Investor Presentation December 2019 slide image

Investor Presentation December 2019

Vertiv Will be Supported by Best-In-Class Sponsorship Investments Align Interests SHAREHOLDERS WELL ALIGNED TO DELIVER SUCECSS VERTIV VERTIVM + Management Investing ✓ Great position in a good industry Solid Organic growth Inorganic growth - lots of possibilities Significant margin expansion ✓ Good cash flow Culture already begun - We believe this is a well- structured transaction...good balance sheet...priced right . • DAVID COTE $20mm PIPE Investment Renowned diversified industrial executive with a proven track record of delivering shareholder value consistently over time Honeywell's market cap increased by $92bn to $112bn or 5.7x2 under his stewardship • Total shareholder return of 797% 1,2 HON TOTAL SHAREHOLDER RETURN DURING COTE'S TENURE 797 % 321 % (32)% (3)% Pre Cote (5 Years) 1 ■ HON Since Jan-20032 ■ S&P500 + GOLDMAN SACHS + $100mm PIPE Investment Operating capabilities of David Cote complemented by investing, advisory, and sourcing capabilities of Goldman Sachs Dedicated investment team with significant experience investing in public and private markets Premier investment bank with a diversified franchise and excellent reputation across businesses and geographies Note: Goldman Sachs intends to syndicate up to its full portion of the PIPE to certain of its employees and associates of David Cote and as a result could end up with no investment in the PIPE³ PLATINUM EQUITY $1.3bn of Equity Rollover4 Leading global private equity firm Platinum's private equity business has more than $23bn AUM Platinum has invested in 250+ portfolio companies since inception with significant experience in the Industrial & Technology sectors SELECT PRIOR INVESTMENTS MULTICOLOR GLOBAL LABEL SOLUTIONS Kymera PAE INTERNATIONAL HUSKY (United INTERIOR SITE SERVICES LOGIC GROUP CompuCom POMEROY RElectro Rent YAK ACCESS Note: Illustrative mid-term perspective for the period from 01-Jan-1998 to 31-Dec-2002. 2 For the period from 01-Jan-2003 to 18-Apr-2018. 2003 was the first full year David Cote was CEO of Honeywell. David Cote served as CEO until Mar-2017 and remained non-Executive Chairman of Honeywell until Apr-2018. 3 Maximum syndication to associates of David Cote will be limited to $20mm. 4 Inclusive of other Vertiv shareholders. 4
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