Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 94

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 94
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 a productive discussion of the terms of the Merger Agreement. On the same day, Ropes & Gray shared an initial draft of the disclosure schedules to the Merger Agreement with Latham.

On May 30, 2025, members of Tiptree management held a meeting with representatives of Barclays. At the meeting, Barclays presented alternatives for raising capital at Tiptree for Tiptree to repurchase the WP Investor’s interest in Fortegra and other alternatives to maximize value at Tiptree.

From June 2 through June 4, 2025, members of Fortegra management held additional in-person due diligence meetings with representatives of Purchaser in Jacksonville, Florida.

On June 3, 2025, members of Tiptree management called representatives of Company A to ask if Company A would be interested in participating in the Fortegra sale process, but representatives of Company A declined.

On June 4, 2025, members of Tiptree management and representatives of the Family Office held additional discussions regarding a possible transaction involving an acquisition of Tiptree, an acquisition of Fortegra or an investment in Tiptree to fund the repurchase of the WP Investor’s interest in Fortegra.

On June 5, 2025, Tiptree and Company A held discussions in connection with a possible transaction involving an acquisition of Tiptree, an acquisition of Fortegra or an investment in Tiptree to fund the repurchase of the WP Investor’s interest in Fortegra.

Also on June 5, 2025, Tiptree and the Family Office entered into a non-disclosure agreement, which did not contain a standstill provision, in connection with a possible transaction involving an acquisition of Tiptree, an acquisition of Fortegra or an investment in Tiptree to fund the repurchase of the WP Investor’s interest in Fortegra.

On June 9, 2025, Tiptree met with representatives of a publicly traded holding company to discuss, based on publicly available information, a potential transaction for Tiptree or Fortegra.

Also on June 9, 2025, Tiptree and Sponsor A entered into a non-disclosure agreement, which did not contain a standstill provision, in connection with a possible transaction involving the acquisition of Tiptree or Fortegra.

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On June 10, 2025, given increased activity in the IPO markets, members of Tiptree and Fortegra management met again with Investment