ATS End-to-End Automation Solutions Pitch
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
Fit
•
•
•
•
.
Low cyclicality
Regulated spaces
Differentiated technology
Innovative products
Niche applications
Geographic penetration
Recent
Acquisitions
AVIDITY
SCIENCE
Acquired: Nov 2023
Price: US$199mm
End Market Exposure
.
Life Sciences
Other
Acquisitions
IT.ACA.
Automation System Integrator
Acquired: January 2024
Odyssey
Digitalization Solutions Provider
Acquired: July 2023
Yazzoom
Al Process Optimizer
Acquired: June 2023
Triad
Successfully Executing Our Playbook
.
•
Reliability Engineering Provider
Acquired: March 2023
Zi-Argus
•
Operational
Ability to manage
•
Synergy potential
ABM implementation
ROIC Cost of capital
Strong EBITDA potential
Reoccurring revenue
EPS accretion
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
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
•
Financial
•
Returns
•
•
•
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Approximately $1.7 billion of
capital deployed towards
M&A since fiscal 2018
21 acquired companies add
differentiated capabilities and
exposure to end markets
Proven integration playbook
applied consistently across all
acquisitions
Same rigorous evaluation
criteria applied to existing
portfolio regularly
12
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