COMPASS DIVERSIFIED Investor Presentation
Why CODI?
CODI's core principles - which have differentiated our business for nearly 16 years - have never been more
relevant or produced stronger results for shareholders
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Permanent Capital
Is Strategic Capital
Opportunistic in capital deployment
Enables long-term approach
"Eliminates" traditional PE investment
horizon pressure
Benefits to Owning a Family
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of Uncorrelated Subsidiaries
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Defensive positioning
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Lower cost of capital versus financing each
company separately
Professionalization at scale
Diversity of subsidiaries provides consistency
in earnings and cash flow
Clear Alignment
with Investors
Compensation structure aligns interest of
shareholders and management team and allows
for recruitment of top-level talent
Transparency / regular reporting
History of waiving management fees when
appropriate
Significant and growing ownership of CODI shares
by Manager partners and employees
By offering access to a diverse portfolio of middle market businesses,
CODI's strategy offers a differentiated liquid alternative
COMPASS
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