Strategic Provider of End-to-End Automation Solutions
Driving Performance and Innovation
ATS
Strategic Approach to M&A will Remain a Key Growth Driver.
Targeting Value Creation in Attractive Markets
What We Look For
•
Growth oriented
Attractive
Markets
•
•
Strategic
Value
•
•
•
•
Low cyclicality
Regulated spaces
Differentiated technology
Innovative products
Niche applications
Geographic penetration
•
Operational
Ability to manage
•
Fit
.
•
Financial
•
Returns
•
•
Synergy potential
ABM implementation
ROIC Cost of capital
Strong EBITDA potential
Reoccurring revenue
EPS accretion
Recent
Acquisitions
SP
Acquired: Dec 2021
Price: US$450mm
End Market Exposure
•
Life Sciences
CFT
LEADERS
INNOVATE
Acquired: Mar 2021
Price: C$260mm
End Market Exposure
Food
COMECER
Acquired: Feb 2019
Price: €113mm
End Market Exposure
•
Life Sciences
Other
Acquisitions
Avidity
Biomedical Equipment Provider
Expected Close: Fourth Calendar
Quarter of 2023
Odyssey
Digitalization Solutions Provider
Acquired: July 2023
Yazzoom
Al Process Optimizer
Acquired: June 2023
Triad
Reliability Engineering Provider
Acquired: March 2023
Zi-Argus
Automation System Integrator
Acquired: March 2023
IPCOS
Production Process
Optimization
Acquired: Dec 2022
HSG
Pharma System Integrator
Acquired: Dec 2021
BioDot
Fluid Dispensing Equipment
Provider
Acquired June 2021
Successfully Executing Our Playbook
.
•
•
Over $1.4 billion of capital
deployed towards M&A since
2017
19 acquired companies add
differentiated capabilities and
end market exposure
Proven integration playbook
applied consistently across all
acquisitions
Same rigorous criteria applied
to existing portfolio regularly
12
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