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Agreement and Plan of Reorganization

 

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Title:

Agreement and Plan of Reorganization

Entities:

Packeteer, Inc.; Sun Microsystems, Inc.; U.S. Bank, NA; Gray Cary Ware & Freidenrich; Heller Ehrman White & McAuliffe

Date:

2005

Size:

Preview shows 17KB of 196KB total

Price:

$61

ID:

#1230220

 

 

► Plans ► Agreements ► Agreements & Plans of Reorganization
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                      AGREEMENT AND PLAN OF REORGANIZATION


BY AND AMONG

PACKETEER, INC.

P ACQUISITION CORPORATION,

MENTAT INC.

AND

CERTAIN SHAREHOLDERS OF MENTAT INC.

December 21, 2004

<PAGE>

TABLE OF CONTENTS

<TABLE>
<CAPTION>
PAGE
<S> <C>
1. Definitions................................................................. 1

2. The Merger.................................................................. 8

2.1 The Merger............................................................ 8

2.2 Closing; Effective Time............................................... 9

2.3 Effect of the Merger.................................................. 9

2.4 Articles of Incorporation; Bylaws..................................... 9

2.5 Directors and Officers................................................ 9

2.6 Effect on Capital Stock............................................... 9

2.7 Surrender of Certificates............................................. 12

2.8 No Further Ownership Rights in Target Common Stock.................... 13

2.9 Lost, Stolen or Destroyed Certificates................................ 14

2.10 Taking of Necessary Action; Further Action............................ 14

3. Representations and Warranties of Target.................................... 14

3.1 Authority............................................................. 14

3.2 Corporate Existence of Target......................................... 15

3.3 Capital Stock......................................................... 15

3.4 No Conflicts.......................................................... 15

3.5 Governmental Approvals and Filings.................................... 16

3.6 Financial Statements and Condition; Absence of Changes................ 16

3.7 Taxes................................................................. 18

3.8 Legal Proceedings..................................................... 19

3.9 Compliance With Laws and Orders....................................... 19

3.10 Restrictions on Business Activities................................... 19

3.11 Employees............................................................. 19

3.12 Target Employee Benefit Plans......................................... 20

3.13 Real Property......................................................... 23

3.14 Adequacy of Assets.................................................... 24

3.15 Tangible Personal Property............................................ 24

3.16 Intellectual Property Rights.......................................... 24

3.17 Privacy Policies...................................................... 27
</TABLE>

i
<PAGE>

TABLE OF CONTENTS
(continued)

<TABLE>
<CAPTION>
PAGE
<S> <C>
3.18 Contracts............................................................. 27

3.19 Permits and/or Approvals.............................................. 28

3.20 Affiliate Transactions................................................ 28

3.21 Minute Books.......................................................... 29

3.22 Complete Copies of Materials.......................................... 29

3.23 Environmental Matters................................................. 29

3.24 Accounts Receivable; Inventory........................................ 29

3.25 Customers and Suppliers............................................... 30

3.26 Insurance............................................................. 30

3.27 Disclosure............................................................ 30

3.28 Product Liability Claims.............................................. 30

3.29 Brokers; Finders...................................................... 30

3.30 Questionable Payments................................................. 31

3.31 Compliance with United States Customs Regulations..................... 31

4. Representations and Warranties of Acquiror and Merger Sub................... 31

4.1 Corporate Existence of Acquiror....................................... 31

4.2 Authority............................................................. 31

4.3 No Conflicts.......................................................... 32

4.4 Governmental Approvals and Filings.................................... 32

4.5 Interim Operations of Merger Sub...................................... 32

4.6 Legal Proceedings..................................................... 32

4.7 SEC Filings........................................................... 32

4.8 Compliance With Laws.................................................. 33

4.9 Disclosure............................................................ 33

5. Target Covenants; Conduct Prior to the Effective Time....................... 33

5.1 Regulatory and Other Approvals........................................ 33

5.2 Investigation by Acquiror............................................. 34

5.3 Conduct of Business................................................... 34

5.4 Certain Restrictions.................................................. 34

5.5 Litigation............................................................ 35
</TABLE>

ii
<PAGE>

TABLE OF CONTENTS
(continued)

<TABLE>
<CAPTION>
PAGE
<S> <C>
5.6 Insurance............................................................. 36

5.7 Exclusivity........................................................... 36

5.8 Termination of 401(k) Plan............................................ 36

5.9 Approval of Shareholders.............................................. 36

5.10 Restricted Shares..................................................... 36

5.11 Fulfillment of Conditions............................................. 36

6. Acquiror Covenants.......................................................... 37

6.1 Regulatory and Other Approvals........................................ 37

6.2 Fulfillment of Conditions............................................. 37

6.3 Sale of Purchaser Stock............................................... 37

7. Conditions to the Merger.................................................... 38

7.1 Obligations of the Parties............................................ 38

7.2 Obligations of Acquiror and Merger Sub................................ 39

7.3 Obligations of Target................................................. 41

8. Termination, Amendment and Waiver........................................... 41

8.1 Termination........................................................... 41

8.2 Effect of Termination................................................. 42

9. Escrow and Indemnification.................................................. 42

9.1 Survival of Representations and Warranties; Indemnification Period.... 42

9.2 Indemnification by Target............................................. 43

9.3 Limitation of Target' Liability....................................... 43

9.4 Escrow Period......................................................... 43

9.5 Defense of Third Party Claims......................................... 44

9.6 Shareholders' Agent................................................... 44

10. Tax Matters................................................................. 46

10.1 Section 338 Election.................................................. 46

10.2 Returns; Indemnification; Liability for Taxes......................... 46

10.3 Refunds and Credits................................................... 47

10.4 Conduct of Audits and Other Procedural Matters........................ 48

10.5 Assistance and Cooperation............................................ 48

</TABLE>

iii
<PAGE>

TABLE OF CONTENTS
(continued)
<TABLE>
<CAPTION>
PAGE
<S> <C>
10.6 FIRPTA Certificate.................................................... 49

11. General Provisions.......................................................... 49

11.1 Notices............................................................... 49

11.2 Entire Agreement...................................................... 50

11.3 Expenses.............................................................. 50

11.4 Public Announcements.................................................. 50

11.5 Confidentiality....................................................... 51

11.6 Further Assurances; Post-Closing Cooperation.......................... 51

11.7 Waiver................................................................ 52

11.8 Amendment............................................................. 52

11.9 No Third Party Beneficiary............................................ 52

11.10 No Assignment; Binding Effect......................................... 52

11.11 Invalid Provisions.................................................... 52

11.12 Governing Law......................................................... 52

11.13 Counterparts.......................................................... 53

11.14 Construction.......................................................... 53
</TABLE>

iv
<PAGE>
LIST OF EXHIBITS

Exhibit A Agreement of Merger

Exhibit B Escrow Agreement

Exhibit C Opinion of Target Counsel

Exhibit D Opinion of Acquiror Counsel

v
<PAGE>

AGREEMENT AND PLAN OF REORGANIZATION

This AGREEMENT AND PLAN OF REORGANIZATION (the "Agreement") is made and
entered into as of December 21, 2004 by and among Packeteer, Inc., a Delaware
corporation ("Acquiror"), P Acquisition Corporation, a California corporation
("Merger Sub") and wholly owned subsidiary of Acquiror, Mentat Inc., a
California corporation ("Target"), and, with respect to Sections 2.7(f), 9, 10
and 11 only, the shareholders of Target identified on the signature page hereto
(the "Principal Shareholders").

RECITALS

A The Boards of Directors of Target, Acquiror and Merger Sub believe
it is in the best interests of their respective companies and the shareholders
of their respective companies that Target and Merger Sub combine into a single
company through the statutory merger of Merger Sub with and into Target (the
"Merger") and, in furtherance thereof, have approved the Merger.

B Pursuant to the Merger, among other things, the outstanding shares
of Target Common Stock, shall be converted into the right to receive the Merger
Consideration, upon the terms and subject to the conditions set forth herein.

C Target, Acquiror and Merger Sub desire to make certain
representations and warranties and other agreements in connection with the
Merger.

NOW, THEREFORE, in consideration of the covenants and representations set
forth herein, and for other good and valuable consideration, the parties agree
as follows:

1. Definitions.

(a) Defined Terms. As used in this Agreement, the following
terms shall have the following meanings:

"Acquiror" has the meaning assigned in the first paragraph of this
Agreement.

"Acquiror Common Stock" means shares of Acquiror's Common Stock, par value
$0.001 per share.

"Acquiror Indemnified Parties" has the meaning assigned in Section 9.2.

"Acquiror Losses" has the meaning assigned in Section 9.2

"Acquiror SEC Filings" has the meaning assigned in Section 4.7

"Acquiror's Knowledge" means that Acquiror shall be deemed to have
knowledge of a particular fact or other matter if an executive officer of
Acquiror or an employee of Acquiror actively involved in the transactions
contemplated by this Agreement has or at any time had knowledge of such fact or
matter.

1
<PAGE>

"Acquisition Allocation Schedule" has the meaning assigned in Section
10.1(b).

"Actions" or "Proceedings" means any action, suit, proceeding, arbitration
or Governmental or Regulatory Authority investigation.

"Affiliate" means any person that directly, or indirectly through one or
more intermediaries, controls or is controlled by or is under common control
with the person specified.

"Agreement of Merger" has the meaning assigned in Section 2.1.

"Ancillary Agreements" means the Agreement of Merger, the Shareholder
Agreements, the Escrow Agreement and the Offer Letters.

"Average Closing Price" the average of the last reported sales prices of
Acquiror Common Stock for the 10 trading days immediately preceding the
Effective Time.

"Balance Sheet" has the meaning assigned in Section 3.6(a).

"Business Day" means a day that is not a Saturday, a Sunday or a statutory
or civic holiday in the State of California.

"CA Corp. Tax" has the meaning assigned in Section 10.2(b).

"California Law" has the meaning assigned in Section 2.1.

"CERCLA" means the federal Comprehensive Environmental Response,
Compensation and Liability Act of 1980, 42 U.S.C. Section 9601, et seq., as
amended.

"Certificates" has the meaning assigned in Section 2.7(a).

"Closing" has the meaning assigned in Section 2.2.


 

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