Heartland Financial USA — Merger or Acquisition (July 2024)
6 slides from Heartland Financial USA's merger presentation, Jul 31, 2024
Slide 1: Rule 425 filing: UMB investor presentation materials
(Commission File No.: 001-38481) Pursuant to Rule 425 of the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 of the Securities Exchange Act of 1934 Subject Company: HTLF (Commission File No.: 001-15393) The followings materials were included in a presentation to investors of UMB Fina
Slide 2: Acquisition Update
jenver, CO Acquisition Update
Slide 3: HTLF Acquisition – Strategically Compelling
HTLF Acquisition – Strategically Compelling Creating a ~$65B Asset Regional Champion Increases density in existing markets Expands into attractive new geographies Top 10 deposit market share ranking in 5 states (3) UMB: 89 Heartland: 107 Pro Forma: 196 Builds Presence in Midwest & Southwest Pro Form
Slide 4: Acquisition Update: Expected Timeline and Progress
Acquisition Update Expected Timeline Progress Submitted regulatory applications and filed S-4 / proxy statement Management participated in site visits and townhall meetings with stakeholders in all HTLF regions Established an integration program governance structure, working with EY, to lead plannin
Slide 5: Cautionary Note Regarding Forward Looking Statements
Cautionary Note Regarding Forward Looking Statements This communication contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Rule 175 promulgated thereunder, and Section 21E of the Securities Exchange Act of 1934, as amended, and Rule
Slide 6: Participants in the Solicitation
Participants in the Solicitation UMB, HTLF, and certain of their respective directors and executive officers may be deemed to be participants in the solicitation of proxies from the shareholders of UMB and stockholders of HTLF in connection with the Transaction under the rules of the SEC. Informatio
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