Strategic Provider of End-to-End Automation Solutions slide image

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 TM
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