Manning & Napier, Inc. Contracts & Agreements

100 Contracts & Agreements
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Filed
Tax Receivable Termination Agreement and Release between Manning & Napier, Inc. and Terminating TRA Holder
Release Agreements
Manning & Napier, Inc.
Capital Markets
DE
2022
Stockholder Support Agreement between Callodine MidCo, Inc. and Manning & Napier, Inc. Stockholder
Voting Agreements
Manning & Napier, Inc.
Capital Markets
DE
2022
Rollover Agreement between Callodine MN Holdings, Inc. and Rollover Holder (March 31, 2022)
Contribution Agreements
Manning & Napier, Inc.
Capital Markets
DE
2022
Amended and Restated Employment Agreement between Callodine MidCo, Inc. and Marc Mayer
Employment Agreements
Manning & Napier, Inc.
Capital Markets
NY
2022
Agreement and Plan of Merger among Callodine Midco, Inc., Callodine Merger Sub, LLC, Callodine Merger Sub, Inc., Manning & Napier, Inc., and Manning & Napier Group, LLC dated...
Merger Agreements
Manning & Napier, Inc.
Capital Markets
DE
2022
Description of Class A Common Stock of Manning & Napier, Inc.
Equity Distribution Agreements
Manning & Napier, Inc.
Capital Markets
2022
Manning & Napier 2018 Long-Term Incentive Plan LTIP Award Agreement with Participant
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2022
Manning & Napier 2018 Long-Term Incentive Plan LTIP Award Agreement (Deferred Incentive Compensation Program)
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2022
Fourth Amendment to Amended and Restated Limited Liability Company Agreement of M&N Group Holdings, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
2022
Substitution and Assumption Agreement and Release among Manning & Napier, Inc., M&N Group Holdings, LLC, MNA Advisors, Inc., and Others
Release Agreements
Manning & Napier, Inc.
Capital Markets
NY
2022
Joinder to Tax Receivable Agreement by Manning & Napier, Inc., MNG, Transferor, and Permitted Transferee
Joinder Agreements
Manning & Napier, Inc.
Capital Markets
NY
2022
Share Redemption and Exchange Agreement among Manning & Napier, Inc., Manning & Napier Group, LLC, and M&N Group Holdings, LLC
Exchange Agreements
Manning & Napier, Inc.
Capital Markets
NY
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.
Capital Markets
NY
2021
Share Redemption and Exchange Agreement among Manning & Napier, Inc., Manning & Napier Group, LLC, and Manning & Napier Capital Company, LLC (June 30, 2021)
Exchange Agreements
Manning & Napier, Inc.
Capital Markets
NY
2021
Share Redemption and Exchange Agreement between Manning & Napier Capital Company, LLC and Holder (June 30, 2021)
Exchange Agreements
Manning & Napier, Inc.
Capital Markets
NY
2021
Description of Class A Common Stock and Common Stock Purchase Rights of Manning & Napier, Inc.
Stock Agreements
Manning & Napier, Inc.
Capital Markets
2021
Manning & Napier, Inc. 2011 Equity Compensation Plan Restricted Stock Award Agreement
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2021
First Amendment to Employment Agreement between Manning & Napier, Inc. and Marc Mayer
Employment Agreements
Manning & Napier, Inc.
Capital Markets
2021
Redemption Agreement between M&N Group Holdings, LLC and William Manning dated May 11, 2020
Manning & Napier, Inc.
Capital Markets
NY
2020
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
Redemption Agreement between M&N Group Holdings, LLC and MNA Advisors, Inc. dated May 11, 2020
Manning & Napier, Inc.
Capital Markets
NY
2020
Redemption Agreement between MNA Advisors, Inc. and William Manning dated May 11, 2020
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2020
Redemption Agreement between Manning & Napier Capital Company, LLC and William Manning (May 11, 2020)
Manning & Napier, Inc.
Capital Markets
NY
2020
Third Amendment to Amended and Restated Limited Liability Company Agreement of M&N Group Holdings, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
2020
Second Amendment to Amended and Restated Limited Liability Company Agreement of Manning & Napier Group, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
2020
Second Amendment to Amended and Restated Operating Agreement of Manning & Napier Capital Company, L.L.C.
Operating Agreements
Manning & Napier, Inc.
Capital Markets
2020
Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC dated May 11, 2020
Manning & Napier, Inc.
Capital Markets
NY
2020
Redemption Agreement between Manning & Napier Capital Company, LLC and Manning & Napier Group, LLC (May 11, 2020)
Manning & Napier, Inc.
Capital Markets
NY
2020
Rights Agreement between Manning & Napier, Inc. and American Stock Transfer & Trust Company, LLC (April 14, 2020)
Stock Agreements
Manning & Napier, Inc.
Capital Markets
NY
2020
Description of Class A Common Stock of Manning & Napier, Inc.
Stock Agreements
Manning & Napier, Inc.
Capital Markets
2020
Manning & Napier, Inc. 2011 Equity Compensation Plan Restricted Stock Award Agreement
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2020
Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC dated May 2, 2019
Manning & Napier, Inc.
Capital Markets
NY
2019
Redemption Agreement between Manning & Napier Capital Company, LLC and Manning & Napier Group, LLC (May 2, 2019)
Manning & Napier, Inc.
Capital Markets
NY
2019
Manning & Napier, Inc. 2011 Equity Compensation Plan Restricted Stock Award Agreement with Participant
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Manning & Napier, Inc. 2018 Long-Term Incentive Plan Agreement
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Manning & Napier 2018 Long-Term Incentive Plan LTIP Award Agreement
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Employment Agreement between Manning & Napier, Inc. and Marc Mayer (Chief Executive Officer)
Employment Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Manning & Napier, Inc. 2011 Equity Compensation Plan Restricted Stock Unit Award Agreement with Marc Mayer
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Manning & Napier, Inc. 2011 Equity Compensation Plan Stock Option Agreement with Marc Mayer
Warrant Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Manning & Napier, Inc. 2011 Equity Compensation Plan Stock Option Agreement with Marc Mayer
Warrant Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC dated March 30, 2018
Manning & Napier, Inc.
Capital Markets
NY
2018
Redemption Agreement between Manning & Napier Capital Company, L.L.C. and Manning & Napier Group, LLC (March 30, 2018)
Manning & Napier, Inc.
Capital Markets
NY
2018
Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC dated March 31, 2017
Manning & Napier, Inc.
Capital Markets
NY
2017
Redemption Agreement between Manning & Napier Capital Company, LLC and Manning & Napier Group, LLC (March 31, 2017)
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2017
First Amendment to Credit Agreement among Manning & Napier Group, LLC, Manning & Napier Advisors, LLC, Manning & Napier, Inc., Wells Fargo Bank, and Manufacturers and Traders...
Credit Agreements
Manning & Napier, Inc.
Capital Markets
NY
2016
Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC dated April 27, 2016
Manning & Napier, Inc.
Capital Markets
NY
2016
Redemption Agreement between Manning & Napier Capital Company, LLC and Manning & Napier Group, LLC (April 27, 2016)
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2016
$100,000,000 Credit Agreement among Manning & Napier Group, LLC, Manning & Napier Advisors, LLC, Manning & Napier, Inc., and Wells Fargo Bank, N.A. (April 23, 2015)
Credit Agreements
Manning & Napier, Inc.
Capital Markets
NY
2015
Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC dated March 31, 2015
Manning & Napier, Inc.
Capital Markets
NY
2015
Redemption Agreement between Manning & Napier Capital Company, LLC and Manning & Napier Group, LLC (March 31, 2015)
Manning & Napier, Inc.
Capital Markets
NY
2015
First Amendment to Amended and Restated Limited Liability Company Agreement of Manning & Napier Group, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
2015
First Amendment to Amended and Restated Operating Agreement of Manning & Napier Capital Company, L.L.C.
Operating Agreements
Manning & Napier, Inc.
Capital Markets
2015
Second Amendment to Amended and Restated Limited Liability Company Agreement of M&N Group Holdings, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
2015
Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC dated March 31, 2014
Manning & Napier, Inc.
Capital Markets
NY
2014
Redemption Agreement between Manning & Napier Capital Company, LLC and Manning & Napier Group, LLC (March 31, 2014)
Manning & Napier, Inc.
Capital Markets
NY
2014
Redemption Agreement between M&N Group Holdings, LLC and Manning & Napier Group, LLC dated March 29, 2013
Manning & Napier, Inc.
Capital Markets
NY
2013
First Amendment to Amended and Restated Limited Liability Company Agreement of M&N Group Holdings, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
2013
$10,000,000 Daily Adjusting LIBOR Revolving Line Note between Manning & Napier, Inc., Manning & Napier Group, LLC, and M&T Bank
Loan Agreements
Manning & Napier, Inc.
Capital Markets
NY
2013
Amended and Restated Limited Liability Company Agreement of Manning & Napier Group, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
DE
2012
Amended and Restated Limited Liability Company Agreement of M&N Group Holdings, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
DE
2012
Exchange Agreement among Manning & Napier, Inc., M&N Group Holdings, LLC, Manning & Napier Capital Company, LLC, and Holders of Units of Manning & Napier Group, LLC
Exchange Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Tax Receivable Agreement among Manning & Napier, Inc., Manning & Napier Group, LLC, and Members (November 23, 2011)
Manning & Napier, Inc.
Capital Markets
DE
2012
Registration Rights Agreement between Manning & Napier, Inc. and Holders of Units of Manning & Napier Group, LLC (November 23, 2011)
Registration Rights Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Manning & Napier, Inc. 2011 Equity Compensation Plan
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Amended and Restated Shareholders Agreement of M&N Advisory Advantage Corporation (November 23, 2011)
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Amended and Restated Operating Agreement of Manning & Napier Capital Company, L.L.C.
Operating Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Manning & Napier Group, LLC Membership Interest Grant Agreement with James E. Mikolaichik
Equity Distribution Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Manning & Napier Group, LLC Membership Interest Grant Agreement with Patrick Cunningham
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Specimen Stock Certificate for Manning & Napier, Inc. Class A Common Stock
Stock Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Amended and Restated Operating Agreement of Manning & Napier Capital Company, L.L.C.
Operating Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Amended and Restated Limited Liability Company Agreement of Manning & Napier Group, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
DE
2011
Amended and Restated Limited Liability Company Agreement of M&N Group Holdings, LLC
Limited Liability Company Agreements
Manning & Napier, Inc.
Capital Markets
DE
2011
Exchange Agreement among Manning & Napier, Inc., M&N Group Holdings, LLC, Manning & Napier Capital Company, LLC, and Holders of Units of Manning & Napier Group, LLC
Exchange Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Tax Receivable Agreement among Manning & Napier, Inc., Manning & Napier Group, LLC, and Members
Manning & Napier, Inc.
Capital Markets
DE
2011
Registration Rights Agreement between Manning & Napier, Inc. and Holders of Class A and Class B Units of Manning & Napier Group, LLC
Registration Rights Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Manning & Napier Group, LLC Award Agreement under 2011 Equity Compensation Plan
Bonus & Incentive Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Indemnification Agreement between Manning & Napier, Inc. and Director/Officer
Indemnification Agreements
Manning & Napier, Inc.
Capital Markets
DE
2011
Employment Agreement between Manning & Napier Advisors, Inc. and Patrick Cunningham
Employment Agreements
Manning & Napier, Inc.
Capital Markets
2011
Employment Agreement between Manning & Napier Advisors, Inc. and Jeffrey S. Coons
Employment Agreements
Manning & Napier, Inc.
Capital Markets
2011
Employment Agreement between Manning & Napier Advisors, Inc. and Charles Stamey
Employment Agreements
Manning & Napier, Inc.
Capital Markets
2011
Employment Agreement between Manning & Napier Advisors, Inc. and James Mikolaichik
Employment Agreements
Manning & Napier, Inc.
Capital Markets
2011
Purchase Agreement between Manning & Napier Group, LLC and Manning Partners, LLC for Equity Interests in Perspective Partners, LLC
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2019
Manning & Napier, Inc. 2011 Equity Compensation Plan Restricted Stock Award Agreement
Equity Distribution Agreements
Manning & Napier, Inc.
Capital Markets
NY
2018
Guaranty Agreement among Manning & Napier, Inc., Subsidiaries, and Lenders under Credit Agreement
Guaranty Agreements
Manning & Napier, Inc.
Capital Markets
NY
2015
Manning & Napier, Inc. 2011 Equity Compensation Plan Restricted Stock Award Agreement with Participant
Equity Distribution Agreements
Manning & Napier, Inc.
Capital Markets
NY
2015
Second Amendment to Amended and Restated Shareholder Agreement of MNA Advisors, Inc.
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
2015
Second Amendment to Amended and Restated Shareholder Agreement of MNA Advisors, Inc.
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
2013
First Amendment to Amended and Restated Shareholder Agreement of MNA Advisors, Inc.
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
2013
Amended and Restated Shareholders Agreement of MNA Advisors, Inc. (November 23, 2011)
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Amended and Restated Shareholders Agreement of M&N Alternative Opportunities, Inc. (November 23, 2011)
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Purchase Agreement between Manning & Napier, Inc. and Manning & Napier Group, LLC (November 23, 2011)
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Purchase Agreement between Manning & Napier, Inc. and M&N Group Holdings, LLC for Class A Units of Manning & Napier Group, LLC
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2012
Underwriting Agreement for 12,500,000 Shares of Class A Common Stock of Manning & Napier, Inc. with Merrill Lynch as Representative
Underwriting Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Amended and Restated Shareholders Agreement among Manning & Napier Advisory Advantage Corporation and Shareholders
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Amended and Restated Shareholders Agreement of Manning & Napier Alternative Opportunities, Inc.
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Purchase Agreement between Manning & Napier, Inc. and Manning & Napier Group, LLC
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Purchase Agreement between Manning & Napier, Inc. and M&N Group Holdings, LLC for Class A Units of Manning & Napier Group, LLC
Purchase Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Manning & Napier, Inc. 2011 Equity Compensation Plan
Equity Distribution Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Manning & Napier, Inc. 2011 Equity Compensation Plan Stock Option Agreement (Form)
Warrant Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011
Amended and Restated Shareholders Agreement of Manning & Napier Advisors, Inc.
Shareholders Agreements
Manning & Napier, Inc.
Capital Markets
NY
2011