Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 227

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 227
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 OTHER TRANSACTIONS CONTEMPLATED BY THE MERGER AGREEMENT**</div>

#### The Merger Proposal
**In this proposal, Tiptree is asking its stockholders to approve the Merger and the other transactions contemplated by the Merger Agreement. Approval of this proposal is a condition to consummation of the Merger.

You should carefully read this proxy statement in its entirety for more detailed information concerning the Merger Agreement and the Merger. In particular, you should read in its entirety the Merger Agreement, which is attached as Annex A to this proxy statement. In addition, see the sections of this proxy statement entitled “The Merger,” beginning on page 37 , and “The Merger Agreement,” beginning on page 70 , for more information.

The Tiptree Board has unanimously: (i) determined that the Merger and the other transactions contemplated by the Merger Agreement are advisable and in the best interests of Tiptree and its stockholders; (ii) approved the execution and delivery of the Merger Agreement by Tiptree and the consummation of the Merger and the other transactions contemplated by the Merger Agreement; (iii) directed that the Merger and the other transactions contemplated by the Merger Agreement be submitted for consideration at a meeting of Tiptree’s stockholders; and (iv) resolved to recommend that the stockholders of Tiptree approve the Merger and the other transactions contemplated by the Merger Agreement.**

#### Vote Required and Tiptree Board’s Recommendation
**Approval of the Merger Proposal requires the affirmative vote of the holders of shares of Tiptree common stock entitled to cast a majority of all of the votes entitled to be cast on the Merger Proposal. Only Tiptree stockholders of record at the close of business on [ ], 2025, the record date for the special meeting, are entitled to notice of, and entitled to cast votes at, the special meeting and any postponements or adjournments thereof. You will be entitled to cast one vote at the special meeting for each share of Tiptree common stock you owned as of the close of business on the record date.

THE TIPTREE BOARD RECOMMENDS THAT STOCKHOLDERS VOTE “FOR” THE MERGER PROPOSAL.**

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#### TABLE OF CONTENTS

#### PROPOSAL 2: ADJOURNMENT OF THE SPECIAL MEETING

#### The Adjournment Proposal
We are asking you to