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ENV > SEC Filings for ENV > Form 8-K/A on 12-Jul-2012All Recent SEC Filings

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Form 8-K/A for ENVESTNET, INC.


12-Jul-2012

Financial Statements and Exhibits


Item 9.01 Financial Statements and Exhibits.

(a) Financial statements of business acquired.

The following financial statements of Tamarac are being filed as exhibits to this amendment and are incorporated by reference herein:

Exhibit 99.1 - Tamarac's audited consolidated financial statements, including the independent auditors' report, as of and for the year ended December 31, 2011.

Exhibit 99.2- Tamarac's unaudited condensed consolidated financial statements as of March 31, 2012 and December 31, 2011 and for the three months ended March 31, 2012 and 2011.

(b) Unaudited pro forma financial information.

The following pro forma financial information is being filed as an exhibit to this amendment and is incorporated by reference herein:

Exhibit 99.3 - Unaudited pro forma condensed combined financial statements and explanatory notes for Envestnet as of March 31, 2012, for the three months ended March 31, 2012 and for the year ended December 31, 2011.

Forward-Looking Statements

Information in this Current Report on Form 8-K/A, together with the exhibits attached hereto, contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties, including, but not limited to, statements regarding the integration of Envestnet and Tamarac, the expected benefits and costs of the Tamarac acquisition; Envestnet's plans relating to the acquisition; the future financial and accounting impact of the acquisition; and any statements of expectation or belief or assumptions underlying any of the foregoing. Readers are cautioned that these forward-looking statements are only predictions and are subject to risks, uncertainties and assumptions that are difficult to predict. Factors that could cause actual results and the timing of certain events to differ materially from the forward-looking statements, include, but are not limited to, the possibility that the expected costs and benefits of the acquisition may not materialize as expected; the possibility that preliminary financial reporting estimates and assumptions may prove to be incorrect; the failure of Envestnet to successfully integrate the Tamarac business or realize synergies; conditions in the capital and financial markets, general economic conditions and other risks that are described in Envestnet's Annual Report on Form 10-K for the year ended December 31, 2011.



(d) Exhibits.

The following exhibits are filed as part of this Current Report on Form 8-K/A.

Exhibit
  No.                                     Description

 23.1        Consent of BDO USA, LLP, Independent Auditors.

 99.1        Audited consolidated financial statements of Tamarac, Inc. as of and
             for the year ended December 31, 2011 and Independent Auditors' Report
             thereon.

 99.2        Unaudited condensed consolidated financial statements of Tamarac, Inc.
             as of March 31, 2012 and December 31, 2011 and for the three months
             ended March 31, 2012 and 2011.

 99.3        Unaudited pro forma condensed combined financial statements and
             explanatory notes for Envestnet as of March 31, 2012, for the three
             months ended March 31, 2012 and for the year ended December 31, 2011.


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