DIGITAL MANUFACTURING. REIMAGINED.
Key Investment Highlights
术
1
Fathom is transforming new
product development and
2
3
manufacturing for corporates
Massive opportunity in a
large TAM
Entrenched partner to the
world's largest companies
•
°
•
Leading platform capable of accelerating new product development to keep pace with Industry 4.0 disruption
Advanced software, deep technical expertise and broadest suite of 25+ quick-turn manufacturing processes
Unique "one-stop-shop" solution enables faster iterations, shortening development cycles from months to days
Uniquely positioned as the only "end-to-end" solution for corporates in highly fragmented $25bn¹ TAM
Substantial scale that is difficult to replicate; nearly 450k sq. ft. of manufacturing capacity over 12 facilities, nationwide
•
Tailwinds from accelerating additive manufacturing adoption and continued shift to outsourcing
•
Proven track record with ~3k total blue-chip corporate customers in the last twelve months
•
Over 35 years of industry expertise, coupled with a singular focus on quality, service and execution, enables 91% overall customer retention²
Long-term relationships with key strategic accounts and proven ability to up-tier newly acquired customers
•
Compelling growth trajectory with 17% 2020-2022E PF revenue CAGR³
4
Scalable platform with
proven profitability
•
Robust, proven profitability with 27% 2022E Adj. EBITDA margins4
5
Acquisitive growth platform
with compelling pipeline
•
•
Large opportunity ahead, with only <1% market penetration by 2022
Clear upside from differentiated M&A capabilities in a target-rich environment; 13 acquisitions in last 3 years
Proven ability to rapidly integrate and compound growth of acquired businesses
•
Ready to execute on pipeline, with line of sight into 50+ opportunities
•
6
Highly experienced leadership
team and Board of Directors
Leadership team with public market experience and track record of scaling high-growth companies
•
Deep additive and advanced manufacturing pedigree with nearly 200 years of combined experience
•
Board of Directors with a track record of advising and leading innovation for some of the world's leading manufacturers
Source: Management projections, market study outlook by leading industry consultant
1 Fathom core addressable market, comprised of low-to-mid volume manufacturing utilizing CNC machining, injection molding, sheet metals and additive manufacturing technologies; 2 FY2019-FY2020 sales data (excludes 2021 add-ons); 3 Information for 2020 and 2021 reflects
various adjustments to give pro forma effect to acquisitions completed in 2020 and 2021 as though such transactions occurred on January 1, 2020; 4 Adjusted EBITDA is a non-GAAP measure. Adjustments to EBITDA include transaction and integration costs, non-recurring and non-
cash items, compensation normalization and other accounting adjustments
FATHOM
23
Fathom Proprietary
and ConfidentialView entire presentation