航空航天与国防工业报告-2024年冬季

2024 ATLANTAAUSTINLOS ANGELESMINNEAPOLISNASHVILLENEW YORKSEATTLE Disclaimer This presentation is being furnished by Cascadia Capital, LLC (“Cascadia”) to the recipient and is intended as an outline ofmatters for informational and discussion purposes only. Theinformation contained in this presentation, including any market data and industry information, has been derived entirely from material supplied by public sources, which Cascadia believesto be accurate; however, no independent verification of such material has been made and any estimates made by Cascadia basedonmaterial from such sources are by their natureinherently inexact. Accordingly, Cascadia does not make any representation or warranty, nor is any such representation or warranty implied, as to the accuracy or completeness of theinformation contained herein, and Cascadia is not responsible for any misstatements or omissions in this presentation. Cascadiahas no obligation to update the information containedherein. This presentation may include certain statements, estimates and projections with respect to a company, or industry, includingcertain forward-looking statements. Any such statements,estimates and projections reflect various assumptions, which may or may not prove to be accurate or correct, concerning anticipated results and are subject to significant business,economic and competitive uncertainties and contingencies, all of which are beyond the control of Cascadia. Accordingly, therecan be no assurance that such statements, estimates andprojections will be realized. Such statements, estimates and projections are likely to vary from actual results and those variations may be material. No such statements, estimates orprojections constitute a guarantee, promise, forecast or prediction of the future and Cascadia does not represent or warrantthat any estimates or projections will be achieved. Cascadianeither: (i) accepts responsibility for or makes representations as to the accuracy or completeness of any forward-looking statements, estimates or projections contained in thispresentation, nor (ii) undertakes any obligation to update or revise any forward-looking statements, estimates or projections for any reason after the date of this presentation. All financialdata in this presentation is provided for informational and discussion purposes only. Past performance is not necessarily indicative, or a guarantee, of future results. There can be no assurance that any Cascadia project will achieve comparable results as those presentedherein. The information contained in this presentation is strictly confidential and may not be reproduced, distributed, disclosed ordisseminated, in whole or in part, to any third party without theprior written consent of Cascadia. Cascadia Capital Overview •Cascadia is a national firm ranked as the second largest independent advisory only investment bank inthe country. With this scale and a wide variety of backgrounds and perspectives, we work together as ateam in each deal for the common success of our client stakeholders Table of Contents •Leveraging deep sub-vertical industry knowledge, a unique process orientation that marries creativestorytelling, modularity and traditional process rigor, and a long-term partnership approach, we aim todeliver optimal value for our clients. We are not rooted in traditional methods and reliant on a one-size-fits-all methodology. Rather, we create a custom deal strategy designed to leverage your attributes andovercome impediments that, when effectively deployed, drives outcomes outside the norm on valuation,terms and other qualitative aspects of your transaction Industry Insights andLandscape Overview Aerospace, Space & Defense–Industry Coverage M&A and PublicMarket Update •The Aerospace, Space & Defense ("ASD") group has over 25+ years of experience working withcompanies using the latest technology and best practices in areas that manufacture and assemble parts,produce and use new advanced materials as well as support services for better end results Cascadia IndustryTeam Overview •Maintenance Repair & Operations•Modeling, Simulation & Training•Munitions & Tactical Products•Precision Machining & Assembly•Space Systems •Additive Manufacturing•Advance Materials•Aerospace Electronics & Avionics•Distribution•Engineered Components & and Subsystems•Engineering / Tactical & Support Services Cascadia Firm Overview Kevin Frisch Appendix Practice Lead, Aerospace, Space & Defense Investment Bankingkfrisch@cascadiacapital.com917-584-7803 ExecutiveSummary •TheCommercialAerospaceandDefensesectorcurrentlyexhibitsrobustnessandholdsafavorableoutlook,indicativeofitscurrentstateofstrengthandoptimism•ThecommercialsiderecordedRPMsof$97.9billioninAugust 2023,indicatingtheresurgenceofair travelfromthepandemic-inducedslowdown;globalairpassengertrafficisprojectedtoreach9.4billionin2024•Thissurgehas,however,ledtosignificantorderbacklogs,amplifyingsupplychainchallenges–Asof2023,AirbusandBoei