Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 229

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 229
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egra, with Fortegra continuing as the surviving entity, resulting in Purchaser becoming the sole stockholder of Fortegra. |

The Merger has been reflected in the preliminary unaudited pro forma condensed consolidated statement of operations for the six months ended June 30, 2025, and for the years ended December 31, 2024, 2023 and 2022. The preliminary unaudited pro forma condensed consolidated balance sheet as of June 30, 2025, presents the Merger as if it occurred on that date. The following preliminary unaudited pro forma condensed consolidated financial statements and related notes, as of and for the six months ended June 30, 2025, and for the years ended December 31, 2024, 2023 and 2022, have been prepared based on, and should be reviewed in conjunction with: (i) the audited consolidated financial statements of Tiptree and accompanying notes included in Tiptree’s Annual Report on Form 10-K for the years ended December 31, 2024, 2023 and 2022; (ii) the unaudited consolidated financial statements of Tiptree and related notes included in Tiptree’s Quarterly Report on Form 10-Q for the six months ended June 30, 2025; (iii) the audited financial statements of Fortegra and accompanying notes included in Fortegra's Annual Report for the years ended December 31, 2024 and 2023; and (iv) the unaudited consolidated financial statements of Fortegra and related notes included in Fortegra's Quarterly Report for the six months ended June 30, 2025. The pro forma financials are reflective as if the Merger occurred on January 1, 2022.

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TABLE OF CONTENTS

TIPTREE INC. AND SUBSIDIARIES Preliminary Unaudited Pro Forma Condensed Consolidated Balance Sheet (in thousands, except share data)

|                                                                                                                                      |     | As of June 30, 2025 |     |               |     |            |     |            |
|:-------------------------------------------------------------------------------------------------------------------------------------|:----|--------------------:|:----|--------------:|:----|:-----------|:----|-----------:|
|                                                                                                                                      |     |             Tiptree 
        Consolidated |     |   Transaction 
    Accounting 
 adjustments - 
      Fortegra |     | Notes      |     |  Pro Forma |
| Assets:                                                                                                                              |