Lightspeed Commerce Inc · TSX:LSPD
Lightspeed Commerce — Merger or Acquisition (December 2020)
9 slides from Lightspeed Commerce's merger presentation, Dec 1, 2020
Slide 1: Upserve Acquisition Overview
Upserve Acquisition Overview December 1, 2020
Slide 2: Disclaimer
Disclaimer General All references in this presentation to the “Company”, “Lightspeed”, “us” or “we” are to Lightspeed POS Inc. All references in this presentation to dollars, “$” or “US$” are to United States dollars, and all references to Canadian dollars and “C$” are to Canadian dollars. Cautionar
Slide 3: Transaction Summary
Transaction Summary • A leading, fully integrated cloud-based commerce platform for high-end restaurants, fast casual and bars • Upserve’s platform is used by ~7,000 customer locations(1) across the United States, generating over $6 Upserve billion of TTM gross transaction volume (GTV)(1) Overview •
Slide 4: Benefits of Lightspeed + Upserve Combination
Benefits of Lightspeed + Upserve Combination 1 Deepens Lightspeed’s Restaurant vertical presence with strong table service footprint and capabilities Increased scale in North America and worldwide, with customer locations approaching ~110,000 2 globally(1,2) 3 Combined entity represents over $39B in
Slide 5: Reinforces Lightspeed's Status as a Cloud Commerce Category Leader
Reinforces Lightspeed’s Status as a Cloud Commerce Category Leader ~$240M ~110,000 LTM Revenue(1) Customer Locations Served(2,3) $39B+ Combined LTM GTV(2) Enhanced Payments Opportunity (1) Pro Forma for Lightspeed, ShopKeep and Upserve as of September 30, 2020 (last twelve months). ShopKeep and Upse
Slide 6: Complementary Business Enhances U.S. Market Share and Restaurant Presence
Complementary Business Enhances U.S. Market Share and Restaurant Presence Balanced Customer Exposure(1) Global Footprint(1) Europe & ROW Restaurant / Retail 42% (1) North Hospitality 54% America 46% 58% Strength Scale in Large, Diversified Leader in North Across Multiple Retail / Hospitality Merchan
Slide 7: Track Record of Innovative Solutions for the Evolving Needs of Independent Merchants
Track Record of Innovative Solutions for the Evolving Needs of Independent Merchants A History of Transformative Innovation in Commerce… …Accelerating in 2020 Home Delivery Lightspeed Omni-Channel Lightspeed eCommerce for Order Ahead Lightspeed Omni-Channel Reporting Loyalty Mobile- Cloud- Payments
Slide 8: Proven Execution of Successful M&A Transactions
Proven Execution of Successful M&A Transactions May 2019 July 2019 Oct. 2019 Jan. 2020 Nov. 2020 Dec. 2020
Slide 9: Appendix A
Appendix A “Customer Location” means a billing customer location for which the term of services has not ended, or with which we are negotiating a renewal contract. A single unique customer can have multiple Customer Locations including physical and eCommerce sites. “Gross Transaction Volume” or “GTV
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