2024年4月先进制造业月度更新

Advanced ManufacturingIndustry Update | April 2024 www.cascadiacapital.comMember FINRA and SIPCATLANTA | AUSTIN | LOS ANGELES | MINNEAPOLIS | NASHVILLE | NEW YORK | SEATTLE Advanced Manufacturing Report | April 2024 Edition Overview Introduction Cascadia Capital is a team of transparent, client-focused, trusted advisors with deepexpertise 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. Cascadia Capitaloffers a level of expertise and customization clients won’t find elsewhere. Ourplatform offers a level of experience, sub-vertical industry expertise, andcustomization delivered on an integrated team basis to optimize outcomes for ourclients. We have provided our services to leading private equity firms andextraordinary business owners for over 20 years. With bankers across multipleindustry verticals, Cascadia Capital has the experience to offer industry breadth whilemaintaining sector depth. Our industry-focused bankers are experts in their field anddeliver tailored 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 ▪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 | April 2024 Edition Key Statistics Cascadia is Tracking Advanced Manufacturing Report | April 2024 Edition What the Cascadia Team is Reading this Month Schneider Electric Invests $140M in US Manufacturing Expansion Manufacturing Dive–March 2024 Schneider Electric plans to invest $140 million in upgrading and expanding its Tennessee operations this year, part of a strategy to tapinto rising demand for grid infrastructure and data centers. The energy equipment manufacturer will spend $85 million to “transform andequip” an existing building in Mt. Juliet, Tennessee, as well as its existing Smyrna, Tennessee manufacturing operations. Read the full articlehere Boeing to Spend $4B+ to Fix Safety, Manufacturing Woes Manufacturing Dive–March 2024 Boeing expects to burn through between $4 billion to $4.5 billion in cash this quarter to fix its production line as it facesscrutiny over aseries of safety mishaps this year, starting with a midair door plug blowout on one of its Alaska Airlines planes on Jan. 5,CFOBrianWest said at a Bank of America conference in London. Read the full articlehere Intel Gets $8.5 Billion for Chip Plants SME–March 2024 The Biden administration has agreed to provide as much as $8.5 billion in grants to Intel Corp. to build new and beef up existingsemiconductor manufacturing and R&D at sites in Arizona, New Mexico, Ohio and Oregon. The money is being given as part of theCHIPS and Science Act, a 2022 law that aims to boost semiconductor manufacturing in the U.S. Read the full articlehere BMW Plans to use Wire Arc Additive Manufacturing for Vehicle Production tctMagazine–March 2024 The BMW Group says it is planning to use Wire Arc Additive Manufacturing (WAAM) for its future production vehicles as it continuestrials of the metal 3D printing process at its Additive Manufacturing Campus in Oberschleißheim. The automaker has been exploringWAAM technology since 2015 and building test components with an MX3D production cell since 2021. Read the full articlehere Energy Department Offers $425M to Decarbonize Manufacturing Manufacturing Dive–March 2024 The Department of Energy is offering $425 million in a second round of funding to advance clean energy manufacturing and supportthereduction of indust