Slide 1: Creating a Leading Multi-Platform Global Enterprise
Cotta Creating a Leading ~ Multi-Platform fax Global Enterprise September 12, 2011
Slide 2: Safe Harbor Statements
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Slide 3: Combination Rationale
Combination Rationale Strong industrial logic; consistent with strategic vision Accelerates Growth Strategy + Meaningful recurring revenue stream ruresi-itie=cy) + Considerable exposure to emerging markets Profile + Strong secular growth drivers 2 d Provides Long-Term Value Creation Opportunities +
Slide 4: Key Transaction Terms
Key Transaction Terms ideration: £1,528mm in $2,426mm)? + 910p per share consideration *Form of certainty of cash pl + 730p in cash and 0.1241 shares Colfax stock per Charter share + “Mix & match’ alternative available +Financing: designed to retain flexibility to continue existing and new initiativ
Slide 5: About Colfax
About Colfax End-markets (2010) : specialty + Diverse end markets with strong secular growth oe + Global reach with leading brands Pore gen a + Problem solvers for critical fluid-handling . applications * Balanced growth approach: acquisitions and cog organic + Colfax Business System underpins perfo
Slide 6: Colfax Strong Performance Track Record
Colfax Strong Performance Track Record FINANCIAL MomeNTUM srock Price PERFORMANCE ey SE pea a iis =| . i i~ Pie” 2 so EE ‘SP 500 Pal . 2) 2a" Colfax CHARTER
Slide 7: Our Model
Our Model Long-term growth driven by Colfax Business System (CBS) and world class team RECRUIT TOP TALENT PAST PRESENT FUTURE a INTEGRATE AND IMMERSE Colfax oe
Slide 8: Our Vision
Our Vision PLATFORM PLATFORM 2 PLATFORM 3 PLATFORM 4 + CHARTER
Slide 9: Accelerates Growth Strategy
Accelerates Growth Strategy Global footprint; balanced portfolio Pro-Forma Revenues by Elation | & Geography H 2011 LTM Pro-Forma = Fluid & Air Handling Welding & Cutting fax”
Slide 10: Enhances Business Profile
Enhances Business Profile Attractive business mix; strong secular growth drivers Foromarket Emerging Markets Developed Markets Attormarket Balance between short and long cycle businesses Long cycle Short Cycle + Colfax - CHARTER
Slide 11: Provides Value Creation Opportunities
Provides Value Creation Opportunities Numerous opportunities to strengthen both businesse: * Colfax Business System opportunity — Margin improvement — Working capital reduction + Expanded acquisition runway = Geographic and product add-ons in Welding — Complementary products and technologies in Air
Slide 12: Creating a Leading Multi-Platform Global Enterprise
Creating a Leading Multi-Platform Global Enterprise eee @ | | | | | Colfax ty 2 CHARTER
Slide 13: Appendix
Appendix + CHARTER
Slide 14: Strong track records of significant shareholder value
Strong track records of significant shareholder value + otantt Sn ed tomy nso ne etn snd mene ct et Cee ol nnd ong ON AN