THE NEW AFTERMARKET

2019

THE NEW AFTERMARKET

Welcome to the 2019 AASA Top Automotive Aftermarket Suppliers

The Automotive Aftermarket Suppliers Association (AASA) is proud to present the newest edition of the "Top Automotive Aftermarket Suppliers." This year we are focusing on aftermarket suppliers' Paul McCarthy, President, AASA legacy of innovation and inventions with our new timeline. Suppliers are at the forefront of innovation and are responsible for much of the automotive product and technology enhancements we are seeing in an exciting era of unparalleled advancements.

AASA's "Top Automotive Aftermarket Suppliers" publication lists ? in alphabetical order ? the top ranked suppliers in our industry. It also highlights the Top 10 publicly traded suppliers, as well as the Top 5 aftermarket mergers and acquisitions from our friends at Jefferies. Also included this year is the expanded Aftermarket Mobility Technology supplier list.

As the new president of AASA, I am committed to representing and speaking on behalf of the interests of our supplier members. We serve as a positive change agent focused on key issues to ensure the continued growth of the aftermarket and an evermore successful supplier community.

These issues include ensuring access to data, consumer choice, and a competitive market for vehicle repair and maintenance. As well as helping our industry collaborate to successfully navigate the shift in our marketplace and vehicles brought on by technology advances like connectivity, omnichannel, ADAS, and electri?cation.

It is an exciting time to be part of the automotive aftermarket and AASA is honored and privileged to represent such innovative and in? uential suppliers. AASA is committed to its mission of championing the aftermarket and the business interests of its supplier members.

AASA, the voice of the aftermarket supplier community.

AASA TOP AUTOMOTIVE AFTERMARKET SUPPLIERS

Table of Contents

4 Jeffries' Top Mergers &

Acquisitions .........................

6 Mobility Technology

Suppliers .............................

8 Top Aftermarket

Suppliers ..............................

Know Your Parts Techline Directory ....... INSERT

OCTOBER 2019 ? TOP SUPPLIERS LIST ? PAGE 3

2019 AASA Top Aftermarket Suppliers

As the global automotive aftermarket continues to be heavily impacted by advancing technologies, changing consumer behaviors and evolving supply chains, the companies that lead our industry continue to expand and consolidate. As a part of this year's top supplier issue, we asked Jefferies to highlight a few of the most transformative transactions they have advised on in 2019.

Jefferies Automotive Aftermarket Investment Banking

OVERVIEW

Jefferies is the #1 advisor to companies and investors in the automotive aftermarket in the United States(1) as well as the often-acknowledged leader globally.

SELECTED TRANSACTIONS

August 2019 Pending

June 2019 Pending

We have the only full-service investment banking team dedicated exclusively to the roughly $1 trillion global aftermarket.

AUD $340,000,000

?2,100,000,000

With a team of 13 dedicated investment banking professionals, we provide a full suite of capital markets products, including M&A advisory, public and private equity and debt raising and, where needed, restructuring advice.

After almost two decades of continued commitment to the sector, we have gained a deep and unrivaled understanding of the entire aftermarket supply chain serving the global car parc.

We have relationships with thousands of aftermarket companies, which, when combined with Jefferies' global network of investment professionals leveraging well-developed relationships with leading public and private investors, enables us to provide unparalleled capital markets services.

(1) Source: Dealogic

Sale of Horizon Global's APAC Business Segment to

Pacific Equity Partners Sole Financial Advisor

May 2019

A portfolio company of CCMP Capital Advisors, LP

Undisclosed

Acquisition of Lund International Sole Financial Advisor

March 2019

Sale to TDR Capital Lead Financial Advisor

March 2019 Pending

$3,100,000,000

Sale to Uber Sole Financial Advisor

February 2019

To find out how we can help you grow your business, please contact us.

JEFFERIES AUTOMOTIVE AFTERMARKET TEAM

$2,556,000,000

Initial Public Offering Joint Bookrunner

A portfolio company of OMERS Private Equity and Leonard Green & Partners

Undisclosed

Merger with Abra Auto Body Repair of America

Sole Financial Advisor

Jonathan Carey Rex Green

Treavor Hill

+1 617.342.7865

+1 617.342.7886

+1 617.342.7929

jcarey@ rhgreen@ thill@

Investment Banking | Equities | Fixed Income | Asset Management | Wealth Management

PAGE 4 ? TOP SUPPLIERS LIST ? OCTOBER 2019

Rad Caps

99%

98 Coverage

%

Coverage

Fuel Caps

Thermostats

99%

98 Coverage

%

Coverage

Housing Thermostats

Leading the Way in

Coverage & Service

Coolant Temp Sensors

Cam & Crank Sensors



Ignition Coils

MAF Sensors

Dynamic Coverage

Come by our AAPEX booth: 1225

Leading Service

Driving Innovation

VVT Solenoids & Cam Phasers

Exceptional Quality

Mobility Technology Suppliers List

AASA's Mobility Technology Council (MTC) advances the business interests of suppliers of aftermarket mobility technologies. These include telematics, plug-in devices, sensors, vehicle data platforms, predictive analytics, mobile apps, and ADAS. Companies in this space include traditional parts suppliers that have developed or are developing connected technologies, and automotive technology startup companies. The MTC provides forums for startups and suppliers to share ideas and develop new business opportunities, identify technology trends, and address industry technology issues, such as data access and ADAS.

Following is a list of some of the leading mobility technology suppliers. For more information on the Mobility Technology Council, contact AASA Senior Vice President Chris Gardner, cgardner@aasa..

Company AAMP Actron Advanced Connected Vehicles Agero Agnik Airbiquity AirWire Alpine Argus asTech Autobrain Automatic AutoMile Automotive Data Solutions Autonative Axway Bista Solutions BlackVue Bosch BrandMotion Caarmo Car.Fit Cardash CARFIT Carista CarMD Carvoyant ClickDrive ClickMechanic Cognizant Continental Danlaw Dash Delphi Denso Directed EADII Solutions Entricit Epicor ExtremeWrench FIXD Fleet Genius Freematics Freescale Geotab Goshers Harman Huf Hunter Engineering

Products/Services Dongles, Mobile Apps Dongles, Mobile Apps Telematics Dongles, Mobile Apps Data Analytics, Connected Cybersecurity Dongles, Mobile Apps ADAS Cybersecurity ADAS Dongles, Mobile Apps Dongles, Mobile Apps Dongles, Mobile Apps Telematics Telematics Cybersecurity Predictive Analytics Dongles, Mobile Apps Dongles, Moble Apps, Connected ADAS Telematics, Mobile Apps, Dongles Predictive Analytics Mobile Apps, Diagnostics Predictive Analytics Dongles, Mobile Apps Dongles, Mobile Apps Dongles, Mobile Apps Dongles, Mobile Apps Dongles, Mobile Apps Mobile Apps Data Analytics Telematics, Vehicle Data Platform Dongles, Mobile Apps Dongles, Mobile Apps Connected Telematics Dongles, Mobile Apps Telematics, Data Analytics Telematics, Vehicle Data Platform Data Analytics Mobile Apps, Diagnostics Dongles, Mobile Apps Dongles, Mobile Apps Telematics, Fleet Management Sensors, Connected Telematics, Data Analytics ADAS ADAS Dongles, Mobile Apps ADAS

Company iNAGO In? neon Innova Technologies Innoviz Intelligent Telematics Intrepid Control Systems IOSiX Karamba Security KORE Lemur Vehicle Monotors Lunewave MAHLE Mechanic Advisor Methode Electronics Mobile Devices Mobileye Mojio nAuto Neusoft NovaDynamics OBD Experts OBD Solutions Openbay PACE Telematics PhaseZero Ventures Pitstop Predii Repair Jungle RepairPal Savari Schaef? er Group Sensata SHIFTMobility Splunk Standard Motor Products Telenyze TerraSeer Truvolo ULU Uptake Valeo Velodyne Verisk Verizon Voyomotive Xgear YourMechanic Zubie

Products/Services Telematics, Connected Dongles, Diagnostics Telematics Sensors Telematics, Cameras Dongles, Diagnostics Telematics Cybersecurity Telematics Telematics Sensors Telematics, Connected Diagnostics, Shop Applications Sensors Telematics, Dongles ADAS Telematics, Dongles Telematics, Dongles Telematics, Dongles, Mobile Apps Predictive Analytics Telematics, Dongles Telematics, Dongles Telematics Telematics, Dongles, Mobile Apps Digital Processes, IoT Telematics, Predictive Analytics Telematics, Predictive Analytics Mobile Apps Mobile Apps Connected Connected Sensors Mobile Apps, Diagnostics Predictive Analytics Sensors Telematics, Data Analytics Data Analytics Telematics, Dongles Telematics, Dongles Predictive Analytics ADAS ADAS Telematics Telematics, Dongles, Mobile Apps Telematics, Dongles Telematics, Dongles Mobile Apps, Diagnostics Dongles, Fleet Management

PAGE 6 ? TOP SUPPLIERS LIST ? OCTOBER 2019

100 Years of technological innovation

in vehicles and under the hood are built into every one of our OE replacement, performance, and heavy duty components.

mahle-

Top 10

Public Automotive Suppliers

Ranked by 2018 Annual Revenue

Company Continental Aktiengesellschaft

DENSO Corporation

Magna International Inc.

Aisin Seiki Co., Ltd.

Hyundai Mobis Co.,Ltd

Sumitomo Electric Industries, Ltd.

Valeo SA

Lear Corporation

Faurecia S.E.

Adient plc

(1) Revenue as of last twelve months ("LTM") Source: Capital IQ Jefferies LLC / September 2019

2018 Revenue ($USD Millions)

LTM Revenue (1)

$50,841

$50,442

$48,098

$49,689

$40,827

$40,472

$36,806

$37,094

$31,574

$31,345

$29,022

$29,383

$21,896

$21,662

$21,149

$20,002

$20,065

$19,920

$17,439

$16,750

PAGE 8 ? TOP SUPPLIERS LIST ? OCTOBER 2019

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