Umb Financial — Merger or Acquisition (April 2017)

4 slides from Umb Financial's merger presentation, Apr 20, 2017

Slide 1: Announcement of Agreement to Sell Scout Investments, Inc. to Carillon Tower Advisers
UMB Financial Corporation April 20, 2017 Announcement of Agreement to Sell Scout Investments, Inc. to Carillon Tower Advisers Exhibit 99.2
Slide 2: Strategic Rationale
Strategic Rationale This transaction allows us to allocate more time, energy and capital to our core banking businesses as well as our asset servicing operations. While Scout has generated shareholder value over the years, it has limited connectivity with our relationship-based banking model and lac
Slide 3: Transaction Summary
Transaction Summary Consideration $172.5 million in cash, subject to purchase price adjustments Required Approvals Customary regulatory approvals, including Hart-Scott-Rodino Anticipated Closing By year-end 2017 Price Adjustments Revenue run rate adjustments (1) The purchase price is reduced by $2.4
Slide 4: 2016 Segment Financials: Institutional Investment Management
2016 Segment Financials Institutional Investment Management (1) (2) (1) Noninterest expense includes $2.7 million in costs related to the buy-out and termination of certain marketing and referral agreements incurred in the fourth quarter of 2016 and $2.0 million in severance expense primarily recogn