COLUMBUS MCKINNON CORP — fact timeline

COLUMBUS MCKINNON CORP reported full year fiscal 2026 financial results, which ended March 31, 2026 results: revenue $1.2 billion, EPS GAAP Loss Per Common Share of $7.40. Guidance initiated.

“of Adjusted EPS and incremental interest expense related to the Kito Crosby Acquisition 1 Fiscal Year 2026 Highlights (compared with prior year period) • Record orders of $1.2 billion increased 20% primarily due to the Kito Crosby Acquisition 1 • Net sales of $1.2 billion increased 24% primarily due to the Kito Crosby Acquisition 1 with a 7% increase in Legacy”

COLUMBUS MCKINNON CORP reported the fourth quarter, which ended March 31, 2026 results: revenue $437.8 million, EPS GAAP Loss Per Common Share of $5.78.

“the impact of the Kito Crosby Acquisition 1 ; Backlog of $519.6 million with Legacy CMCO 3 backlog of $319.7 million and including $199.9 million from Kito Crosby • Net sales of $437.8 million increased 77% primarily due to the impact of the Kito Crosby Acquisition 1 with a 7% increase in Legacy CMCO Net Sales 4 • Net loss attributable to the Company of $238 million”

COLUMBUS MCKINNON CORP completed a disposition involving Star Hoist Intermediate, LLC for $210.0 million in cash (closed 2026-03-04).

“On March 4, 2026, upon the terms and subject to the conditions set forth in the Equity Purchase Agreement, the Company completed the Divestiture. The aggregate consideration paid to the Company at the closing of the Divestiture was $210.0 million in cash, subject to customary adjustments for a transaction of this type, including working capital, to the extent actual working capital exceeded the negotiated upper or lower thresholds, indebtedness and transaction expenses.”

COLUMBUS MCKINNON CORP issued 800,000 Preferred Shares of preferred stock to CD&R Investor for $800.0 million or $1,000 per Preferred Share.

“On February 3, 2026, as contemplated by the Investment Agreement, the Company issued and sold to the CD&R Investor 800,000 Preferred Shares for an aggregate purchase price of $800.0 million or $1,000 per Preferred Share, pursuant to the Investment Agreement.”

COLUMBUS MCKINNON CORP: Filed a certificate of amendment to increase authorized shares and permit preemptive rights (effective 2026-01-29).

“On January 29, 2026 and as contemplated by the Investment Agreement, the Company filed a certificate of amendment (the “Authorized Shares and Preemptive Rights Amendment”) to the Company’s Restated Certificate of Incorporation with the New York State Department of State to (i) increase the number of authorized shares of the Company’s capital stock from 51,000,000 shares to 101,000,000 shares and to increase the number of authorized Common Shares from 50,000,000 Common Shares to 100,000,000 and (ii) permit the exercise by the CD&R Investor and its affiliated funds of preemptive rights provided for in the Investment Agreement for so long as the CD&R Investor and its affiliated funds hold Preferred Shares (or Common Shares issued upon conversion of the Preferred Shares) representing at least 25% of the Preferred Shares initially issued to the CD&R Investor to participate in future equity and equity-linked issuances by the Company to the extent necessary to maintain their pro rata ownershi”

COLUMBUS MCKINNON CORP: Filed a certificate of amendment to establish rights, preferences, privileges, qualifications, restrictions and limitations of new Preferred Shares (effective 2026-01-29).

“On January 29, 2026 and as contemplated by the Investment Agreement, the Company filed a certificate of amendment (the “Preferred Shares Amendment”) to the Company’s Restated Certificate of Incorporation with the New York State Department of State establishing the rights, preferences, privileges, qualifications, restrictions and limitations of the new Preferred Shares.”

COLUMBUS MCKINNON CORP incurred senior notes of $900.0 million with Wilmington Trust, National Association at 7.125% per annum maturing due 2033.

“On January 30, 2026, the Company completed an offering of $900.0 million in aggregate principal amount of its 7.125% Senior Secured Notes due 2033 (the “Notes”) in a private placement to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), outside the United States to certain persons in reliance on Regulation S under the Securities Act or to “institutional” accredited investors (as defined in Rule 501(a)(1), (2), (3), (7), (8), (9), (12) or (13) under Regulation D promulgated under the Securities Act).”

COLUMBUS MCKINNON CORP incurred revolving credit of $500.0 million with JPMorgan Chase Bank, N.A., as Administrative Agent at term SOFR plus margin ranging from 2.25% to 3.25% based upon the Company’s Conso maturing five years after the closing date of the Kito Crosby Acquisition and the entry into the New Credit Agreement.

“Revolving Facility: An aggregate $500.0 million Revolving Facility, which includes sublimits for the issuance of letters of credit and bankers’ acceptances, swingline loans and multi-currency borrowings in certain specified foreign currencies. The Revolving Facility matures five years after the closing date of the Kito Crosby Acquisition and the entry into the New Credit Agreement.”

COLUMBUS MCKINNON CORP incurred term loan of $1,650.0 million with JPMorgan Chase Bank, N.A., as Administrative Agent at term SOFR plus 3.50% maturing seven years after the closing date of the Kito Crosby Acquisition and the entry into the New Credit Agreement.

“Term Loan B Facility: An aggregate $1,650.0 million Term Loan B Facility, which requires quarterly principal amortization of 0.25% with the remaining principal due at the maturity date.”

COLUMBUS MCKINNON CORP entered into Indenture with Wilmington Trust, National Association, as trustee valued at $900.0 million in aggregate principal amount (effective 2026-01-30).

“The Notes were issued pursuant to an indenture, dated as of January 30, 2026 (the “Indenture”), between the Company and Wilmington Trust, National Association, as trustee (the “Trustee”) and as note collateral agent (the “Note Collateral Agent”).”

COLUMBUS MCKINNON CORP entered into New Credit Agreement with JPMorgan Chase Bank, N.A., as Administrative Agent and Collateral Agent valued at $1,650.0 million (effective 2026-02-03).

“On February 3, 2026, and in connection with the closing of the Kito Crosby Acquisition, the Company, Columbus McKinnon EMEA GmbH and certain other subsidiaries of the Company entered into a credit agreement (the “New Credit Agreement”) with the lenders from time to time party thereto and JPMorgan Chase Bank, N.A., as Administrative Agent and Collateral Agent.”

COLUMBUS MCKINNON CORP completed an acquisition involving Kito Crosby for $2.7 billion in cash (closed 2026-02-03).

“On February 3, 2026, upon the terms and subject to the conditions set forth in the Stock Purchase Agreement, the Company completed the Kito Crosby Acquisition. The aggregate consideration paid by the Company was $2.7 billion in cash, subject to certain customary adjustments with respect to, among other things, cash, debt, transaction expenses and working capital set forth in the Stock Purchase Agreement.”

COLUMBUS MCKINNON CORP entered into Equity Purchase Agreement with Star Hoist Intermediate, LLC valued at $210,000,000 (effective 2026-01-13).

“On January 13, 2026, Columbus McKinnon Corporation (the “Company” or “Seller”) entered into an Equity Purchase Agreement (the “Agreement”) by and among the Company, Star Hoist Intermediate, LLC (“Buyer”) and Royal NY Company Holdings, LLC (“Holdings”) providing for the sale (the “Sale”) of 100% of the equity interests of Holdings and the Company’s U.S. power chain hoist (other than with respect to Little Mule ® products) and chain manufacturing operations (the “Business”).”

COLUMBUS MCKINNON CORP amended credit facility of $55.0 million to $60.0 million with Wells Fargo Bank, National Association at one month secured overnight funding rate (SOFR) plus 110 basis points maturing June 19, 2026 to August 11, 2028.

“amount of revolving loans (the “Revolving Loans”) available to be borrowed, from time to time, by the SPV Borrower under the terms of the AR Facility Credit Agreement from $55.0 million to $60.0 million; (iii) eliminates the additional 0.10% credit spread adjustment previously payable as part of the interest calculation under the AR Facility Credit Agreement,”

Bert A. Brant departed as Senior Vice President, Global Operations at COLUMBUS MCKINNON CORP.

“Bert A. Brant will retire from his position as Senior Vice President, Global Operations of the Company effective as of February 28, 2025”

Jon Adams changed role as President, Americas at COLUMBUS MCKINNON CORP.

“Upon Mr. Schadeberg’s retirement, Jon Adams, currently CFO America’s will assume the position of President, Americas, of the Company.”

Terry J. Schadeberg departed as President, Americas at COLUMBUS MCKINNON CORP.

“On August 6, 2024, Terry J. Schadeberg, President, Americas, of Columbus McKinnon Corporation (the “Company”) notified the Company that he plans to retire from the Company effective September 20, 2024.”

COLUMBUS MCKINNON CORP amended term loan with JPMorgan Chase Bank, N.A., as administrative agent at 2.50% for term SOFR borrowings and 1.50% for base rate borrowings.

“The Fourth Amendment reduces the interest rate margin applicable to the term loan B outstanding under the Credit Agreement (the “Term Loan B”) by 25 basis points for both term SOFR borrowings and base rate borrowings.”

COLUMBUS MCKINNON CORP amended Fourth Amendment with JPMorgan Chase Bank, N.A., as administrative agent, and the other agents parties thereto valued at reduces the interest rate margin applicable to the term loan B outstanding under the Credit Agreemen (effective 2024-03-18).

“On March 18, 2024, Columbus McKinnon Corporation (the “Company”) entered into a Fourth Amendment (the “Fourth Amendment”) to the Amended and Restated Credit Agreement, dated as of May 14, 2021, by and among the Company, Columbus McKinnon EMEA GmbH, the lenders from time to time party thereto, JPMorgan Chase Bank, N.A., as administrative agent, and the other agents parties thereto, as amended (the “Credit Agreement”).”

Chris J. Stephens Jr. was elected as Director at COLUMBUS MCKINNON CORP.

“On March 18, 2024, Columbus McKinnon Corporation (the "Company") announced the election of Chris J. Stephens Jr. to its Board of Directors (the "Board"), effective immediately.”

COLUMBUS MCKINNON CORP reported third quarter ended December 31, 2023 results: revenue $254.1 million.

“noted) • Orders increased 8% demonstrating continued progress with growth initiatives and included a 23% increase in precision conveyance orders • Net sales increased 10% to $254.1 million primarily driven by strength across all product platforms led by precision conveyance • Gross margin expanded 130 basis points to 36.9%; Adjusted Gross Margin 1 expanded 160”

Heath Mitts resigned as Director at COLUMBUS MCKINNON CORP.

“On January 9, 2024, Heath Mitts, a member of the Board of Directors of Columbus McKinnon Corporation (the “Company”), notified the Company of his resignation from the Company’s Board of Directors for personal reasons, effective January 31, 2024.”

COLUMBUS MCKINNON CORP reported the second quarter ended September 30, 2023 results: revenue $258.4 million, net income $15.8 million, EPS $0.55. Guidance raised.

“acquired on May 31, 2023 ("the acquisition"). Second Quarter Highlights (compared with prior-year period, except where otherwise noted) • Growth strategy drives record sales of $258.4 million, up 12% over same period in the prior year • CMBS enables record gross margin of 38.7%; 190 basis point margin expansion sequentially • Record operating income of $33.4 million,”

COLUMBUS MCKINNON CORP reported first quarter, which ended June 30, 2023 results: revenue $235.5 million, net income $9.3 million, EPS $0.32. Guidance reaffirmed.

“Sales of $235.5 million for first quarter fiscal 2024 increased 7%”

Richard H. Fleming retired as Director at COLUMBUS MCKINNON CORP.

“On July 24, 2023, Richard H. Fleming, a member of the Board of Directors of Columbus McKinnon Corporation (the “Company”), retired from the Company’s Board of Directors effective as of the Company’s Annual Meeting of Shareholders, as previously disclosed by the Company.”

COLUMBUS MCKINNON CORP shareholders approved Advisory vote on the frequency of shareholder vote on executive compensation at the 2023-07-24 meeting.

“Proposal 4: Advisory Vote on the frequency of the Shareholder Vote with respect to Executive Compensation The following table reflects the tabulation of the votes with respect to the frequency of the shareholder vote regarding executive compensation: 1 Year 2 Year 3 Year Abstained Broker Non-Vote 24,995,946.75 4,378.00 1,623,639.99 14,499.02 1,000,054.00”

COLUMBUS MCKINNON CORP shareholders approved Advisory vote on executive compensation at the 2023-07-24 meeting.

“Proposal 3: Advisory Vote on Executive Compensation The following table reflects the tabulation of the votes with respect to the approval of the advisory vote on executive compensation: Votes For Votes Against Abstained Broker Non-Vote 20,734,744.13 5,555,959.01 347,760.62 1,000,054.00”

COLUMBUS MCKINNON CORP shareholders approved Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2024 at the 2023-07-24 meeting.

“Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm The following table reflects the tabulation of the votes with respect to the ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm of the Company for fiscal year 2024: Votes For Votes Against Abstained Broker Non-Vote 26,553,888.76 989,037.00 95,592.00 —”

COLUMBUS MCKINNON CORP shareholders approved Election of nine directors to serve for one-year terms at the 2023-07-24 meeting.

“Proposal 1: Election of Directors The following table reflects the tabulation of the votes with respect to each director who was elected at the Annual Meeting. Each director received a majority vote. Name Votes For Votes Against Votes Withheld Broker Non-Vote Gerald G. Colella 25,846,343.76 786,282.00 5,838.00 1,000,054.00 Kathryn V. Roedel 25,786,810.76 846,214.00 5,439.00 1,000,054.00 David J. Wilson 26,146,493.76 486,132.00 5,838.00 1,000,054.00 Heath A. Mitts 26,157,231.76 478,547.00 2,685.00 1,000,054.00 Aziz S. Aghili 23,963,527.76 2,665,089.00 9,847.00 1,000,054.00 Jeanne Beliveau-Dunn 25,626,964.76 1,007,863.00 3,636.00 1,000,054.00 Michael Dastoor 25,806,391.76 826,234.00 5,838.00 1,000,054.00 Chad R. Abraham 26,100,071.77 532,568.99 5,823.00 1,000,054.00 Rebecca Yeung 25,864,953.77 713,454.99 60,055.00 1,000,054.00”

COLUMBUS MCKINNON CORP: Amended and Restated Bylaws designate New York state courts as exclusive forum for certain legal actions, replacing prior Erie County, NY exclusive forum (effective 2023-07-11).

“On July 11, 2023, the Board of Directors (the “Board”) of Columbus McKinnon Corporation (the “Company”) approved and adopted amended and restated bylaws (the “Amended and Restated Bylaws”), which became effective the same day.”

COLUMBUS MCKINNON CORP entered an off-balance-sheet arrangement for debt of up to a maximum principal amount of $55.0 million with Wells Fargo Bank, National Association at a floating rate initially equal to a one-month secured overnight funding rate (S maturing June 19, 2026.

“party thereto. The Facility Credit Agreement provides for revolving loans (the “ Loans ”) to be made from time to time to the SPV Borrower up to a maximum principal amount of $55.0 million. Under the Facility Credit Agreement, the Loans bear interest at a floating rate initially equal to a one-month secured overnight funding rate (SOFR) plus 10 basis points of”

COLUMBUS MCKINNON CORP entered into Third Amendment to Amended and Restated Credit Agreement with JPMorgan Chase Bank, N.A. valued at $75,000,000 (effective 2023-06-26).

“Third Amendment to the Credit Agreement On June 26, 2023, the Company entered into the Third Amendment (the “ Third Amendment ”) to the Amended and Restated Credit Agreement, dated as of May 14, 2021, by and among the Company, Columbus McKinnon EMEA GmbH, the lenders from time to time party thereto, JPMorgan Chase Bank, N.A., as administrative agent, and the other agents parties thereto, as amended (the “ Credit Agreement ”) pursuant to which the Company incurred an additional $75.0 million in aggregate principal amount of term loan B (the “ Incremental Term Loan B ”) as an add-on to the existing term loan B facility under the Credit Agreement.”

COLUMBUS MCKINNON CORP entered into Credit and Security Agreement with Wells Fargo Bank, National Association valued at $55,000,000 (effective 2023-06-20).

“Entry into Receivables Facility Credit Agreement and Receivables Sale Agreement On June 20, 2023, Columbus McKinnon Corporation (the “ Company ”) and certain of its subsidiaries entered into an accounts receivable securitization transaction (the “ Transaction ”) with respect to certain indebtedness and other obligations owed to subsidiaries of the Company arising from the sale of goods or provision of services by these subsidiaries (the “ Receivables ”).”

COLUMBUS MCKINNON CORP reported fiscal year 2023 ended March 31, 2023 results: revenue $936.2 million. Guidance reaffirmed.

“Strong execution resulted in record fiscal 2023 sales of $936.2 million and record fourth quarter sales of $253.8 million; FX negatively impacted revenue by $30.6 million for the year”

COLUMBUS MCKINNON CORP reported fourth quarter fiscal 2023 ended March 31, 2023 results: revenue $253.8 million, net income $13.9 million, EPS $0.48. Guidance reaffirmed.

“Strong execution resulted in record fiscal 2023 sales of $936.2 million and record fourth quarter sales of $253.8 million; FX negatively impacted revenue by $30.6 million for the year”

COLUMBUS MCKINNON CORP incurred revolving credit of $175.0 million with JPMorgan Chase Bank, N.A., as administrative agent.

“increase the maximum amount available to be borrowed under the revolving credit facility pursuant to the Credit Agreement by $75.0 million from $100.0 million to $175.0 million”

COLUMBUS MCKINNON CORP amended Second Amendment with JPMorgan Chase Bank, N.A. valued at increased the maximum amount available to be borrowed under the revolving credit facility by $75.0 m (effective 2023-05-18).

“On May 18, 2023, Columbus McKinnon Corporation (the “Company”) entered into a Second Amendment (the “Second Amendment”) to the Amended and Restated Credit Agreement, dated as of May 14, 2021, by and among the Company, Columbus McKinnon EMEA GmbH, the lenders from time to time party thereto, JPMorgan Chase Bank, N.A., as administrative agent, and the other agents parties thereto, as amended (the “Credit Agreement”).”

COLUMBUS MCKINNON CORP reported preliminary financial results for fiscal 2023 fourth quarter.

“The full text of the Transaction Press Release and the related presentation slides containing these certain estimated preliminary financial results is attached hereto as Exhibits 99.1 and 99.2”

COLUMBUS MCKINNON CORP entered into Purchase Agreement with montratec Holding S.à r.l. valued at €101.25 million (effective 2023-04-25).

“On April 25, 2023, Columbus McKinnon EMEA GmbH (“Columbus McKinnon EMEA”), a subsidiary of Columbus McKinnon Corporation (the “Company”), entered into a share purchase agreement (the “Purchase Agreement”) by and between Columbus McKinnon EMEA GmbH and montratec Holding S.à r.l. (the “Seller”), pursuant to which Columbus McKinnon EMEA will acquire all of the issued and outstanding capital stock of montratec GmbH (“montratec”), an automation solutions company that designs and develops intelligent automation and transport systems for interlinking industrial production and logistics processes, for a purchase price of €101.25 million”

Kathryn Roedel was elected as Lead Director at COLUMBUS MCKINNON CORP.

“the Board elected Gerald Colella to serve as the next Chair of the Board and Kathryn Roedel to serve as Lead Director on the Board”

Gerald Colella was elected as Chair of the Board at COLUMBUS MCKINNON CORP.

“the Board elected Gerald Colella to serve as the next Chair of the Board”

Richard Fleming changed role as Chair of the Board at COLUMBUS MCKINNON CORP.

“Richard Fleming had stepped down as Chair of the Company’s Board of Directors (the “Board”) effective as of the conclusion of the Company’s fiscal year on March 31, 2023”

COLUMBUS MCKINNON CORP: Amended and restated bylaws to address universal proxy rules, enhance shareholder nomination procedures, and adopt exclusive forum provisions (effective 2023-02-16).

“On February 16, 2023, the Board of Directors (the “ Board ”) of Columbus McKinnon Corporation (the “ Company ”) approved and adopted amended and restated bylaws (the “ Amended and Restated Bylaws ”), which became effective the same day.”

COLUMBUS MCKINNON CORP reported third quarter, which ended December 31, 2022 results: revenue $230.4 million, net income $12.0 million, EPS $0.42 per diluted share.

“Results include the addition of Garvey Corporation, which was acquired on December 1, 2021. Third Quarter Highlights (compared with prior year period) • Sales were up 7% to $230.4 million driven by improved volume and pricing; up 11% on a constant currency basis • Operating income increased 32% to $20.2 million on expanded gross margin and operating leverage”

Liam G. McCarthy retired as Director at COLUMBUS MCKINNON CORP.

“On January 21, 2023, Liam G. McCarthy a member of the Board of Directors of Columbus McKinnon Corporation (the “Company”), the Chairman of the Compensation and Succession Committee thereof, and member of the Audit Committee thereof, notified the Company of his intention to retire from the Company’s Board of Directors for personal and family reasons, effective January 21, 2023.”

Rebecca Yeung was elected as Director at COLUMBUS MCKINNON CORP.

“On January 9, 2023, Columbus McKinnon Corporation (the “Company”) announced the election of Rebecca Yeung to its Board of Directors (the “Board”), effective January 9, 2023.”

COLUMBUS MCKINNON CORP reported third quarter fiscal 2023 results: revenue $225 million to $235 million. Guidance initiated.

“Columbus McKinnon expects third quarter fiscal 2023 sales of approximately $225 million to $235 million at current exchange rates.”

COLUMBUS MCKINNON CORP reported fiscal year 2023 second quarter, which ended September 30, 2022 results: revenue $ 231.7, net income $ 14.1, EPS $ 0.49.

“Operating Income for Second Quarter Fiscal Year 2023 Page 2 of 13 October 27, 2022 Second Quarter Fiscal 2023 Sales ($ in millions) Q2 FY 23 Q2 FY 22 Change % Change Net sales $ 231.7 $ 223.6 $ 8.1 3.6 % U.S. sales $ 139.7 $ 130.7 $ 9.0 6.9 % % of total 60 % 58 % Non-U.S. sales $ 92.0 $ 92.9 $ (0.9) (1.0) % % of total 40 % 42 % For the quarter, sales increased”

Richard H. Fleming was appointed as Chairman of the Board at COLUMBUS MCKINNON CORP.

“On October 20, 2022, the Board of Directors (the “Board”) of Columbus McKinnon Corporation (the “Company”) approved an increase of the size of the Board from nine (9) directors to 11 directors and appointed Richard H. Fleming, currently serving as Chairman Emeritus, as a director, effective immediately.”

Richard H. Fleming was appointed as Chairman Emeritus at COLUMBUS MCKINNON CORP.

“In connection with Mr. Fleming’s stepping down, the Board appointed Mr. Fleming as Chairman Emeritus.”