Cadre Holdings, Inc. · NYSE:CDRE
Cadre — Merger or Acquisition (February 2024)
9 slides from Cadre's merger presentation, February 2024
Slide 1: Acquisition Overview: Alpha Safety
Acquisition Overview: Alpha Safety February 2024 TOGETHER, WE SAVE LIVES
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS Please note that in this presentation Cadre Holdings, Inc. (the "Company" or "Cadre") may use words such as “appears,” “anticipates,” “believes,” “plans,” “expects,” “intends,” “future,” and similar expressions which constitute forward-looking statements within the meaning
Slide 3: Acquisition Overview
ACQUISITION OVERVIEW BUSINESS OVERVIEW & STRATEGIC RATIONALE CADRE’S KEY M&A CRITERIA MET • Alpha Safety is a provider of highly engineered, technical products and services spanning the • Leading market position nuclear value chain • Highly-visible, recurring revenue driven by long-term contracts, c
Slide 4: Product and Service Overview
PRODUCT AND SERVICE OVERVIEW Alpha Safety’s Products/Services Span the Nuclear Value Chain; Supporting Commercial and Government Missions with Radioactive Elements Ventilation and Containment Engineered Containers Field Services and Maintenance Overview: Equipment and systems to contain and Over
Slide 5: Acquisition Expands Addressable Market
ACQUISITION EXPANDS ADDRESSABLE MARKET Alpha Safety’s large, total addressable market for domestic nuclear products and services immediately expands Cadre’s TAM and already well-developed serviceable addressable market (SAM) in its core categories CADRE’S EXPANDED OPPORTUNITY SET CADRE’S EXISTING SA
Slide 6: Macro Tailwinds Support Long-Term Sustainable Growth Opportunity
MACRO TAILWINDS SUPPORT LONG-TERM SUSTAINABLE GROWTH OPPORTUNITY DoE Budget Supports Long-Term Growth for the Federal Nuclear Market Growing DoE Environmental Liability Across Multiple Sites Requiring Remediation Spend Spanning 60+ Years Stable U.S. Nuclear Power Market Positioned for Late-Decade Gr
Slide 7: Macroeconomic Environment Supports Nuclear Sector
MACROECONOMIC ENVIRONMENT SUPPORTS NUCLEAR SECTOR The nuclear sector offers multiple lucrative opportunities driven by enduring demand growth, supported by long-term federal directives and commercial initiatives “The Civil Nuclear Credit Program is a $6 billion strategic investment through “DOE’s en
Slide 8: Attractive Market and Platform for M&A
ATTRACTIVE MARKET AND PLATFORM FOR M&A TURNKEY M&A PLATFORM …WITH PROVEN TRACK RECORD OF SUCCESSFUL ACQUISITIONS Proven track record of executing M&A and strong sector Strengthen Relationship With Key Customers and relationships Added Capabilities (2013) Consolidated platform offers high synergy pot
Slide 9: Investment Highlights
INVESTMENT HIGHLIGHTS Leading, Niche Protective Products Manufacturer that Syncs with Cadre’s Focus on Mission-Critical Safety and Survivability Protected Market Position Due to Technology Moat and Entrenched Customer Relationships Highly-visible and Predictable Revenue Supported by Long-term Contra
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