先进制造业月度更新——2023年9月

Advanced Manufacturing Industry Update | September 2023 www.cascadiacapital.comMember FINRA and SIPCAUSTIN | CONNECTICUT | LOS ANGELES | MINNEAPOLIS | NASHVILLE | SEATTLE 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 FrischGroup Head, Managing 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 Advanced Manufacturing Industry Update What We’re Reading AeroVironment to Acquire US Military Technology Company, Tomahawk Robotics BusinessWire–August 2023 AeroVironment has announced its anticipated acquisition of Tomahawk Robotics, a leader in AI-enabled robotic control systems. Theacquisition will enable deeper integration of both companies’ technology, leading to enhanced interoperability and interconnectivity ofunmanned systems through a singular platform with similar control features. Read the full articlehere US Starts Process To Restrict Some Investment In Key Tech In China Reuters–August 2023 The White House on Wednesday moved to start prohibiting some U.S. investments in certain sensitive technologies in China, andrequiring government notification of other investments, but said it would take time before the moves take effect. Read the full articlehere BAE Snaps Up Ball's Aerospace Arm Reuters–August 2023 Britain's BAE Systems (BAES.L) on Thursday agreed to buy Ball Corp's (BALL.N) aerospace assets for about $5.55 billion in cash,snapping up a key U.S. contractor in areas such as space, national security and intelligence in its largest deal ever. Read the full articlehere US Senator Warren, others warn against L3Harris plan to buy Aerojet Reuters–August 2023 U.S. Senator Elizabeth Warren, a Democrat and frequent merger critic, joined three other lawmakers on Tuesday to urge the DefenseDepartment to thoroughly review defense contractor L3Harris Technologies' (LHX.N) $4.7 billion deal for Aerojet Rocketdyne Holdings(AJRD.N). Read the full articlehere Intel Adds Synopsys IP To Advanced Contract Manufacturing Reuters–August 2023 Chip design tools maker Synopsys (SNPS.O) has signed a deal to bring its technical building blocks to the advanced contractmanufacturing Intel (INTC.O) offers, the companies said on Monday. 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 Manufacturing Materials Public Comparables Part Supplies Public Comparables 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 The Coatings Trends & Technologies Summit (CTT) is an annualMidwest conference for both liquid and powder coatingsformulators and manufacturers t