Novanta Inc. · NASDAQ:NOVT
Novanta — Merger or Acquisition (June 2026)
17 slides from Novanta's merger presentation, Jun 9, 2026
Slide 1: Riverpoint Medical: A Novanta Acquisition
Riverpoint Medical A Novanta Acquisition JUNE 2026 Confidential and Proprietary © Novanta
Slide 2: Safe Harbor and Forward-Looking Information
Safe Harbor and Forward-Looking Information Certain statements and information in this presentation are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertai
Slide 3: Creating shareholder value
Creating shareholder value Accelerates strategic direction Doubles exposure to recurring medical revenue stream Expands into high growth minimally invasive surgery segments with the same customers Immediately accretive to growth, margins, profit, and cash flow Establishes regional North Am
Slide 4: Who is Riverpoint Medical?
Who is Riverpoint Medical? Category leader in high-growth minimally invasive surgical consumables, designing and manufacturing private-label IP-protected products for medical OEM customers IP-protected private-label products, including The innovation engine powering their implantable materials & sur
Slide 5: Leading-edge product offerings in high growth surgical end markets
INNOVATION LEADER ATTRACTIVE END MARKETS Leading-edge product offerings in Osteoconductive coatings | Bio-integrative high growth surgical designs | Soft suture-only anchors end markets Leading the Technology Shift Towards Sports Medicine Absorbable / Implanted Materials ~ $2B global addressable mar
Slide 6: Increases Novanta's Medical Solutions Through the Same OEM Customer Commercial Channel
Increases Novanta’s Medical Solutions Through the Same OEM Customer Commercial Channel Minimally Invasive Surgical Consumables: Minimally Invasive Surgical Consumables: Tube sets for fluid and gas management Implantable Materials for Surgeries Precision Robotics Components and Solutions Insufflators
Slide 7: Right fit, right time, right owner
Right fit, right time, right owner Financially Doubles Recurring Expands into Attractive Future Portfolio Established Regional Accretive Medical Consumables Minimally Invasive Expansion Medical Manufacturing Business Surgery Adjacencies Opportunities in the Americas +10% Expands Medical Sports Medic
Slide 8: Global synergy +$80M
CAPABILITIES Global synergy Complementary Go-to-Market Customer Sales Value of Profit Manufacturing Combination Synergies Synergies Realized +$80M Footprint Run-rate achieved Cumulative capex savings, Current customer overlap Cross-sell opportunities, avoiding our own North between Novanta and reali
Slide 9: Accelerates Novanta Strategy
Accelerates Novanta Strategy +Medical Revenue +Subsystems Growth +Recurring Consumables +30% Advanced Industrial Subsystems ~4X Revenue +Embedded +60% Growth Software Medical Advanced Components 2012 Sales 2025 Sales 2024 2030 Direction 2012 Sales 2025 2024 Sales 2030 Direction Expanding business mi
Slide 10: Accelerates growth, expands medical revenue mix, accretive to margins & profit
Accelerates growth, expands medical revenue mix, accretive to margins & profit Medical End Market Medical Consumables Adjusted Adjusted Revenue Revenue Gross Margin EBITDA % of Total Revenue % of Total Revenue % Adj. Gross Margin % Adj. EBITDA Margin 53% Novanta Pro Forma 15% Novanta Pro Forma 46% N
Slide 11: Creating shareholder value
TRANSACTION OVERVIEW Creating shareholder value PRICE & TERMS RETURNS & ACCRETION $1.2B $250M High single-digit ROIC by year 3, hurdle-rate achieved by year 5 Purchase price Milestone payment in 2027 Accretive to Adjusted Diluted EPS in year 1 Expected to close in 3Q 2026, subject to regulatory revi
Slide 12: Appendix
Appendix 12 Confidential and Proprietary
Slide 13: Portfolio Strategy and Revenue Profile
Portfolio Strategy and Revenue Profile Combined Novanta Pro Forma 2025 Current 2015 Robotics & Minimally Intelligent Invasive & Automation Robotic Surgery $0.4B ~$1B +$1.1B Revenue Revenue Revenue Low-Single Digit Mid-Single High-Single Organic Growth Advanced Digit Digit Mftg. Organic Growth Organi
Slide 14: Compounds the Novanta Flywheel
Compounds the Novanta Flywheel 1 Win in high-growth markets Grow Innovate & expand with organic revenue attractive growth platforms Novanta Make cash-accretive 3 Growth acquisitions in adjacent areas: Evolve System business mix 2 Select asset-light businesses • Medical technologies Compound wi
Slide 15: Use of non-GAAP Measures
Use of non-GAAP Measures The non-GAAP financial measures used in this presentation are Adjusted EBITDA, Adjusted Gross Profit Margin. The Company believes that these non-GAAP financial measures provide useful and supplementary information to investors regarding the operating performance of the Compa
Slide 16: Non-GAAP reconciliation
Non-GAAP reconciliation THREE MONTHS TWELVE MONTHS ENDED ENDED (in thousands of dollars) Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Dec 31, Apr 3, 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 REVENUE Revenue (
Slide 17: Non-GAAP reconciliation
Non-GAAP reconciliation TWELVE THREE MONTHS MONTHS ENDED ENDED (in thousands of dollars) Dec 31, Dec 31, Apr 3, 2024 2025 2026 REVENUE Revenue (GAAP) $949,245 $980,600 $257,707 ADJUSTED GROSS MARGIN Gross Profit (GAAP) $421,545 $435,284 $113,578 Gross Profit Margin (GAAP) 44.4% 44.4% 44.1% Amortizat