Automotive Aftermarket Stock Performance *

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1 Weekly Automotive Aftermarket Intelligence Report September 4, 205 AUTOMOTIVE AFTERMARKET Automotive Aftermarket Stock Performance * 5% SLIPPING LEADING Solera 0% 5% Cooper Tire Boyd Last Month s Return 0% (5%) U.S. Auto Parts Uni-Select Standard Motor AutoZone Pep Boys Remy Dorman Copart LKQ Monro Rush CarMax KAR Goodyear Lithia Advance Auto AutoNation Asbury Penske Sonic Genuine Parts Snap-on Tenneco O'Reilly MPA S&P 500 Last Month s Return (5.9%) (0%) Group (5%) S&P 500 Last Week s Return 2.% (20%) LAGGING Federal-Mogul IMPROVING (5%) 0% 5% 0% Last Week s Return On September 3, 205, Vista Equity Partners announced that it would acquire Solera Holdings for $55.85 per share in cash, representing a premium of approximately 53% over the company s closing share price of $36.39 on August 3, 205. *Size of the bubble represents relative market capitalization Source: CapitalIQ Percent Change Segment Index Week Month LTM Suppliers.8% (4.4%) 3.6% Retailers & Distributors 2.8% (0.3%) 36.0% Independent Service Providers & Dealers.3% (4.4%) 3.6% Collision 0.9% (.6%) 6.4% BB&T Automotive Aftermarket Index 2.3% (2.9%) 22.9% S&P % (5.9%) (3.8%) Weighted by market capitalization

2 Automotive Aftermarket Stock Performance 40% 30% 20% 0% 0% (0%) (20%) Sep-4 Oct-4 Nov-4 Dec-4 Jan-5 Feb-5 Mar-5 Apr-5 May-5 Jun-5 Jul-5 Aug-5 Sep-5 Source: Capital IQ Suppliers Independent Service Providers & Dealers BB&T Automotive Aftermarket Index Retailers & Distributors Collision S&P 500 Index Most Recent Quarter Sales Growth (Year-Over-Year) 70% 60% 63.4% 50% 40% 30% 36.3% 37.4% 20% 0% 0% (0%) (20%) (5.4%).3% 4.8% (0.4%) 2.4% 2.4% 0.2% 9.% 6.5% 7.% 8.6% 3.7%.0% 0.8% 0.% (.2%) (0.6%) (5.0%) (0.2%) (4.7%) 2.2% 2.5% 8.7% 3.0% 0.% (4.%) 2.4% 0.9% 7.5% Cooper Tire & Rubber Co. Dorman Products, Inc. Federal-Mogul Corp. Goodyear Tire & Rubber Co. Motorcar Parts of America Inc. Remy International, Inc. Snap-on Inc. Standard Motor Products Inc. Tenneco Inc. Advance Auto Parts Inc. AutoZone, Inc. Genuine Parts Company KAR Auction Services, Inc. O'Reilly Automotive Inc. Pep Boys - Manny, Moe & Jack U.S. Auto Parts Network, Inc. Uni-Select Inc. Asbury Automotive Group, Inc. AutoNation Inc. CarMax Inc. Group Automotive Inc. Lithia Motors Inc. Monro Muffler Brake Inc. Penske Automotive Group, Inc. Pep Boys - Manny, Moe & Jack Rush Enterprises, Inc. Sonic Automotive Inc. Boyd Group Income Fund Copart, Inc. KAR Auction Services, Inc. LKQ Corp. Solera Holdings Inc. Suppliers Retailers & Distributors Independent Service Providers & Dealers Collision Source: Capital IQ 2

3 Enterprise Value / Last 2 Months EBITDA Multiples,2,3 SUPPLIERS RETAILERS & DISTRIBUTORS 8.6x 8.9x 8.7x 9.5x.3x 2.6x.9x 0.2x INDEPENDENT SERVICE PROVIDERS & DEALERS COLLISION 2.8x 3.2x 2.7x.9x 2.8x 2.7x 2.4x TOTAL AUTOMOTIVE AFTERMARKET 0.9x.6x.2x Enterprise Value = Market Capitalization + Debt Cash; EBITDA = Earnings Before Interest, Taxes, Depreciation, and Amortization 2 Pep Boys is included in both Retailers & Distributors and Independent Service Providers & Dealers 3 KAR is included in both Retailers & Distributors and Collision Source: Capital IQ 3

4 Valuation Metrics As of 9/3/205 ($ in millions, except per share) SUPPLIERS Stock 52 Week Market Price / P / E Forward PEG TEV / Revenue TEV / EBITDA Ticker Price High / Low Cap TEV TBV LTM CY 205 CY 206 CY 205 CY 206 LTM CY 205 CY 206 LTM CY 205 CY 206 Cooper Tire & Rubber Co. CTB $40.07 $43.94 / $27.24 $2,254 $2,20 3.0x.0x 2.8x 2.x NA NA 0.7x 0.7x 0.7x 4.2x 5.x 5.0x Dorman Products, Inc. DORM $50.20 $53.69 / $37.22,790, x 20.7x 8.9x 6.5x.0x 0.9x 2.3x 2.x.9x.3x 0.5x 9.3x Federal-Mogul Corp. FDML $7.88 $6.72 / $7.7,354 4,37 NM 5.2x 9.x NA NA 0.6x 0.5x 0.5x 6.7x 6.6x 5.7x Goodyear Tire & Rubber Co. GT $29.24 $32.95 / $8.87 7,969 3, x 2.4x 9.5x 8.x NA NA 0.8x 0.8x 0.8x 5.6x 5.2x 5.0x Motorcar Parts of America, Inc. MPAA $32.5 $36.62 / $ x NM 8.9x 5.x 0.9x 0.7x.9x.6x NM 9.4x 7.6x Remy International, Inc. REMY $29.39 $29.73 / $ ,83 NM 37.3x 5.3x.4x.2x.0x.x.0x 9.2x 9.2x 7.7x Snap-on, Inc. SNA $57.52 $70.70 / $.28 9,83 9, x 22.6x 9.6x 7.4x.8x.6x 2.8x 2.9x 2.7x 2.5x 2.5x.3x Standard Motor Products, Inc. SMP $34.29 $43.72 / $ x 5.9x 4.6x 2.4x.2x.0x 0.8x 0.8x 0.8x 7.3x 8.2x NA Tenneco, Inc. TEN $46.60 $6.73 / $ ,84 3, x 2.5x 0.x 8.7x 0.9x 0.8x 0.5x 0.5x 0.4x 5.3x 5.0x 4.5x RETAILERS & DISTRIBUTORS MEAN $3,079 $4,20 4.0X 8.5X 4.6X 2.6X.2X.0X.3X.3X.2X 7.8X 8.0X 7.0X MEDIAN $,790 $2,20 3.2X 5.6X 4.6X 2.4X.X 0.9X 0.8X 0.8X 0.8X 7.0X 8.2X 6.7X Advance Auto Parts, Inc. AAP $75.57 $92.27 / $28.20 $2,80 $4, x 2.2x 7.9x.5x.3x.4x.4x.4x.0x 0.9x 9.5x AutoZone, Inc. AZO $72.76 $ / $ ,458 26,823 NM 2.4x 20.x 7.9x.4x.3x 2.7x 2.6x 2.5x 2.3x.3x Genuine Parts Company GPC $82.79 $09.00 / $ ,648 3, x 8.x 7.7x 6.2x.9x.8x 0.9x 0.9x 0.8x 0.4x 0.x 9.5x KAR Auction Services, Inc. KAR $36.60 $39.87 / $25.9 5,207 7,843 NM 24.7x 8.2x.6x.4x 3.2x 3.0x 2.9x 2.6x.0x O'Reilly Automotive, Inc. ORLY $ $258.5 / $ ,438 25, x 29.8x 27.4x 24.x.6x.4x 3.4x 3.3x 3.x 5.9x 5.x 3.8x Pep Boys - Manny, Moe & Jack PBY $.25 $2.62 / $ x NM NM NM NM NM 0.4x 0.4x 0.4x 0.4x 9.x 8.8x U.S. Auto Parts Network, Inc. PRTS $2.9 $3.34 / $ x NM NM NM NM NM 0.3x 0.3x 0.3x 22.5x.2x 8.5x Uni-Select, Inc. UNS $4.89 $45.39 / $ x 20.6x 7.x 7.4x 5.7x 5.8x 0.6x 0.7x 0.8x 0.8x 0.2x 0.3x MEAN $9,897 $, X 22.8X 20.7X 8.6X 2.3X 2.X.6X.6X.5X 3.2X.3X 0.3X MEDIAN $8,928 $0, X 2.8X 20.5X 7.9X.6X.4X.X.X.X.7X.X 9.9X INDEPENDENT SERVICE PROVIDERS & DEALERS Asbury Automotive Group, Inc. ABG $80.76 $96.58 / $60.63 $2,64 $3,782 9.x 5.8x 4.3x 2.8x 0.8x 0.7x 0.6x 0.6x 0.5x.9x.4x 0.5x AutoNation, Inc. AN $58.67 $67.50 / $46.6 6,660 2,045 2.x 5.0x 4.2x 2.7x 0.8x 0.7x 0.6x 0.6x 0.5x 2.3x.9x.0x CarMax, Inc. KMX $58.92 $75.40 / $ ,526 2, x 22.6x 9.3x.5x.2x.5x.5x.4x 9.4x 2 7.6x Group Automotive, Inc. GPI $83.48 $97.34 / $ ,08 4,60 NM.6x.6x 0.6x 0.8x 0.7x 0.4x 0.4x 0.4x.2x.5x 0.7x Lithia Motors, Inc. LAD $08.56 $22.0 / $ ,858 4,688 7.x 7.7x 5.9x 4.2x 0.7x 0.6x 0.7x 0.6x 0.5x 4.5x 2.9x.6x Monro Muffler Brake, Inc. MNRO $64.43 $67.93 / $ ,07 2,259 4.x 32.9x 34.2x 29.9x.7x 2.5x 2.5x 2.3x 4.9x 5.8x 3.6x Penske Automotive Group, Inc. PAG $50.55 $54.39 / $ ,594 8,795 NM 5.4x 3.2x.0x 0.9x 0.5x 0.5x 0.4x 3.3x 3.x 2.x Pep Boys - Manny, Moe & Jack PBY $.25 $2.62 / $ x NM NM NM NM NM 0.4x 0.4x 0.4x 0.4x 9.x 8.8x Rush Enterprises, Inc. RUSH.B $3.33 $3.64 / $9.58,333 2, x 25.9x 6.x 3.9x NA NA 0.7x 0.6x 0.5x 3.x.4x Sonic Automotive, Inc. SAH $2.3 $27.84 / $20.24,080 3,27 8.3x.2x.x 9.9x.0x 0.9x 0.3x 0.3x 0.3x.0x.3x 0.5x MEAN $3,589 $6, X 8.5X 7.0X 5.0X.X 0.9X 0.8X 0.8X 0.7X 3.2X 3.X.8X MEDIAN $2,09 $4,96 5.6X 5.8X 4.3X 2.8X 0.9X 0.8X 0.6X 0.6X 0.5X 2.7X 2.4X.2X COLLISION Boyd Group Income Fund BYD.UN $46.53 $49.26 / $27.44 $769 $835 NM 26.8x x NA NA.0x.0x 0.9x 3.3x.8x 0.5x Copart, Inc. CPRT $34.76 $38.50 / $ ,433 4, x 20.4x 2.5x 8.9x.6x.4x 3.8x 3.9x 3.7x 0.6x.x 0.3x KAR Auction Services, Inc. KAR $36.60 $39.87 / $25.9 5,207 7,843 NM 24.7x 8.2x.6x.4x 3.2x 3.0x 2.9x 2.6x.0x LKQ Corp. LKQ $30.34 $32.25 / $ ,242 0,794 2.x 23.5x 2.4x 8.7x.0x 0.9x.5x.5x.4x 3.x 2.5x.x Solera Holdings, Inc. SLH $53.77 $60.00 / $36.4 3,35 5,776 NM 45.x 7.4x 8.x.5x.6x 5.x 5.x 4.6x 2.6x.8x MEAN $4,593 $5, X 28.X 2.9X 9.4X.4X.3X 2.9X 2.9X 2.7X 2.7X 2.0X 0.9X MEDIAN $4,433 $5, X 24.7X 2.4X 8.7X.5X.4X 3.2X 3.0X 2.9X 3.X 2.0X.0X Stock Prices, Market Cap, and Enterprise Values converted at the exchange rate as of the date above * Definitions: LTM = Last Twelve Months; EBITDA = Earnings Before Interest, Taxes, Depreciation, and Amortization; P / E = Stock Price / Earnings Per Share; TEV = Total Enterprise Value TBV = Tangible Book Value; PEG = (Calendarized P / E) / Long Term Growth Rate Sources: Capital IQ, Company filings 4

5 Operating Results Last 2 Months as of 9/3/205 ($ in millions, except per share) SUPPLIERS Net Margins Sales Growth EBITDA Growth SSS Ticker LTM Date Revenue EBITDA EBIT Income Gross EBITDA EBIT NI Year 5 Year Year 5 Year Latest Q Affinia Group Intermediate Holdings, Inc. N/A 06/30/5 $,352 $59 $38 $ %.8% 0.2% 3.9% 2.9% (6.6%) 23.3% (.0%) Cooper Tire & Rubber Co. CTB 06/30/5 3, % 6.6% 2.5% 7.3% (6.6%) 0.% 9.5% 7.8% Dorman Products, Inc. DORM 06/27/ % 20.0% 8.3%.6% 4.3% 3.2% (0.%) 7.2% Federal-Mogul Corp. FDML 06/30/5 7, (92) 3.8% 7.6% 3.% (2.6%) 6.% 4.9% (6.6%) 0.4% Goodyear Tire & Rubber Co. GT 06/30/5 7,209 2,366,655 2, % 3.7% 9.6% 5.7% (9.0%) (0.5%) 7.4% 9.3% Motorcar Parts of America, Inc. MPAA 06/30/ %.7% 0.9% 2.9% 9.6% 6.6% (6.0%) 7.8% Remy International, Inc. REMY 06/30/5, %.2% 5.%.0% (3.%) 2.7% (3.%) (.3%) Snap-on, Inc. SNA 07/04/5 3, % 22.3% 20.4% 2.6% 6.3% 7.4% 4.5% 7.9% Standard Motor Products, Inc. SMP 06/30/ %.6% 9.9% 4.4% (.6%) 4.6% (9.9%) 6.6% Tenneco, Inc. TEN 06/30/5 8, % 8.9% 6.6% 2.7% (.%) 8.8% (.2%) 9.3% UCI Holdings Limited N/A 06/30/5, (4) 2.9% 9.8% 4.7% (4.%) 3.% 2.% (2.7%) 3.7% MEAN $4,0 $56 $370 $ % 3.2% 0.% 5.0% 3.7% 4.8% 2.3% 8.9% NA MEDIAN $,352 $59 $39 $ %.7% 9.9% 3.9% 4.3% 4.6% (.2%) 9.3% NA RETAILERS & DISTRIBUTORS Advance Auto Parts, Inc. AAP 07/8/5 $9,935 $,283 $,005 $ % 2.9% 0.% 5.% 20.5%.9% 20.2% 3.5% 0.7% American Tire Distributors Holdings, Inc. N/A 0/03/5 5, % 4.8%.8% (.9%) 3.% 8.3% 29.4% 9.4% AutoZone, Inc. AZO 05/09/5 9,947 2,83,94, % 2.9% 9.2%.4% 4.5% 6.8% 4.9% 8.5% 2.3% Genuine Parts Company 2 GPC 06/30/5 5,485,276, % 8.2% 7.3% 4.6% 5.% 8.0% 3.% 9.4% 4.0% KAR Auction Services, Inc. KAR 06/30/5 2, % 25.0% 6.9% 8.5% 0.8% NA 30.2% NA O'Reilly Automotive, Inc. ORLY 06/30/5 7,578,6, % 2.3% 8.5%.2% 9.4% 8.3% 7.4% 5.2% 7.2% Pep Boys - Manny, Moe & Jack 3 PBY 08/0/5 2, (2) 23.2% 4.2% 0.7% (0.6%).0%.5% (7.9%) (8.9%) 0.3% U.S. Auto Parts Network, Inc. PRTS 07/04/ (5) (6) 27.6%.3% (.6%) (2.0%) 9.4% 7.6% (46.8%) (8.0%) Uni-Select, Inc. 5 UNS 06/30/5, (44) NM 5.3% 4.6% (2.6%) (3.9%) 6.0% 5.6% 4.3%.% MEAN $6,062 $822 $672 $ %.7% 8.6% 3.8% 9.8% 8.5% 6.2% 5.4% 2.7% MEDIAN $5,03 $622 $49 $ % 8.2% 7.3% 4.6% 9.4% 7.8% 5.6% 9.0%.7% INDEPENDENT SERVICE PROVIDERS & DEALERS Asbury Automotive Group, Inc. ABG 06/30/5 $6,240 $37 $289 $2 6.3% 5.% 4.6%.9%.0% 2.2% 2.8% 9.0% AutoNation, Inc. AN 06/30/5 20, % 4.9% 4.3% 2.2% 0.9%.6% 6.7% 3.7% CarMax, Inc. KMX 05/3/5 4,533, % 7.7% 6.9% 4.2%.7% 2.9% 4.8% 2.2% Group Automotive, Inc. GPI 06/30/5 0, % 4.0% 3.6%.2% 9.9% 5.6% 26.9% 9.7% Lithia Motors, Inc. LAD 06/30/5 6, % 4.8% 4.3% 2.4% 56.5% 29.2% 39.8% 36.4% Monro Muffler Brake, Inc. MNRO 06/27/ % 6.6% 2.6% 7.0% 8.4% 9.0% 3.%.% (0.4%) Penske Automotive Group, Inc. PAG 06/30/5 8, % 3.4% 3.0%.7% 4.6% 2.6% 5.0% 6.% Pep Boys - Manny, Moe & Jack 4 PBY 08/0/5 2, (2) 23.2% 4.2% 0.7% (0.6%).0%.5% (7.9%) (8.9%) 0.3% Rush Enterprises, Inc. RUSH.B 06/30/5 5, % 5.6% 3.0%.7% 28.4% 33.4% 30.2% 34.9% Sonic Automotive, Inc. SAH 06/30/5 9, % 3.% 2.4% 0.8% 3.5% 7.7% (2.9%) 6.6% MEAN $9,375 $459 $386 $20 8.6% 5.9% 4.5% 2.3% 5.6% 4.6% 5.8% 6.% (0.%) MEDIAN $8,22 $323 $29 $24 5.6% 4.8% 3.9%.8% 0.9% 2.4% 4.9% 4.9% (0.%) COLLISION Boyd Group Income Fund 5 BYD.UN 06/30/5 $86 $67 $49 ($2) 45.9% 8.2% 5.9% (0.2%) 46.0% 36.8% 63.6% 4.4% 5.8% Copart, Inc. 6 CPRT 04/30/5, % 36.2% 32.0% 8.5%.0% 8.5% 9.6% 8.3% 5.6% KAR Auction Services, Inc. KAR 06/30/5 2, % 25.0% 6.9% 8.5% 0.8% NA 30.2% NA LKQ Corp. 7 LKQ 06/30/5 7, %.8% 0.0% 5.7% 7.9% 25.7% 5.% 2.3% 7.5% Solera Holdings, Inc. SLH 06/30/5, (0) 65.7% 36.2% 22.0% (8.8%) 5.6% 2.6% 9.6% 9.5% MEAN $2,522 $470 $358 $ % 23.5% 7.4% 4.7% 8.3% 20.9% 27.6% 20.% 6.3% MEDIAN $,5 $46 $368 $22 44.% 25.0% 6.9% 5.7% 5.6% 9.% 9.6% 5.4% 5.8% Affinia Group, American Tire Distributors, and UCI International have publicly traded debt only and thus are included in operating and performance metrics, but not valuation multiples 2 Same Store Sales for Genuine Parts reflects automotive segment only 3 Same Store Sales reflect Pep Boys merchandise business only 4 Same Store Sales reflect Pep Boys service business only 5 Reported results converted at the exchange rate as of the above date 6 Same Store Sales reflect Copart s organic comp growth 7 Same Store Sales reflect LKQ s organic growth for parts and services * Definitions: LTM = Last Twelve Months; EBITDA = Earnings Before Interest, Taxes, Depreciation, and Amortization; EBIT = Earnings Before Interest & Taxes; NI = Net Income SSS = Same Store Sales, where applicable Sources: Capital IQ, Company filings 5

6 Balance Sheet Metrics As of 9/3/205 ($ in millions, except per share) Days Outstanding Cash Total Debt / Debt / Interest Quick S&P Debt Ticker A / R Inventory A / P Conversion Debt Capital EBITDA Coverage Ratio Ratio Rating Outlook SUPPLIERS Affinia Group Intermediate Holdings, Inc. N/A $ % 5.2x 2.6x.3x 0.4x B Stable Cooper Tire & Rubber Co. CTB % 0.6x 3.6x 3.0x.7x BB- Positive Dorman Products, Inc. DORM NA NA NA 5.2x 2.8x NA NA Federal-Mogul Corp. FDML , % 5.x 0.8x.7x 0.9x B- Stable Goodyear Tire & Rubber Co. GT , % 2.6x 3.3x.6x 0.9x BB Stable Motorcar Parts of America, Inc. MPAA %.0x.9x.0x 0.2x NA NA Remy International, Inc. REMY % 2.7x 5.8x.9x.x BB- NM Snap-on, Inc. SNA %.2x 3.7x 2.6x.6x A- Stable Standard Motor Products, Inc. SMP % 0.5x NM.8x 0.6x NA NA Tenneco, Inc. TEN , %.7x 4.9x.4x 0.8x BB+ Stable UCI Holdings Limited N/A % 7.2x.3x.9x 0.7x CCC+ Negative MEAN $, % 2.8X 5.3X 2.X.X MEDIAN $ % 2.X 3.3X.8X 0.9X RETAILERS & DISTRIBUTORS Advance Auto Parts, Inc. AAP $, %.x 4.9x.3x 0.2x BBB- Stable American Tire Distributors Holdings, Inc. N/A , % 7.5x.3x.8x 0.5x NA NA AutoZone, Inc. AZO NM 4, % 2.x.x 0.8x 0.x BBB Stable Genuine Parts Company GPC % 0.7x NM.5x 0.6x NA NA KAR Auction Services, Inc. KAR 26.8 NA 50.8 NA 2, % 4.6x.2x.x BB- Stable O'Reilly Automotive, Inc. ORLY , % 0.9x NM.0x 0.2x BBB+ Stable Pep Boys - Manny, Moe & Jack PBY % 3.8x 2.7x.3x 0.x B Stable U.S. Auto Parts Network, Inc. PRTS % 4.6x NM.3x 0.2x NA NA Uni-Select, Inc. UNS %.2x 6.8x.6x 0.8x NA NA MEAN $, % 2.9X 7.X.3X 0.4X MEDIAN $, % 2.X 6.4X.3X 0.2X INDEPENDENT SERVICE PROVIDERS & DEALERS Asbury Automotive Group, Inc. ABG $, % 5.x 4.7x.2x 0.2x BB+ Stable AutoNation, Inc. AN , % 5.6x 5.2x.0x 0.2x BBB- Stable CarMax, Inc. KMX , % 8.5x NM 2.7x 0.5x NA NA Group Automotive, Inc. GPI , % 6.3x 3.5x.0x 0.2x BB+ Stable Lithia Motors, Inc. LAD ,854 7.% 5.6x 6.8x.x 0.2x NA NA Monro Muffler Brake, Inc. MNRO NA 86.0 NA NA %.6x.x NA NA Penske Automotive Group, Inc. PAG , % 6.8x 4.2x.0x 0.2x BB Stable Pep Boys - Manny, Moe & Jack PBY % 3.8x 2.7x.3x 0.x B Stable Rush Enterprises, Inc. RUSH.B , % 5.2x NM.x 0.2x NA NA Sonic Automotive, Inc. SAH , % 7.3x.3x.x 0.2x BB Stable MEAN $2, % 5.6X 5.X.X 0.X MEDIAN $, % 5.6X 4.5X.X 0.X COLLISION Boyd Group Income Fund BYD.UN NM $24 0.5x.9x 6.8x.0x 0.8x NA NA Copart, Inc. CPRT NM x.6x NM 4.2x 3.9x NA NA KAR Auction Services, Inc. KAR 26.8 NA 50.8 NA 2, x 4.6x.2x.x BB- Stable LKQ Corp. LKQ , x.x 3.3x.x BB+ Stable Solera Holdings, Inc. SLH 49.6 NA 38. NA 2, x 2.9x 2.2x BB- NM MEAN $, % 3.2X 6.7X 2.4X.8X MEDIAN $, % 2.0X 6.4X 2.2X.X Affinia Group, American Tire Distributors, and UCI International have publicly traded debt only and thus are included in operating and balance sheet metrics, but not valuation multiples * Definitions: EBITDA = Earnings Before Interest, Taxes, Depreciation, and Amortization; Acct. Rec. Days Outstanding = Accounts Receivable / Sales * Days; Inventory Days Outstanding = Inventory / Cost of Goods Sold * Days; Days Payable Outstanding = Accounts Payable / Cost of Goods Sold * Days; Cash Conversion = Acct. Rec. Days Outstanding + Inventory Days Outstanding - Days Payable Outstanding; Debt / Capital = Total Debt / (Total Debt + Book Value of Equity); Interest Coverage = EBITDA / Interest Expense Sources: Capital IQ, Bloomberg, Company filings 6

7 What We Are Hearing From the Road Sentinel Capital Partners Acquires Driven Performance Brands, Inc.: New York, NY-based private equity firm Sentinel Capital Partners announced on September 4, 205 that it had acquired Santa Rosa, CA-based aftermarket performance products provider Driven Performance Brands, Inc. (DPB) from Greenwich, CT-based private investment firm Dubin Clark & Company, Inc. Financial terms of the transaction were not disclosed. BB&T Capital Markets served as financial advisor to DPB. Founded in 953, DPB designs, manufactures, and markets specialty automotive performance products for car and truck enthusiasts. The company offers products for almost every part of the undercar, from exhaust to transmission, drivetrain, and electronic tuning products and markets products under the Flowmaster, B&M Racing and Performance, Hurst Shifters, Hurst Driveline Conversions, and Dinan Engineering brands. DPB sells through online specialty retailers, distributors, dealers, traditional retailers, and OEMs, as well as directly to consumers. Vista Equity Partners to Acquire Solera Holdings Inc.: San Francisco, CA-based private equity firm Vista Equity Partners announced on September 3, 205 that it had signed a definitive agreement to acquire Westlake, TX-based auto claims processing software provider Solera Holdings Inc. (NYSE:SLH) for approximately $6.2 billion, or approximately 5.4x and 5.0x trailing twelve months revenue and EBITDA, respectively. Founded in 966, Solera provides risk and asset management software and services to the automotive and property market. The company s offerings create a digital marketplace and enable customers to manage the entire life of the vehicle through a single platform. SAME STORE SALES GROWTH * 5.0% 0.0% 5.0% 0.0% (5.0%) 2.5% 0.6% 0.4% (0.6%) (0.5%) (2.%) (2.2%) (3.3%) 5.3% 0.4% 6.2%.5% 0.6% 9.7%.% (2.8%) (2.3%) 7.7% 3.% 0.3% 7.0% 9.0%.9% 2.3%.0% 0.4% 8.3% 6.7% 7.% 7.5% 6.3% 3.0% 2.8% 3.3% 2.% 2.9%.7%.7% 0.% (0.0%) Q2'2 Q3'2 Q4'2 Q'3 Q2'3 Q3'3 Q4'3 Q'4 Q2'4 Q3'4 Q4'4 Q'5 Q2'5 Retailers and Distributors Independent Service Providers Collision *Same Store Sales growth measures revenue growth for stores that have been open for at least one year Retailers & Distributors include: Advance Auto Parts, AutoZone, GPC (NAPA), O Reilly Automotive, Uni-Select, and Pep Boys Independent Service Providers include: Monro Muffler Brake and Pep Boys Collision includes: Copart, Boyd Group, and LKQ. LKQ and Copart report organic comp sales LKQ reports comp growth on a distribution center and Copart does so on an established, mature location that has repeat sales Sources: Capital IQ, Company filings MILES TRAVELED AND AVERAGE GASOLINE PRICE PER GALLON 6.0% 6.0% $5.00 Year-Over-Year Change in Miles Traveled 5.0% 4.0% 3.0% 2.0%.0% 0.0% (.0%).4%.3% 0.3% 2.0% 2.% 0.6% 4.6% 5.0% 5.% 5.% 4.0% 4.% $4.50 $4.00 $3.50 $3.00 $2.50 Average Gasoline Prices Per Gallon (2.0%) $2.00 Jun-4 Jul-4 Aug-4 Sep-4 Oct-4 Nov-4 Dec-4 Jan-5 Feb-5 Mar-5 Apr-5 May-5 Jun-5 Vehicle Miles Traveled Data computed with the Federal Highway Administration Statistics table focusing on highway-going registered motor vehicles Sources: FHWA, U.S. Energy Information Administration Gasoline Prices 7

8 Recent Mergers & Acquisitions Close Date Target Buyer (Sponsor) Transaction Details Pending Pending Solera Holdings Inc. (NYSE:SLH) Wolverine Advanced Materials, LLC Vista Equity Partners ITT Corporation (NYSE:ITT) Vista Equity Partners, a San Francisco, Californa-based private equity firm, has entered into a definitive agreement to acquire Solera Holdings Inc. (NYSE:SLH), an auto claims processing software provider based in Westlake, Texas. ITT Corporation (NYSE:ITT) has entered into a definitive agreement to acquire Wolverine Advanced Materials, LLC, a manufacturer of customized technologies for automotive braking systems and sealing solutions for harsh operating environments based in Dearborn, Michigan. Pending 360 Forged, Inc. American Force Wheels Inc. American Force Wheels Inc., a manufacturer of custom wheels, has entered into a definitive agreement to acquire 360 Forged, Inc., a manufacturer of forged wheels based in Miami, Florida. Pending Affinia Group Holdings Inc. MANN + Hummel Holding GmbH Pending Covs Parts Pty Ltd. Genuine Parts Company (NYSE:GPC) Pending Remy International Inc. (NasdaqGS:REMY) 9/4/205 Driven Performance Brands, Inc. (Dubin Clark & Company, Inc.) 9//205 The Carlstar Group LLC, Carlstar Belts Business BorgWarner Inc. (NYSE:BWA) Sentinel Capital Partners Timken Company (NYSE:TKR) 9//205 IVC Industrial Coatings Inc. PPG Industries, Inc. (NYSE:PPG) 8/3/205 Arrowhead Electrical Products, Inc. (Pfingsten Partners, L.L.C.) The Riverside Company 8/28/205 Lorin Peck Tool Co. National Performance Warehouse Inc. 8/28/205 Bridgeway Enterprises, Inc. Lund International (Highlander Partners) 8/28/205 Lehman's Garage, Inc. ABRA Auto Body & Glass (Hellman & Friedman) MANN + Hummel Holding GmbH, a manufactuer of automotive components, has entered into a definitive agreement to acquire Affinia Group Holdings Inc., a manufacturer and distributor of a range of aftermarket products based in Ann Arbor, Michigan. Genuine Parts Company (NYSE:GPC) has entered into a definitive agreement to acquire Covs Parts Pty Ltd., a distributor of auto parts, tools, equipment, and consumables for transportation and fleet companies headquartered in Welshpool, Australia. BorgWarner Inc. (NYSE:BWA) has entered into a definitive agreement to acquire Remy International, Inc. (NasdaqGS:REMY), a Pendleton, Indiana-based designer, manufacturer, and distributor of rotating electrical components for the automotive aftermarket. Sentinel Capital Partners, a New York-based private equity firm, has acquired Driven Performance Brands, Inc., an aftermarket performance products provider based in Santa Rosa, California. Timken Company (NYSE:TKR) has acquired the Carlstar Belts Business, a manufacturer of rubber belts used in industrial, commercial, and consumer applications based in Franklin, Tennessee, from the Carlstar Group LLC. PPG Industries, a manufacturer of coatings for the construction, consumer products, industrial, and transportation industries has acquired IVC Industrial Coatings Inc., a manufacturer of specialty, powder, and liquid coatings. The Riverside Company, a New York-based private equity group, has acquired Arrowhead Electrical Products, Inc., a supplier of nondiscretionary aftermarket replacement parts serving a variety of vehicle end markets based in Blaine, Minnesota. National Performance Warehouse Inc., a distributor of automotive parts, has acquired The Lorin Peck Tool Co., a distributor of tools and equipment for traditional vehicle, performance, truck, and chemical markets based in Utah. Lund International, Highlander Partners, has acquired the operating assets of Bridgeway Enterprises, Inc. (doing business as "TonnoPro"), a designer and distributor of tonneau covers for light trucks based in Surprise, Arizona. ABRA Auto Body & Glass, Hellman & Friedman, has acquired Lehman's Garage, Inc., an automotive maintenance services provider based in Bloomington, Minnesota. 8/25/205 Hawaii Automotive LLC Lithia Motors Inc. (NYSE:LAD) Lithia Motors Inc. (NYSE:LAD) has acquired Hawaii Automotive LLC, an Acura dealership operator based in Honolulu, Hawaii. 8/20/205 Coast Distribution Systems Inc. (AMEX:CRV) LKQ Corporation (NasdaqGS:LKQ) LKQ Corporation (NasdaqGS:LKQ) has acquired Coast Distribution Systems Inc. (AMEX:CRV), a distributor of replacement parts, supplies, and accessories for recreational vehicles based in Morgan Hill, California. 8/8/205 C.B. Hoare Auto Parts Limited Uni-Select Inc. (TSX:UNS) Uni-Select Inc. (TSX:UNS) has acquired C.B. Hoare Auto Parts Limited, a wholesaler of automotive parts and paint products operating three locations in Nova Scotia. 8/8/205 Ocean County Auto Wreckers, Inc. Fenix Parts, Inc. (NasdaqGM:FENX) 8/4/205 Riverdale Body Shop Service King Paint & Body, LLC (The Blackstone Group) 8/2/205 Shelby s Wheel and Tires Raben Tire Co., LLC (Palladium Equity Partners) Fenix Parts, Inc. (NasdaqGM:FENX) has acquired Ocean County Auto Wreckers, Inc., a full-service auto recycling facility based in Bayville, New Jersey. Service King Paint & Body, LLC, The Blackstone Group, has acquired Riverdale Body Shop, a provider of collision repair services based in Schererville, Indiana. Raben Tire Co., LLC, Palladium Equity Partners, has acquired Shelby s Wheel and Tires, a tire dealer based in Paducah, Kentucky. 8//205 Lebzelter's Total Car Care Jack Williams Tire Company, Inc. Jack Williams Tire Company, Inc., a tire and auto service provider, has acquired Lebzelter's Total Car Care, an operator of three tire and automotive service locations based in Lancaster, Pennslyvania. 8/0/205 South Dade Automotive Inc. U.S. AutoForce Inc. U.S. AutoForce Inc., a tire and auto parts wholesaler, has acquired South Dade Automotive, a tire distributor based in Miami, Florida. 8/5/205 Atlantic Automotive Enterprises CRP Industries Inc. CRP Industries Inc., a provider of automotive parts and industrial products, has acquired Atlantic Automotive Enterprises, a steering systems manufacturer based in Tabor City, North Carolina. 8/5/205 Somerset Tire Service Inc. Mavis Tire Supply, LLC (ONCAP) Mavis Tire Supply, LLC, ONCAP, has acquired Somerset Tire Service Inc., a tire retailer with 57 locations in New Jersey, Pennsylvania, and New York. 8/3/205 Nestor Sales LLC Essendant Inc. Essendant Inc., a wholesaler of business essentials and office supplies, has entered into a definitive agreement to acquire Nestor Sales, LLC, a Largo, Florida-based distributor of automotive tools and equipment, from Carousel Capital. 8/3/205 EiKo Global, LLC, Automotive Lighting Business 7/3/205 Time Automotive Distributors, Salt Lake City and Boise Locations Old World Industries, LLC National Performance Warehouse Inc. Old World Industries, LLC, a developer and manufacturer of automotive and heavy duty products and fluids, has acquired the automotive division of EiKo Global, LLC, a Shawnee, Kansas-based manufacturer and distributor of lamps and lighting solutions for the automotive, industrial, and healthcare industries. National Performance Warehouse Inc., a distributor of automotive parts, has acquired the Salt Lake City and Boise locations of Time Automotive Distributors, a wholesaler of performance and truck accessories based in Utah. 7/27/205 Tower Motor Parts Bond Auto Parts Bond Auto Parts, an operator of chain auto parts stores, has acquired Towers Motor Parts Corp., a local auto parts retailer based in Massachusetts. 7/24/205 Prestige Collision Specialist, LLC ABRA Auto Body & Glass (Hellman & Friedman) 7/24/205 Coogle Tire Service Raben Holdings, LLC (Palladium Equity Partners) 7/23/205 Kost Tire & Auto Care Centers Monro Muffler Brake Inc. (NasdaqGS:MNRO) ABRA Auto Body & Glass, Hellman & Friedman, has acquired Prestige Collision Specialist, LLC, a provider of vehicle collision services based in Decatur, Georgia. Raben Holdings, LLC, Palladium Equity Partners, has acquired the assets of Coogle Tire Service, a single-outlet dealership in Indiana that predominately sells farm equipment. Monro Muffler Brake Inc. (NasdaqGS:MNRO), a provider of automotive repair and tire services, has entered into a definitive agreement to acquire 27 Kost Tire & Auto Care Centers in central New York and Pennsylvania. 8

9 Driven by success. Car Care Products a unit of a newly-formed affiliate of $0,400,000 Initial Public Offering Co-Manager $975,000,000 has received an investment from Initial Public Offering Co-Manager Advisor to the Board Audax Group Contact our Automotive Aftermarket Investment Banking team to find out more. Joe Sparacino Group Head of Aftermarket Investment Banking JSparacino@BBandTCM.com Mike O Connell Associate MOConnell@BBandTCM.com BB&T Capital Markets is the leading investment bank to the aftermarket. The firm provides unparalleled industry expertise with best-in-class transaction execution. BB&T Capital Markets has the only dedicated aftermarket practice on Wall Street and offers merger and acquisition advisory, capital raising, and a full suite of investment banking services to the entire aftermarket channel and in every niche of the industry. BBTCAPITALMARKETS.COM/AUTO The information contained herein has been obtained from sources we believe to be reliable and accurate, but we do not guarantee its accuracy or completeness. This material is not to be considered an offer or solicitation regarding the sale of any security. BB&T Capital Markets is a division of BB&T Securities, LLC, member FINRA/SIPC. BB&T Securities, LLC, is a wholly owned nonbank subsidiary of BB&T Corporation. Securities or insurance products and annuities sold, offered or recommended are not a deposit, not FDIC insured, not guaranteed by a bank, not guaranteed by any federal government agency and may go down in value. 205, Branch Banking and Trust Company. All rights reserved. Connect with us on 9