pass Diversified LLC(CODI)

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pass Diversified LLC(CODI) - 2023 Q2 - Earnings Call Presentation
2023-08-02 21:49
Compass Diversified (NYSE: CODI) owns and manages a diverse group of leading middle-market businesses Currently own and manage seven branded consumer and three niche industrial subsidiaries CODI BY THE NUMBERS How Are We Different? $7.0B + Aggregate Acquisitions 23 Platforms & 32 Add-Ons Our ESG framework is built on two key pillars, and supported by eight priority areas, collectively underpinned by sound governance practices Governance Business Transformation Capital Allocation Healthcare Vertical Growth D ...
pass Diversified LLC(CODI) - 2023 Q2 - Quarterly Report
2023-08-01 16:00
| --- | --- | --- | --- | --- | --- | |---------------------------------|-------------------------------------------------|---------------|------------------------------------------|-------|---------------| | | June 30, 2023 \nEffective Interest Rate | \nAmount | December \nEffective Interest Rate | 31, | 2022 \nAmount | | 2029 Senior Notes | 5.25% | $ 1,000,000 | 5.25% | $ | 1,000,000 | | 2032 Senior Notes | 5.00% | 300,000 | 5.00% | | 300,000 | | 2022 Term Loan | 7.10% | 390,000 | 5.20% | | 395,000 | | 20 ...
pass Diversified LLC(CODI) - 2023 Q1 - Earnings Call Transcript
2023-05-04 02:15
Compass Diversified (NYSE:CODI) Q1 2023 Earnings Conference Call May 3, 2023 5:00 PM ET Company Participants Cody Slach - Gateway Group Elias Sabo - Chief Executive Officer Pat Maciariello - Chief Operating Officer, Compass Group Management Ryan Faulkingham - Chief Financial Officer Conference Call Participants Larry Solow - CJS Securities Cris Kennedy - William Blair Mike Zabran - Roth MKM Kyle Joseph - Jefferies Sean-Paul Adams - Raymond James Operator Good afternoon, and welcome to Compass Diversified's ...
pass Diversified LLC(CODI) - 2023 Q1 - Earnings Call Presentation
2023-05-03 21:28
$263M • World-class design capabilities creates exquisite, one-of-akind jewelry • Unique retail strategy improves client experience • Highly effective event-driven marketing strategy • Long-lasting client connections bring high-value, discerning and loyal clientele DESCRIPTION COMPASS VALUE ADDED Working with management to support retail rollout plans and build infrastructure to support growth P PRIMALOFT. DESCRIPTION The leading provider of branded, high-performance synthetic insulation used primarily in c ...
pass Diversified LLC(CODI) - 2023 Q1 - Quarterly Report
2023-05-02 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMPASS DIVERSIFIED HOLDINGS Delaware 001-34926 20-3812051 (State or other jurisdiction of incorporation or organization) (Commission file number) (I.R.S. employer id ...
Compass Diversified (CODI) Investor Presentation - Slideshow
2023-03-17 18:47
Building on 16+ years of success, C-Corp taxation would drive greater value for all CODI shareholders over time 42 • Improves cost of equity capital and shares become more attractive currency • Improves profile with rating agencies • Reduces administrative costs • Eliminates K-1 and UBTI 35 Net Income (Loss) to Non-GAAP Adjusted Earnings (2022) | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------|-------|-- ...
pass Diversified LLC(CODI) - 2022 Q4 - Earnings Call Transcript
2023-03-02 02:27
Compass Diversified (NYSE:CODI) Q4 2022 Earnings Conference Call March 1, 2023 5:00 PM ET Company Participants Cody Slach - Gateway Group Elias Sabo - CEO Ryan Faulkingham - CFO Pat Maciariello - Chief Operating Officer, Compass Group Management Conference Call Participants Cris Kennedy - William Blair Larry Solow - CJS Securities Matt Koranda - ROTH Robert Dodd - Raymond James Matthew Howlett - B. Riley Barry Haimes - Sage Asset Management Operator Good afternoon, and welcome to the Compass Diversified Fou ...
pass Diversified LLC(CODI) - 2022 Q4 - Annual Report
2023-02-28 16:00
5.11 competes in the global marketplace for purpose-built technical apparel, footwear and gear. Management believes 5.11 has competitive advantages through its global omnichannel business model, which is comprised of a rapidly growing DTC channel and recurring Wholesale channel. 5.11 competes against activewear, outdoor and specialty apparel brands such as Nike, Under Armour, The North Face, Patagonia, Lululemon, Arc'teryx, Carhartt, Propper and Fecheimer Brothers. 5.11 competes with footwear brands such as ...
pass Diversified LLC(CODI) - 2022 Q3 - Earnings Call Transcript
2022-11-04 01:18
Compass Diversified (NYSE:CODI) Q3 2022 Earnings Conference Call November 3, 2022 5:00 PM ET Company Participants Cody Slach – Gateway Group Elias Sabo – Chief Executive Officer Pat Maciariello – Chief Operating Officer Ryan Faulkingham – Chief Financial Officer Conference Call Participants Larry Solow – CJS Securities Cris Kennedy – William Blair Matt Koranda – ROTH Capital Matthew Howlett – B. Riley Operator Good afternoon, and welcome to Compass Diversified Third Quarter 2022 Conference Call. Today’s cal ...
pass Diversified LLC(CODI) - 2022 Q3 - Earnings Call Presentation
2022-11-03 23:11
CODI Investor Presentation NOVEMBER 2022 Legal Disclaimer This presentation contains certain forward-looking statements within the meaning of the federal securities laws. These statements may be made a part of this presentation or by reference to other documents we file with the SEC. Some of the forward-looking statements can be identified by the use of forward-looking words. Statements that are not historical in nature, including the words "anticipate," "may," "estimate," "should," "seek," "expect," "plan, ...