Avantax Inc Watch

from 10-K 14 pages This Amendment No. 1 Dated February 2, 2023 (“Amendment No. 1”), by and Among Avantax, Inc. (F/K/a Blucora, Inc.), a Delaware Corporation (The “Borrower”), Each of the Subsidiary Guarantors Party Hereto (The “Subsidiary Guarantors” And, Together With the Borrower, the “Loan Parties”), Jpmorgan Chase Bank, N.A., as Administrative Agent (In Such Capacity, the “Administrative Agent”) and as Collateral Agent (In Such Capacity, the “Collateral Agent”), and Each Lender Party Hereto to the Amended and Restated Credit Agreement, Dated as of January 24, 2023 (As May Be Amended or Supplemented Prior to the Date Hereof, the “Credit Agreement” And, the Credit Agreement as Amended Pursuant to This Amendment No. 1, the “Amended Credit Agreement”), by and Among the Borrower, the Subsidiary Guarantors Party Thereto, the Lenders Party Thereto, the Administrative Agent, and the Other Parties Thereto. Whereas, the Borrower Has Requested an Amendment to the Credit Agreement All as Hereinafter Set Forth; Whereas, Section 10.01 of the Credit Agreement Permits This Amendment With the Consent of Just the Borrower and the Required Lenders. Now, Therefore, in Consideration of the Promises and Mutual Agreements Herein Contained, the Parties Hereto Hereby Agree as Follows

from 8-K 173 pages Whereas, the Borrower, the Subsidiary Guarantors, the Administrative Agent, the Collateral Agent, Each Lender and L/C Issuer From Time to Time Party Thereto, Have Entered Into That Certain Credit Agreement, Dated as of May 22, 2017 (As Amended by the First Amendment Dated November 28, 2017, as Further Amended by Amendment No. 2, Dated May 6, 2019, as Further Amended by Amendment No. 3 Dated May 1, 2020, as Further Amended by Amendment No. 4 Dated July 1, 2020, as Further Amended by Amendment No. 5 Dated April 26, 2021, as Further Amended by Amendment No. 6 Dated May 11, 2021, as Further Amended by the Amendment and Waiver Dated November 17, 2022 and as Further Amended or Supplemented Prior to the Date Hereof, the “Credit Agreement”, as Amended and Restated by This Restatement Agreement, the “Restated Credit Agreement”);

from 8-K 174 pages This Amendment No. 5 Dated April 26, 2021 (“Amendment No. 5”), by and Among Blucora, Inc., a Delaware Corporation (The “Borrower”), Each of the Subsidiary Guarantors Party Hereto (The “Subsidiary Guarantors” And, Together With the Borrower, the “Loan Parties”), Jpmorgan Chase Bank, N.A., as Administrative Agent (In Such Capacity, the “Administrative Agent”) and as Collateral Agent (In Such Capacity, the “Collateral Agent”), Each Revolving Credit Lender and Each L/C Issuer Listed Under Exhibit B Hereto. Capitalized Terms Used but Not Defined Herein Shall Have the Meanings Assigned to Such Terms in the Credit Agreement (As Defined Below)

from 8-K 190 pages This Amendment No. 2 Dated May 6, 2019 (“Amendment No. 2”), by and Among Blucora, Inc., a Delaware Corporation (The “Borrower”), Each of the Subsidiary Guarantors Party Hereto (The “Subsidiary Guarantors” And, Together With the Borrower, the “Loan Parties”), Jpmorgan Chase Bank, N.A., as Successor Administrative Agent (In Such Capacity, the “New Administrative Agent”) and as Successor Collateral Agent (In Such Capacity, the “New Collateral Agent”), the Former Administrative Agent, the Former Collateral Agent (Each as Defined Below), Jpmorgan Chase Bank, N.A., as the Amendment No. 2 Additional Lender (The “Amendment No. 2 Additional Lender”), and the Lenders Under the Credit Agreement (As Defined Below) Signatory Hereto, to the Credit Agreement, Dated as of May 22, 2017 (As Amended by the First Amendment Dated November 28, 2017 and as Further Amended or Supplemented Prior to the Date Hereof, the “Credit Agreement”), by and Among the Borrower, the Subsidiary Guarantors Party Thereto, the Lenders Party Thereto, Credit Suisse AG, Cayman Islands Branch, as the Former Administrative Agent (In Such Capacity, the “Former Administrative Agent”) and as the Former Collateral Agent (In Such Capacity, the “Former Collateral Agent”), and the Other Parties Thereto

from 8-K 13 pages First Amendment, Dated as of November 28, 2017 (This “Agreement”), to the Credit Agreement Dated as of May 22, 2017 (As Amended, Restated, Amended and Restated, Supplemented, or Otherwise Modified From Time to Time, the “Credit Agreement”) Among Blucora, Inc. (The “Borrower”), the Guarantors From Time to Time Party Thereto, the Lenders From Time to Time Party Thereto and Credit Suisse AG, Cayman Islands Branch, as Administrative Agent and Collateral Agent (In Such Capacity, the “Administrative Agent”)

from 8-K 339 pages $425,000,000 Credit Agreement Dated as of May 22, 2017 Among Blucora, Inc., as the Borrower, the Other Guarantors Party Hereto From Time to Time, Credit Suisse AG, Cayman Islands Branch, as Administrative Agent and Collateral Agent and the Lenders Party Hereto From Time to Time Credit Suisse Securities (USA) LLC, Keybank National Association and Suntrust Robinson Humphrey, Inc. as Joint Lead Arrangers and Joint Bookrunners

from 10-K 4 pages $425,000,000 Credit Agreement Dated as of December 31, 2015 Among Taxact Holdings, Inc., as Holdings, Taxact, Inc. And, Following the Consummation of the Acquisition, H.D. Vest, Inc. as Borrowers, the Other Guarantors Party Hereto From Time to Time, Bank of Montreal as Administrative Agent, Collateral Agent and Swing Line Lender and the Lenders Party Hereto From Time to Time Bmo Capital Markets Corp. as Sole Lead Arranger and Sole Bookrunner,

from 10-K 9 pages First Amendment to Credit Agreement

from 8-K 133 pages $70,000,000.00 Credit Agreement Dated as of November 22, 2013, by and Among Monoprice, Inc., as Borrower, the Lenders Referred to Herein, as Lenders, and Bank of Montreal, as Administrative Agent, Swingline Lender and Issuing Lender Bmo Capital Markets, Bank of America, N.A. and Wells Fargo Bank, N.A. as Co-Lead Arrangers and Co-Book Managers

from 8-K 127 pages $100,000,000.00 Credit Agreement Dated as of August 30, 2013, by and Among Taxact, Inc., as Borrower, the Lenders Referred to Herein, as Lenders, and Wells Fargo Bank, National Association, as Administrative Agent, Swingline Lender and Issuing Lender Wells Fargo Securities, LLC, as Sole Lead Arranger and Sole Book Manager

from 10-Q 14 pages First Amendment to Credit Agreement

from 10-K 213 pages $105,000,000 Credit Agreement Among 2nd Story Software, Inc., as Borrower, Taxact Holdings, Inc., as a Guarantor, the Domestic Subsidiaries of the Parent From Time to Time Party Hereto, as Guarantors, the Lenders Party Hereto, and Rbs Citizens, N.A., as Administrative Agent Dated as of January 31, 2012 Rbs Citizens, N.A., as Sole Lead Arranger and Sole Bookrunner