Slide 1: Business Combination with Husky Technologies
November 3, 2025 Business Combination with Husky Technologies
Slide 2: Disclaimer: Forward-Looking Statements
Disclaimer 2 Forward-Looking Statements This presentation includes “forward looking statements.” Forward-looking statements may be identified by the use of words such as "forecast," "intend," "seek," "target," “anticipate,” “believe,” “expect,” “estimate,” “plan,” “outlook,” “pro forma” and “project
Slide 3: Business Combination Creates Best-in-Class, Diversified Compounder
3 Business Combination with Husky Technologies Creates Best-in-Class, Diversified Compounder 1 Global market leaders 2 Good industries with multiple tailwinds 3 Best-in-class growth and profitability with identified upside 4 Mission critical products with ~70% recurring revenue 5 Transaction is accr
Slide 4: Highly Attractive Business Combination
Highly Attractive Business Combination 4 ~$5.0 billion1 purchase price for Husky representing ~11.2x 2026E Net Adjusted EBITDA of ~$445 million; implies pro forma enterprise value of ~$7.4 billion1 or ~11.6x 2026E Net Adjusted EBITDA of ~$635 million Transaction is funded through ~$2.0 billion priva
Slide 5: Husky Fits our Investment Criteria
5 Husky Fits our Investment Criteria Pro Forma – Two Best-in-Class Industrial Businesses Key Investment Criteria Executing disciplined capital allocation strategy to combine with established market leader #1 in global PET systems and aftermarket Leader in mission critical, low TCO products #1 in glo
Slide 6: Husky: Benefits to CMPO Investors
6 Husky: Benefits to CMPO Investors Creates Significant Investor Value Structural Benefits Financial Benefits Large, structurally growing, uncorrelated, and resilient end-market demand Best-in-class financials: M-HSD organic growth; ~65%+ aftermarket revenue; ~25% Net Adj. EBITDA margin; high FCF 20
Slide 7: Husky: At-a-Glance
7 Husky: At-a-Glance Engineered Equipment & Aftermarket Parts, Tooling, and Services Established Market Leader Essential Service Provider to Packaging Value Chain with Best-in-Class Capabilities SYSTEMS CONTROLLERS HOT RUNNERS MOLDS SPARE PARTS Converts virgin or non-virgin resin flakes and pellets
Slide 8: Pro Forma Platform: Market Leaders with Best-in-Class Financials
8 Pro Forma Platform Market Leaders with Best-in-Class Financials and Durable Growth Profiles Source: CompoSecure and Husky data; Resolute analysis. 1. Pro forma Net Adj. EBITDA includes Husky Adjusted EBITDA, CompoSecure Adjusted EBITDA, less management fee paid to Resolute Holdings. 2. Forward ann
Slide 9: Pro Forma Historical and Projected Financials
9 Pro Forma Historical and Projected Financials Source: CompoSecure and Husky data; Resolute analysis. 1. Net Adj. EBITDA and corresponding margins are pro forma for Management Fee to RHLD to maintain like-for-like comparison across periods. 2. CompoSecure margins in 2021 were higher given absence o
Slide 10: Transaction Overview: Sources & Uses, Capitalization, Ownership
10 Transaction Overview Sources & Uses, Implied Capitalization, and Pro Forma Ownership Source: CompoSecure and Husky data; Resolute analysis. 1. Approximate diluted shares outstanding on a GAAP basis. 2. Pro Forma Net Debt of $1,978mn calculated as pro forma debt of $2,078mn less pro forma net cash
Slide 11: Non-GAAP Reconciliations
11 Non-GAAP Reconciliations Adj. Revenue, Net Adj. EBITDA (Margins), Net Adj. EBITDA Less Capex (Margins), FCF Conversion2 Source: CompoSecure and Husky data; Resolute analysis. 1. Adjustment for revenue loss related to temporary system downtime following a cybersecurity incident. 2. Free cash flow