COMPASS DIVERSIFIED Investor Presentation
Significant Events in 2021 & 2020
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Lugano Diamonds
September 2021
Acquired for $256 mm
The design, engineering and • Designer, manufacturer,
marketing of dial based fit and marketer of high-
end, one-of-a-kind
jewelry
systems delivering a
scientifically proven
performance advantage for
athletes
Market leader with strong
brand awareness in core
categories
Diverse customer base with
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global end-market focus
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Differentiated go-to-
market approach
through salon-based
sales model and over
100 equestrian, social,
and philanthropic events
Loyal and recurring
clientele base
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Reported Positive Third Quarter
Financial Results
Branded Consumer businesses QTD net
sales up 21% and adjusted EBITDA up
24% compared to Q3 2020.
Raised full year guidance implying 30-
33% YOY growth in Adjusted EBITDA
Full Year 2021 Adjusted EBITDA guidance
of $380mm to $390mm
Payout Ratio expected to improve to less
than 55% for full year 2021
Refinanced Debt
March 2021
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Issued $1.0 billion of 5.250%
Senior Notes due 2029
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Repaid $600 million of 8.000%
Senior Notes due 2026
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$~600 million availability on
Revolver, extend maturity to 2026
Upgraded by Moody's and S&P
Marucci Sports
April 2020
Acquired for $200mm;
Leading manufacturer
and distributor of
baseball and softball
equipment under the
Marucci and Victus
brands
Highly passionate
consumer base; 'fastest
growing brand in
Acquisitions
BOA Technology
October 2020
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Acquired for $454mm;
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