Bright Machines SPAC

Public Comparable Universe for Bright Machines COGNEX Automation Technology BG RA Rockwell Automation Automation Software Oaspentech A AUTODESK AVEVA 3 Bentley ptc Bright Machines HEXAGON KEYENCE PELOTON Category Creators BERKSHIRE GREY Trimble TESLA Recent De-SPACs DI Desktop Metal Uber Markforged High-value, branded IP and products Focus on integrated hardware and software offerings Established players Proven track records of growth Visibility via SaaS models Strong margin profiles Significant re-rating through the cycle Proven track records of growth Industry disruptors Significant first mover advantages Developed scale Brand recognition in respective end-markets. Recent transactions in automation and manufacturing ecosystems Technology-enabled, value-added equipment, services and software Significant multi-year growth through customer penetration and technology adoption Margins in-line with Automation Technology and Automation Software peers, at-scale Ⓒ2021 Bright Machines, Inc. 39

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