Harbor View Advisors Q2 2022 Industrial Technology Report

Page 1

Industrial Technology Q2 2022


INDUSTRIAL TECH SUMMARY & OUTLOOK HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

M&A TRENDS M&A activity in the Industrial Tech sector remains a tale of two stories. While 2022 M&A activity will fall short of last year’s banner year, dealmakers remain active in their pursuit of high-quality opportunities. Meanwhile, headwinds continue to intensify presenting ongoing challenges to previous momentum. Ongoing Headwinds: Acting as a perpetuation of what we saw and referenced last quarter, tenacious inflation, climbing interest rates, and recessionary fears persist as the backdrop of our economic environment. Hitting a new four-decade peak, US inflation reached a 9.1% year-over-year increase in June(1). In the most aggressive hike since 1994, the Federal Reserve’s 75 bps interest rate increase follows several years of low rates and cheap capital(2). Violent swings in the stock market coupled with surging prices, exacerbated by higher costs of borrowing, cause the prospect of a mild US recession to appear more likely. Resilient Activity: While the macro landscape certainly explains the US private equity deal volume dip of ~21% from Q1(3), M&A activity has not been derailed. Even amid elevated pressures, market demand exists, and strong, high-quality deals are still getting done. Continued activity is supported by ample dry powder in the private equity markets and strategic buyer interest to capitalize on inorganic growth to gain scale, cut costs, or combat the ever-persistent labor shortage. We expect companies performing well in favorable markets to continue to attract active buyer interest. While advisable for sellers to appease valuation expectations, as we look to the second half of 2022, we expect healthy deal flow in the industrial sector to remain robust.

INDUSTRY COMMENTARY “In fact, nearly every client I speak to believes that technology serves as a fundamental source of competitive advantage. It serves as both a deflationary force and a force multiplier and is especially critical as clients face challenges on multiple fronts from supply chain bottlenecks to demographic shifts. Given its ability to boost innovation, productivity, resilience, and help organizations scale, IT has become a high priority in our company's budget. As such, there is every reason to believe technology spending in the B2B space will continue to surpass GDP growth.” – Arvind Krishna, IBM CEO “Strong underlying demand, tight supply chain constraints, even tighter labor constraints, and rapid inflation. All of this is evidenced in public indices such as IP readings, which remain at midsingle digit growth levels” – Erik Gershwind, MSC Industrial Direct, CEO

“Demand in Manufacturing & Distribution continues to be solid as this segment has been largely unaffected by reduced occupancy levels. As a result, our organic revenue growth reflects the health of these end markets” – Scott Salmirs, ABM CEO [1] AP News, US Inflation Surges Again in June, Rising Risks for Economy [2] Investopedia, Fed Raises Rates by 75 Basis Points at June FOMC Meeting [3] PitchBook

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INDUSTRIAL INSIGHTS HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

M&A ACTIVITY IN THE FOOD & BEVERAGE ROBOTICS SPACE Exponential growth in technology, interconnectivity, and machine learning over recent years has resulted in automated machines and robots taking on a larger role in maximizing workplace efficiency. As such, robotics have quickly become an integral aspect of various industries, especially that of the food and beverage sector. The labor shortage is the most critical issue facing restaurants today. A record-high 1 million US workers quit the restaurant industry in 2021. According to the National Restaurant Association, the industry is unlikely to ever completely return to its pre-pandemic state as a recent survey found that nearly 97% of restaurant owners are struggling to hire workers. High profile companies, like Chipotle, have already expressed interest in a food service robotics company. These expressions are likely to heighten throughout the industry as companies work to increase efficiencies and fill the labor gap. The manufacturing industry has also looked to robotics to save time and money. Approximately 26% of food and beverage packaging lines have utilized robotics and as a result food industry manufacturers have reported a 25% increase in productivity. While it can seem as though robots will simply take jobs currently held by humans, the reality is that these robots can create positive economic spillovers. In the end, the increasing number of robots in the manufacturing industry yields reduced prices of goods, thus generating shared capital gains, and creating new opportunities. For instance, higher-paying positions have been created for those who can perform tasks beyond the abilities of machines or analytical jobs. The global food robotics market was valued at $2.05 billion in 2020 and is estimated to reach $5.79 billion by 2031, registering a CAGR of 10.4% from 2022 to 2031. Given the early nature of this technology and expected future growth, it is no surprise that we are witnessing a large amount of M&A activity within the food and beverage space. M&A activity has decreased from Q1 to Q2 primarily due to the broader economic headwinds seen in the market recently such as inflation. Research and Development and VC transactions are ramping up, as the space is expected to grow exponentially in coming quarters with companies looking to further automate their production and service offerings. Further, given that the demand for packaged food is anticipated to increase at a moderate rate during the forecasted period, the demand for food robotics is expected to surge in the near future. This recent trend has sparked particular interest from both VC and PE firms.

NOTABLE FOOD & BEVERAGE ROBOTICS INVESTMENTS

ACQUIRED BY

ACQUIRED BY

$40M

VC INVESTMENT

ACQUIRED BY

[1] Business Insider, A Record-High 1 Million Restaurant and Hotel Workers Quit [4] IFT, Robotics on the Rise in the Food Industry [2] Business Insider, Restaurants Still Can’t Find Enough Employees [5] Business Insider, Food Robotics Industry [3] Yahoo Finance, It Looks Like More Robots Are Coming to Chipotle

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ACQUIRED BY


KEY ECONOMIC INDICATORS HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

INDUSTRIAL PRODUCTION INDEX

UNEMPLOYMENT RATE 16.0%

Total Industrial Production Index Manufacturing Production Index

110 105 100

12.0%

95

8.0%

90 85

4.0%

80 0.0%

75

Source: Board of Governors of the Federal Reserve System

Source: U.S. Bureau of Labor Statistics

CONSUMER PRICE INDEX

FED FUNDS EFFECTIVE RATE

1.6%

2.5%

Monthly % Change

1.2%

2.0%

0.8%

1.5%

0.4% 1.0%

0.0%

0.5%

(0.4%) (0.8%)

0.0%

Source: U.S. Bureau of Labor Statistics

Source: Board of Governors of the Federal Reserve System

TOTAL CONSTRUCTION SPENDING (NON-RESIDENTIAL)

TOTAL CONSTRUCTION SPENDING (RESIDENTIAL)

$900,000

$1,000,000

$800,000

$900,000 $800,000

$700,000

$700,000

$600,000

$600,000

$500,000

$500,000

$400,000

$400,000

$300,000

$300,000

Source: U.S. Census Bureau

Source: U.S. Census Bureau

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INDUSTRIAL TECH PUBLIC MARKETS HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

COMPARATIVE MEDIAN EBITDA MULTIPLES 30.0x

25.9x 25.0x 20.0x

17.4x

16.7x

15.0x

13.8x

11.8x

10.8x

10.0x 5.0x 0.0x

Traditional Industrials

Automated Solutions 6/30/2021

Industrial & Related Services

6/30/2022

Source: Pitchbook, Data as of 6/30/22

ONE-YEAR HISTORICAL INDEX PERFORMANCE 150

125

100

75

50

1/21

2/21 3/21

4/21

S&P 500

5/21

6/21

7/21

8/21

Automated Solutions

9/21 10/21 11/21 12/21 1/22 Traditional Industrials

2/22 3/22

4/22

5/22

6/22

Industrial & Related Services

Source: Pitchbook Indices comprised of relevant companies on the following pages and based on equal weighted prices. Indices are tracked relative to the starting price to compare performance.

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INDUSTRIAL TECH PUBLIC TRADING STATISTICS HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

HARBOR VIEW’S INDUSTRIAL TECH SUB-SECTORS

AUTOMATED SOLUTIONS • • • •

Robotics Specialty Equipment & Devices Sensors & Data Capture IIoT / Related Technologies

INDUSTRIAL & RELATED SERVICES • • • •

TRADITIONAL INDUSTRIAL • • • •

D&E / T&M Logistics Services Facility & Site Services Staffing & Workplace Safety

Manufacturing Value-Added Distribution Coating / Material Processing Installation & Construction

AUTOMATED SOLUTIONS Enterprise Value ($B)

Total Revenue ($B)

EBITDA ($B)

Revenue Multiple

EBITDA Multiple

ABB Group

55.6

29.0

4.5

1.9x

12.5x

AMETEK

27.6

5.8

1.7

4.8x

16.5x

Badger Meter

2.3

0.5

0.1

4.4x

21.2x

Emerson Electric

51.9

18.9

4.4

2.7x

11.7x

Omron Corporation

9.3

6.8

1.0

1.4x

9.4x

Parker Hannifin

39.2

15.6

3.5

2.5x

11.3x

Rockwell Automation

27.5

7.3

1.4

3.8x

20.3x

Roper

46.0

6.1

2.3

7.6x

20.1x

Zebra Technologies

16.5

5.7

1.2

2.9x

13.8x

Median:

2.9x

13.8x

Company Name

INDUSTRIAL & RELATED SERVICES Enterprise Value ($B)

Total Revenue ($B)

EBITDA ($B)

Revenue Multiple

EBITDA Multiple

AECOM

11.2

13.2

1.0

0.8x

10.8x

C.H. Robinson

15.1

25.1

1.3

0.6x

11.7x

Cintas

41.2

6.1

1.9

6.8x

21.7x

Emcor

5.3

10.2

0.6

0.5x

8.4x

Intertek Group

9.7

3.8

0.9

2.5x

10.7x

Jacobs Engineering Group

19.9

14.4

1.6

1.4x

12.7x

Keysight Technologies

24.9

5.1

1.6

4.8x

15.3x

TrueBlue

0.6

2.3

0.1

0.3x

5.9x

XPO Logistics

8.9

15.1

1.4

0.6x

6.5x

Median:

0.8x

10.8x

Company Name

Note: Privately held companies typically trade at a discount to public companies Source: Pitchbook

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INDUSTRIAL TECH PUBLIC TRADING STATISTICS HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

TRADITIONAL INDUSTRIAL Company Name

Applied Industrial Technologies Carrier Global Corporation Caterpillar Cummins Deere & Company Nucor Trane Technologies W.W. Grainger

Enterprise Value ($B)

Total Revenue ($B)

EBITDA ($B)

Revenue Multiple

EBITDA Multiple

4.2

3.6

0.4

1.2x

11.1x

36.0

20.6

3.2

1.8x

11.3x

126.4

52.7

10.2

2.4x

12.4x

30.0

24.3

3.4

1.2x

8.9x

135.9

44.5

9.3

3.1x

14.6x

31.4

40.0

12.0

0.8x

2.6x

33.9

14.5

2.4

2.3x

14.2x

25.9

13.6

1.9

1.9x

13.3x

Median

1.8x

11.8x

INDUSTRIAL CONGLOMERATES Company Name 3M Danaher Fortive General Electric Honeywell Johnson Controls International Raytheon Technologies

Enterprise Value ($B)

Total Revenue ($B)

EBITDA ($B)

Revenue Multiple

EBITDA Multiple

87.9

35.3

9.2

2.5x

9.5x

205.7

30.3

10.5

6.8x

19.6x

22.6

5.4

1.4

4.2x

16.6x

81.4

74.1

7.1

1.1x

11.5x

128.6

34.3

8.7

3.7x

14.7x

42.3

24.7

3.7

1.7x

11.5x

171.6

64.9

13.9

2.6x

12.3x

Median:

2.6x

12.3x

Note: Privately held companies typically trade at a discount to public companies Source: Pitchbook

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INDUSTRIAL TECH M&A SUMMARY HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

RECENT NOTABLE TRANSACTIONS

$2.6B

$3B

JUN 2022

JUN 2022

$6B

$83.1M

MAY 2022

JUN 2022

JUN 2022

JUN 2022

$1.5B

MAY 2022

$200M

$202M

$700M

$350M

MAY 2022

$3B

APR 2022

APR 2022

DEAL COUNT BY SUB-SECTOR 250

200

32

31

150 29 100

23

25

32

34

37

50 65 0

Q1

82

63

Q2

Q3

2018

27

29

32

24

72

Q4

80

Q1

26 39

36

33

29

43

74

73

Q2

Q3

64

68

Q4

Q1

13 13

30

38

43

Q2

Q3

2020 Industrial & Related Services

Note: Deal count represents transactions completed in the U.S. & Canada Source: Pitchbook

7

27 28

24

29

2019 Traditional Industrial

48

23

33 31

59

26

50

41

40 14

124 92

Q4

74

Q1

17

84

59

57

Q2

Q3

2021 Automated Solutions

Q4

38

Q1

Q2

2022


INDUSTRIAL TECH M&A TRANSACTIONS HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

AUTOMATED SOLUTIONS Deal Date

Target Company

Acquirer / Investor

Enterprise Value ($M)

EV / LTM Revenue

EV / LTM EBITDA

Jun-22

CEC Energy

Undisclosed

n/a

n/a

n/a

Jun-22

SingleOps

FTV Capital

n/a

n/a

n/a

Jun-22

International Maritime Security Associates

Dryad Global

Jun-22

Clif

Mondelez International

n/a

n/a

n/a

$2,900.0

n/a

n/a

Jun-22

Therm-O-Disc

One Rock Capital Partners

n/a

n/a

n/a

May-22

Summit7

WestView Capital Partners

n/a

n/a

n/a

May-22

Vehlo

Greater Sum Ventures

n/a

n/a

n/a

May-22

Kitchen Brains

Source Capital

n/a

n/a

n/a

May-22

Aspen Technology

Emerson Electric

$10,909.1

15.7

36.1

May-22

Automation & Validation Solutions

Altura Capital Group

n/a

n/a

n/a

Apr-22

Sapphire Automation

Clip Automation

n/a

n/a

n/a

May-22

AgriNomix

LLR Partners

n/a

n/a

n/a

May-22

Mojix

Peak Rock Capital

n/a

n/a

n/a

Apr-22

Spiroflow Systems

May River Capital

n/a

n/a

n/a

Apr-22

Freedom Photonics

Luminar

n/a

n/a

n/a

Apr-22

Robin (Systems and Information Management)

Rakuten Symphony

n/a

n/a

n/a

Enterprise Value ($M)

EV / LTM Revenue

EV / LTM EBITDA

INDUSTRIAL & RELATED SERVICES Deal Date

Target Company

Acquirer / Investor

Jun-22

O6 Environmental

Warren Equity Partners

n/a

n/a

n/a

Jun-22

Lifecycle Renewables

GEF Capital Partners

n/a

n/a

n/a

Jun-22

BlueCat Networks

Audax Group

$700.0

n/a

n/a

Jun-22

Coregistics

Red Arts Capital

n/a

n/a

n/a

Jun-22

Freymiller Trucking

Angeles Equity Partners

n/a

n/a

n/a

May-22

MECA Solutions

Guardian Capital Partners

n/a

n/a

n/a

May-22

EnergySolutions

Dobbs Management Service

n/a

n/a

n/a

May-22

Geosyntec Consultants*

Blackstone

$750.0

n/a

n/a

May-22

Vektek

CNL Strategic Capital

$96.8

n/a

n/a

May-22

Five Star Holding

The Jordan Company

$1,500.0

n/a

n/a

May-22

Action Molding

Orchard Creek Capital

n/a

n/a

n/a

Apr-22

UCC Environmental

Clavis Capital Partners

n/a

n/a

n/a

Apr-22

Superior Concrete Products

MAG Capital Partners

n/a

n/a

n/a

Apr-22

Rk Logistics Group

AOI Capital

n/a

n/a

n/a

Apr-22

Active Roofing

Lightspring Capital Partners

n/a

n/a

n/a

Apr-22

Cologix

Snowpeak Infrastructure Partners

$3,000.0

n/a

n/a

Apr-22

iDC Logistics

H.I.G. Capital

n/a

n/a

n/a

*Indicates transaction is announced / in progress Source: Pitchbook

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TRADITIONAL INDUSTRIAL M&A TRANSACTIONS HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

TRADITIONAL INDUSTRIAL Deal Date

Target Company

Acquirer / Investor

Enterprise Value ($M)

EV / LTM Revenue

EV / LTM EBITDA

$2,600.0

26.3

1.6

n/a

n/a

n/a

$3,000.0

25.1

n/a

n/a

n/a

n/a

Jun-22

Intertape Polymer Group

Clearlake Capital Group

Jun-22

KKSP Precision Machining

Pine Grove Holdings

Jun-22

C.H.I. Overhead Doors

Nucor Corp.

Jun-22

Double E Company

Industrial Growth Partners

Jun-22

SemaConnect Inc.

Blink Charging

$200.0

n/a

n/a

Jun-22

Genera Energy

Ara Partners

$200.0

105.8

n/a

Jun-22

PrimaLoft

Compass Diversified

$530.0

n/a

n/a

Jun-22

Seaway Plastics Engineering

Intermediate Capital Group

n/a

n/a

n/a

Jun-22

Salford Group Inc.

MacDon Industries (Linamar Corportaiton)

$202.0

n/a

n/a

Jun-22

Parts For Trucks

SeaFort Capital

n/a

n/a

n/a

May-22

Vallen

Nautic Partners

n/a

n/a

n/a

May-22

Kaycan, Ltd*

Saint-Goban

$928.0

n/a

n/a

May-22

Benada Aluminum Products

Shadowbriar Capital Partners

n/a

n/a

n/a

May-22

Fox Labs International

Byrna Technologies

$2.2

n/a

n/a

May-22

Pixelle Specialty Solutions

H.I.G. Capital

n/a

n/a

n/a

May-22

N.B. Handy

Industrial Opportunity Partners

n/a

n/a

n/a

May-22

Aero Mist

Crown Capital Investments

n/a

n/a

n/a

May-22

Advanced Industrial Devices

Black Bay Energy Capital

n/a

n/a

n/a

May-22

Auveco Products

GHK Capital Partners

n/a

n/a

n/a

May-22

Carlex Glass America

Atlas Holdings

n/a

n/a

n/a

May-22

Hi-Tech Industries

MPE Partners

n/a

n/a

n/a

May-22

Armor-IIMAK North America

Astorg

n/a

n/a

n/a

May-22

Blue Dog Designs

3GP Capital

n/a

n/a

n/a

May-22

CCOM Group

Goodman Global Group

n/a

n/a

n/a

Apr-22

Oldcastle BuildingEnvelope

KPS Capital Partners

$3,450.0

n/a

n/a

Apr-22

Polycor

Birch Hill Equity Partners

$77.7

n/a

n/a

Apr-22

Raven Industries

Industrial Opportunity Partners

$350.0

n/a

n/a

Apr-22

C&K Components

Littelfuse Inc.

$540.0

n/a

n/a

Apr-22

Glacier Glove

Elvisridge Capital

n/a

n/a

n/a

Apr-22

PGW Auto Glass

$346.2

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

One Equity Partners American Industrial Acquisition Corporation Macquarie Infrastructure and Real Assets

Apr-22

Vital Engineered Components Company

Apr-22

RailUSA

Apr-22

ICM Controls

Ironwood Capital

n/a

n/a

n/a

Apr-22

SMS Machine Tools

Massey Capital

n/a

n/a

n/a

Apr-22

ERIKS North America

LKCM Headwater Investments

$0.2

n/a

n/a

Apr-22

Mustang Motorcycle Products

LDR Growth Partners

$13.5

n/a

n/a

Apr-22

Soaris

PS Capital Partners

n/a

n/a

n/a

*Indicates transaction is announced / in progress Source: Pitchbook

9


INDUSTRIAL TECH FINANCING TRANSACTIONS HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

RECENT NOTABLE FINANCINGS

$1.7B

$625M

$145M

$60M

$40M

JUN 2022

JUN 2022

JUN 2022

JUN 2022

JUN 2022

$150M

$80M

$46M

$260M

$65M

MAY 2022

MAY 2022

MAY 2022

APR 2022

APR 2022

RECORD FINANCING YEAR

$9.1B Rivian raised $2.5B $7.6B

$8.1B $6.5B

$5.6B

$3.6B

$3.2B

$3.5B

$2.5B

Q2

Q3

2018

Q4

$5.2B $5.3B

$3.1B $3.4B $2.9B $1.8B

$1.5B $1.6B

Q1

$7.0B

Q1

Q2

Q3

Q4

Q1

Q2

2019

Q3

2020

Source: Pitchbook

10

Q4

Q1

Q2

Q3

2021

Q4

Q1

Q2

2022


INDUSTRIAL TECH VENTURE CAPITAL ACTIVITY HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

EARLY-STAGE VENTURE CAPITAL Deal Date

Company Name

Broad Category Industrial and Related Services Industrial and Related Services Industrial & Related Services

Deal Size ($M)

Pre-Money Valuation ($M)

$40.0

$130.0

$16.5

n/a

$22.0

$38.0

Lead/ Sole Investors

Jun-22

Eclipse Food Products

Jun-22

FleetZero

Jun-22

SciFi Foods

Jun-22

Overair

Traditional Industrial

$145.0

n/a

Jun-22

BRINC

Automated Solutions

$60.0

$355.0

Browder Capital

May-22

Carnegie Foundry

Automated Solutions

$10.0

$82.0

Oshkosh

May-22

Dusty Robotics

Automated Solutions

$46.0

$205.0

May-22

Viaphoton

Traditional Industrial

$80.0

n/a

Apr-22

Firehawk

Traditional Industrial

$4.8

$20.0

Apr-22

Assembly OSM

Industrial and Related Services

Achieve Capital, Raytheon Technologies & Victorum Capital Club

$75.4

$124.6

Fifth Wall

Apr-22

BetaStore

Automated Solutions

$2.5

n/a

Apr-22

Venus Aerospace

Industrial and Related Services

$24.8

$50.0

Sozo Ventures Breakthrough Energy Ventures ARG, Correlation Ventures, Entrée Capital Hanwha Aerospace & Hanwha Systems

Scale Venture Partners Trinity Capital

Loyal VC & VestedWorld Prime Movers Lab

LATE-STAGE VENTURE CAPITAL Deal Date

Company Name

Broad Category

Deal Size ($M)

Pre-Money Valuation ($M)

Jun-22

SpaceX

Industrial and Related Services

$1,730.0

$123,280.0

Jun-22

Alice Technologies

Automated Solutions

$33.0

$77.0

$625.0

$8,380.0

$150.0

$2,700.0

Industrial and Related Services Industrial and Related Services

Lead/ Sole Investors Gaven Capital Vanedge Capital ARCH Venture Partners, MSD Private Capital, 8VC Insight Partners, Kleiner Perkins, Index Ventures

Jun-22

Resilience

Jun-22

Motive

Jun-22

Miso Robotics

Automated Solutions

$40.0

$500.0

Crowdfunding

May-22

Nanotronics

Automated Solutions

$55.8

$650.0

Masnavi Capital

May-22

Arieca

Traditional Industrial

$9.3

$25.0

412 Venture Fund

May-22

Carbitex

Traditional Industrial

$7.8

$30.0

Lucas Venture Group

May-22

PayCargo

$130.0

n/a

Apr-22

Convoy

$260.0

$3,640.0

Apr-22

Cassia Networks

$10.0

$100.0

ABB Technology Ventures

Apr-22

X-Bow

$27.0

$120.0

Crosslink Capital & Razor's Edge Ventures

Apr-22

Natural Fiber Welding

$65.2

$245.0

Evolution VC Partners

Source: Pitchbook

Industrial and Related Services Industrial and Related Services Industrial and Related Services Industrial and Related Services Industrial and Related Services

11

Blackstone T. Row Price, Baillie, Gifford, Ali Partovi


INDUSTRIAL TECH EXPERTISE HARBOR VIEW’S INDUSTRIAL TECH Q2 2022 REPORT

BROAD & DEEP INDUSTRIAL TECH INDUSTRY EXPERTISE SPECIALTY EQUIPMENT & DEVICES

ROBOTICS

IIOT & RELATED TECHNOLOGIES

SENSORS & DATA CAPTURE

Aerospace Component Testing Provider Acquired by

D&E / T&M

Automobile Supplier Investment from

STAFFING & WORKPLACE SAFETY

LOGISTICS SERVICES

FACILITY & SITE SERVICES

Fluid Dynamics & Modeling Provider

Light Industrial Staffing Firm

Acquired by

VALUE-ADDED DISTRIBUTION

MANUFACTURING

INSTALLATION & CONSTRUCTION

COATING / MATERIALS PROCESSING

Metal Fabricator

Metal Processor

Acquired by

Acquired by

FINANCIAL BUYER

FINANCIAL BUYER

STRATEGIC BUYER

FINANCIAL SPONSOR

FINANCIAL BUYER

Acquired by FINANCIAL BUYER

Property Management Provider

Recycling Solutions Provider VALUATION ANALYSIS

Solar Lighting Designer & Integrator Acquired by

Telecommunications Provider Acquired by

Utilities Data Analysis Provider

STRATEGIC ADVISORY SERVICES

Rewards & Recognition Manufacturing Acquired by FINANCIAL BUYER

STRATEGIC BUYER

STRATEGIC BUYER

STRATEGIC BUYER

Acquired by

Note: Unless displayed with the Harbor View logo, the transactions documented were executed in previous roles

CONNECT WITH HARBOR VIEW ADVISORS Nate Shepherd MANAGING DIRECTOR

Building on his nearly 25 years of Investment Banking and Private Equity experience, Nate leads Harbor View’s Industrial Tech practice. In his role, Nate advises clients in the Automated Solutions, Industrial & Related Services, and Traditional Industrial sectors helping business owners navigate the company sale, acquisition, and capital raise process. Call Nate: 978 835 0258

Email Nate: nshepherd@hvadvisors.com

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Visit us: Harborviewadvisors.com


The material in this report is for information purposes only and is not intended to be relied upon as financial, accounting, tax, legal or other professional advice. This report does not constitute and should not be construed as soliciting or offering any investment or other transaction, identifying securities for you to purchase or offer to purchase, or recommending the acquisition or disposition of any investment. Harbor view advisors does not guarantee the accuracy or reliability of any data provided from third party resources. Although we endeavor to provide accurate information from third party sources, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.


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