, L.L.C.		3,000,000			0.7	%		0		3,000,000		0		3,000,000
TC Group VI, L.P.		3,000,000			0.7	%		0		3,000,000		0		3,000,000
Flex Credit Acquisition Company LLC		3,000,000			0.7	%		0		3,000,000		0		3,000,000
CP Cayman Opportunities Holdings, L.P.		3,000,000			0.7	%		0		3,000,000		0		3,000,000

Carlyle Evergreen is the record holder of 16,877,890 shares of Common Stock, CP VI Evergreen is the record holder of 16,784,579 shares of Common Stock and CP Cayman Opportunities is the record holder of 3,000,000 shares of Common Stock.

The Carlyle Group Inc., which is a publicly traded entity listed on Nasdaq, is the sole shareholder of Carlyle Holdings I GP Inc., which is the sole member of Carlyle Holdings I GP Sub L.L.C., which is the general partner of Carlyle Holdings I L.P., which, with respect to the securities held of record by Carlyle Evergreen and CP VI Evergreen, is the managing member of CG Subsidiary Holdings L.L.C., which is the managing member of TC Group, L.L.C., which is the general partner of TC Group Sub


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L.P., which is the managing member of TC Group VI S1, L.L.C., which is the general partner of TC Group VI S1, L.P., which is the general partner of Carlyle Evergreen and CP VI Evergreen. Accordingly, each of these entities may be deemed to share beneficial ownership of the securities held of record by Carlyle Evergreen and CP VI Evergreen. Each of them disclaims beneficial ownership of such securities.

The Carlyle Group Inc. is also the sole member of Carlyle Holdings II GP L.L.C., which is the managing member of Carlyle Holdings II L.L.C., which, with respect to the securities held of record by CP Cayman Opportunities, is the managing member of CG Subsidiary Holdings L.L.C., which is the general partner of TC Group Cayman Investment Holdings, L.P., which is the general partner of TC Group Cayman Investment Holdings Sub L.P., which is the sole member of TC Group VI, L.L.C., which is the general partner of TC Group VI, L.P., which is the managing member of Flex Credit Acquisition Company, LLC, which is the general partner of CP Cayman Opportunities. Accordingly, each of these entities may be deemed to share beneficial ownership of the shares of Common Stock held of record by CP Cayman Opportunities. Each of them disclaims beneficial ownership of such securities.

ITEM 5.

Ownership of Five Percent or Less of a Class.

Not applicable.

ITEM 6.

Ownership of More than Five Percent on Behalf of Another Person.

Not applicable.

ITEM 7.

Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company.

Not applicable.

ITEM 8.

Identification and Classification of Members of the Group.

The Reporting Persons are a party to (i) that certain Stockholders Agreement (the “Stockholders Agreement”) dated as of June 3, 2020, among the Issuer, the TA Stockholders (as defined therein), the Carlyle Stockholders (as defined therein) and the Founder Stockholders (as defined therein and which initially includes DO Holdings (WA), LLC, HSKB Funds, LLC, and HSKB Funds II, LLC) and (ii) the Irrevocable Proxy (the “Irrevocable Proxy”) dated as of June 3, 2020, among the TA Stockholders, the Carlyle Stockholders, the Founder Stockholders and 22C (as defined therein, and together with the TA Stockholders, the Carlyle Stockholders and the Founder Stockholders, the “Other Parties”).

By virtue of being a party to the Stockholders Agreement and the Irrevocable Proxy, each of the Reporting Persons may be deemed to be members of a “group,” as defined in Rule 13d-5 of the Securities Exchange Act of 1934, as amended, with the Other Parties. The share ownership reported on this Schedule 13G for the Reporting Persons does not include any securities of the Issuer owned by the Other Parties, and each of the Reporting Persons disclaims beneficial ownership of the securities beneficially owned by the Other Parties.


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ITEM 9.

Notice of Dissolution of Group.

Not applicable.

ITEM 10.

Certification.

Not applicable.


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SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Date: February 10, 2023


The Carlyle Group Inc.

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Chief Financial Officer

Carlyle Holdings I GP Inc.

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director and Chief Financial Officer

Carlyle Holdings I GP Sub L.L.C.
By: Carlyle Holdings I GP Inc., its sole member

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director and Chief Financial Officer

Carlyle Holdings I L.P.

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director

CG Subsidiary Holdings L.L.C.

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director

TC Group, L.L.C.

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director


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TC Group Sub L.P.
By: TC Group, L.L.C., its general partner

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director

TC Group VI S1, L.L.C.

By:		/s/ Jeremy Anderson
Name:		Jeremy Anderson
Title:		Authorized Person

TC Group VI S1, L.P.

By:		/s/ Jeremy Anderson
Name:		Jeremy Anderson
Title:		Authorized Person

Carlyle Partners VI Evergreen Holdings, L.P.
By: TC Group VI S1, L.P., its general partner

By:		/s/ Jeremy W. Anderson
Name:		Jeremy W. Anderson
Title:		Authorized Person

CP VI Evergreen Holdings, L.P.
By: TC Group VI S1, L.P., its general partner

By:		/s/ Jeremy W. Anderson
Name:		Jeremy W. Anderson
Title:		Authorized Person

Carlyle Holdings II GP L.L.C.
By: The Carlyle Group Inc., its sole member

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Chief Financial Officer

Carlyle Holdings II L.L.C.

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director


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TC Group Cayman Investment Holdings, L.P.
By: CG Subsidiary Holdings L.L.C., its general partner

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director

TC Group Cayman Investment Holdings Sub L.P.
By: TC Group Cayman Investment Holdings, L.P., its general partner
By: CG Subsidiary Holdings L.L.C., its general partner

By:		/s/ Anne Frederick, attorney-in-fact
Name:		Curtis L. Buser
Title:		Managing Director

TC Group VI, L.L.C.

By:		/s/ Jeremy W. Anderson
Name:		Jeremy W. Anderson
Title:		Authorized Person

TC Group VI, L.P.
By: TC Group VI, LLC, its general partner

By:		/s/ Jeremy W. Anderson
Name:		Jeremy W. Anderson
Title:		Authorized Person

Flex Credit Acquisition Company LLC

By:		/s/ Jeremy W. Anderson
Name:		Jeremy W. Anderson
Title:		Authorized Person

CP Cayman Opportunities Holdings, L.P.
By: Flex Credit Acquisition Company LLC, its general partner

By:		/s/ Jeremy W. Anderson
Name:		Jeremy W. Anderson
Title:		Authorized Person


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LIST OF EXHIBITS


Exhibit No.		Description

24		Power of Attorney.

99		Joint Filing Agreement.

Names of Reporting Persons

The Carlyle Group Inc.

Check the Appropriate Box if a Member of a Group

(a) ☐ (b) ☒

SEC Use Only

Citizenship or Place of Organization

Delaware