v3.25.4
ACQUISITIONS
12 Months Ended
Dec. 31, 2025
ACQUISITIONS  
ACQUISITIONS
2.ACQUISITIONS

Zircaloy Acquisition

On April 22, 2025, the Company completed the acquisition of Carr’s Engineering Limited (excluding Chirton Engineering) and Carr's Engineering (US), Inc. (collectively “Zircaloy”), each a subsidiary of Carr’s Group plc.

The acquisition was accounted for as a business combination. Total acquisition-related costs for the acquisition of Zircaloy were $4,520, including $1,000 paid to a related party as discussed in Note 18.

Total consideration, net of cash acquired, was $89,590 for 100% of the equity interests in Zircaloy. The total consideration was as follows:

Cash paid

  ​ ​ ​

$

98,895

Less: cash and cash equivalents acquired

 

(6,896)

Less: restricted cash acquired

(2,409)

Total consideration, net

$

89,590

The following table summarizes the total purchase price consideration and the preliminary amounts recognized for the assets acquired and liabilities assumed, which have been estimated at their fair values. Since our initial purchase price allocation, we have increased goodwill by $7,144 for changes in assumptions used to fair value intangible assets, property, plant and equipment, and current and deferred tax liabilities. The fair value measurements of identifiable assets and liabilities, specifically deferred tax assets and liabilities, and the resulting goodwill related to the Zircaloy acquisition are subject to change and the final purchase price allocation could be different from the amounts presented below. We expect to finalize the valuations as soon as practicable, but no later than one year from the date of the acquisition. The excess of purchase consideration over the assets acquired and liabilities assumed is recorded as goodwill. Goodwill for the Zircaloy acquisition is included in the Product segment and reflects synergies and additional legacy growth and profitability expected from this acquisition through expansion into new markets and customers.

Total consideration, net

  ​ ​ ​

$

89,590

Accounts receivable

$

24,099

Inventories

14,025

Prepaid expenses and other current assets

2,403

Property and equipment

34,431

Operating lease assets

5,146

Intangible assets

14,400

Goodwill

30,947

Total assets acquired

125,451

Accounts payable

3,028

Accrued liabilities

16,446

Long-term operating lease liabilities

4,564

Deferred tax liabilities

9,208

Other liabilities

2,615

Total liabilities assumed

35,861

Net assets acquired

$

89,590

In connection with the acquisition, the Company acquired exclusive rights to Zircaloy’s trademarks, customer relationships, and product technologies. The amounts assigned to each class of intangible asset and the related average useful lives are as follows:

  ​ ​ ​

Gross

  ​ ​ ​

Average Useful Life

Customer relationships

$

5,600

17

Technology

3,500

 

13

Trademarks

5,300

13

Total

$

14,400

The full amount of goodwill is expected to be non-deductible for tax purposes. No pre-existing relationships existed between the Company and Zircaloy prior to the acquisition. Zircaloy revenue is included in the Product segment from the date of acquisition and amounted to $49,220 for the year ended December 31, 2025. It is not practical to determine the amount of earnings related to Zircaloy from the date of acquisition. The acquisition is not expected to be material to our operations and consequently we have not included any pro-forma information.

ICOR Acquisition

On January 9, 2024, Med-Eng, ULC, a wholly-owned subsidiary of the Company, completed the acquisition of ICOR Technology Inc. (“ICOR”), a trusted global supplier of high-quality, reliable, innovative, and cost-effective explosive ordnance disposal robots.

Total consideration, net of cash acquired, was $39,282 for 100% of the equity interests in ICOR. The total consideration was as follows:

Cash paid

  ​ ​ ​

$

40,350

Less: cash acquired

(1,068)

Plus: Contingent consideration

2,226

Total consideration, net

$

41,508

The following table summarizes the total purchase price consideration and the amounts recognized for the assets acquired and liabilities assumed, which have been estimated at their fair values. The excess of purchase consideration over the assets acquired and liabilities assumed is recorded as goodwill. Goodwill for the ICOR acquisition is included in the Product segment and reflects synergies and additional legacy growth and profitability expected from this acquisition through expansion into new markets and customers.

Total consideration, net

  ​ ​ ​

$

41,508

Accounts receivable

$

2,352

Inventories

8,086

Prepaid expenses and other current assets

612

Property and equipment

239

Operating lease assets

1,369

Intangible assets

17,200

Goodwill

18,602

Total assets acquired

48,460

Accounts payable

635

Accrued liabilities

1,455

Long-term operating lease liabilities

967

Deferred tax liabilities

3,895

Total liabilities assumed

6,952

Net assets acquired

$

41,508

In connection with the acquisition, the Company acquired exclusive rights to ICOR’s trademarks, customer relationships, and product technologies. The amounts assigned to each class of intangible asset and the related average useful lives are as follows:

  ​ ​ ​

Gross

  ​ ​ ​

Average Useful Life

Customer relationships

$

1,496

10

Technology

14,283

 

10

Trademarks

1,421

10

Total

$

17,200

The full amount of goodwill of $18,602 is expected to be non-deductible for tax purposes.

As part of the ICOR acquisition, the purchase agreement with respect to the acquisition provided for the payment of contingent consideration of up to CDN$8,000 (approximately $5,797 on the acquisition date) based upon future cumulative net sales during the three-year period ended January 9, 2027. Using a Monte-Carlo pricing model, the Company estimated the fair value of the contingent consideration to be $2,225 as of January 9, 2024. Significant unobservable inputs used in the valuation include a discount rate of 6.2% and the probability adjusted net sales during the contingency period. The contingent consideration liability is remeasured at the estimated fair value at the end of each reporting period with the change in fair value recognized within operating income in the

consolidated statements of operations and comprehensive income for such period. We measure the initial liability and remeasure the liability on a recurring basis using Level 3 inputs as defined under authoritative guidance for fair value measurements.

As the contingent consideration liability is remeasured to fair value each reporting period, significant increases or decreases in projected sales, discount rates or the time until payment is made could have resulted in a significantly lower or higher fair value measurement. Our determination of fair value of the contingent consideration liabilities could change in future periods based on our ongoing evaluation of these significant unobservable inputs.

The following table summarizes the changes in the contingent consideration liability for the years ended December 31, 2025 and 2024:

Balance, December 31, 2023

$

ICOR acquisition

2,226

Fair value adjustment

1,185

Foreign currency translation adjustments

(200)

Balance, December 31, 2024

$

3,211

Fair value adjustment

1,927

Foreign currency translation adjustments

 

188

Balance, December 31, 2025

$

5,326

Alpha Safety Acquisition

On February 29, 2024, Safariland, LLC, a wholly-owned subsidiary of the Company, completed the acquisition of Alpha Safety Intermediate, LLC (“Alpha Safety”), a provider of highly engineered technical products and services spanning the nuclear value chain.

Total consideration, net of cash acquired, was $102,531 for 100% of the equity interests in Alpha Safety. The total consideration was as follows:

Cash paid

  ​ ​ ​

$

107,138

Less: cash acquired

 

(4,607)

Total consideration, net

$

102,531

The following table summarizes the final purchase price consideration and the amounts recognized for the assets acquired and liabilities assumed, which have been estimated at their fair values. The excess of purchase consideration over the assets acquired and liabilities assumed is recorded as goodwill. Goodwill for the Alpha Safety acquisition is included in the Product segment and reflects synergies and additional legacy growth and profitability expected from this acquisition through expansion into new markets and customers.

Total consideration, net

  ​ ​ ​

$

102,531

Accounts receivable

$

9,189

Inventories

8,527

Prepaid expenses and other current assets

1,889

Property and equipment

2,189

Operating lease assets

2,262

Intangible assets

57,800

Goodwill

49,133

Total assets acquired

130,989

Accounts payable

1,896

Accrued liabilities

12,570

Long-term operating lease liabilities

1,573

Deferred tax liabilities

12,419

Total liabilities assumed

28,458

Net assets acquired

$

102,531

In connection with the acquisition, the Company acquired exclusive rights to Alpha Safety’s trademarks, customer relationships, and product technologies. The amounts assigned to each class of intangible asset and the related average useful lives are as follows:

  ​ ​ ​

Gross

  ​ ​ ​

Average Useful Life

Customer relationships

$

17,900

20

Technology

35,200

 

15

Trademarks

4,700

10

Total

$

57,800

The full amount of goodwill of $49,133 is expected to be non-deductible for tax purposes.