AGREEMENT AND PLAN OF MERGER dated as of july 11, 2024 by and among BCPE Pequod Buyer, Inc., BCPE Pequod Merger Sub, Inc. and ENVESTNET, INC.Merger Agreement • July 11th, 2024 • Envestnet, Inc. • Services-business services, nec • Delaware
THIS AGREEMENT AND PLAN OF MERGER (this “Agreement”) dated as of July 11, 2024 is by and among BCPE Pequod Buyer, Inc., a Delaware corporation (“Parent”), BCPE Pequod Merger Sub, Inc., a Delaware corporation and a wholly-owned Subsidiary of Parent (“Merger Sub”), and Envestnet, Inc., a Delaware corporation (the “Company”). Each of Parent, Merger Sub and the Company is sometimes referred to individually as a “Party” and collectively as the “Parties.”
SECOND AMENDMENT TO THE ENVESTNET, iNC. INTERIM EXECUTIVE AGREEMENTInterim Executive Agreement • July 11th, 2024 • Envestnet, Inc. • Services-business services, nec
THIS SECOND AMENDMENT TO THE INTERIM EXECUTIVE AGREEMENT (the “Second Amendment”) is made and entered into as of this 11th day of July, 2024, by and among James L. Fox (the “Executive”), Envestnet, Inc. (“Envestnet”) and Envestnet Financial Technologies, Inc. (the “Company”).
