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Institutional Shareholder Services (ISS) Recommends Tiptree Stockholders Vote "FOR" the Merger of Fortegra and DB Insurance

Tiptree Inc. (TIPT) | October 31, 2025

By Hannah Lewis

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Institutional Shareholder Services (ISS) has recommended that Tiptree stockholders vote 'FOR' the approval of the Agreement and Plan of Merger between Tiptree, Fortegra, and DB Insurance.

Tiptree's Executive Chairman, Michael G. Barnes, emphasized the importance of stockholders voting for the Merger Proposal at the upcoming meeting on December 3rd.

Tiptree Inc. allocates capital to small and middle market companies, aiming to build long-term value across various industries and asset types.

Competitive Sales Process

TIPT explored various transaction structures before the merger, ultimately concluding that the offer for the all-cash deal was the best available at the time.

Strong TSR Performance

Tiptree has demonstrated strong Total Shareholder Return (TSR) over the past five years, outperforming peers and the broader market.

Board Recommendation

The Board unanimously recommends that Tiptree stockholders vote 'FOR' the Merger Proposal during the special meeting on December 3rd.

  • The recommendation by ISS adds credibility to the Merger Proposal and highlights the value it could bring to Tiptree stockholders.
  • Tiptree's track record of delivering value through strategic investments reinforces the confidence in the proposed merger with Fortegra and DB Insurance.

The endorsement by ISS and Tiptree's strong performance history position the Merger Proposal as a significant opportunity for Tiptree's stockholders, aligning with the company's commitment to long-term value creation.