Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 90

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 90
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 2025 through April 2025, members of Fortegra management and representatives of Barclays and BofA Securities held management presentations, discussions among financial advisors, and multiple due diligence calls with representatives of Purchaser and Goldman Sachs.

On March 20 and March 21, 2025, representatives from Company C visited Jacksonville, Florida and conducted multi-day diligence sessions with members of Fortegra management.

On March 24 and March 25, 2025, representatives of Purchaser visited Jacksonville, Florida and conducted multi-day diligence sessions.

On March 26, 2025, representatives of Company C informed members of Tiptree management that Company C was withdrawing from the process.

On March 31 and April 1, 2025, at the direction of Fortegra, representatives of Barclays and BofA Securities held calls with representatives of Goldman Sachs during which representatives of Goldman Sachs requested an extension of the April 3, 2025 deadline from the March 14 Process Letter to submit a bid and revised draft of the Merger Agreement. Representatives of Barclays and BofA Securities agreed to an updated deadline of April 24, 2025 for Purchaser to submit a revised draft of the Merger Agreement.

Between April 7 and April 11, 2025, Purchaser and its outside legal counsel, Latham & Watkins LLP (“Latham”), continued to conduct due diligence on Fortegra, including through virtual meetings with representatives of Fortegra, Tiptree, Ropes & Gray, Barclays and BofA Securities. During such period, representatives of Barclays and BofA Securities also held a check-in call with representatives of Goldman Sachs regarding Purchaser’s progress in providing a final proposal in response to the March 14 Process Letter.

On April 15, 2025, Insurance Insider US reported that Purchaser, among others, had expressed interest in acquiring Fortegra.

Purchaser did not submit a revised draft of the Merger Agreement on April 24, 2025, and on April 25, 2025, representatives of Goldman Sachs informed representatives of Barclays and BofA Securities that Purchaser was not

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prepared at that time to reconfirm its valuation of Fortegra. In response, at the direction of Fortegra, on April 27, 2025, representatives of Barclays and BofA Securities informed representatives of Goldman Sachs that Purchaser would be required to provide an indication as to Purchaser’s valuation of Fort