先进制造业月度更新-2024年5月

Advanced ManufacturingIndustry Update | May 2024 www.cascadiacapital.comMember FINRA and SIPCATLANTA | AUSTIN | LOS ANGELES | MINNEAPOLIS | NASHVILLE | NEW YORK | SEATTLE Advanced Manufacturing Report | May 2024 Edition Overview Introduction 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. CONTENTS ▪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 KevinFrisch leads theAdvanced Manufacturing&Aerospace,Space,&Defensepractices at Cascadia Capital.Kevin has over 25 years ofexperienceworkingwithcompaniesacrossIndustry4.0andisaregularspeakeratindustryevents.Hewasoneofthefirstbankerscoveringthissectorandisinclosecontactwithstrategicandfinancialinvestorsinthespace. Advanced Manufacturing Report | May 2024 Edition Deal Spotlight Cascadia AdvisesSpecial Aerospace Services (“SAS”)onPartnership with Godspeed Capital Cascadia Capital announced in April that it acted as the exclusive financial advisorto Special Aerospace Services (“SAS”), an industry leader in spaceflightengineering and hardware based in Colorado, in its partnership with GodspeedCapital (“Godspeed”), a lower middle market Defense & Government services,solutions, and technology based private equity firm. Together they have formed ahigh-end space engineering, defense, and communications technology solutionsplatform designed to serve the critical needs of U.S. Defense & IntelligenceAgencies, as well as commercial space customers. “We were very proud to have advisedSpecial Aerospace Services (“SAS”) onthis historic transaction with Godspeed.Since its founding in 2007, SAS has beena leading voice and resource in advisingand helping clients execute their strategicand tactical goals in the pursuit ofadvancing space and defensetechnologies for some of the largest andmost impactful companies in the sector.We see the partnership with Godspeedas further strengthening their mission andcapabilities and look forward to seeingtheir continued success workingtogether.” “We are excited to partner with theincredible team at SAS to establish aplatform capable of addressing the nextgeneration of public and private sectorspace priorities. Godspeed hassignificant expertise building and scalingtechnology solutions-focused platformsserving commercial as well asIntelligence and Defense customers.With CEO Heather Bulk at the helm ofSAS alongside a deeply experiencedleadership team including WarrenKohmas our new CFO, we are confident in theplatform’s ability to become the premierprovider of high-end space, missiledefense, and communications technologysolutions for the commercial space anddefense markets.” -Kevin Frisch, Managing Directorat Cascadia Capital -Doug Lake, Founder & ManagingPartner at Godspeed -Heather Bulk, Co-Founder andCEO of SAS Related Transactions Transactions include deals consummated by Cascadia Capital professionals while at other firms Advanced Manufacturing Report | May 2024 Edition Key Statistics Cascadia is Tracking Advanced Manufacturing Report | May 2024 Edi