DIGITAL MANUFACTURING. REIMAGINED. slide image

DIGITAL MANUFACTURING. REIMAGINED.

Detailed Transaction Overview Transaction Structure1 Pro forma firm value of $1,493mm ■$365mm cash proceeds inclusive of PIPE proceeds and transaction expenses² ■Company earnout shares: 9mm shares ■1/3 earned if VWAP for 20 days during a 30-day period is above $12.50 ■1/3 earned if VWAP for 20 days during a 30-day period is above $15.00 ■1/3 earned if VWAP for 20 days during a 30-day period is above $20.00 Illustrative Pro Forma Capitalization ($mm, except share price) Share price PF shares outstanding PF equity value (+) Assumed PF net debt Pro forma firm value 然 $10.00 138 $1,380 $113 $1,493 Illustrative Sources and Uses ($mm) Illustrative Pro Forma Ownership at Close Amount % Altimar II cash in trust PIPE equity Total sources Cash to existing shareholders Debt Paydown Cash to balance sheet $345 81% Altimar II Sponsor ³ 5.3% 80 19% $425 100% $318 75% Public Shareholders 25.0% 22 5% 25 6% Fees and expenses Total uses 60 $425 14% 100% PIPE investors 5.8% Existing shareholders 63.9% Note: Assumes no redemptions by public shareholders in connection with the transaction and doesn't take into account the interest income in Altimar II trust account. Excludes impact of warrants. 1 In addition, the transaction will be structured to include the following: (i) Up-C structure including PubCo and a limited liability holding company, (ii) Altimar II shares, including those offered in the PIPE, represent ownership interest in PubCo, (iii) Customary TRA arrangement will entitle sellers to receive 85% of realized tax savings resulting from certain tax benefits, including the impact of sales, exchanges and redemptions on PubCo's tax basis, (iv) One share - one vote structure, (v) CORE Industrial Partners expected to own approximately 45% of the PubCo's voting power at closing, (vi) A majority of the PubCo's Board will be composed of independent directors, (vii) CORE Industrial Partners will nominate a majority of the PubCo's directors for so long as it retains a specified percentage of PubCo's ownership; 2 Assumes no redemptions by Altimar II existing shareholders; 3 Assumes 7.3mm founder shares at $10.00. Incremental 1.3mm additional founder shares subject to an earnout that vests at $15.00 per share. Excludes 9.9mm founder warrants, which have a strike price of $11.50 per share FATHOM Fathom Proprietary and Confidential 31
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