Global Payments Inc. · NYSE:GPN

Global Payments — Merger or Acquisition (December 2015)

17 slides from Global Payments's merger presentation, Dec 15, 2015

  1. Slide 1: Global Payments to Acquire Heartland Payment Systems

    Exhibit 99.2 Global Payments to Acquire Heartland Payment Systems DECEMBER 15, 2015

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements Investors are cautioned that some of the statements Global Payments Inc. (“we,” “our” or the “Company”) uses in these materials contain forward-looking statements and are made pursuant to the “safe-harbor” provisions of the Private Securities Litigation Reform Act of 1995.

  3. Slide 3: Important Additional Information

    Important Additional Information In connection with the proposed merger, the Company will file with the SEC a Registration Statement on Form S-4 that will include a proxy statement of Heartland that also constitutes a prospectus of the Company, as well as other relevant documents concerning the prop

  4. Slide 4: Jeffrey S. Sloan

    Jeffrey S. Sloan CHIEF EXECUTIVE OFFICER, GLOBAL PAYMENTS

  5. Slide 5: Transaction Summary

    Transaction Summary Compelling Combines two of the fastest organic growth businesses in payments Strategic Meaningfully expands SME distribution, merchant base and vertical reach Combination Creates the leading global provider of integrated payments technology solutions Accelerates revenue growth, o

  6. Slide 6: Accelerating Transformative Growth

    Accelerating Transformative Growth Enhances U.S. direct sales, merchant base and vertical reach Grow and Control Adds over 300,000 merchants and $130 billion in payments volume Distribution Drives SME sales through more than 1,400 direct sales professionals Complementary technology-enabled, vertical

  7. Slide 7: Robert O. Carr

    Robert O. Carr CHAIRMAN AND CEO, HEARTLAND PAYMENT SYSTEMS

  8. Slide 8: Heartland Sales Culture

    Heartland Sales Culture The right to know the fee for every card transaction—and who’s charging it The right to know the markup of card brand fee increases The right to know all card brand fee reductions The right to know all transaction middlemen The right to know all surcharges and bill-backs The

  9. Slide 9: Integrated Solutions Market Leadership

    Integrated Solutions Market Leadership ~$1.1 billion ~$650 million Technology-Enabled Integrated Payments Annual Net Revenue Annual Net Revenue Self Veterinary Childcare Storage Medical Dental Legal Salon/Spa Automotive School and Heartland Campus Solutions Commerce © 2015 Global Payments Inc. All r

  10. Slide 10: Unparalleled Growth Model

    Unparalleled Growth Model DISTRIBUTION Global Payments Standalone Pro Forma 25% 11% . S . U 75% 89% Direct Wholesale 32% 52% 48% Geographic 68% United States International U.S. ORGANIC REVENUE GROWTH Global Payments 12% Pro Forma V/MA US 9% Transactions Industry 4% Peers US GDP 3% © 2015 Global Paym

  11. Slide 11: Cameron M. Bready

    Cameron M. Bready EVP & CHIEF FINANCIAL OFFICER, GLOBAL PAYMENTS

  12. Slide 12: Transaction Overview

    Transaction Overview Key Terms: $100.00 per Heartland share; transaction value of $4.3 billion(1) Consideration consists of 0.6687 shares of Global Payments stock and $53.28 for each share of Heartland stock at closing, subject to the terms of the merger agreement Current Global Payments’ shareholde

  13. Slide 13: Transforming the Model

    Transforming the Model Today Pro Forma Mid to High Single Digit High Single Digit Organic Organic Net Revenue Growth Net Revenue Growth REVENUE Expanding Up to CASH OPERATING Expanding Up to 50 bps Annually MARGINS 75 bps Annually CASH EPS Low Double Digit Mid Teens Growth to Mid Teens Growth © 2015

  14. Slide 14: Value Creation Through Synergy Realization

    Value Creation Through Synergy Realization Revenue synergies expected to add approximately 1-2 percent annual growth over time Revenue Creates the leading global provider of integrated payments technology solutions Synergies Expands integrated POS and restaurant, hospitality and education solutions

  15. Slide 15: Global Payments Second Quarter Fiscal 2016 Summary & Updated Outlook

    Global Payments Second Quarter Fiscal 2016 Summary & Updated Outlook

  16. Slide 16: Changing the Game

    Changing the Game Differentiated Growth Drivers Superior Leading Performance Innovation Global & Scalable Technology © 2015 Global Payments Inc. All rights reserved.

  17. Slide 17: Service. Danen. Commerce

    SERVICE. DANEN. COMMERCE

Global Payments — Merger or Acquisition (December 2015) on 6ix