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Smart scan / 1008-00008
Lumos Analytics Inc
M&A / Corporate
Document types detected
Contract / agreement6
Analysis / memo4
Other1
Engagement letter1
Parties across the matter
Company LLCFENWICK ESCROW SERVICES LLCGeneral Counsel Lumos Analytics IncHARKNESS LLPHalcyon Capital Markets LLCHarkness LLPINTO PRISMYX ACQUISITION SUB LLCLumos Analytics IncOF PRISMYX DATA SOLUTIONS LLCPRISMYX ACQUISITION SUB LLCPRISMYX DATA SOLUTIONS LLCPrismyx Acquisition Sub LLCPrismyx Data Solutions LLCVoss LLP
Chronology
2027-05-27 · closing-checklist.xlsx
… l reps survive 18 months; fundamental reps survive 36 months (through May 27, 2027). Escrow is exclusive remedy (other than fraud/special indemnities). 37 | Post-Closing Ob …
2026-11-27 · closing-checklist.xlsx
… payment of up to $2,250,000 if milestone met | Lumos Analytics Inc. | 2026-11-27 | — | Pending (post-closing) | Earnout Period 2: months 16–30 post-closing (ends Nov 27, …
2026-11-27 · founder-employment-agreement-eberhardt.docx
… (30) months from the Effective Date — that is, through and including November 27, 2026 (the "Commitment Period"). The Commitment Period corresponds to the earnout period under …
2026-01-31 · closing-checklist.xlsx
… g $4,500,000 escrow balance released to Sellers (subject to reserves) 2026-01-31 | Prismyx office lease expiration (1414 Walnut St, Philadelphia) | Pending | Monthly rent …
2026-01-31 · structuring-and-earnout-memo.docx
… vania 19102, pursuant to a commercial lease agreement that expires on January 31, 2026. Monthly rent under the lease is $8,750, representing an annual rent obligation of $105,0 …
2025-11-27 · closing-checklist.xlsx
… 7 | 2024-05-27 | Complete | Executed at closing. Escrow release date: November 27, 2025 (18 months post-closing). Escrow admin fee: $3,500/yr. Deposited at Fenwick Escrow Servic …
2025-11-27 · funds-flow-memorandum.xlsx
… Amount (held for indemnification) | $4,500,000 | 30% | Release date: November 27, 2025 (18 months post-closing), subject to reserves for pending claims Maximum Earnout Consider …
2025-11-27 · escrow-agreement.docx
… ccount in accordance with this Agreement. "Escrow Release Date" means November 27, 2025, the date that is eighteen (18) months after the Closing Date. "Fundamental Representatio …
2025-08-27 · closing-checklist.xlsx
… payment of up to $2,250,000 if milestone met | Lumos Analytics Inc. | 2025-08-27 | — | Pending (post-closing) | Earnout Period 1: months 1–15 post-closing (ends Aug 27, 2 …
2025-08-27 · founder-employment-agreement-eberhardt.docx
… ranche covers the period commencing on the Closing Date and ending on August 27, 2025 (months 1 through 15 following the Closing Date) ("Earnout Period 1"). Up to Two Million …
2024-08-25 · closing-checklist.xlsx
… ng | Haverford & Keane, CPAs (Lorraine Chow) / Lumos Analytics Inc. | 2024-08-25 | — | Pending (post-closing) | Target Net Working Capital: $485,000. Dollar-for-dollar ad …
2024-08-25 · funds-flow-memorandum.xlsx
… 5 business days post-closing True-Up Deadline | 90 days post-closing (August 25, 2024) | Dollar-for-dollar adjustment above or below target De Minimis Collar | $25,000 | No ad …
2024-06-30 · merger-agreement-execution.docx
… including with respect to frequency and amount. "Outside Date" means June 30, 2024. "Permitted Liens" means (a) statutory liens for Taxes not yet due and payable or that ar …
2024-05-27 · closing-certificate-of-merger.docx
… § 18-209) Filed with the Secretary of State of the State of Delaware May 27, 2024 CERTIFICATE OF MERGER The undersigned, on behalf of the constituent entities identified h …
2024-05-27 · closing-checklist.xlsx
… losing Date per Merger Agreement | Passed | Actual closing delayed to May 27, 2024 2024-05-27 | Actual Closing Date — Merger effective; Certificate of Merger filed with Del …
2024-05-27 · funds-flow-memorandum.xlsx
… n / Ryan Kowalski Reviewed By | Harrison Wexford Date of Memorandum | May 27, 2024 Closing Date | May 27, 2024 Transaction | Merger of Prismyx Data Solutions LLC with and i …
2024-05-27 · legal-opinion-buyer-counsel.docx
… : (415) 773-6200 Facsimile: (415) 773-6201 www.calderwoodharkness.com May 27, 2024 Prismyx Data Solutions LLC 1414 Walnut Street, Suite 310 Philadelphia, Pennsylvania 19102 …
2024-05-27 · escrow-agreement.docx
… ESCROW AGREEMENT Dated as of May 27, 2024 among LUMOS ANALYTICS INC. a Delaware corporation (the "Buyer") JONAH EBERHARDT ("Eberhar …
2024-05-27 · founder-employment-agreement-eberhardt.docx
… d between PRISMYX ACQUISITION SUB LLC and JONAH EBERHARDT Dated as of May 27, 2024 Right-click to update Table of Contents EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (t …
2024-05-24 · funds-flow-memorandum.xlsx
… n fee) Funds Availability Confirmed | Yes — confirmed by G. Olshan on May 24, 2024 [sheet: Working Capital Adjustment] Item | Value | Notes Target Net Working Capital | $48 …
2024-05-22 · closing-checklist.xlsx
… imous written consent) | Complete | Eberhardt (55%) and Messina (45%) 2024-05-22 | Expected Closing Date per Merger Agreement | Passed | Actual closing delayed to May 27, …
2024-05-22 · email-wexford-to-fontaine-signing-transmittal.eml
… ions Precedent and Next Steps** We are targeting a closing date of **May 22, 2024**. The following items must be satisfied or obtained in advance of closing: 1. **Linden …
2024-05-22 · structuring-and-earnout-memo.docx
… erger agreement is early April 2024, with an expected closing date of May 22, 2024. III. Transaction Structure — Forward Merger Under DLLCA § 18-209 A. Choice of Structure: …
2024-05-10 · closing-certificate-of-merger.docx
… r, the Merger Agreement, and the transactions contemplated thereby on May 10, 2024. Such approval was obtained in accordance with Section 18-209 of the Act and the Limited …
2024-05-10 · closing-checklist.xlsx
… ted thereby | Cartwright, Daugherty & Voss LLP (Sabrina Delvecchio) | 2024-05-10 | 2024-05-10 | Complete | Unanimous written consent of all members obtained. 12 | Member …
2024-05-06 · closing-checklist.xlsx
… Solutions LLC (Jonah Eberhardt) / Cartwright, Daugherty & Voss LLP | 2024-05-06 | 2024-05-06 | Complete | Consent obtained. Change-of-control provision in Ardent Master …
2024-04-15 · closing-checklist.xlsx
… (Priya Subramaniam / Margaux Fontaine) / Calderwood & Harkness LLP | 2024-04-15 | 2024-04-15 | Complete | Consent obtained from Gregory Olshan, Relationship Manager, Lin …
2024-04-15 · funds-flow-memorandum.xlsx
… 5, 2022; $25,000,000 capacity Bank Consent for Acquisition | Obtained April 15, 2024 (permitted acquisition notice delivered per credit agreement) Total Funds Required at Clo …
2024-04-15 · legal-opinion-buyer-counsel.docx
… to the transactions contemplated by the Merger Agreement, obtained on April 15, 2024; and (p) such other documents, instruments, certificates, records, and matters of law as …
2024-04-03 · closing-certificate-of-merger.docx
… ROVAL OF THE MERGER 4.1 The Agreement and Plan of Merger, dated as of April 3, 2024 (the "Merger Agreement"), by and among Lumos Analytics Inc., a Delaware corporation, Pris …
2024-04-03 · closing-checklist.xlsx
… ons LLC, Jonah Eberhardt, and Talia Messina — Execution Version dated April 3, 2024 | Calderwood & Harkness LLP / Cartwright, Daugherty & Voss LLP | 2024-04-03 | 2024-04-03 …
2024-04-03 · funds-flow-memorandum.xlsx
… yx Acquisition Sub LLC pursuant to Agreement and Plan of Merger dated April 3, 2024 Buyer | Lumos Analytics Inc. (EIN: 83-2941076) Buyer Address | 450 Mission Street, Suite …
2024-04-03 · legal-opinion-buyer-counsel.docx
… Re: Closing Legal Opinion — Agreement and Plan of Merger dated as of April 3, 2024, among Lumos Analytics Inc., Prismyx Acquisition Sub LLC, Prismyx Data Solutions LLC, Jon …
2024-04-03 · email-wexford-to-fontaine-signing-transmittal.eml
… * Attached is the fully executed Agreement and Plan of Merger, dated April 3, 2024 (the "Merger Agreement"), among Lumos Analytics Inc. ("Lumos"), Prismyx Acquisition Sub L …
2024-04-03 · escrow-agreement.docx
… nd pursuant to that certain Agreement and Plan of Merger, dated as of April 3, 2024 (as amended, supplemented, or otherwise modified from time to time, the "Merger Agreement …
2024-04-03 · founder-employment-agreement-eberhardt.docx
… hich is the Closing Date under the Agreement and Plan of Merger dated April 3, 2024 (the "Merger Agreement"), by and between: Prismyx Acquisition Sub LLC, a Delaware limited …
2024-04-03 · merger-agreement-execution.docx
… ted liability company, JONAH EBERHARDT, and TALIA MESSINA Dated as of April 3, 2024 TABLE OF CONTENTS Right-click to update Table of Contents AGREEMENT AND PLAN OF MERGER Th …
2024-03-29 · closing-checklist.xlsx
… 3 ACV) for change-of-control provisions | Calderwood & Harkness LLP | 2024-03-29 | 2024-03-29 | Complete — N/A | No change-of-control consent provision identified in the …
2024-03-29 · due-diligence-memo.docx
… Esq. (Lead Associate); Ryan Kowalski, Esq. (Working Associate) DATE: March 29, 2024 RE: Legal Due Diligence Summary — Prismyx Data Solutions LLC MATTER NO.: 1008-00008 CLIEN …
2024-03-29 · structuring-and-earnout-memo.docx
… igence commenced on March 4, 2024 and is expected to continue through March 29, 2024. Subject to the satisfactory completion of due diligence and resolution of any issues ide …