Transdigm Group Inc. · NYSE:TDG

Transdigm — Merger or Acquisition (October 2018)

8 slides from Transdigm's merger presentation, Oct 10, 2018

  1. Slide 1: TransDigm's Acquisition of Esterline Technologies

    TransDigm’s Acquisition of Esterline Technologies October 10, 2018

  2. Slide 2: Forward Looking Statements

    Forward Looking Statements Statements in this presentation which are not historic facts are forward-looking statements under the provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to expectations of Esterline’s future performance, profitability, growth and

  3. Slide 3: Additional Information

    Additional Information Additional Information and Where to Find it Esterline intends to file with the SEC a proxy statement in connection with the contemplated transactions. The definitive proxy statement will be sent or given to Esterline stockholders and will contain important information about th

  4. Slide 4: Agenda

    Agenda Transaction Overview Esterline Overview Acquisition Rationale & Value Creation Strategy Q&A 3

  5. Slide 5: Transaction Overview

    Transaction Overview Transaction Description . Acquisition of 100% of Esterline Technologies’ outstanding stock by merger Transaction Consideration . All cash offer - $122.50 per share . Aggregate value: $4.0Bn* Financial Impact . Funded with combination of cash and debt Timing . Closing subject to

  6. Slide 6: Esterline Technologies Overview

    Esterline Technologies Overview Esterline at a Glance Segment Revenue Breakdown(1)  Esterline Technologies designs, Advanced Materials manufactures and markets highly 22% engineered products and systems to Avionics & aerospace and defense customers Controls 42% Sensors & Systems  FY2018E Revenue:

  7. Slide 7: Esterline Segment Overview

    Esterline Segment Overview Segment Business Overview Key Products • Manufactures avionics systems, control and communication systems, and Avionics Control & Interface interface technologies Systems Communication Technologies Systems • Products have been integrated into many existing aircraft designs

  8. Slide 8: Acquisition Rationale

    Acquisition Rationale TransDigm’s Consistent Goal – “Private Equity-Like” Returns to Shareholders  Effective use of cash, transaction fits well with our capital allocation strategy  Complementary proprietary aerospace products with significant aftermarket and strong positions on a broad base of pl

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