先进制造业月度更新——2023年10月

Advanced Manufacturing Industry Update | October 2023 Advanced Manufacturing Industry Update Overview CONTENTS Introduction ▪Cascadia Capital Overview▪Key Trends▪Key Statistics▪What We’re Reading▪Historical Trading Statistics▪Public Comparables▪Select M&A Activity▪Industry Events CascadiaCapitalisateamoftransparent,client-focused,trustedadvisorswithdeepexpertiseinabroadrangeofindustries.We’redifferentfrommostinvestmentbanksbecausewe’renotconflictedbytrading,lending,researchorcross-sellingbusiness.Wepartner with our clients to deliver results based on our domain expertise,transactionexperience,andcommitmenttolong-termrelationships.CascadiaCapitaloffersa level of expertise and customization clients won’t find elsewhere.Ourplatformoffers a level of experience,sub-vertical industry expertise,andcustomizationdeliveredonanintegratedteambasistooptimizeoutcomesforourclients.We have provided our services to leading private equity firms andextraordinarybusiness owners for over 20 years.With bankers across multipleindustryverticals,CascadiaCapitalhastheexperiencetoofferindustrybreadthwhilemaintainingsectordepth.Ourindustry-focusedbankersareexpertsintheirfieldanddelivertailoredadviceandsolutionstosuittheuniqueneedsofourclients.Oursectorspecialistsstayontopofmarkettrends,risksandopportunitieswhichmakesusavaluableandtrustedadvisortoourclients. KevinFrischleadstheAdvancedManufacturingpracticeatCascadiaCapital.Kevinhasover25yearsofexperienceworkingwithcompaniesacrossIndustry4.0andisaregularspeakeratindustryevents.Hewasoneofthefirstbankerscoveringthissectorandisinclosecontactwithstrategicandfinancialinvestorsinthespace. Principal Sector Focus CONTACTS Kevin FrischManaging Directorkfrisch@cascadiacapital.com+1 (917) 584-7803 Tyler MillerAssociatetmiller@cascadiacapital.com+1 (323) 486-8121 FactoryAutomation Jacob CollingAnalystjcolling@cascadiacapital.com+1 (913) 904-8523 Advanced Manufacturing Industry Update Advanced Manufacturing Industry Update Key Statistics Manufacturing Data Macro Economic Data *Note: Most recent available data point**Note: Most recent quarterly data point Advanced Manufacturing Industry Update What We’re Reading 7,000 More UAW Members Strike at Ford Chicago Plant and GM Michigan Factory Manufacturing Dive–September 2023 Stellantiswill not face additional picket lines after making concessions ahead of the UAW’s Facebook Live event Friday morning,President Shawn Fain said Read the full articlehere Honeywell to Close Another Ohio Facility, Lays Off 66 Workers Business Journal–September 2023 Honeywell is closing its Intermec plant at 9290 Le Saint Drive in West Chester on April 30, 2024. The first employees will belaid offeffective Dec. 15, according to a Worker Adjustment and Retraining Notice (WARN) filed with Ohio Read the full articlehere DofE States that Decarbonization of Industrial Sectors Expected to Cost > $1T Utility Dive–September 2023 Decarbonizing the U.S. power grid is a “critical” factor in efforts to reduce emissions from the industrial sector, the Department of Energysaid in a report published Monday. A clean electricity sector accounts for 15% of the industrial emissions abatement potential in 2030,the agency said. Read the full articlehere BASF, Nanotech Energy Team Up to Produce Lithium-ion Batteries Manufacturing Dive–September 2023 The companies will also work with American Battery Technology Co. and Toda Advanced Materials to build a North America-basedbattery value chain Read the full articlehere Sweden'sNorthvoltto Build $5.2 Billion Battery Factory in Canada Yahoo–September 2023 Swedish lithium-ion battery producerNorthvoltsaid on Thursday it would open a $5.2 billion gigafactory in Quebec, the largest everinvestment in the Canadian province and the latest in electric vehicle battery manufacturing capacity in the country Read the full articlehere Advanced Manufacturing Industry Update Advanced Manufacturing–Historical Trading Statistics Advanced Manufacturing Industry Update Summary of Advanced Manufacturing Valuations Advanced Manufacturing Public Comparables Advanced Manufacturing Industry Update Advanced Manufacturing Public Comparables–Cont’d Manufacturing Technology Public Comparables Advanced Manufacturing Industry Update Manufacturing Materials Public Comparables Part Supplies Public Comparables Advanced Manufacturing Industry Update Part Supplies Public Comparables–Cont’d Advanced Manufacturing Industry Update Selected Advanced Manufacturing Transactions Advanced Manufacturing Industry Update Advanced Manufacturing Industry Update Advanced Manufacturing Industry Update Advanced Manufacturing Industry Update Advanced Manufacturing Industry Update Upcoming Industry Conferences & Webinars October Advanced Manufacturing MinneapolisOctober 10–11thMinneapolis, MN October 11th-12thNashville, TN Bringing together Medical Design & Manufacturing (MD&M),Automation Technology Expo (ATX), Design & Manufacturing(D&M),M