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Agreement and Plan of Merger

 

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Title:

Agreement and Plan of Merger

Entities:

Chicago Mercantile Exchange Holdings Inc.; J.P. Morgan Securities Inc.; Lehman Brothers Inc.; Chicago Mercantile Exchange Inc.; Skadden, Arps, Slate, Meagher & Flom LLP

Date:

2006

Size:

Preview shows 36KB of 524KB total

Price:

$99

ID:

#2561415

 

 

► Plans ► Agreements ► Agreements & Plans of Merger
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AGREEMENT AND PLAN OF MERGER

AMONG

CHICAGO MERCANTILE EXCHANGE HOLDINGS INC.,

CBOT HOLDINGS, INC.

AND

BOARD OF TRADE OF THE CITY OF CHICAGO, INC.

DATED AS OF OCTOBER 17, 2006


TABLE OF CONTENTS

 

          Page
ARTICLE I DEFINED TERMS; THE MERGER; CERTAIN RELATED MATTERS    1

        Section 1.1

   Certain Defined Terms    1

        Section 1.2

   The Merger    13

        Section 1.3

   Closing    13

        Section 1.4

   Effective Time    13

        Section 1.5

   Surviving Entity Constituent Documents    14

        Section 1.6

   CBOT Constituent Documents    14

        Section 1.7

   Directors    14

        Section 1.8

   Officers    15

        Section 1.9

   Effect on Capital Stock.    15

        Section 1.10

   Election Procedures.    17

        Section 1.11

   Treatment of CBOT Holdings Equity-Based Awards.    18

        Section 1.12

   Appraisal Rights    20

        Section 1.13

   Associated Rights    20
ARTICLE II EXCHANGE OF CERTIFICATES    20

        Section 2.1

   Surrender and Payment.    20

        Section 2.2

   [Reserved.]    22

        Section 2.3

   Lost Certificates    22

        Section 2.4

   Withholding Rights    23

        Section 2.5

   Further Assurances    23

        Section 2.6

   Affiliates    23
ARTICLE III REPRESENTATIONS AND WARRANTIES OF CBOT HOLDINGS AND CBOT    23

        Section 3.1

   Organization    23

        Section 3.2

   Subsidiaries.    24

        Section 3.3

   Capitalization; Membership Interests.    24

        Section 3.4

   Authorization; Board Approval; Voting Requirements.    26

        Section 3.5

   Takeover Statute; No Restrictions on the Merger.    27

        Section 3.6

   Rights Agreement    27

        Section 3.7

   Consents and Approvals; No Violations.    28

        Section 3.8

   SEC Reports; CBOT Holdings Financial Statements.    29

        Section 3.9

   Absence of Undisclosed Liabilities    29

        Section 3.10

   Form S-4; Joint Proxy Statement/Prospectus    30

        Section 3.11

   Absence of Certain Changes    30

        Section 3.12

   Litigation    30

        Section 3.13

   Compliance with Laws.    30

        Section 3.14

   Taxes.    32

        Section 3.15

   Real Property.    34

        Section 3.16

   Employee Benefit Plans and Related Matters; ERISA.    36

        Section 3.17

   Employees; Labor Matters    40

        Section 3.18

   Intellectual Property    41

        Section 3.19

   Contracts.    43

 

i



 

Section 3.20

   Environmental Laws and Regulations    45

Section 3.21

   Insurance Coverage    46

Section 3.22

   Foreign Corrupt Practices and International Trade Sanctions    46

Section 3.23

   Opinion of Financial Advisor    46

Section 3.24

   Assets and Operations of CBOT Holdings.    46

Section 3.25

   Brokers    46
ARTICLE IV REPRESENTATIONS AND WARRANTIES OF CME HOLDINGS    47

Section 4.1

   Organization    47

Section 4.2

   Subsidiaries.    47

Section 4.3

   Capitalization.    48

Section 4.4

   Authorization    49

Section 4.5

   Consents and Approvals; No Violations.    50

Section 4.6

   SEC Reports; CME Holdings Financial Statements.    51

Section 4.7

   Absence of Undisclosed Liabilities    52

Section 4.8

   Form S-4; Joint Proxy Statement/Prospectus    52

Section 4.9

   Absence of Certain Changes    52

Section 4.10

   Litigation    52

Section 4.11

   Compliance with Laws    52

Section 4.12

   Taxes.    54

Section 4.13

   CME Holdings Leased Real Property.    56

Section 4.14

   Employee Benefit Plans and Related Matters; ERISA.    57

Section 4.15

   Employees; Labor Matters    61

Section 4.16

   Intellectual Property    62

Section 4.17

   Contracts.    63

Section 4.18

   Environmental Laws and Regulations    65

Section 4.19

   Insurance Coverage    66

Section 4.20

   Foreign Corrupt Practices and International Trade Sanctions    66

Section 4.21

   Opinions of Financial Advisors    66

Section 4.22

   Brokers    67

Section 4.23

   Section 203    67
ARTICLE V COVENANTS RELATING TO CONDUCT OF BUSINESS    67

Section 5.1

   Covenants of CBOT Holdings    67

Section 5.2

   Covenants of CME Holdings   

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