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Agreement and Plan of Merger

 

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Title:

Agreement and Plan of Merger

Entities:

Morgan Stanley & Co. Inc.; Phoenix Companies, Inc.; Salomon Smith Barney Inc.; Debevoise & Plimpton; Lord, Bissell & Brook

Date:

2001

Size:

Preview shows 9KB of 75KB total

Price:

$40

ID:

#370726

 

 

► Plans ► Agreements ► Agreements & Plans of Merger
► Financial
► Insurance ► Life Insurance
► Services ► Legal

 

 

Start of Preview


                          AGREEMENT AND PLAN OF MERGER


AMONG

PM HOLDINGS, INC.

AND

PHOENIX INVESTMENT PARTNERS, LTD.

AND

PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY



Dated as of September 10, 2000







{PAGE} 2

Table of Contents


{TABLE}
{CAPTION}
Page
----

{S} {C} {C}
ARTICLE I. The Merger.......................................................................1

Section 1.1 Formation of Acquisition Co......................................................1

Section 1.2 The Merger.......................................................................1

Section 1.3 Effective Time...................................................................2

Section 1.4 Closing..........................................................................2

Section 1.5 Certificate of Incorporation; By-laws; Officers and Directors....................2

Section 1.6 Effect on Common Stock...........................................................2

Section 1.7 Dissenting Shares................................................................3

Section 1.8 Stock Options....................................................................4

Section 1.9 Exchange of Certificates.........................................................4

Section 1.10 Proxy Statement and Schedule 13E-3...............................................7

Section 1.11 Additional Agreement and Provisions..............................................8


ARTICLE II. Representations and Warranties of PXP............................................8

Section 2.1 Organization of PXP and its Subsidiaries.........................................8

Section 2.2 Capitalization of PXP Ownership..................................................9

Section 2.3 Subsidiaries of PXP..............................................................9

Section 2.4 Authorization....................................................................9

Section 2.5 Fairness Opinion and Approval by the Committee..................................11

Section 2.6 Brokers and Finders.............................................................11

Section 2.7 Proxy Statement and other Disclosure Documents..................................11

Section 2.8 SEC Documents; Undisclosed Liabilities..........................................12

Section 2.9 Absence of Certain Changes or Events............................................12
{/TABLE}


ii
{PAGE} 3

Table of Contents

{TABLE}
{CAPTION}
Page
----

{S} {C} {C}
Section 2.10 No Undisclosed Material Liabilities.............................................13

Section 2.11 Compliance with Laws and Court Orders...........................................14


ARTICLE III. Representations and Warranties of PMH...........................................14

Section 3.1 Organization of PMH.............................................................14

Section 3.2 Organization and Authority of Acquisition Co....................................14

Section 3.3 Authorization...................................................................14

Section 3.4 Brokers and Intermediaries......................................................16

Section 3.5 PXP Disclosure Document.........................................................16

Section 3.6 Financial Ability...............................................................16


ARTICLE IV. Certain Covenants and Agreements................................................16

Section 4.1 Announcement....................................................................16

Section 4.2 Notification of Certain Matters.................................................16

Section 4.3 Directors' And Officers' Indemnification........................................17

Section 4.4 Stockholder Meeting.............................................................17


ARTICLE V. Conditions Precedent............................................................17

Section 5.1 Conditions to each Party's Obligation to Effect the Merger......................17

Section 5.2 Conditions to the Obligation of PXP to Effect the Merger........................18

Section 5.3 Conditions to the Obligation of PMH to Cause Acquisition Co. to
Effect the Merger...............................................................18


ARTICLE VI. Termination, Amendment and Waiver...............................................19

Section 6.1 Termination.....................................................................19
{/TABLE}

iii


{PAGE} 4


Table of Contents

{TABLE}
{CAPTION}
Page
----

{S} {C} {C}
Section 6.2 Effect of Termination...........................................................19

Section 6.3 Amendment.......................................................................20

Section 6.4 Waiver..........................................................................20


ARTICLE VII. Miscellaneous...................................................................20

Section 7.1 Definitions.....................................................................20

Section 7.2 Performance Guarantee by PHL....................................................23

Section 7.3 Non-survival of Representations and Warranties..................................23

Section 7.4 Expenses........................................................................23

Section 7.5 Applicable Law..................................................................23

Section 7.6 Notices.........................................................................23

Section 7.7 Entire Agreement................................................................25

Section 7.8 Assignment......................................................................25

Section 7.9 Headings References.............................................................25

Section 7.10 Counterparts....................................................................25

Section 7.11 No Third Party Beneficiaries....................................................25

Section 7.12 Severability; Enforcement.......................................................25
{/TABLE}



iv
{PAGE} 5




AGREEMENT AND PLAN OF MERGER (the "AGREEMENT"), dated as of September 10,
2000, by and among PM Holdings, Inc., a Connecticut corporation ("PMH"), Phoenix
Investment Partners, Ltd., a Delaware corporation ("PXP"), and for the purposes
of Section 7.2 and Section 7.8 only, Phoenix Home Life Mutual Insurance Company,
a New York mutual life insurance company ("PHL").

RECITALS:

A. PMH currently owns approximately 57% of the outstanding common

 

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