Agreement and Plan of Reorganization Sample Contracts

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AGREEMENT
Agreement and Plan of Reorganization • June 27th, 2006 • Alanco Technologies Inc • Computer storage devices • Arizona
RECITALS
Agreement and Plan of Reorganization • December 16th, 2011 • Victoria Internet Services Inc • Services-business services, nec • New York
AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • June 6th, 2006 • Process Technology Systems Inc • Non-operating establishments • Texas
FIRST AMENDMENT TO AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • June 16th, 2006 • American Century Mutual Funds, Inc. • New York
AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • April 29th, 2021 • John Hancock Investment Trust • Massachusetts

This Agreement and Plan of Reorganization (the “Agreement”) is made as of this 16 day of April, 2021, by and between John Hancock ESG All Cap Core Fund (the “Acquired Fund”), a series of John Hancock Investment Trust (the “Trust”), a Massachusetts business trust, and John Hancock ESG Large Cap Core Fund (the “Acquiring Fund”), a series of the Trust.

AGREEMENT AND PLAN OF REORGANIZATION OF FIDELITY® GLOBAL BALANCED FUND
Agreement and Plan of Reorganization • May 25th, 2018 • Fidelity Charles Street Trust • Massachusetts

THIS AGREEMENT AND PLAN OF REORGANIZATION (the Agreement) is made as of April 27, 2018, by and between Fidelity Charles Street Trust, a Massachusetts business trust, on behalf of its series Fidelity® Global Balanced Fund (the Acquired Fund) and Fidelity® Asset Manager 60% (the Acquiring Fund). Fidelity Charles Street Trust may be referred to herein as the "Trust." The Trust is a duly organized business trust under the laws of the Commonwealth of Massachusetts with its principal place of business at 245 Summer Street, Boston, Massachusetts 02210. The Acquiring Fund and the Acquired Fund may be referred to herein collectively as the "Funds" or each individually as the "Fund."

Agreement and Plan of Reorganization
Agreement and Plan of Reorganization • February 3rd, 2023 • Columbia Acorn Trust

THIS AGREEMENT AND PLAN OF REORGANIZATION dated as of December 20, 2022 (the “Agreement”), is by and among the Target Company, as defined below, on behalf of its series that is the Target Fund, as defined below, the Acquiring Company, as defined below, on behalf of its series that is the Acquiring Fund, as defined below, and, for purposes of paragraphs 5.3, 7.3, 10.2 and 12.2 of this Agreement only, Columbia Management Investment Advisers, LLC and Columbia Wanger Asset Management, LLC (collectively, “Columbia Threadneedle”).

AGREEMENT AND PLAN OF REORGANIZATION DATED JULY 19, 2001 FOR THE ACQUISITION OF KEYCOM, INC (AND SUBSIDIARIES)
Agreement and Plan of Reorganization • August 15th, 2001 • Inc Ubator Capital Inc • Services-business services, nec • Delaware
ARTICLE I CLOSING
Agreement and Plan of Reorganization • August 26th, 2004 • Liberty National Bancshares Inc • National commercial banks • Georgia
AGREEMENT AND
Agreement and Plan of Reorganization • December 28th, 2009 • Aim Equity Funds • Delaware
AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • September 14th, 2020 • Thrivent Series Fund Inc • Minnesota

This Agreement and Plan of Reorganization (the “Agreement”) is made as of August 24, 2020 by Thrivent Series Fund, Inc. (the “Fund”), a Minnesota corporation, on behalf of its series, Thrivent Large Cap Growth Portfolio (the “Acquiring Portfolio”) and Thrivent Partner Growth Stock Portfolio (the “Target Portfolio”). Thrivent Financial for Lutherans is also party to the Agreement solely for purposes of Section 3.F.

BY AND AMONG
Agreement and Plan of Reorganization • December 11th, 1997 • Pentegra Dental Group Inc • Services-offices & clinics of doctors of medicine
AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • May 8th, 2012 • DWS Equity Trust • Massachusetts

AGREEMENT AND PLAN OF REORGANIZATION dated as of November 19, 2010 (the “Agreement”), among DWS Equity Trust, a Massachusetts business trust (the “Predecessor Company”), on behalf of DWS Disciplined Market Neutral Fund, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and DWS Market Trust, a Massachusetts business trust (the “Successor Company”), on behalf of DWS Disciplined Market Neutral Fund, a segregated portfolio of assets (“series”) thereof (the “Acquiring Fund”) (the Acquired Fund and the Acquiring Fund are sometimes referred to herein individually as a “Fund” and collectively as the “Funds”). All agreements, representations, actions and obligations described herein made or to be taken or undertaken by a Fund are made and shall be taken or undertaken by the Predecessor Company on behalf of the Acquired Fund and by the Successor Company on behalf of the Acquiring Fund.

BY AND AMONG
Agreement and Plan of Reorganization • October 8th, 2002 • Documentum Inc • Services-prepackaged software • Delaware
EXHIBIT 10.1 AGREEMENT AND PLAN OF REORGANIZATION DATED AS OF OCTOBER 10, 2003 BY AND AMONG IKONA GEAR INTERNATIONAL, INC.,
Agreement and Plan of Reorganization • October 23rd, 2003 • Oban Mining Inc • Metal mining • Nevada
AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • April 8th, 2019 • Eaton Vance Municipal Bond Fund • Massachusetts

THIS AGREEMENT AND PLAN OF REORGANIZATION (“Agreement”) is made as of this 14th day of January, 2019, by and between Eaton Vance Municipal Bond Fund (the “Acquiring Fund”), a Massachusetts business trust, and Eaton Vance Ohio Municipal Bond Fund (the “Acquired Fund” and with the Acquiring Fund, the “Funds”), each a Massachusetts business trust and, solely with respect to Section 6.2 hereof, Eaton Vance Management (the “Adviser”).

AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • March 14th, 2014 • Federated Institutional Trust • Pennsylvania

THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made as of this 14th day of March, 2014, by and between [insert Surviving Fund Registrant name], a [insert Surviving Fund jurisdiction of organization/incorporation and entity type], with its principal place of business at 4000 Ericsson Drive, Warrendale, PA 15086-7561 (the “Surviving Fund Registrant”), on behalf of its series, [insert Surviving Fund name] (the “Surviving Fund”), and The Huntington Funds, a Delaware statutory trust, with its principal place of business at 2960 North Meridian Street, Indianapolis, IN 46208 (the “Reorganizing Fund Registrant”), on behalf of [insert Reorganizing Fund name] (“Reorganizing Fund” and, collectively with the Surviving Fund, the “Funds”).

AGREEMENT AND
Agreement and Plan of Reorganization • December 28th, 2009 • Aim Equity Funds • Delaware
AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • September 26th, 2008 • Phoenix Multi Portfolio Fund • Delaware

THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made as of this 31st day of May, 2007, by and between Phoenix Opportunities Trust a Delaware statutory trust (the “Acquiring Trust”), with its principal place of business at 101 Munson Street, Greenfield, Massachusetts 01301, on behalf of the Phoenix International Strategies Fund (the “Acquiring Fund”), a separate series of the Acquiring Trust, and Phoenix Multi-Portfolio Fund, a Delaware statutory trust (the “Selling Trust”), on behalf of the Phoenix International Strategies Fund (the “Acquired Fund”), a separate series of the Selling Trust.

AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • May 20th, 2015 • MFS Variable Insurance Trust Ii • Massachusetts

THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 19th day of March, 2015, by and between MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Investors Growth Stock Series, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Massachusetts Investors Growth Stock Portfolio, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”

AGREEMENT AND PLAN OF REORGANIZATION (“C” REORGANIZATION) AGREEMENT AND PLAN OF REORGANIZATION
Agreement and Plan of Reorganization • September 18th, 2013 • Federated Equity Income Fund Inc • Pennsylvania

THIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made as of this 8th day of April, 2013, by and between Federated Equity Income Fund, Inc., a Maryland corporation, with its principal place of business at 4000 Ericsson Drive, Warrendale, PA 15086-7561 (the “Acquiring Fund”), and Federated Capital Appreciation Fund, a portfolio of Federated Equity Funds, a Massachusetts business trust (“Trust”), with its principal place of business at 4000 Ericsson Drive, Warrendale, PA 15086-7561 (“Acquired Fund” and, collectively with the Acquiring Fund, the “Funds”).

BY AND AMONG HOOVER'S, INC.,
Agreement and Plan of Reorganization • July 14th, 2000 • Hoovers Inc • Services-business services, nec • Texas