secwatch / observer
8-K filed February 13, 2023, 6:59 PM ET ticker FORA CIK 0001829280
M&A confidence high sentiment neutral materiality 0.75

Forian Inc. (FORA): M&A transaction — Forian sells cannabis software unit BioTrack for $30M; CEO Barton resigns

Forian Inc.

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Role change (interim)

Max C. Wygod

Interim Chief Executive Officer and President
FORA · Forian Inc.
Effective
2023-02-10
Filed
February 13, 2023, 6:59 PM ET
Effective as of February 10 , 2023 , the Board appointed Max C. Wygod as interim Chief Executive Officer and President.
Departed

Daniel Barton

Chief Executive Officer, President and Class II Director
FORA · Forian Inc.
Effective
2023-02-10
Successor
Max C. Wygod
Filed
February 13, 2023, 6:59 PM ET
On February 13, 2023, the Company announced that Daniel Barton resigned as the Company’s Chief Executive Officer and President and as a Class II member of the Board of Directors (the “Board”) effective February 10, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 1.0

Max C. Wygod was appointed as Interim Chief Executive Officer and President at Forian Inc..

Action
appointed
Role
Interim Chief Executive Officer and President
Exact text from the filing
Effective as of February 10 , 2023 , the Board appointed Max C. Wygod as interim Chief Executive Officer and President.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 1.0

Daniel Barton resigned as Chief Executive Officer, President and Class II Director at Forian Inc..

Action
resigned
Role
Chief Executive Officer, President and Class II Director
Exact text from the filing
On February 13, 2023, the Company announced that Daniel Barton resigned as the Company’s Chief Executive Officer and President and as a Class II member of the Board of Directors (the “Board”) effective February 10, 2023.
View on SEC.gov
M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

Forian Inc. completed a disposition involving BT Assets Group Inc. for $30 million (closed 2023-02-10).

Action
disposition
Counterparty
BT Assets Group Inc.
Consideration
$30 million
Closing
2023-02-10
Exact text from the filing
Buyer (the “Transaction”). Through the Transaction, the Company exited the cannabis software business. The total consideration paid by the Buyer under the Purchase Agreement is $30 million, subject to any working capital adjustments. The Buyer paid $20 million in cash at closing and is required to make twelve equal monthly payments totaling $10 million commencing
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.95

Forian Inc. entered into License Agreement with BT Assets Group Inc. valued at Perpetual, world-wide, exclusive, royalty-free, transferrable and sublicensable license to certain U (effective 2023-02-10).

Action
entry
Agreement
license
Counterparty
BT Assets Group Inc.
Value
Perpetual, world-wide, exclusive, royalty-free, transferrable and sublicensable license to certain U
Effective
2023-02-10
Exact text from the filing
The Company, Helix, BioTrack and the Buyer also entered into that certain License Agreement, dated February 10, 2023 (the “License Agreement”), pursuant to which the Company and its affiliates have been granted a perpetual (subject to certain conditions described below), world-wide, exclusive (subject to certain conditions as described in the License Agreement), royalty-free, transferrable and sublicensable license to certain U.S. transactional data processed by the point of sale software systems owned, licensed or operated by the Buyer and its affiliates.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.95

Forian Inc. entered into Stock Purchase Agreement with BT Assets Group Inc. valued at Total consideration of $30 million, $20 million cash at closing plus twelve equal monthly payments t (effective 2023-02-10).

Action
entry
Agreement
asset purchase
Counterparty
BT Assets Group Inc.
Value
Total consideration of $30 million, $20 million cash at closing plus twelve equal monthly payments t
Effective
2023-02-10
Exact text from the filing
On February 10, 2023, Helix Technologies, Inc., a Delaware corporation (“Helix”) and a wholly owned subsidiary of Forian Inc. (the “Company”), completed the sale of 100% of the outstanding capital stock of its wholly owned subsidiary, Bio-Tech Medical Software, Inc., a Florida corporation (“BioTrack”), to BT Assets Group Inc., a Delaware corporation (“Buyer”) and a wholly owned subsidiary of Alleaves Inc., a Delaware corporation (“Alleaves”), pursuant to that certain Stock Purchase Agreement (the “Purchase Agreement”), dated February 10, 2023, by and among Helix, BioTrack and the Buyer (the “Transaction”).
View on SEC.gov

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Forian Inc. filing history →

Source: SEC EDGAR
accession 0001140361-23-006194
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