Johnson Controls International Plc · NYSE:JCI
Johnson Controls International — Tyco International — Merger or Acquisition (September 2011)
13 slides from Johnson Controls International's merger presentation, Sep 19, 2011
Slide 1: Proposed Plan To Separate Into Three Independent, Publicly Traded Companies
September 19, 2011 Proposed Plan To Separate Into Three Independent, Publicly Traded Companies
Slide 2: Forward-Looking Statements / Safe Harbor
This presentation contains a number of forward-looking statements. Words, and variations of words such as “expect”, “intend”, “will”, “anticipate”, “believe”, “propose”, “potential”, “continue”, “opportunity”, “estimate”, “project” and similar expressions are intended to identify forward-looking sta
Slide 3: Important Information
In connection with the proposed spin-off transactions, a definitive proxy statement for the stockholders of Tyco will be filed with the Securities and Exchange Commission (the “SEC”). Tyco will mail the final proxy statement to its stockholders. BEFORE MAKING ANY VOTING DECISION, TYCO’S STOCKHOLDERS
Slide 4: Three Independent, Publicly Traded Companies
Three Independent, Publicly Traded Companies 4 ADT North America Residential Global Leader in Commercial Fire Protection & Electronic Security Solutions Market Leader in N.A. Residential Security Services Global Leader in Valves, Controls and Related Products Standalone Companies With Strong Managem
Slide 5: Strategic Rationale For Separation
Strategic Rationale For Separation Potential For Significant Value Creation Through Separation 5 Much progress has been made over last few years to strengthen each business Each business has a distinct business model Increased strategic flexibility as focused standalone companies More targeted inves
Slide 6: Introduction To The New Companies
6 Introduction To The New Companies Revenue Mix Pro forma Revenue* Key Products CEO Key Brands Commercial Fire & Security $10.2 Billion Commercial Fire & Security systems and services Retail security and store performance solutions Fire, Security, Life Safety and anti-theft products George Oliver Re
Slide 7: ADT North America Residential Overview
Business Strengths Revenue* ADT North America Residential Overview 7 2011E Revenue Breakdown: $3.1 Billion Leading provider of security systems in the U.S. 6M+ customers (>7x the nearest competitor) ~26% market share in the U.S. Strong brand recognition Attractive recurring revenue base Steady and s
Slide 8: ADT North America Residential Value Drivers
ADT North America Residential Value Drivers 8 Increase customer penetration through improved coverage (direct and indirect) and expanding channel partners Improve retention by enhancing the customer experience at all key customer touch points Continue to grow revenue per user by offering new, innova
Slide 9: Flow Control Overview
Business Strengths Revenue* Flow Control Overview 9 2011 Pro forma Revenue Breakdown: $3.6 Billion Global leader in valves and controls and heat management products as well as large scale infrastructure projects Well-positioned in large, fragmented industries Recognized industry-leading brands Diver
Slide 10: Flow Control Value Drivers
Flow Control Value Drivers 10 Leverage ability to provide complete flow control solutions in key verticals Utilize installed base to accelerate aftermarket service and automation expansion Expand turn-key heat management systems to new markets and customers Expand scale and capabilities in emerging
Slide 11: Commercial Fire & Security Overview
Business Strengths Revenue* Product Mix Commercial Fire & Security Overview 11 North America 39% EMEA 23% ROW 21% Geography Security vs Fire 2011 Pro forma Revenue Breakdown: $10.2 Billion Largest global provider of fire and security products, system design, installation and services Strong market p
Slide 12: Commercial Fire & Security Value Drivers
Commercial Fire & Security Value Drivers 12 Leverage expertise in key verticals to deliver differentiated solutions (e.g. retail, commercial, industrial, governmental, energy) Increase penetration in emerging markets Accelerate new product revenues through increased investment in proprietary, high-p
Slide 13: Overview of Transaction Structure
Overview of Transaction Structure 13 Tax-free spin-offs of ADT North America Residential and Flow Control businesses Upon completion of the transaction, 100% of the standalone businesses will be owned by Tyco’s then current shareholders Expect to finalize and execute separation in next 12 months Fin
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