Intern Program Training

Research Core, Marketing

Collateral Cases & Buy-Side Pull

Europe North America South America Asia

Member Firm

Redefining the M&A Industry

May 24, 2021

www.onetoonecf.com
 Sources & Techniques

Research Core

Secondary & Creative

ONEtoONE Databases

Company Sites, LinkedIn+

Key Sectors, Growth Trends

M&A Activity & Comparables

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Campaign & Extension Strategy

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White Papers

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Qualifications & Collateral

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Pitch / Proposal
Upstream
Development

Checklist & Info Exchange

Company Assessment & Review

Opportunity Brief & Posting (s)

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Info Memo Sell/Private Placement Only

Teaser
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Documentation

Valuation
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Long List
Downstream

Short List

Report
Targeting

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Key Contacts

Send Outs

Follow-Ups

Preliminary Dialogues

Status Reports

NDA
Campaign Execution

IM & PL Send Out

Q&A Round (s)

Mandate & Select Opportunities

Q&A

Client Call/Presentation/Visit (s)

Preliminary Negotiation

Preliminary Offers

Analysis
Non-Binding

Negotiation & Selection

Short List
Offers & Negotiation
Binding

Offers Analysis & Negotiation

Due Diligence Preparation

DD
Research: Core Foundation in Continually Setting New Standards for Unprecedented Transactions
Knowledge Base Review: Select Sell-Side & Private Placement Clients & Marketing Collateral Cases

Marketing Collateral
Industry Cluster & SubSector Client Versions Comments
Prior Latest/Recent

Challenging to produce the MP, taking exponentially more time and effort than necessary in working “old school” collaborators, “set in their
High Performance Winpack &
& Specialty Film
Y MP & Teaser ways.” Prior versions also include an interim MP and extensive research required to overcome LoB issues regarding Hygienics’s client
Solpack concentration and commoditized Stretch film. See following pages for highlights on redux.

Automotive OEM
Manufacturing, Suppliers FAACA Y IM, Teaser & Brief Original MP did not even reflect 10% of this company’s value proposition. Also served as basis for JV in providing additional strategic advisory.
Industrial & Chemical

Megaflex N MP & Teaser Note significant increase in profit margins and substantiation required to help ensure buyers could understand that they were permanent.
Construction
Materials &
Suppliers
Dialum N IM & Teaser Being reactivated where marketing collateral will be updated shortly upon receipt of information requestion and processing.

Highly confidential Big 4 IMs from 2010 & 2018 served as a basis and frame of reference. Digital Transformation learning curve with TDI, privileged
Services Travel Assistance AssistCard Y MP
status due to client relationship and having access to Tableaux resulted in our best work ever.

IT Services Coasin N MP Challenging to produce the MP, taking exponentially more time and effort than necessary due to CEO’s behavior.

Tech
IT Consulting & Includes latest 2019 IM version, plus recent interim presentations preempted due to buy-side interest. Major overhaul redux currently underway.
Systems Integration TDI Y Interim Updates
New ill be to the level or exceed that of AssistCard’s MP

Info Memo Management Presentation

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Knowledge Base Review: Buy-Side Pull - AIP MolyCop Add-Ons & Construction Materials & Suppliers Quintuplet

Client Characteristics & Parameters

American Industrial Partners MolyCop Add-On Parameters

St. Gobain Brief

RPM Brief

Heico Companies Brief

Grupo Breca Brief

Grupo Puma Company Presentation, Parameters & Teasers Spanish

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Manufacturing & Production: Sell Side Marketing Documentation Case Studies that Build Progressively
By Recommended Reading Oder Sequence
3 One of our 1st (Comprehensive) Info Memo’s
(often referred to as CIM within the industry) that
tells our client’s story, within the context of the
Market Environment well. Also see the status
report from a very robust marketing effort in
having reached out to more than 150 targets.

2 Before & After IM that is very comprehensive

that required an exponentially more complex overhaul
requiring significantly more info from our client. Prior
version didn’t even represent 10% of client’s
capabilities and potential, easily interpreted
as being in a distressed situation.

4 Simple MP for a very focused marketing campaign.

Note 1 page dedicated to proactively substantiate
significant permanent increase in margins.

1 Before & After Deliverables as a solid case study

foundation given documented Research Base, less
complex Lines of Business and guidance on following
pages. 6
Confidential. Do not copy, distribute or share without permission.
 2
Winpack: Major Overhaul Redux Before & After Preliminarily reaching out to both Advent International &
HIG Capital (PE Funds) resulted in Q&A rounds that led to Video
Conferences with Business Owners. It became clear the original
1 Developing the Initial Teaser & Management Presentation
1st upgraded version of the MP fell way short with Investment
(MP) was challenging in just upgrading to this level, taking
Committees looking at this Opportunity as a non-differentiated
from July through November 2020
Commodity. A supplemental brief was sent to help but was not
sufficient for either PE Fund.

3 Extensive research to create a strong foundation for Market

Environment Analysis (MEA) was performed between December
2020 and January 2021 to significantly overhaul and redux the
MP and Teaser. This also resulted in identifying new targets,
nearly double the originally contacted targets.

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Confidential. Do not copy, distribute or share without permission.
8
Winpack: Major Overhaul Redux Before & After

1. Developing the Initial Teaser & MP was challenging in just upgrading to this level, taking from July through November 2020

2. Preliminarily reaching out to both Advent International & HIG Capital (PE Funds) resulted in Q&A rounds that led to Video
Conferences with Business Owners. It became clear the original 1st upgraded version of the MP fell way short with Investment
Committees looking at this Opportunity as a non-differentiated Commodity. A supplemental brief was sent to help but was not
sufficient for either PE Fund.

3. Extensive research to create a strong foundation for Market Environment Analysis (MEA) was performed between December
2020 and January 2021 to significantly overhaul and redux the MP and Teaser. This also resulted in identifying new targets,
nearly double the originally contacted targets.

Current Status: Campaign Wave I to Strategic and PE Funds & Family Office Targets in Follow-Up & Phase

Wave II with New Targets to be Kicked-Off

Research Required to gauge, determine strategy and effort level for Extension(s) and Other Opportunities

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Confidential. Do not copy, distribute or share without permission.
Winpack: At a Glance
Significantly Enhanced Slide: Showing more impactful
preliminary Fiscal Year 2020 results and detailed business
plan estimates for 2021.
Usually, the last slide to be aligned
New Slide Frame: Ties in Business Model and emphasizes key
strengths and differentiators associating insight from the Market
Environment & Client Info, Analysis, Brief that drills down and
reinforces compelling strategic insight, differentiators and
uniqueness
Winpack: At a Glance

New Slide: Incorporates key combination of visual and Significantly Enhanced Slide: Abstracted syntheses
timeline at a higher and much more compelling level. at the highest level that emphasizes key strengths
and differentiators associating insight from the
Key concept and visual that we’ve been incorporating into our Market Environment & Client Info, Analysis & Brief.
IMs & MPs.

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Confidential. Do not copy, distribute or share without permission.
Winpack: Market & Products - Hygienics

Key New Research Slide Frames: Impactful abstracted synthesis of the Market Environment & Client Info, Analysis
& Brief that provide compelling strategic insight, differentiators, uniqueness and logical extensions for new owners

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Confidential. Do not copy, distribute or share without permission.
Winpack: Market & Products - Hygienics

Caveats and Additional New Slides: Emphasize key

strengths and differentiators associating insight from
the Market Environment & Client Info, Analysis &
Brief that drills down and reinforces compelling
strategic insight, differentiators and uniqueness
Winpack: Market & Products - Packaging

Key New Research Slide Frame: Impactful abstracted
synthesis of the Market Environment & Client, Info
Analysis & Brief that provide compelling strategic
insight, differentiators, uniqueness and logical
extensions for new owners
Additional New Slide with Caveats: Emphasize key
strengths and differentiators associating insight from the
Market Environment & Client Info, Analysis & Brief that
drills down and reinforces compelling strategic insight,
differentiators and uniqueness

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Confidential. Do not copy, distribute or share without permission.
Winpack: Market & Products - Packaging

Additional New Slides with Caveats: Emphasize key strengths and differentiators associating insight from the Market Environment
& Client Info, Analysis & Brief that drills down and reinforces compelling strategic insight, differentiators and uniqueness

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Confidential. Do not copy, distribute or share without permission.
Winpack: Market & Products - Recycling

New Slide Added as 3rd Line of Business: Impactful

abstracted synthesis of the Market Environment &
Client Info, Analysis & Brief that provide compelling
strategic insight, differentiators, uniqueness and
logical extensions for new owners

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Confidential. Do not copy, distribute or share without permission.
Winpack: Peformance

Key Updated Slides: Enables “Walking the talk,” tying

together strategic advantage, capabilities, differentiators,
management, planning and uniqueness with detailed
Financials in the Appendix.
Note caveats including margins being based on Sales versus Revenues due to
Intercompany Sales and having created a representational Aggregate figures
due to Group not having Consolidated reporting and details flushed out further.
Winpack: Peformance

Key New Slide: Proactively addresses and outlines prudent policy

given the industry’s high capital investment requirements and
Private Equity questions fielded in wanting to understand debt
breakdown to have a clear metric regarding return on capital.

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Confidential. Do not copy, distribute or share without permission.
Winpack: Appendix - Financials

New Preliminary Management Reporting Information for Past Fiscal Year and Current Year Detailed Business Planning:
presented at a higher level than the historical audited information in following pages due to multiple reasons

IM will get updated as per Official Audited FY 2020 Reports expected by end of May

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Confidential. Do not copy, distribute or share without permission.
Research: Downstream • Sell-Side • Winpack • Targeting Strategics and PEs & Family Offices Long List > Client Approved Short

Short
List

Essential High-Level Parameters: Key to A, B & C Prioritization, Ranking & Value-Add Follow-Up Basis

Includes Current, Past relevant Portfolio Companies,

those closer within Ecosystem or more distantly
within Investment Criteria & Parameters

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Research: Downstream • Sell-Side • Winpack • Targeting • Contacts Long List > Short

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Research: Downstream • Sell-Side • Winpack • Targeting • Contacts • Hybrid Automated Campaign Execution
Dashboard
Automated Component

Mix of Select Manual Send Outs & Automated &

Parallel Tracks Require Separate Manual Tracking

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Research: Downstream • Sell-Side • Winpack • Targeting • Contacts • Campaign Execution Reporting & More Targeting

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Research: Campaign Execution • FAACA • Custom-Tailored Value-Add Responses Strategic Advisory > Relationships

✓ Scenario-Based Templates

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Additional Campaign Execution Benefits: Buy-Side Interest & Insight Strategic Advisory Relationships

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Additional Campaign Execution Benefits: Buy-Side Interest & Insight Strategic Advisory Relationships

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 Member Firm

Europe North America South America Asia

CONTACT US Buenos Aires Office

Bonpland 2363, 4th Floor
Buenos Aires, Argentina
Tel/Fax: + 54 11 4774 4144

Gustavo Cuiña
Mobile : + 54 9 11 4970 0384
gustavo.cuina@onetoonecf.com

Jim Szurek
Mobile : + 54 9 11 5919 8033
james.szurek@onetoonecf.com

833 West Chicago Avenue, Suite 500

Chicago, Illinois, USA

This presentation has been prepared by ONEtoONE Corporate Finance. The information contained in ONEtoONE Corporate Finances presentations is just commercial information where ONEtoONE Corporate Finance will not
be responsible for those acts derived from this information because they do not constitute any advice. In addition, ONEtoONE Corporate Finance reserves the right to modify the information contained in the disclaimer.