From: Jered Isaacman
Sent: Sunday, November 18, 2018 9:51:39 PM
To: Taylor Laureri
Cc: Daniel Drasin; Michael Isaacman; Kyle BIlling
Subject: Re:

Sure. FYI ...1 provided my availability this week to [redacted]'s
assistant and have heard nothing back. Also, [redacted]
was supposed to get us a term sheet for NY & CA by close of
business Friday (per Joey) ...also heard nothing. I wouldn't
chase. This is going to be my last week engaging with them
before starting the discovery process to begin the lawsuit
unless we receive a compelling and fair offer along with all
promises kept that were made to us. They have until
Thanksgiving to get of the pot or my family will have green
beans and litigation for our meal.

Jared

On Nov 18, 2018, at9:18 PM, Taylor Laureri
<tlaureri@shift4.com> wrote:

FYI

From: Taylor Laureri
Sent: Sunday, November 18, 2018 6:25:28 PM
To: Jared Isaacman <jisaacman@shift4.com>
Cc: Daniel Drasin <ddrasin@shift4.com>; Michael
Isaacman <mlsaacman@shlft4.com>; Kyle Billing
<kbllllng@shlft4.com>
Subject:

[redacted] will be calling you to set-up a call,

Taylor Laureri | SVP, Business Development
Shift4 Payments
C.I.A.(Customer Interests First. Always.)
c: [redacted] 1 o: [redacted]

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From: Jared Isaacman
Sent: Monday, December 3, 2018 8:36:45 AM
To: Taylor Laureri
Subject: FW: A few questions

From: Jared Isaacman
Sent: Saturday, December 1, 2018 4:34 PM
To: [redacted]
Subject: A few questions

Hey brother...couple quick questions,

1. Are we able to execute customer agreements for the
remaining states? We did a new large one in PA this
week. I know we were waiting for you for some time to
give us the green light on all those states you took back
but never heard anything. I think you were going to
follow up w [redacted] but not sure.

2. Do you have any idea of when they can get us the draft
of the asset purchase agreement so we can review?

3. It looks like there were at least two instances where
[redacted] made disparaging remarks about Shift4
this week to Lighthouse customers (and of course those
comments get back to us). Both involved "reseller
agreements" with Shift4. I'm not sure what they are up
to but the entire sales org seems to be incentivized
with a "poison pill" to try and move business before the
transaction closes. We are getting texts from Squirrel,
GMs and RVPs just about every day with comments
about our deal. It would be great to have all this end,
especially since it is preventing closing any additional
PA merchants that could get bundled into the
transaction.

Jared

From: Jared Isaacman
Sent: Sunday, November 18, 2018 3:36:08 PM
To: Taylor Laureri
Subject: Fwd: Squirrel and 360

FYI

Jared

---------- Forwarded message ---------
From: Ryan O'Leary <[redacted]>
Date: Sun, Nov 18, 2018, 1:19 PM
Subject: Squirrel and 360
To: [redacted]
Cc: Jared Isaacman <[redacted]>

Hey [REDACTED],

Hope all is well. Reaching out as we are having some
concerns down here. We just had a meeting with
Squirrel this morning. They told us they had no idea
about the Shift4 purchase of the reseller rights. They
said their CEO has been in constant communication with
[redacted], and he told them they made an "offer" and
it's definitely not a done deal. It sounds like they are
pretty upset as they weren't notified of this. They
mentioned they have two other offers that are better
than whatever Shift4 has in place and are meeting to
make their final decision soon. After this meeting, 360
called us to tell us similar things and that the deal
"would likely be falling apart."

I know we have all been working tirelessly to make this
integration work so this is obviously a huge concern.
Both 360 and Squirrel say this has not been
communicated to their employees. I'm concerned that
nothing has really changed as far as the NDAs go and we
are in the same position as before and may lose valuable
time.

Can you give me a call when you get a chance today?
I'm around all day and want to let the developers know
if we should slow down this integration.

Thank you,

Today 2:56 PM
[redacted]
Let's get on a super quick call

Yep
Calling you

Today 3:53 PM
Hey brother...couple quick questions.
1. Are we able to execute customer
agreements for the remaining states?
We did a new large one in PA this week. I
know we were waiting for you for some
time to give us the green light on all
those states you took back but never
heard anything. I think you were going to
follow up w [redacted] but not sure.
2. Do you have any idea of when they
can gel us the draft of the asset
purchase agreement so we can review?
3. It looks like there were at least two
instances where [redacted] made
disparaging remarks about Shift4 this
week to Lighthouse customers (and of
course those comments get back to us).
Both involved "reseller agreements" with
Shift4. I'm not sure what they are up to
but the entire sales org seems to be
incentivized with a "poison pill" lo try and
move business before the transaction
closes. We are gelting texts from
Squirrel, GMs and RVPs just about every
day with comments about our deal. It
would be great to have all this end,
especially since it is preventing closing
any addilional PA merchants that could
get bundled into the transaction.

Delivered

From: Jared Isaacman
Sent: Wednesday, February 13, 2019 2:11 PM
To: Kyle Billing <kbilling@shift4.com>
Subject: FW: Harbortouch

From: Jared Isaacman
Sent: Wednesday, February 13, 2019 1:52 PM
To: [redacted]
Subject: Harbortouch

Hey [redacted]

Hope all is well. I know you're not involved with
Harbortouch these days but our team has mentioned a
bunch of concerning conversations with their customers -
especially with respect to your relationship with Shift4. I'll
share some notes below. If you have any insight here,
please let me know.

• Got a call from [redacted] from [redacted]
(Harbortouch customer). She heard that the
Harbortouch relationship with Shift4 would be ending
soon. She was hearing this from her Harbortouch reps.
Not sure if this is something you've heard. She said
she would like to keep Harbortouch if she can keep the
integration with us but will switch to Squirrel or
Aldelo if it will be discontinued. Squirrel has been
sending salespeople in to see many of our
Harbortouch customers and this is what [redacted]
has been hearing from her reps.

• The [redacted] folks have been telling their
customers that we have a terrible relationship with
Shift4 and that customers should choose either
Squirrel or Aldelo because Harbortouch will lose us in
the coming month or so.

• Called [redacted] at [redacted]. He said
he's received quite a few emails from the
[redacted] team. [redacted], in particular, has
been telling him that unless he switches to Squirrel,
he'll be losing his [redacted]. His reps keep telling
him that the Harbortouch/Shift4 relationship is 100%
over, and he needs to make a switch ASAP.

If there is any way to address these issues before they
cause unnecessary damage, please let me know. I have a
feeling this is trickling down from those
[redacted]
comments going back to December. Appreciate any
guidance you can provide.

Jared