Manning & Napier, Inc. Contracts & Agreements

99 Contracts & Agreements
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Filed
Form of Tax Receivable Termination Agreement and Release, effective as of September 1, 2022, by and between the Company and certain holders of interests in the Tax Receivables...
Termination Agreements
Manning & Napier, Inc.
Capital Markets
DE
2022
Support Agreement, dated March 31, 2022, by and among Callodine MidCo, Inc. and executive officers of Manning & Napier, Inc
Manning & Napier, Inc.
Capital Markets
DE
2022
Rollover Agreement, dated March 31, 2022, by and among Callodine MN Holdings, Inc. and Marc Mayer
Manning & Napier, Inc.
Capital Markets
DE
2022
Employment Agreement
Employment Agreements
Manning & Napier, Inc.
2022
Merger Agreement, dated March 31, 2022, by and among, Callodine Midco, Inc., Callodine Merger Sub, Inc., Callodine Merger Sub, LLC, Manning & Napier, Inc., and Manning & Napier...
Merger Agreements
Manning & Napier, Inc.
2022
Description of Securities
Manning & Napier, Inc.
2022
Form of LTIP Award Agreement under the Manning & Napier 2018 Long-Term Incentive Plan - Manning & Napier Fund, Inc. Investment
Bonus & Incentive Agreements
Manning & Napier, Inc.
2022
Form of LTIP Award Agreement under the Manning & Napier 2018 Long-Term Incentive Plan - Deferred Incentive Compensation Program
Bonus & Incentive Agreements
Manning & Napier, Inc.
2022
Fourth Amendment to the Amended and Restated Limited Liability Company Agreement of M&N Group Holdings, LLC dated as of January 1, 2021, by and among the Members of M&N Group...
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
2022
Substitution and Assumption Agreement and Release
Release Agreements
Manning & Napier, Inc.
2022
Form of Joinder Agreement
Joinder Agreements
Manning & Napier, Inc.
2022
Share Redemption and Exchange Agreement by and among Manning & Napier, Inc., M&N Group Holdings, LLC and Manning & Napier Group, LLC, dated June 30, 2021
Exchange Agreements
Manning & Napier, Inc.
2021
Share Redemption and Exchange Agreement between M&N Group Holdings, LLC and MNA Advisors, Inc., dated June 30, 2021
Exchange Agreements
Manning & Napier, Inc.
2021
Share Redemption and Exchange Agreement by and among Manning & Napier, Inc., Manning & Napier Group, LLC and Manning & Napier Capital Company, LLC, dated June 30, 2021
Exchange Agreements
Manning & Napier, Inc.
Capital Markets
NY
2021
Form of Share Redemption and Exchange Agreement between Manning & Napier Capital Company, LLC and unitholders of Manning & Napier Capital Company, LLC, dated June 30, 2021
Exchange Agreements
Manning & Napier, Inc.
Capital Markets
NY
2021
Description of Securities
Manning & Napier, Inc.
Capital Markets
2021
Form of Restricted Stock Award Agreement, as amended January 13, 2021, under the Manning
Stock Agreements
Manning & Napier, Inc.
Capital Markets
NY
2021
First Amendment to Employment Agreement of Marc Mayer, effective December 31, 2020
Employment Agreements
Manning & Napier, Inc.
Capital Markets
2021
Form of Redemption Agreement between M&N Group Holdings, LLC and William Manning, dated May 11, 2020
Manning & Napier, Inc.
2020
Form of Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Associates, L.L.C., dated May 11, 2020
Manning & Napier, Inc.
Capital Markets
NY
2020
Form of Redemption Agreement between M&N Group Holdings, LLC and MNA Advisors, Inc., dated May 11, 2020
Manning & Napier, Inc.
2020
Form of Redemption Agreement between MNA Advisors, Inc. and William Manning, dated May 11, 2020
Manning & Napier, Inc.
2020
Form of Redemption Agreement between Manning & Napier Capital Company, LLC and William Manning, dated May 11, 2020
Manning & Napier, Inc.
Capital Markets
NY
2020
Third Amendment to the Amended and Restated Limited Liability Company Agreement of M&N Group Holdings, LLC dated as of March 3, 2020 by and among the Members of M&N Group...
Limited Liability Company Agreements
Manning & Napier, Inc.
2020
Second Amendment to Amended and Restated Limited Liability Company Agreement of Manning & Napier Group, LLC dated as of March 3, 2020 by and among the members of Manning & Napier...
Limited Liability Company Agreements
Manning & Napier, Inc.
2020
Second Amendment to Amended and Restated Operating Agreement of Manning & Napier Capital Company, L.L.C. dated as of March 3, 2020 by and among the members of Manning & Napier...
Operating Agreements
Manning & Napier, Inc.
2020
Form of Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC, dated May 11, 2020
Manning & Napier, Inc.
Capital Markets
NY
2020
Form of Redemption Agreement between Manning & Napier Capital Company, L.L.C. and Manning & Napier Group, LLC, dated May 11, 2020
Manning & Napier, Inc.
2020
Rights Agreement between Manning & Napier, Inc. and American Stock Transfer & Trust Company, LLC, including Form of Right Certificate as Exhibit A
Stock Agreements
Manning & Napier, Inc.
Capital Markets
NY
2020
Description of Securities
Manning & Napier, Inc.
Capital Markets
2020
Form of Restricted Stock Award Agreement, as amended February 1, 2020, under the Manning & Napier, Inc. 2011 Equity Compensation Plan
Stock Agreements
Manning & Napier, Inc.
2020
Purchase Agreement, dated June 28, 2019, by and between Manning & Napier Group, LLC, Manning Partners, LLC and Perspective Partners, LLC
Purchase Agreements
Manning & Napier, Inc.
2019
Form of Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC, dated May 2, 2019
Manning & Napier, Inc.
Capital Markets
NY
2019
Form of Redemption Agreement between Manning & Napier Capital Company and Manning & Napier Group, LLC, dated May 2, 2019
Manning & Napier, Inc.
Capital Markets
NY
2019
Form of Restricted Stock Award Agreement, as amended December 1, 2018, under the Manning & Napier, Inc. 2011 Equity Compensation Plan
Stock Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Manning & Napier 2018 Long-Term Incentive Plan
Bonus & Incentive Agreements
Manning & Napier, Inc.
2019
Form of LTIP Award Agreement under the Manning & Napier 2018 Long-Term Incentive Plan
Bonus & Incentive Agreements
Manning & Napier, Inc.
2019
Employment Agreement, dated January 30, 2019, of Marc Mayer
Employment Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Restricted Stock Unit Award Agreement, dated January 30, 2019, by and between Manning & Napier, Inc., and Marc Mayer
Stock Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Time-Vesting Stock Option Agreement, dated January 30, 2019, by and between Manning & Napier, Inc., and Marc Mayer
Stock Agreements
Manning & Napier, Inc.
2019
Performance-Vesting Stock Option Agreement, dated January 30, 2019, by and between Manning & Napier, Inc., and Marc Mayer
Stock Agreements
Manning & Napier, Inc.
2019
Form of Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC, dated March 30, 2018
Manning & Napier, Inc.
Capital Markets
NY
2018
Form of Redemption Agreement between Manning & Napier Capital Company, L.L.C. and Manning & Napier Group, LLC, dated March 30, 2018
Manning & Napier, Inc.
2018
Form of Restricted Stock Award Agreement under the Manning & Napier, Inc. 2011 Equity Compensation Plan
Stock Agreements
Manning & Napier, Inc.
2018
REDEMPTION AGREEMENT
Manning & Napier, Inc.
2017
REDEMPTION AGREEMENT
Manning & Napier, Inc.
Capital Markets
NY
2017
FIRST AMENDMENT TO CREDIT AGREEMENT
Credit Agreements
Manning & Napier, Inc.
2016
REDEMPTION AGREEMENT
Manning & Napier, Inc.
2016
REDEMPTION AGREEMENT
Manning & Napier, Inc.
2016
$100,000,000 CREDIT AGREEMENT dated as of April 23, 2015, by and among MANNING & NAPIER, INC., as the Managing Member, MANNING & NAPIER GROUP, LLC, and MANNING & NAPIER ADVISORS,...
Credit Agreements
Manning & Napier, Inc.
Capital Markets
NY
2015
GUARANTY
Guaranty Agreements
Manning & Napier, Inc.
Capital Markets
NY
2015
REDEMPTION AGREEMENT
Manning & Napier, Inc.
Capital Markets
NY
2015
REDEMPTION AGREEMENT
Manning & Napier, Inc.
2015
MANNING & NAPIER, INC. 2011 EQUITY COMPENSATION PLAN RESTRICTED STOCK AWARD AGREEMENT
Stock Agreements
Manning & Napier, Inc.
2015
AMENDMENT TO AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF MANNING & NAPIER GROUP, LLC (A Delaware Limited Liability Company)
Limited Partnership Agreements
Manning & Napier, Inc.
2015
AMENDMENT TO AMENDED AND RESTATED OPERATING AGREEMENT OF MANNING & NAPIER CAPITAL COMPANY, L.L.C. (A New York Limited Liability Company)
Operating Agreements
Manning & Napier, Inc.
2015
AMENDMENT TO AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF M&N GROUP HOLDINGS, LLC (A Delaware Limited Liability Company)
Limited Partnership Agreements
Manning & Napier, Inc.
2015
AMENDMENT TO AMENDED AND RESTATED SHAREHOLDER AGREEMENT OF MNA ADVISORS, INC. A New York Corporation
Shareholders Agreements
Manning & Napier, Inc.
2015
REDEMPTION AGREEMENT
Manning & Napier, Inc.
Capital Markets
NY
2014
REDEMPTION AGREEMENT
Manning & Napier, Inc.
Capital Markets
NY
2014
SECOND AMENDMENT TO AMENDED AND RESTATED SHAREHOLDER AGREEMENT OF MNA ADVISORS, INC. A New York Corporation
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
2013
REDEMPTION AGREEMENT
Manning & Napier, Inc.
2013
FIRST AMENDMENT TO AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF M&N GROUP HOLDINGS, LLC A Delaware Limited Liability Company
Limited Partnership Agreements
Manning & Napier, Inc.
2013
FIRST AMENDMENT TO AMENDED AND RESTATED SHAREHOLDER AGREEMENT OF MNA ADVISORS, INC. A New York Corporation
Shareholders Agreements
Manning & Napier, Inc.
2013
DAILY ADJUSTING LIBOR REVOLVING LINE NOTE New York
Note Agreements
Manning & Napier, Inc.
2013
AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT MANNING & NAPIER GROUP,LLC (A Delaware Limited Liability Company) Effective October 1, 2011
Limited Partnership Agreements
Manning & Napier, Inc.
Capital Markets
DE
2012
AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT M&N GROUP HOLDINGS, LLC (A Delaware Limited Liability Company) Effective October 1, 2011
Limited Partnership Agreements
Manning & Napier, Inc.
2012
EXCHANGE AGREEMENT
Exchange Agreements
Manning & Napier, Inc.
2012
TAX RECEIVABLE AGREEMENT dated as of November 23, 2011 TABLE OF CONTENTS
Manning & Napier, Inc.
Capital Markets
DE
2012
REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
MANNING & NAPIER, INC. 2011EQUITY COMPENSATION PLAN MANNING & NAPIER, INC. 2011 EQUITY COMPENSATION PLAN
Compensation Agreements
Manning & Napier, Inc.
2012
AMENDED AND RESTATED SHAREHOLDERS AGREEMENT OF MNA ADVISORS, INC. Dated November 23, 2011 TABLE OF CONTENTS
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
AMENDED AND RESTATED SHAREHOLDERS AGREEMENT OF M&N ADVISORY ADVANTAGE CORPORATION Dated November 23, 2011 TABLE OF CONTENTS
Advisory Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
AMENDED AND RESTATED SHAREHOLDERS AGREEMENT OF M&N ALTERNATIVE OPPORTUNITIES, INC. Dated November 23, 2011 TABLE OF CONTENTS
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
AMENDED AND RESTATED OPERATING AGREEMENT Amended and restated as of November 23, 2011 Manning & Napier Capital Company, L.L.C. TABLE OF CONTENTS
Operating Agreements
Manning & Napier, Inc.
2012
PURCHASE AGREEMENT
Purchase Agreements
Manning & Napier, Inc.
2012
PURCHASE AGREEMENT
Purchase Agreements
Manning & Napier, Inc.
2012
MANNING & NAPIER GROUP, LLC 290 Woodcliff Drive Fairport, New York 14450
Manning & Napier, Inc.
2012
MANNING & NAPIER GROUP, LLC 290 Woodcliff Drive Fairport, New York 14450 October 27, 2011
Manning & Napier, Inc.
Capital Markets
NY
2012
MANNING & NAPIER, INC. (a Delaware corporation) 12,500,000 Shares of Class A Common Stock UNDERWRITING AGREEMENT
Underwriting Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
FORM OF AMENDED AND RESTATED SHAREHOLDERS AGREEMENT TABLE OF CONTENTS
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
FORM OF AMENDED AND RESTATED SHAREHOLDERS AGREEMENT TABLE OF CONTENTS
Shareholders Agreements
Manning & Napier, Inc.
2011
AMENDED AND RESTATED OPERATING AGREEMENT Amended and restated as of , 2011 Manning & Napier Capital Company, L.L.C. TABLE OF CONTENTS
Operating Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
PURCHASE AGREEMENT
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
PURCHASE AGREEMENT
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT MANNING & NAPIER GROUP, LLC (A Delaware Limited Liability Company) Dated as of , 2011
Limited Partnership Agreements
Manning & Napier, Inc.
2011
AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT M&N GROUP HOLDINGS, LLC (A Delaware Limited Liability Company) Dated as of , 2011
Limited Partnership Agreements
Manning & Napier, Inc.
Capital Markets
DE
2011
EXCHANGE AGREEMENT
Exchange Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
TAX RECEIVABLE AGREEMENT dated as of , 2011 TABLE OF CONTENTS
Manning & Napier, Inc.
2011
REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
Manning & Napier, Inc.
2011
MANNING & NAPIER, INC. 2011EQUITY COMPENSATION PLAN MANNING & NAPIER, INC. 2011 EQUITY COMPENSATION PLAN
Compensation Agreements
Manning & Napier, Inc.
2011
MANNING & NAPIER GROUP, LLC AWARD AGREEMENT
Manning & Napier, Inc.
2011
MANNING & NAPIER, INC. 2011 EQUITY COMPENSATION PLAN STOCK OPTION AGREEMENT
Stock Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
FORM OF AMENDED AND RESTATED SHAREHOLDERS AGREEMENT TABLE OF CONTENTS
Shareholders Agreements
Manning & Napier, Inc.
2011
INDEMNIFICATION AGREEMENT
Indemnification Agreements
Manning & Napier, Inc.
Capital Markets
DE
2011
AGREEMENT
Manning & Napier, Inc.
2011
AGREEMENT
Manning & Napier, Inc.
2011
AGREEMENT
Manning & Napier, Inc.
Capital Markets
2011
AGREEMENT
Manning & Napier, Inc.
2011