COMPASS DIVERSIFIED Investor Presentation
The Permanent Capital Advantage
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Traditional private equity players are
pressured to transact in a market
characterized by rich valuations,
abundant credit and fund life-related
pressures
CODI can remain patient and choose not to buy when valuations are inflated.
Our actions over the past two years demonstrate the effectiveness of this strategy:
Generated tangible,
sustained value for
shareholders by selling two
businesses opportunistically
for sizeable gains
о
Used proceeds to repay
debt and strengthen
balance sheet
Permanent capital structure
and strong balance sheet
allowed CODI to move
forward with the
acquisitions of Marucci
Sports, BOA Technologies
and Lugano Diamonds
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CODI's permanent capital structure provides a competitive advantage throughout the entire lifecycle
of an asset from sourcing to exit and through various economic cycles
COMPASS
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