Broadwind, Inc. · NASDAQ:BWEN
Broadwind — Merger or Acquisition (November 2026)
16 slides from Broadwind's merger presentation, Nov 2, 2026
Slide 1: Broadwind Acquires MCM
Broadwind Acquires MCM November 2, 2026
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This Presentation contains “forward looking statements”—that is, statements related to future, not past, events—as defined in Section 21E of the Securities Exchange Act of 1934, as amended, that reflect our current expectations regarding our future growth, results of operations
Slide 3: Roadmap to Value Creation
ROADMAP TO VALUE CREATION Positioned to become a leading What we’re building: precision manufacturing partner We are precision manufacturing experts. to the U.S. power and critical infrastructure markets We are focused on domestic power and critical infrastructure. 20+ years of business transformati
Slide 4: Broadwind Today
BROADWIND TODAY 1996 2006 We are a 100% U.S. based provider of Why we win design, engineering and fabrication solutions to the power and industrial Vertically integrated design, sourcing, fabrication, markets machining, coating and assembly solutions Cicero, IL 220 Our mission Proven engineering and
Slide 5: Our Operational Footprint
OUR OPERATIONAL FOOTPRINT Our domestic manufacturing footprint is purpose-built to provide integrated precision manufacturing solutions to leading OEM customers 100% U.S.-based operational footprint Building a diversified revenue base Established OEM customer base Cicero, IL FY2020 FY2023 2Q2026(a)
Slide 6: Broadwind has acquired MCM, a leading domestic supplier of precision components
Broadwind has acquired MCM, a leading domestic supplier of precision components for U.S. electric transmission and distribution ("T&D") About MCM Transaction Terms Financial Overview Integration & People October 30, 2026 revenue of $16.5 million Integration begins immediately 100% domestic manufactu
Slide 7: Transaction Rationale
TRANSACTION RATIONALE MCM provides Broadwind with targeted exposure to a generational investment cycle in U.S. power infrastructure Provides strategic entry Adds a higher-margin Expands our domestic Brings long-standing, Preserves balance-sheet into a structural, multi- revenue stream in a manufactu
Slide 8: MCM Overview
MCM OVERVIEW MCM is a specialty manufacturer of precision-machined and fabricated metal components for the T&D industry OVERVIEW 2023 expansion added 6,000 SF and significant ~95% of MCM’s annual revenue is fabrication capabilities tied to the power generation, Headquarters transmission and distribu
Slide 9: MCM Customers and Suppliers
MCM CUSTOMERS AND SUPPLIERS MCM has long-term customer and supplier relationships that underpin a recurring, profitable revenue base Why customers choose A deep, reliable TOP 10 CUSTOMERS BY REVENUE(a) TOP 10 SUPPLIERS BY PURCHASES (B) 20+-year customer tenure 19+-year tenure among MCM—and stay with
Slide 10: MCM Products and Solutions
MCM PRODUCTS AND SOLUTIONS Integrated Solutions Integrated products and services IN-HOUSE SERVICES built around the requirements of YOKE PLATES Machining Fabrication electric utilities and their contractors Assembly Kitting LOAD-BEARING CONNECTORS Representative Products High-performance metal compo
Slide 11: T&D Market Outlook
T&D MARKET OUTLOOK Data-center-driven electricity demand is fueling a generational investment cycle in transmission and distribution Actual and projected domestic U.S. electricity consumption is Data centers are the key driver of U.S. transmission investment (a) entering a period of generational pea
Slide 12: Expanding Our Capabilities
EXPANDING OUR CAPABILITIES Following Broadwind’s divestiture of non-core wind assets, MCM adds manufacturing capacity and skilled labor across targeted vertical markets MCM Adds a 5th Manufacturing Location in Alabama MCM provides a new market vertical for Broadwind — Cicero, IL electrical transmiss
Slide 13: Pro-Forma Impact
PRO-FORMA IMPACT MCM expands our sales mix within growing, higher-margin T&D end-markets Total Facilities (a) 5 Manufacturing Square Footage (a) 539K+ Employees (b) 270 TTM Revenue (a) , (c) $90.1 TTM Adjusted EBITDA (a) , (c) $3.6 TTM Adjusted EBITDA Margin (a) , (c) 4.0% (a) As of June 30, 2026; (
Slide 14: MCM accelerates our path to becoming a leading precision manufacturing partner
MCM accelerates our path to becoming a leading precision manufacturing partner to U.S. power and critical infrastructure MCM provides an immediate entry point MCM brings a higher-value sales mix that MCM adds a proven team and a 100% into the higher-growth T&D market accelerates our pathway toward m
Slide 15: GAAP to Non-GAAP Disclaimer
GAAP to Non-GAAP Disclaimer The information in this Presentation includes financial information determined by methods other than in accordance with U.S. generally accepted accounting principles (“GAAP”). The Company provides non-GAAP adjusted EBITDA (earnings before interest, income taxes, depreciat
Slide 16: Reconciliations (Unaudited)
Reconciliations (Unaudited) Consolidated Trailing Twelve Months Ended June 30, 2026 BWEN MCM Total Income (Loss) From Continuing Operations……………..…………... $ (7,123) $ 2,251 $ (4,872) Interest Expense…………………….……......………………………… 1,974 185 2,160 Income Tax Provision……………………........………….....………… 105 306