Onex 2013 Investor Day Presentation

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Our Investing PlatformsLarge Cap Private EquityMid Cap Private Equity Credit Real EstateOnex Partners Direct ONCAP Onex CreditPartnersDebt OpportunityStrategySenior CreditStrategyCredit StrategyFundSenior CreditFundOnex RealEstate PartnersCamdenPartnershipsSky ViewParcMidWestApartmentPropertiesSenior FloatingIncome StrategyCollateralizedLoan ObligationsAUM: $11.3B $1.5B $2.8B $150MMTeam Size 1 : 40 12 9 41Number of investment professionals.3
How We Are Invested($ in millions)Mar 31, 2013 Mar 31, 2012Private EquityOnex PartnersPrivate Companies 1 $ 1,747 $ 1,333Public Companies 2 803 822Unrealized Carried Interest on Onex Partners Investments 3 162 119ONCAP 4 418 335Direct InvestmentsPrivate Companies 5 151 204Public Companies 2 144 1703,425 2,983Onex Real Estate Partners 6 150 185Onex Credit Partners 7 197 142347 327Other Investments 109 98Cash and Near-Cash 8 1,250 1,384Onex Corporation Debt - -Total Proprietary Capital $ 5,131 $ 4,792Proprietary Capital per Share 9 $ 42.81 $ 39.28Endnotes on slide 14.4
Page 4 and 5: AgendaIntroduction and Performance
Page 6 and 7: Our ObjectiveLong-Term Proprietary
Page 8 and 9: Private Equity Outperforms20 Years1
Page 10 and 11: OverviewInvestor and manager- Found
Page 14 and 15: Schedule of Fees and Expenses($ in
Page 16 and 17: Private Equity Management FeesCommi
Page 18 and 19: Illustrative Fee Growth Potential($
Page 20 and 21: Carried Interest ExampleExample: $1
Page 22 and 23: Appendix: Global LP RelationshipsBy
Page 24 and 25: Schedule of Fees and Expenses Endno
Page 26 and 27: Our ObjectiveLong-Term Proprietary
Page 28 and 29: Our Investing StrategyGlobal busine
Page 30 and 31: Our DisciplinePrudent purchase pric
Page 32 and 33: Team DevelopmentInternship program-
Page 34 and 35: USIAdam CobournSenior Associate
Page 36 and 37: At a GlanceArranges property & casu
Page 38 and 39: Investment ThesisAttractive cash fl
Page 40 and 41: Track Record of Accretive Acquisiti
Page 42 and 43: Value Creation OpportunityOpportuni
Page 44 and 45: KraussMaffei Investment OverviewAcq
Page 46 and 47: At a GlanceDiversified across geogr
Page 48 and 49: Investment ThesisMarket leadership
Page 50 and 51: Active OwnershipAugmented managemen
Page 52 and 53: SGS Investment OverviewAcquired mar
Page 54 and 55: Brand LifecycleSGS’ services are
Page 56 and 57: Retail / PrivateLabelCPGsConverters
Page 58 and 59: Investment ThesisMarket leader with
Page 60 and 61: BBAMTawfiq PopatiaPrincipal
Page 62 and 63:
At a GlanceBBAM is one of the world
Page 64 and 65:
At a Glance($ in millions)Key Data
Page 66 and 67:
Industry Investment ThesisFinancial
Page 68 and 69:
Significant Private OperatingCompan
Page 70 and 71:
Significant Private Operating Compa
Page 72 and 73:
ONCAP OverviewEstablished in 1999 a
Page 74 and 75:
Since Last Year…Acquired Bradshaw
Page 76 and 77:
Bradshaw International - Investment
Page 78 and 79:
Capital Invested Since Inception(in
Page 80 and 81:
Onex Credit PartnersMichael J. Gelb
Page 82 and 83:
AUM GrowthTwo CLOs($1.0B)$2.8B$1.3B
Page 84 and 85:
Leveraging the PlatformDebt Opportu
Page 86 and 87:
Valuing Onex:Moving the Goal PostsS
Page 88:
ONEX.COM
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Onex 2013 Investor Day Presentation

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