Investor Presentation December 2019
5 Upside Potential: Inorganic Growth Strategy
Successful M&A Actions to Date and Well-Planned Go-Forward Approach
M&A ACTIONS TO DATE
M & A PIPELINE & STRATEGY
SALES GROWTH1
STRATEGIC FOCUS AREA
Energy
Labs
Inc
$ 124
$ 85
+
⚫ Manufacturer of custom air handling systems for
data centers and commercial & industrial markets
GEIST
⚫ Manufacturer of Rack Power Distribution Units
(PDUs) and associated data centers products
[MEMS
POWER GENERATION
Maintenance Business
VERTIV
PIPELINE ATTRIBUTES
2017A
2019E
Hyperscale and Colocation
$ 86
$ 63
Services and Solutions
2017A
2019E
Edge and Channel Growth
Strong pipeline
Average size of $50MM in
revenues
Located in assorted geographies
Strong customer
relationships
Good cultural fit
Fits the Vertiv Culture
2
$ 1.5
2
+
Specializes in generator maintenance and
switchgear interface services in EMEA
$ 1.1
ASCO
Power
⚫ Sale of critical power business to Schneider Electric
to sharpen focus on digital critical infrastructure
2017A
2019E
Source: Management estimates
Note: Estimated sales growth from 2017A to 2019E of select bolt-on acquisitions, $MM USD. 2 USD/GBP conversion rate of 1.2162 as of 02-Aug-2019.
Commercial and Industrial
Adjacency
Ability to expand globally
19View entire presentation