OneStream, Inc.

OneStream, Inc. is a leading provider of Corporate Performance Management (CPM) solutions, established in 2010 with the mission to simplify and unify financial consolidation, planning, reporting, and analysis for organizations. The company aims to be the operating system for modern finance, empowering the Office of the CFO. Headquartered in Birmingham, Michigan, OneStream serves a global client base across various industries.

OneStream's core offering is its unified, AI-enabled Digital Finance Cloud platform, which integrates essential financial processes such as financial close and consolidation, budgeting, planning, forecasting, analytics, and account reconciliation. The platform is complemented by the OneStream MarketPlace, offering over 50 pre-built solutions for specific business needs like cash planning, capital planning, people planning, and tax provisioning. The company primarily targets large, complex B2B enterprises, including Global 2000 companies and firms with over $500 million in revenue, particularly those in heavily regulated sectors like manufacturing, financial services, healthcare, and energy.

OneStream was publicly traded on NASDAQ under the ticker "OS" following its IPO in July 2024. However, the company recently transitioned to private ownership after being acquired by Hg, a private equity firm, in an all-cash transaction valued at approximately $6.4 billion, which was completed on April 1, 2026. Tom Shea continues to lead as CEO, with Scott Leshinski promoted to President and John Kinzer appointed Interim CFO, effective January 1, 2026. OneStream maintains a strong market position as a leader in CPM, recognized in Gartner Magic Quadrants for Financial Close and Consolidation Solutions and Financial Planning Software, driven by its focus on AI-powered finance solutions and a growing customer base of over 1,700, including 18% of the Fortune 500.