FORM OF ORDERLY MARKETING AGREEMENTOrderly Marketing Agreement • March 14th, 2019 • Envestnet, Inc. • Services-business services, nec • New York
Contract Type FiledMarch 14th, 2019 Company Industry JurisdictionThis ORDERLY MARKETING AGREEMENT (this “Agreement”), dated as of [·] 2019, is entered into by and among (i) Envestnet, Inc., a Delaware corporation (the “Company”) and (ii) the individuals listed on the signature page (collectively, the “Sellers” and each individually, a “Seller”). The Company and the Sellers are each referred to herein as a “Party” and together as the “Parties”.
AGREEMENT AND PLAN OF MERGER BY AND AMONG ENVESTNET, INC., AS PARENT, PECAN MERGER SUB INC., AS MERGER SUB, PIETECH, INC., AS THE COMPANY, THE PERSONS LISTED ON APPENDIX A, AS THE SELLERS, AND ROBERT D. CURTIS, AS THE SELLERS’ REPRESENTATIVE Dated as...Merger Agreement • March 14th, 2019 • Envestnet, Inc. • Services-business services, nec • New York
Contract Type FiledMarch 14th, 2019 Company Industry JurisdictionThis AGREEMENT AND PLAN OF MERGER (this “Agreement”), dated as of March 14, 2019, is entered into by and among (i) Envestnet, Inc., a Delaware corporation (“Parent”), (ii) Pecan Merger Sub Inc., a Delaware corporation (“Merger Sub”), (iii) PIEtech, Inc., a Virginia corporation (“Company”), (iv) the Persons listed on Appendix A (collectively, the “Sellers” and each individually, a “Seller”) and (v) Robert D. Curtis, in his capacity as representative of the Sellers (the “Sellers’ Representative”). Parent, Merger Sub, Company and the Sellers are each referred to herein as a “Party” and together as the “Parties”.