Market information database. wolk aftersales experts GmbH. Consolidation Process in the European Aftermarket,

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1 Market information database wolk aftersales experts GmbH Consolidation Process in the European Aftermarket,

2 Consolidation Process in the European Aftermarket The picture of the European Aftermarket is continuously changing. The companies are looking for new opportunities to increase the profitability and extend their geographical footprint. New industrial challenges, driven by developing new technologies and digitalization, also require synergies. In the last years, the consolidation in the market is accelerating and the number of M & A transactions significantly increased. And the further consolidation is expected. For example, since 2014 LKQ has been actively expanding in the Europe, acquiring a number of European companies: SATOR holding, Rhiag, Andrew Page, Atracco, stake in Mekonomen Group etc. (before 2014 LKQ Europe was present only in the UK). The recent takeover of Alliance Automotive Group by GPC was a big surprise for Aftermarket players. With this coup GPC, a leading auto parts network in North America and Australia secured a wide presence in Europe AAG serves the market through 2000 outlets in France, Germany, the UK and Poland. Now the After Sales Industry is waiting for Stahlgruber s actions: recently it was announced that a sale of Stahlgruber GmbH was not ruled out. The consolidation process is complex. Beside the big important deals mentioned above there are much more transactions in the Aftermarket, some of them are also cross-industry, involving different parts of Automotive Industry Supply Chain: car manufacturers, parts manufacturers, distributors, NTGs/ITGs, Online business and garages (e.g. PSA and Mister-Auto, BPW and Herz, AAG and Groupauto Poland). To stay updated with Aftermarket news, a continuous monitoring process of the Aftermarket transactions is needed. At the end of November 2017 Wolk After Sales Experts releases a new Handbook Consolidation Process in the European Aftermarket, , that provides with an overview of all important transactions in the European Aftermarket. The handbook covers the acquisitions of more than 20 Aftermarket Players, including such details as turnover of each company, obtained share and regional cover. Moreover, for each company-acquirer, there is an additional page with more detailed information (headquarter, number of employees and outlets, turnover development (if available), geographical footprint etc. )

3 Consolidation Process in the European Aftermarket Major IAM distribution players in Europe 2011 (by revenue, bn EUR) Major IAM distribution players in Europe 2016 (by revenue, bn EUR) 0,5 0,675 0,67 0,63 0,62 0,825 1,2 1,4 1,5 1,6 2,1 2,6 0,47 0,8 0,46 0,6 0,4 0,5 Total turnover of 9 major IAM Distributors in 2016 increased by 134% compared to year 2011

4 Consolidation Process in the European Aftermarket The Handbook contains the acquisition activities of the following companies: Please, find an Example-Profile of the Swiss Automotive Group on the next slides

5 COMPANY INFORMATION Swiss Automotive Group is a family owned distributor of spare parts for car and commercial vehicles. Headquarter: Cham, Switzerland Recent Acquisitions and respective Revenue Development (Mio EUR, estimated) Handel Austria ,00 429,00 461,00 * * 738,00 Revenue (2016): EUR 738 Mio Employees (2016): approx Outlets (2016): 170 Memberships: ATR International AG Regional Presence Minority stake in companies * Minority stake Website: 5

6 Revenue of SAG 2017 TARGET REVENUE SHARE DESCRIPTION 2016: 738 Mio : 30 Mio 20% IAM Distributor 2015: 50 Mio 10% IAM Distributor 2015: 270 Mio 51% IAM Distributor 2014: 429 Mio 2014 Handel Austria 2014: 15 Mio 100% IAM Distributor 2012: 454 Mio

7 2017 TARGET SAG Footprint, Handel Austria 2012 Minority stake in companies 7

8 Consolidation Process in the European Aftermarket Order here Additional Option: Stay constantly up to date with our quarterly update service. Update via mail once a quarter (Price: 150 EUR/Year; Format: PDF) LANGUAGE: English FORMAT: Powerpoint in PDF DATE OF PUBLISHING: End of November 2017 (Attention: you can order the study now but the delivery will be in End of November) PRICE / LICENCES: All prices are net prices. Customers in Germany have to pay 19% taxes. Selling to private persons is not possible. Additional Option: Update via mail once a quarter (Price: 150 EUR/Year; Format: PDF) User Format Price Team licence (2-5 employees) Enterprise licence (6 and more employees) PDF PDF 495 Additional Option: Update via mail once a quarter (Price: 150 EUR/Year; Format: PDF) 795 Additional Option: Update via mail once a quarter (Price: 150 EUR/Year; Format: PDF) 8

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