From: JDH4 <jd@shift4.com>
Sent: Friday, July 19, 2019 4:49 PM
To: **** **** <************@*************.***>
Cc: Taylor Lavery <tlavery@cardconnect.com>
Subject: Re: referral agreement execution docs

Thanks.

On Jul 19, 2019, at 2:35 PM, **** ****
<************@*************.***> wrote:

?
Hi JD,

Please see attached executed copy of the referral agreement.

Thank You,

**** **** | Paralegal
CardConnect | 777, King of Prussia, PA 19406
D: ###-###-#### | T: ###-###-####
************@*************.***

[CardConnect_Primary_Logo_RBG.jpg.814e7c79d41988a6370c3586a963f1
df.png]

On Fri, Jul 19, 2019 at 12:51 PM JDH4 <jd@shift4.com> wrote:
I'll get this countersigned.

Sent from my iPhone

> On Jul 19, 2019, at 12:43 PM, Taylor Lavery <tlavery@cardconnect.com>
> wrote:
>
> ?
> Hi JD,
>
> Attached is the signature page executed by Angelo. Let me know if you
> need anything else.
>
> Thanks,
>
> Taylor
>
> --
> Taylor Lavery | Assistant General Counsel
> CardConnect | 777, King of Prussia, PA 19406
> D: ###-###-####
> tlavery@cardconnect.com
>
> [CardConnect_Primary_Logo_RBG.jpg.814e7c79d41988a6370c3586a963f1
> df.png]
>
> This email and any attachments are intended only for the use by the
> addressee(s) named herein and may contain legally privileged and/or
> confidential information. If you are not the intended recipient of
> this email, you are hereby notified that any dissemination,
> distribution, copying or use of the contents of this email and any
> attachments is strictly prohibited. If you have received this email in
> error, please immediately notify me by email and permanently delete the
> original email and any copy of any email and any printout thereof. EOR

From: JDH4
Sent: Tuesday, March 3, 2020 9:06:57 AM
To: **** ********
Cc: ***** ********; 'Taylor Lavery'; Michael Agostino; Randy Miskanic
Subject: RE: CardConnect/Shift4 calls

I am fine participating and letting you, Randy and Mike handle the talking points.

From: **** ******** <************@*************.***>
Sent: Tuesday, March 3, 2020 9:05 AM
To: JDH4 <jd@shift4.com>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>; Michael Agostino
<magostino@cardconnect.com>; Randy Miskanic <rmiskanic@shift4.com>
Subject: RE: CardConnect/Shift4 calls

JD -

Do you want to participate on this, listen in (and not talk), or not join?

From: JDH4 <jd@shift4.com>
Sent: Tuesday, March 3, 2020 8:55 AM
To: **** ******** <************@*************.***>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>; Michael Agostino
<magostino@cardconnect.com>; Randy Miskanic <rmiskanic@shift4.com>
Subject: Re: CardConnect/Shift4 calls

Randy - please schedule for tomorrow.

I can't speak for Mike and Taylor, but I am sure any time is fine.

Jared

Sent from my Verizon, Samsung Galaxy smartphone
Get Outlook for Android

From: **** ******** <************@*************.***>
Sent: Tuesday, March 3, 2020 8:52:34 AM
To: JDH4 <jd@shift4.com>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>; Michael Agostino
<magostino@cardconnect.com>; Randy Miskanic <rmiskanic@shift4.com>
Subject: RE: CardConnect/Shift4 calls

JD/Randy -

What time tomorrow works to discuss?

From: JDH4 <jd@shift4.com>
Sent: Monday, March 2, 2020 3:20 PM
To: **** ******** <************@*************.***>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>; Michael Agostino
<magostino@cardconnect.com>
Subject: Re: CardConnect/Shift4 calls

I am swamped today and most of tomorrow morning.

Can we do a call later on this week?

Jared

Sent from my Verizon, Samsung Galaxy smartphone
Get Outlook for Android

From: **** ******** <************@*************.***>
Sent: Monday, March 2, 2020 3:13:58 PM
To: JDH4 <jd@shift4.com>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>; Michael Agostino
<magostino@cardconnect.com>
Subject: RE: CardConnect/Shift4 calls

JD-

Can we schedule a call this week to reconnect?

From: JDH4 <jd@shift4.com>
Sent: Monday, January 27, 2020 10:23 AM
To: **** ******** <************@*************.***>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>
Subject: Re: CardConnect/Shift4 calls

Thanks.

Sent from my Verizon, Samsung Galaxy smartphone
Get Outlook for Android

From: **** ******** <************@*************.***>
Sent: Monday, January 27, 2020 10:22:35 AM
To: JDH4 <jd@shift4.com>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>
Subject: RE: CardConnect/Shift4 calls

Got it.

From: JDH4 <jd@shift4.com>
Sent: Monday, January 27, 2020 10:22 AM
To: **** ******** <************@*************.***>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>
Subject: Re: CardConnect/Shift4 calls

I think the next call on calendar is Feb 10

Sent from my Verizon, Samsung Galaxy smartphone
Get Outlook for Android

From: **** ******** <************@*************.***>
Sent: Monday, January 27, 2020 10:21:37 AM
To: JDH4 <jd@shift4.com>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>
Subject: RE: CardConnect/Shift4 calls

JD -

Quick clarification. It looks like we cancelled today's call but the invite is still on my calendar. Do you know if we
have future recurring meetings?

From: JDH4 <jd@shift4.com>
Sent: Monday, January 27, 2020 10:17 AM
To: **** ******** <************@*************.***>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>
Subject: Re: CardConnect/Shift4 calls

Yes.

Sent from my Verizon, Samsung Galaxy smartphone
Get Outlook for Android

From: **** ******** <************@*************.***>
Sent: Monday, January 27, 2020 9:53:23 AM
To: JDH4 <jd@shift4.com>
Cc: ***** ******** <************@*************.***>; 'Taylor Lavery' <tlavery@cardconnect.com>
Subject: CardConnect/Shift4 calls

JD -

I know that we discussed cancelling the standing calls. Did that go into effect?

****

**** ******** | Paralegal
CardConnect | 777, King of Prussia, PA 19406
D: ###-###-#### | M: ###-###-####
************@*************.***

[CardConnect_Primary_Logo_RBG.jpg.814e7c79d41988a6370c3586a963f1df.png]

Please consider the environment before printing this email.

This email and any attachments are intended only for the use by the addressee(s) named herein and may contain legally
privileged and/or confidential information. If you are not the intended recipient of this email, you are hereby notified that
any dissemination, distribution, copying or use of the contents of this email and any attachments is strictly prohibited. If you
have received this email in error, please immediately notify me by email and permanently delete the original email and any
copy of any email and any printout thereof.

Jared Isaacman
Yesterday
You up fir a ride along tomorrow?
I got a 1pm IFR proficiency flight in the
Citation. Could do some cool shit around
NYC on the way back.

Nate Hirshberg 11:40 AM
I am in NYC unfortunately.
Appreciate the offer however. Always
up for a ride along

Nate Hirshberg 10:52 PM
JD

Jared Isaacman 10:21 AM
What up?

Nate Hirshberg 10:21 AM
Is Shift4 a hostile acquirer of
CardConnect?
I saw the article.
I'm used to seeing deals signed.

Jared Isaacman 10:22
Not at all.
We just want the nonsense to end.

Jared Isaacman 10:22 AM
We have a three-year agreement.
They expire.

Jared Isaacman 10:22 AM
We can agree to extend, part ways or do
a deal

Jared Isaacman 10:23 AM
We would prefer the last option as long
as it's fair to both companies

Jared Isaacman
We would prefer the last option as long as
it's fair to both companies

Nate Hirshberg 10:23 AM
Ok. Just thought I'd ask
I did not read all of it.
I do not have the mental capacity for
that today.

Nate Hirshberg 10:23 AM
I was like WTF

Jared Isaacman 10:24 AM
Ha. I can appreciate you probably do not
have the bandwidth with everything that
transpired last night.

Jared Isaacman 10:25 AM
On the plus side, I can share with
complete confidence you're not going to
get a midnight fraudulent wire call from
me anytime soon

Nate Hirshberg 10:25 AM
Very true

Nate Hirshberg 10:26 AM
Let me read the article. It just screamed
at me

Jared Isaacman 10:27 AM
It's really not bad and the PR firm
we're using supposedly specializes in this
type of stuff

Jared Isaacman 10:27 AM
They didn't give us a lot of time to prepare
for this

Jared Isaacman 10:28 AM
We were just going to do a deal or renew 3
weeks ago, then it started going
sideways, a lot of lawyer fighting,
lawsuits and it all seemed so
unnecessary

Jared Isaacman
unnecessary

Jared Isaacman 10:28 AM
Like there is a mutually agreeable
solution that could have been reached if
there were reasonable people on their
side
So now, this will force it

Nate Hirshberg 10:30 AM
Okay, let me read it.

Nate Hirshberg 10:48 AM
JD
Good, I'm glad I asked you.
This is a really odd story.
Some of the quotes are really
inflammatory.
"Shift4 is a rogue vendor"
That's an interesting quote
Is there any truth to the fact that they
created their own software to compete
with you?
I understood they get commissions for
referring companies.
I see you get paid as well from them.
This is just odd.
Makes it seem very hostile friendly lol

Jared Isaacman 10:49 AM
It's not that odd.

Jared Isaacman 10:50 AM
It will make more sense I think with some
additional info.

Jared Isaacman 10:50 AM
The "Rogue" comment was because they
shouldn't be going around parading
"partner" customer lists

Jared Isaacman 10:50 AM
That was the basis for litigation 1

Jared Isaacman 10:51 AM
The competing software, we have no idea
if it's true or not but it sure seems that
way when you look at some stuff

Jared Isaacman 10:51 AM
They used our name, branding, marks,
logos, customer lists and software to
create "bolt"

Jared Isaacman 10:52 AM
Our agreement allows us to use their
technology - CardPointe. Which we do.
Says nothing about them using ours -
Lighthouse, SkyTab, Dollars on the Net,
etc

Jared Isaacman 10:52 AM
We were sharing product roadmaps and a
ton of info with them up until a few
weeks ago
As we should - partners

Jared Isaacman 10:53 AM
I have 100 software engineers here they
were pumping for info every two weeks

Jared Isaacman 10:53 AM
They do seem to be getting into our turf,
which we don't have to allow
But now they're suing us saying we can't
withhold consent.
It's just nuts

Jared Isaacman 10:53 AM
I also have no issue buying the partner
book for $$$

Jared Isaacman 10:54 AM
And they can put their software everywhere
in it they want

Jared Isaacman 10:54 AM
And they can put their software everywhere
in it they want

Jared Isaacman 10:54 AM
I have all the texts from Angelo admitting
that

Nate Hirshberg 10:58 AM
Why wouldn't both sides agree?
Seems odd
I don't like the article. Makes you guys
seem petty
"Our ISO's"
Really
Those are ur ISOSs and not the
customers u service

Jared Isaacman 11:01 AM
I mean you could probably make a
merger/acquisition sound good almost 10
different ways

Jared Isaacman 11:01 AM
I just think it's important to get through to
the Card Connect shareholders that
management is on their own agenda

Nate Hirshberg 11:02 AM
I hear you.
You guys are being to nice
Too
To

Jared Isaacman 11:02 AM
I will keep you in the loop as things get
more interesting

Jared Isaacman 11:02 AM
But I suspect you're going to see Card
Connects stock jump today.
I would buy it if I were you

Jared Isaacman 11:02 AM
I would buy it if I were you

Nate Hirshberg 11:04 AM
Okay.
I'm going to read this a 3rd time to see
how many other grenades I can find

From:   Donato Mascio [mailto:Donato.Mascio@cibc.com]
Sent:   Wednesday, October 23, 2019 1:48 PM
To: JDH4
Subject:    Documents

Jared

I have all the requested documents. I prefer not to forward via email.
Please let me know where l can deliver to and I will make arrangements to drop off.
Thanks

Donato Mascio | Managing Director
CIBC Private Wealth
T ###-###-#### X#### | C ###-###-####
donato.mascio@cibc.com

CIBC Private Wealth includes CIBC National Trust Company (a limited-purpose national trust company), CIBC Delaware Trust Company (a Delaware limited-purpose trust company), CIBC Private Wealth Advisors, Inc. (a registered investment adviser)-each an indirect subsidiary of CIBC-and CIBC Bank USA (a commercial bank and member FDIC)

From: Donato Mascio [mailto:Donato.Mascio@cibc.com]
Sent: Wednesday, November 6, 2019 4:20 PM
To: JDH4
Subject: Check

Jared

Attached is a copy of cleared check.
Please let me know if you need anything else.

Regards

Donato

Donato Mascio | Managing Director
CIBC Private Wealth
T ###-###-#### X#### | C ###-###-####
donato.mascio@cibc.com

CIBC Private Wealth includes CIBC National Trust Company (a limited-purpose national trust company), CIBC Delaware Trust Company (a Delaware limited-purpose trust company), CIBC Private Wealth Advisors, Inc. (a registered investment adviser)-each an indirect subsidiary of CIBC-and CIBC Bank USA (a commercial bank and member FDIC)

[image1.png]

Pay One Hundred Thousand and 00/100 Dollars
$100,000.00

Pay To The
Order of: SHIFT4 PAYMENTS LLC
         2202 N IRVING ST
         ALLENTOWN, PA 18109

Memo Donation

Jared D. Isaacman

CIBC Bank USA

/s/ Jared D. Isaacman

Routing Number: [Redacted]
Account Number: [Redacted]
Check Number: 4359

From: Donato Mascio [mailto:Donato.Mascio@cibc.com]
Sent: Friday, December 27, 2019 9:17 AM
To: JDH4
Subject:

Jared

Just checking to see if we're all set
Regards

Donato Mascio | Managing Director
CIBC Private Wealth
T ###-###-#### X#### | C ###-###-####
donato.mascio@cibc.com

CIBC Private Wealth includes CIBC National Trust Company (a limited-purpose national trust company), CIBC Delaware Trust Company (a Delaware limited-purpose trust company), CIBC Private Wealth Advisors, Inc. (a registered investment adviser)-each an indirect subsidiary of CIBC-and CIBC Bank USA (a commercial bank and member FDIC)