Trimble Inc. · NASDAQ:TRMB
Trimble — Merger or Acquisition (December 2022)
16 slides from Trimble's merger presentation, Dec 13, 2022
Slide 1: Trimble to Acquire Transporeon
Trimble to Acquire Transporeon Leading Cloud-Based Transportation Management Software Platform INVESTOR PRESENTATION, DECEMBER 13, 2022 © 2022 Trimble Inc. - All Rights Reserved - Confidential and Proprietary Information
Slide 2: Safe Harbor
Safe Harbor This presentation contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, which are made pursuant to the safe harbor provisions of the Securities Litigation Reform Act of 1995, including, but not limited to, statements reg
Slide 3: Transporeon is a leading transportation management solution
Transporeon is a leading transportation management solution supporting shippers, brokers, carriers and load recipients Company Overview Company Highlights Expansive Customer Strong Financial Performance at Scale With Compelling Business ▪ Leading transportation management platform Reach High Growth
Slide 4: Acquisition of Transporeon accelerates Trimble's Connect & Scale industry cloud strategy
Acquisition of Transporeon accelerates and strengthens Trimble's Connect & Scale industry cloud strategy Scaled cloud-based Growing and profitable business in Financially and strategically transportation management an attractive market that expands compelling to Trimble platform addressable market p
Slide 5: Transporeon is a compelling transaction for Trimble investors
Transporeon is a compelling transaction for Trimble investors ▪ All-cash purchase price of €1.88 billion enterprise value Deal – Fully committed acquisition financing provided by Bank of America Metrics & Anticipated pro forma leverage of 3.5x 1; plan to rapidly de-lever below 2.5x within approximat
Slide 6: The Transportation market is poised to digitally transform
The Transportation market is poised to digitally transform Industry Pain Points Technology Remains Underpenetrated 3 German Digitization index 2021 (value in points, weighted average 20204) 274 187 143 143 95 75 70 Structurally Inefficient Market 67% of supply chain visibility solution users cited e
Slide 7: Transporeon provides a complete suite of cloud-based applications
Transporeon provides a complete suite of cloud-based applications serving stakeholders across the value chain Matching Brokers Carriers Global Transportation Management Platform Freight Audit Intelligence Market Intelligence & Settlement & Benchmarking Shippers Settlement Procurement Load Recipients
Slide 8: Transporeon delivers fast time-to-value and a multi-sided network monetization model
Transporeon delivers fast time-to-value and a multi-sided network monetization model on a highly scalable software platform Fast Time-to-Value for Multi-sided, Usage Based Large and Fast-growing New Carriers and Shippers Monetization Model Platform Carriers: Self-serve & Digital Onboarding Usage Bas
Slide 9: Transporeon delivers tangible customer ROI
Transporeon delivers tangible customer ROI Customer Benefits… …With a Tangible ROI Conducted a trial using Transporeon’s Carbon Visibility tool Support interoperability by providing tracking 1,720 full truck-load transports connectivity and shared best practices 11% 27% 13% less emissions less emiss
Slide 10: Transporeon revenue is diverse across customers, end markets and geographies
Transporeon revenue is diverse across customers, end markets and geographies, with strong recurring revenues Total Revenue by End Market Total Revenue by Geography Revenue by Type Professional Rest of North World Services Fast Moving America Other Consumer Subscription Goods Rest of Germany Europe A
Slide 11: Transporeon has a proven resilient business through market downturns
Transporeon has a proven resilient business through market downturns, having grown revenue and net revenue retention through the financial crisis and COVID-19 Global Financial Crisis COVID-19 Current Trends 2008 2009 2010 2020 2021 ▪ Fuel costs forcing a focus on efficiency Market Freight ▪ Supply c
Slide 12: Trimble Transportation and Transporeon are better together
Trimble Transportation and Transporeon are better together - expanding the addressable market and unlocking synergy opportunities Transportation Combined Geography / North American- European- Global Addressable Focused Focused Footprint Market $11B $5B $15B+ Customer Network density Carrier > Shippe
Slide 13: Transporeon advances Trimble's sustainability strategy
Transporeon advances Trimble’s sustainability strategy Improves ▪ Better matching reduces under-utilized carrier capacity and empty miles Matching Green ▪ Easy and transparent emission management across all modes and for all flows Visibility ▪ CO2 calculation, CO2 dashboard, CO2 reports, carrier sco
Slide 14: Trimble has a strong track record of value creation via acquisitions and de-levering
Trimble has a strong track record of strategic and financial value creation via acquisitions and de-levering Strategic and Financial Value Created Through Acquisitions History of De-Levering Post-Acquisition ▪ Material contributors to our connected industry platforms ▪ Long track record of reducing
Slide 15: Use of Non-GAAP Financial Information
Use of Non-GAAP Financial Information This presentation includes certain Non-GAAP financial measures. To help investors understand Trimble’s past financial performance and future results, as well as its performance relative to competitors, Trimble supplements the financial results that the company p
Slide 16: Q&A
Q&A © 2022 Trimble Inc. - All Rights Reserved - Confidential and Proprietary Information