Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 187

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 187
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 investigations of the properties or facilities of Fortegra or any Subsidiary without the prior written consent of Fortegra (which consent may be withheld for any reason). |

In addition, and notwithstanding anything contained in the Merger Agreement to the contrary, Fortegra will not have any obligation to provide Purchaser with any such access or information that cannot be provided without:

| • | violating applicable law or obligation of confidentiality pursuant to a contract with any third party; |

| • | constituting a waiver of the attorney-client privilege or attorney work-product privilege; or |

| • | resulting in information reasonably pertinent to any pending litigation in which any of Purchaser or its subsidiaries, on the one hand, or Fortegra or its affiliates, on the other hand, are directly adverse to one another, being shared; |

provided, however, that Fortegra will:

| • | notify Purchaser, as applicable, that such information cannot be disclosed without (x) violating applicable law or Fortegra’s or any of the Subsidiaries’ obligations of confidentiality in a contract with any third party, (y) waiving the attorney-client privilege or attorney work-product privilege or (z) resulting in information reasonably pertinent to any pending litigation in which any of Fortegra or its affiliates, on the one hand, and Purchaser or its affiliates, on the other hand, are directly adverse to one another, being shared; |

| • | communicate to Purchaser in reasonable detail (x) the facts giving rise to such notification and (y) the subject matter of such information (to the extent it is able to do so in accordance with the foregoing proviso); and |

| • | use reasonable best efforts to identify and pursue a legally permissible method of providing such disclosure, including in the case where such disclosures are reasonably likely to violate Fortegra’s or any of the Subsidiaries’ obligations of confidentiality, using reasonable best efforts to seek a waiver of any such obligations of confidentiality, excluding any disclosures that would jeopardize the rights of Fortegra or its affiliates in any pending litigation in which they are adverse to Purchaser or its affiliates. |

In no event will Fortegra (or its affiliates) allow Purchaser (or its affiliates) access to, or examination rights of, any tax returns or other tax books and records, other than solely (1) tax returns or other tax books and records of Fortegra and its Subsidiaries in respect of a pre-closing tax period or (2) tax returns or other tax books and records of any