先进制造业月度更新——2024年6月

Advanced ManufacturingIndustry Update | June 2024 www.cascadiacapital.comMember FINRA and SIPCATLANTA | AUSTIN | LOS ANGELES | MINNEAPOLIS | NASHVILLE | NEW YORK | SEATTLE Advanced Manufacturing Report | June 2024 Edition Overview Introduction CONTENTS Cascadia Capital is a team of transparent, client-focused, trusted advisors with deepknowledge in a broad range of industries. We’re different from most investment banksbecause we’re not conflicted by trading, lending, research or cross-selling business.We partner with our clients to deliver results based on our domain expertise,transaction experience, and commitment to long-term relationships. We haveprovided our services to leading private equity firms and extraordinary businessowners for over 20 years. With bankers across multiple industry verticals, CascadiaCapital has the experience to offer industry breadth while maintaining sector depth.Our industry-focused bankers are extremely knowledgeable in their field and delivertailored advice and solutions to suit the unique needs of our clients. Our sectorspecialists stay on top of market trends, risks and opportunities which makes us avaluable and trusted advisor to our clients. Cascadia Capital OverviewKey TrendsKey StatisticsWhat We’re ReadingHistorical Trading StatisticsPublicComparablesSelect M&A ActivityIndustry Events CONTACTS Introduction to Kevin Frisch Kevin FrischManaging Directorkfrisch@cascadiacapital.com+1 (917) 584-7803 Experience 25+ years of M&A and Capital Raising ExperienceExpertise in:Advanced ManufacturingAerospace, Space and DefensePanelist, Speaker and Arranger of related Conferences Joe ChangVice Presidentjchang@cascadiacapital.com+1 (704) 323-5013 Cascadia Capital – MD, Advanced Manufacturing & Aerospace, Space, andDefense Imperial Capital – MD, Head of Advanced ManufacturingWith particular focus on the Aerospace, Space, & Defense market that included hostingan Industry Conference 3 years in a row and a multitude of M&A and capital raising dealsexecuted FBR Capital Markets – MD, Industrials GroupFocused on Advanced Manufacturing M&A and Capital Raising Lehman Brothers – Senior Vice PresidentFocused on Industrials M&A Oppenheimer & Co. – Analyst Chase Securities – Research Analyst Education M.B.A. in Finance – University of ChicagoB.A. in Economics, Public Policy – Duke University Kevin Frisch leads the Advanced Manufacturing & Aerospace, Space, &Defensepractices at Cascadia Capital.Kevin has over 25 years ofexperience working with companies across Industry 4.0 and is a regularspeaker at industry events. He was one of the first bankers covering thissector and is in close contact with strategic and financial investors in thespace. Advanced Manufacturing Report | June 2024 Edition PreliminaryAgenda WEDNESDAY,MARCH 125:30 pm – 7 : 0 0 pmWelcome Reception THURSDAY,MARCH 137:30 am – 9 : 0 0 amBreakfast & OpeningRemarks SAVE THE DATE Cascadia Capital is pleased to announce the Annual Advanced Manufacturing & IndustrialTech Conference (AMIT) is returning for it’s 5thyear on March 12 - 13, 2025 at Hotel Casa del Mar,Santa Monica, CA. The event will connect leading companies in the Advanced Manufacturingecosystem with an audience of key investors and business leaders. Attendees of the AMITconference are by invitation and will consist of approximately 2 0 0 senior industry executives, a swell a s leading Institutional and private equity firms driving the sector. 9 : 0 0 am – 12:30 pmPanel Discussions &3 0 Minute NetworkingBreak 12:30 pm – 2 : 0 0 pmLunch with KeynoteSpeaker CONFERENCE HIGHLIGHTS •Business Owner Insights:40+ public and private companies will share industry insights with anaudience of 200+•Panel Discussions & Keynote Speaker:Focused panels & presentations providing the latestinformation in the AMIT industry•One-On-One Meetings:Upon request, Cascadia Capital will arrange private meetings betweenmanagement teams and investors•Networking Opportunities:AMIT is a perfect place to build a professional network 2 : 0 0 pm – 3 : 0 0 pmCompanyPresentations 3 : 0 0 pm – 5 : 0 0 pmClosing Panels 5 : 0 0 pm – 6: 30 pmClosing CocktailReception BENEFITS OFATTENDING •Learnfirst-hand which companies immediately impact your business now and in the future•Hearhow leading providers are responding to the current political and financial environment•Accessthe companies creating state-of-the-art products and services tailored to the markets most changing needs•Interactwith public and private institutional investors and hear what sophisticated capital providers are focused on today SECTORS The conference will feature companies across the $10.5 trillion Manufacturing Sector and include companies across the various sub-verticals aslisted below. FOCUS AREAS END MARKET OVERLAP ►Advanced Materials►Additive & Specialt y Manufacturing►Contract Manufacturing & Assembly►Electronic Manufacturing►Engineered Components ►Aerospace, Space, &Defense►Gen