Emerson Electric Company · NYSE:EMR
Emerson Electric — Merger or Acquisition (August 2020)
15 slides from Emerson Electric's merger presentation, Aug 27, 2020
Slide 1: Emerson to Acquire Open Systems International (OSI) Inc.
EMERSON TO ACQUIRE OPEN SYSTEMS INTERNATIONAL (OSI) INC. August 27, 2020
Slide 2: Safe Harbor Statement
Safe Harbor Statement Statements in this presentation and our commentary and responses to questions that are not strictly historical may be “forward-looking” statements, which involve risks and uncertainties, and Emerson undertakes no obligation to update any such statements to reflect later develop
Slide 3: Emerson's Active Acquisition Strategy Mixing into Higher Multiple Layers
Emerson’s Active Acquisition Strategy is Mixing into Higher Multiple Control and Data Management Layers 2016 - 2020YTD # DEALS: RECENT ACQUISITIONS: DATA MANAGEMENT & 14 OSI Power SERVICES Recent Focus Insights Converts rich data to information and develops from information are fundamental ü inmatio
Slide 4: OSI and Emerson Together Offer a Complete Electric Utility Solution
OSI and Emerson Together Offer a Complete Electric Utility Solution from Generation to Metering GENERATION TRANSMISSION DISTRIBUTION Distributed Control Energy Management Advanced Distribution System (DCS) System (EMS) Management System (ADMS) • Controls power • Controls power flow and • Controls po
Slide 5: OSI Adds Attractive Power T&D Software Platform to Emerson's Portfolio
OSI Adds Attractive Power Transmission & Distribution Software Platform to Emerson’s Portfolio Emerson Capabilities Plant Optimization Grid Analytics Digital Twin OSI Capabilities DATA Process Analytics EMS (Transmission) Demand Response Future Opportunities MANAGEMENT Advanced Power Apps GMS (Gener
Slide 6: OSI Overview
OSI Overview COMPANY PROFILE SALES MIX Headquarters Founded Description By Geography Minneapolis, MN 1992 A leading independent provider of grid International 2020 Sales Employees automation software 15% $167M (FYE 6/30/20) ~1,000 solutions for utilities, providing real-time Key Industries managemen
Slide 7: OSI Complements Strong Emerson Power Franchises and Doubles Served Market to $5.4B
OSI Complements Strong Emerson Power Franchises and Doubles Served Market to $5.4B TOTAL ACCESSIBLE GLOBAL POWER Source: ARC, HIS, internal ATTRACTIVE MARKET $5.4B WITH OSI estimates PENETRATION POTENTIAL Current Emerson Market Expanded Emerson Market (w/ OSI) Power Generation Control Systems Transm
Slide 8: Significant Opportunity for Pull-Through and Cross-Selling
Significant Opportunity for Pull-Through and Cross-Selling to Grow Emerson and OSI Installed Base Very Large Integrated Utilities Emerson in 17 GROWTH SYNERGY ~2,200 TWh OPPORTUNITIES Top 20 Companies OSI in 9 • Joint customer executive ~2,500 TWh Produced engagements • Drive Generation and Transmis
Slide 9: Highly Strategic Acquisition With Strong Profitability and Cash Flow
Highly Strategic Acquisition With Strong Profitability and Cash Flow in an Attractive Growth Market • OSI’s software platform enables customers to add new capabilities in distributed EXPANDS generation, outage response, load balancing, and demand response management SOFTWARE • Leading modular softwa
Slide 10: Emerson Making Investments in Software-Focused Solutions Across Both Platforms
Emerson Making Investments in Software-Focused Solutions Across Both Platforms DATA Orders (1) What’s Included MANAGEMENT Standalone $1.1B Standalone software Standalone Software including support, Ex: MonarchTM (OSI), Software & upgrades, licenses & Plantweb, Zedi, BioG, Sensi Associated subscripti
Slide 11: Software Applications, Embedded Control, and Software Enabled Device Examples
Software Applications, Embedded Control, and Software Enabled Device Examples DATA OSI ADMS Digital Twin CONTROL Ovation Control System Supermarket Control System DEVICES Cargo Tracking Advanced Phase Measurement Emerson’s Software Capabilities Are Pervasive and Critical to Generating New Insight an
Slide 12: Emerson Continues to Identify Software Opportunities in Relevant and Growing Spaces
Emerson Continues to Identify Software Opportunities in Relevant and Growing Spaces Engineering Broader Software Document Mgmt. Landscape Management Adjacent Software Lab Info Service Product Lifecycle Operations Workflow Management Management Management Management Established Portfolio Geospatial a
Slide 13: Q&A
Q&A
Slide 14: Appendix
Appendix
Slide 15: Reconciliations
Reconciliations Net Debt to EBITDA Pro Forma Net Debt to Pretax (GAAP) Interest, taxes, depreciation and amortization Pro Forma Net Debt to EBITDA*
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