8-K - SSD - Equibles

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 10, 2022

Simpson Manufacturing Co., Inc.

(Exact name of registrant as specified in its charter)

Delaware	1-13429	94-3196943
(State or other jurisdiction of incorporation)	(Commission file number)	(I.R.S. Employer Identification No.)

5956 W. Las Positas Boulevard, Pleasanton, CA 94588

(Address of principal executive offices)

(Registrant’s telephone number, including area code): (925) 560-9000

Securities registered pursuant to Section 12(b) of the Act:
Title of Each Class	Trading Symbol	Name of Each Exchange on Which Registered
Common Stock, par value $0.01 per share	SSD	New York Stock Exchange

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-2)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240. 13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

Representatives of Simpson Manufacturing Co., Inc. (the “Company”) will be conducting governance-focused engagement with shareholders from time to time on or after January 10, 2022. A copy of the slide presentation they will use in their engagement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The slide presentation will be available on the Investor Relations page of the Company’s website at ir.simpsonmfg.com.

Representatives of the Company also intend to present the Investor Presentation furnished as Exhibit 99.2 to this Current Report on Form 8-K, to analysts and investors from time to time on or after January 10, 2022. The Investor Presentation will be available on the Investor Relations page of the Company’s website at ir.simpsonmfg.com.

The information furnished pursuant to this Item 7.01, including Exhibits 99.1 and 99.2 furnished herewith, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

The information furnished pursuant to this Item 7.01, including Exhibits 99.1 and 99.2 furnished herewith, contains “forward-looking statements” within the meaning of the safe harbor provisions of the federal securities laws. It should be read in conjunction with the “Safe Harbor” statement contained in the Investor Presentation, the risk factors included in the Company’s periodic reports filed with the Securities and Exchange Commission and the other public announcements that the Company may make, by press release or otherwise, from time to time.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.	Description
99.1	Simpson Manufacturing Co., Inc. Investor Presentation
99.2	Simpson Manufacturing Co., Inc. Investor Presentation
104	Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

		Simpson Manufacturing Co., Inc.
		(Registrant)
DATE:	January 10, 2022	By	/s/ Brian J. Magstadt
			Brian J. Magstadt
			Chief Financial Officer

exhibit9912022off-season

STRONG FOUNDATION. STRONGER FUTURE. Simpson Manufacturing Co., Inc. 2022 Off-Season Engagement Exhibit 99.1

This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 2 IE of the Securities Exchange Act of 1934, as amended. Forward looking statements generally can be identified by words such as "anticipate," "believe," "estimate," "expect," "intend," "plan," "target," "continue," "predict," "project," "change," "result," "future," "will,“ “would," "could," "can," "may," "likely," "potentially," or similar expressions that concern our strategy, plans, expectations or intentions. Forward-looking statements include, but are not limited to, statements about the timing of the proposed acquisition of the Etanco Group (the “Acquisition”); statements about estimated and future financial and operating results, our plans, objectives, business outlook and strategies, priorities, expectations and intentions, expectations for sales growth, costs of raw materials comparable sales, competitive position, earnings and performance, stockholder value, capital expenditures, cash flows, the housing market, the home improvement industry, demand for services, share repurchases, our strategic initiatives, including the impact of these initiatives on our strategic and operational plans and financial results, the impact from the COVID-19 pandemic, and any statement of an assumption underlying any of the foregoing and other statements that are not historical facts. Although we believe that the expectations, opinions, projections and assumptions reflected in these forward looking statements are reasonable, forward-looking statements are subject to inherent uncertainties, risk and other factors that are difficult to predict and could cause our actual results to vary in material respects from what we have expressed or implied by these forward-looking statements. Important factors that could cause future results to differ from those expressed or implied by the forward-looking statements include, but are not limited to, risks related to the occurrence of any event, change or other circumstances that could give rise to the termination of or failure to complete the Acquisition or the agreements and transactions contemplated thereby; the failure of the Company to meet the conditions to closing of the Acquisition, including the conditions related to works council approval; the failure to obtain the financing terms necessary that are acceptable to the Company to fund the Acquisition; costs related to the proposed Acquisition and the impact of the substantial indebtedness to be incurred to finance the Acquisition; the ability of the post-Acquisition company to meet its financial and strategic goals, due to, among other things, its ability to grow and manage growth profitability, maintain relationships with customers and retain its key employees; the possibility that the post-Acquisition Company may be adversely affected by other economic, business, and/or competitive factors; the Company’s ability to successfully integrate the acquired businesses or generate expected cost savings and synergies from the Acquisition; the ongoing impact of the COVID-19 pandemic and those factors discussed in the Company’s Annual Report for the year ended December 31, 2020 filed with the Securities and Exchange Commission (“SEC”), in subsequent Quarterly Reports on Form 10-Q and in other filings and furnishings made by the Company with the SEC from time to time. Other unknown or unpredictable factors could also have material adverse effects on the Company’s performance. We caution that you should not place undue reliance on these forward-looking statements, which speak only as of the date of this presentation and are not a guarantee of future performance. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law. Readers are urged to carefully review and consider the various disclosures made in our reports filed with the SEC that advise of the risks and factors that may affect our business, results of operations and financial condition. Safe Harbor 2

3 Investment Highlights Industry leader with unique business model, strong brand recognition and trusted reputation Diversified product offerings and geographies mitigate exposure to cyclical U.S. housing market Leadership position in wood products with significant opportunities in all addressable markets Industry-leading gross profit and operating margins Strong balance sheet enables financial flexibility and stockholder returns 64% of free cash flow from operations returned to stockholders since 2019(1) (1) Time frame represents January 1, 2019 to September 30, 2021.

4 Simpson Strong-Tie Overview We describe the unique culture of our organization as our “Secret Sauce” and our mission is to provide solutions that help people design and build safer, stronger structures • We engineer, test and manufacture structural connectors, anchors, fasteners, software solutions and other products for new construction, repair and remodel, and do it yourself markets • We have spent over 60 years providing the highest-quality structural building solutions, and have built a strong foundation of product innovation, customer service and industry leadership • We are seen as a thought leader in supporting the process of building safer, stronger structures in collaboration with customers, specifiers and code officials • We continue to differentiate ourselves from competitors across operating segments by designing and marketing end-to-end construction product systems • We promote a culture of employee ownership focused on the value and contributions of every employee Simpson is a leader in engineered load-rated construction fastening solutions and customer- facing technology OEM R&R / DIY MASS TIMBER CONCRETE STRUCTURAL STEEL

5 ETANCO Transaction Creates Value for Stockholders Planned acquisition of ETANCO Group aligns with our core business model and reinforces our 5-year company ambitions (1) Reflects EUR to USD exchange rate as of December 22, 2021. (2) For the twelve months ended September 30, 2021 in accordance with French GAAP. Subject to change following conversion to IFRS or U.S. GAAP accounting standards. • Expected to be accretive to earnings within the first full year after closing • Net debt-to-EBITDA pro forma at Sept. 30th, 2021 at ~1.3X, maintaining conservative leverage profile • Go-forward capital allocation priorities will focus on organic growth, debt repayment, and maintaining our quarterly cash dividends Net sales growth and synergies expected to deliver ~500 bps improvement to Europe operating income margins by 2025 Strategic Rationale Financial Highlights ETANCO Group Overview • Leading designer, manufacturer and distributor of fixing and fastening solutions for the building construction market in Europe • Brand reputation known for product reliability and focus on customer service, with a wide portfolio of solutions • Strong historical financial performance with net sales of €258M(2) (~$291M(1)) Expands market position and geographical reach in Europe Significant synergies driving growth, profitability and cost efficiencies, with ~$30M anticipated annual operating income run-rate synergies within 36 months following acquisition Expands direct sales business Broadens and balances portfolio of solutions, including entry into new commercial building markets Transaction Background • Announced Dec. 29th, 2021 via Form 8-K, Simpson entered into a binding offer to acquire the ETANCO Group for €725M (~$818M(1)) • Expected close near the end of Q1 2022

We are pleased with our continued strong performance as evident by our ability to continue to grow both earnings and dividends Strong Business Drives Stockholder Value (1) The enactment of the Tax Cuts and Jobs Act in December 2017 resulted in a provisional net charge of $2.2 million in the fourth quarter of 2017, or an impact of $0.04 per fully diluted share. (2) Chart represents annual dividends declared. Part of the 2013 dividend was accelerated due to uncertainty of changes to tax code in 2013. The dividend paid in December 2012 is included in 2013. Our 2020 Sales by Product… ($ USD Millions) and Across Operating Segments ($ USD Millions) EPS(1) Dividends Per Share(2) Wood Construction $1,083 Concrete Construction $185 North America $1,102 Europe $157 Asia/Pacific $9 $0.58 $1.04 $0.87 $1.05 $1.29 $1.38 $1.86 $1.94 $2.72 $2.98 $4.27 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 $0.40 $0.50 $0.50 $0.50 $0.55 $0.62 $0.70 $0.81 $0.87 $0.91 $0.92 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 6

Dec-2017 Jun-2018 Dec-2018 Jun-2019 Dec-2019 Jun-2020 Dec-2020 Jun-2021 Dec-2021 S&P 500 Dow Jones U.S. Building Materials & Fixtures Index Simpson Manufacturing Proxy Peer Average Note: Proxy peer average includes: AAON, AMWD, APOG, AWI, EXP, ROCK, IIIN, DOOR, PATK, PGTI, NX, SUM, TREX, USCR and WMS. Note: As of December 31, 2021. Our strong earnings and effective working capital management have enabled us to continue to generate strong stockholder returns 7 5-Year Relative TSR Performance Proxy Peers: +102% DJUSBM: +105% SSD: +155% S&P 500: +92%

Independent Board Committed to Regular Refreshment We are committed to creating a Board with diverse viewpoints and deep industry expertise and continue to infuse fresh perspectives in the boardroom through our refreshment process AFC= Audit and Finance Committee; CLD = Compensation and Leadership Development Committee; CSA = Corporate Strategy and Acquisitions Committee; NGC = Nominating and Governance Committee; * = Committee Chair 8 Celeste Volz Ford Founder & CEO Stellar Solutions Jennifer Chatman Paul J. Cortese Professor of Mgmt. Haas School of Business, UC Berkeley Joined in June 2021 Kenneth Knight Chief Operating Officer Invitae Corporation Executive VP & CFO Anderson Corporation Phil Donaldson Karen Colonias President & CEO Simpson Manufacturing James Andrasick Chairman Former Chairman & CEO Matson Navigation Gary Cusumano Former Chairman The Newhall Land and Farming Company Robin Greenway MacGillivray Former Senior Vice President – One AT&T Integration, AT&T  Strong and extensive background in industrial manufacturing at well- known, leading public companies  Brings a wealth of knowledge in merger and acquisitions, customer and innovative growth, building supply management and domestic and international sourcing and distribution  Brings instrumental skills to Simpson as it executes against various new growth opportunities as outlined by the Company’s five- year ambitions NGC*; CLD AFC; CLD; CSA; NGC AFC; CSA*; NGC CLD*; CSA CSA NGC; CLD AFC*; CSA AFC The recent addition of director Kenneth Knight adds incredible value to our Board

Diverse and Highly Qualified Board with Relevant Expertise 4 6 3 3 3 5 4 3 2 3 4 4 1 Executive Leadership M&A/Strategic Transactions Financial Expertise International Business Building Industry Experience Manufacturing Experience Corporate Governance Human Capital Management Technology Customer Experience Business Transformation Strategies Supply Chain/Logistics Sustainability Responsibility Our Board is committed to being robust stewards of stockholder capital and possesses the diversity of skills and experiences to effectively oversee the business Director Skills and Experience 9 34 2 Financial Experts on Audit Committee 7 Independent Directors 1 3 4 63% Diversity Average Tenure 10.3 years Diverse Board with Balanced Tenure Women Men1 Racially Diverse >9 Years 4-9 Years < 4 Years

Our Board of Directors oversees, monitors and directs management in the long-term interest of Simpson and our stockholders Board’s Key Responsibilities  Establishing the appropriate ‘Tone at the Top’  Approving our long-term strategy and annual operating plan, monitoring performance and providing advice to management  Choosing and monitoring performance of the CEO and establishing succession plans  Determining risk appetite; setting standards for managing risk; monitoring risk management  Determining executive compensation  Setting standards for corporate social responsibility and monitoring compliance including responding appropriately to ‘red flags’  Interviewing and nominating director candidates and monitoring the board’s performance  Evaluating any proposed transaction that creates a seeming conflict between the best interests of stockholders and those of management  Overseeing management’s relations with governments, communities and other constituents  Approving and adopting corporate governance guidelines and committee charters Although the full Board is ultimately responsible for risk oversight, the Board is assisted in discharging its risk oversight responsibility by each committee Audit and Finance Committee Oversees management of risks related to financial statements, the financial reporting process and cybersecurity Compensation and Leadership Development Committee Nominating and Governance Committee Corporate Strategy and Acquisitions Committee Oversees management of risks related to compensation policies and practices, employee benefit plans and the administration of equity plans, as well as succession and leadership development Oversees management of risks related to governance of the company and the Board, including board and committee composition Oversees management of risks related to our corporate strategy and strategic acquisitions Board’s Roles and Responsibilities 10

Commitment to Strong Governance Practices Our Board is firmly committed to constructive engagement with our stockholders and regularly reviews and incorporates stockholder perspectives into our key practices Governance Key Practices and Policies Sustainability & Environmental & Social Responsibility  Separate Chair of the Board and CEO  Board comprised of all independent directors, except the CEO  Commitment to ongoing Board refreshment  Removed shareholder rights plan and declassified the board in 2017  Established limits on number of boards directors may serve: no directors should serve on >4 public boards, no Audit and Finance Committee members should sit on >3 public boards and no directors who are CEOs should sit on >2 public boards  Strong shareholder engagement program led by the Board and senior management; in late 2020 and early 2021, we reached out to stockholders holding ~61.1% of our outstanding shares and our Chairman engaged with ~23.1% of our outstanding shares  Published inaugural ESG report in March 2020 and reported updated 2020 metrics in March 2021  Enhanced disclosure on Human Capital Management and launched Diversity, Equity & Inclusion program  Established ESG Taskforce and engaged external ESG consultants and service providers to harmonize ESG reporting with SASB standards  Launched our Diversity, Equity & Inclusion program 11

Manufacturing Processes Energy Efficiencies Minimize waste generated by our manufacturing processes through lean practices and a focus on material efficiencies and innovative product features Use energy-efficient lighting, heating and cooling systems in facilities to reduce environmental impact and carbon emissions and ensure cost-effective operations Recycling Sustainable Building Practices Do not manufacture steel or use recycled steel, and recycles scrap steel used in manufacturing process and all other manufacturing materials where possible(1) Support sustainable building practices including use of green building technology, advanced framing techniques and use of non-toxic materials established by the US Green Building Council’s Leadership in Energy and Environmental Design (LEED) Green Building Rating SystemTM, National Association of Home Builders (NAHB) Green, and state- and city-specific green building codes Sustainability and Environmental and Social Responsibility 12 At Simpson, we operate in a safe and environmentally responsible manner to protect our employees, customers and communities while benefitting society, the economy and the environment Sustainability Priorities at Simpson Strong Tie (1) We recycle many of the materials that we use to reduce our impact on the environment, including cardboard, plastic and glass bottles, aluminum cans, paper, wood pallets, electronic waste, water, oils, coolants and lubricants and stretch film / wrap — low density polyethylene. “Our people are the most vital part of our business, and providing a safe, healthy, sustainable, and rewarding working environment is of fundamental importance.” – Karen Colonial Steel Production Raw Materials End User Both our Stockton, California and Sewen, Switzerland facilities are powered by solar energy, which contribute to a significant reduction in our carbon emissions Our value engineering process optimizes design, using minimal material for maximum performance

• We care deeply about our employees’ opportunities to thrive and succeed • We empower our employees, broaden their innovative and creative thinking, and strengthen their ability to build trust and make a positive difference • Our Strong Leaders Program (for managers) and our Emerging Leaders Program (for non-managers) provide employees with tools and experiences to develop their fullest leadership potential • Our Strong For Life employee program fosters a culture of total well-being by providing no-cost trainings, tools and resources that educate and empower employees and their spouses to improve their physical, emotional and financial health as well as to earn rewards for participation and engagement in the program • We strive to develop leaders who are reflective, continuously seek opportunities to improve, and recognize the impact they have Leadership & Development Programs Diversity & Inclusion Initiatives • Diversity & inclusion is of the highest priority to our organization and we pride ourselves on our diverse employee base and benefit from their unique perspectives across our entire corporation • We have paved the way for gender diversity in corporate leadership with women holding 38% of the top five executive positions and board seats combined • In 2020 so far, key highlights that exemplify our role in advancing diversity & inclusion initiatives include: – Donated $40,000 to organizations supporting human rights and the Black Lives Matter movement – Vice President of Engineering Annie Kao was named in the Girl Geek X List of Top 60 Women Leading Engineering Teams • We have been recognized for our diversity efforts in corporate leadership in the first-ever Watermark Index and as a Finalist for NACD NXT, an initiative to highlight breakthrough corporate boardroom practices in 2018 Our Diversity and Inclusion Steering Committee is actively developing a multifaceted plan with concrete goals for diversity and inclusion throughout our company Commitment to Diversity & Inclusion Our Board is focused on fostering a supportive corporate culture that promotes leadership opportunities and diversity 13

Executive Compensation Program At our 2021 Annual Meeting of Stockholders, Simpson received strong support for our executive compensation program, with ~99% of votes cast in favor of management (1) Reflects current program targets, not actual performance. 14 2021 Target CEO Compensation Mix(1) Long- Term Incentive EOCPS 60% Annual Operating Profit 2021 Program Design Salary Salary is positioned to 50th percentile of peer group 35% RSUs Pro-rata vesting over 3-years 65% PSUs Cliff vesting after 3-year performance 50% 3-year revenue growth following grant 50% 3-year ROIC following grant 40% Quarterly Operating Profit Long Term Incentive 60% Long Term Incentive 60% Base Salary 20% CPS 20% 80% Performance-Based Program Changes Under Considerations Our Compensation Committee continuously evaluates our executive compensation program to ensure we continue to align ourselves with best practices. We are currently considering updating the performance metrics for our short-term cash awards to incorporate relevant non- financial metrics and are open to consider feedback from shareholders Executive Compensation

Appendix 15

Return on Invested Capital (“ROIC”) Definition 16 When referred to in this presentation, return on invested capital (“ROIC”) for a fiscal year is calculated based on (i) the net income of that year as presented in the Company’s consolidated statements of operations prepared pursuant to generally accepted accounting principles in the U.S. (“GAAP”), as divided by (ii) the average of the sum of total stockholders’ equity and total long-term interest bearing liabilities, (which for the Company are long-term capital lease obligations), at the beginning of and at the end of such year, as presented in the Company’s consolidated balance sheets prepared pursuant to GAAP for that applicable year. As such, the Company’s ROIC, a ratio or statistical measure, is calculated using exclusively GAAP financial measures.

exhibit992investorpresen

STRONG FOUNDATION. STRONGER FUTURE. Simpson Manufacturing Co., Inc. Investor Presentation January 2022 Exhibit 99.2

2 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 2 IE of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally can be identified by words such as "anticipate," "believe," "estimate," "expect," "intend," "plan," "target," "continue," "predict," "project," "change," "result," "future," "will," "would," "could," "can," "may," "likely," "potentially," or similar expressions that concern our strategy, plans, expectations or intentions. Forward-looking statements include, but are not limited to, statements about future financial and operating results, our plans, objectives, business outlook, priorities, expectations and intentions, expectations for sales growth, costs of raw materials comparable sales, earnings and performance, stockholder value, capital expenditures, cash flows, the housing market, the home improvement industry, demand for services, share repurchases, our strategic initiatives, including the impact of these initiatives on our strategic and operational plans and financial results, the timing of the proposed acquisition of the Etanco Group (the “Acquisition”), and any statement of an assumption underlying any of the foregoing and other statements that are not historical facts. Although we believe that the expectations, opinions, projections and comments reflected in these forward-looking statements are reasonable, such statements involve risks and uncertainties and we can give no assurance that such statements will prove to be correct. Actual results may differ materially from those expressed or implied in such statements. Forward-looking statements are subject to inherent uncertainties, risk and other factors that are difficult to predict and could cause our actual results to vary in material respects from what we have expressed or implied by these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those expressed in our forward-looking statements include risks related to the occurrence of any event, change or other circumstances that could give rise to the termination of or failure to complete the Acquisition or the agreements and transactions contemplated thereby; the failure of the Company to meet the conditions to closing of the Acquisition, including the conditions related to works council approval; the failure to obtain the financing terms necessary that are acceptable to the Company to fund the Acquisition; costs related to the proposed Acquisition and the impact of the substantial indebtedness to be incurred to finance the Acquisition; the ability of the post- Acquisition company to meet its financial and strategic goals, due to, among other things, its ability to grow and manage growth profitability, maintain relationships with customers and retain its key employees; the possibility that the post-Acquisition Company may be adversely affected by other economic, business, and/or competitive factors; the Company’s ability to successfully integrate the acquired businesses or generate expected cost savings and synergies from the Acquisition, the duration and impact of the COVID-19 pandemic on our operations and supply chain, and the operations of our customers, suppliers and business partners and those discussed under Part I – Item 1A. Risk Factors and Item 7 Management's Discussion and Analysis of Financial Condition and Results of Operations in our most recent Annual Report on Form 10- K, and subsequent filings with the SEC. To the extent that the COVID-19 pandemic adversely affects our business and financial results, it may also have the effect of heightening many of such risk and other factors. We caution that you should not place undue reliance on these forward-looking statements, which speak only as of the date of this presentation. We undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise. Readers are urged to carefully review and consider the various disclosures made in our reports filed with the SEC that advise of the risks and factors that may affect our business, results of operations and financial condition. Safe Harbor

4 Simpson’s Brand and Culture At Simpson, we describe the unique culture of our organization as our “Secret Sauce.” To provide solutions that help people design and build safer, stronger structures. OUR MISSION OUR COMPANY VALUES 1. Relentless Customer Focus 2. Long-Range View 3. High-Quality Products 4. Be The Leader 5. Everybody Matters 6. Enable Growth 7. Risk-Taking Innovation 8. Give Back 9. Be Humble, Have Fun

5 $0.00 $20.00 $40.00 $60.00 $80.00 $100.00 $120.00 $140.00 $160.00 Note: Stock chart depicts SSD trading history from May 25, 1994 through January 4, 2022. 27-Year Trading History 5/25/1994 Initial public offering at $11.50 (or $2.875 adjusted for two stock splits in August 2002 & November 2004). 3/24/2020 COVID-19 pandemic declared 8/19/2002 2 for 1 stock split 11/19/2004 2 for 1 stock split 1/1/2012 Founder Barclay Simpson appointed Chairman Emeritus, Tom Fitzmyers appointed Chairman, Karen Colonias appointed to President & CEO 10/30/2017 Announced 2020 Plan 7/29/2019 Updated certain 2020 Plan targets 3/23/2021 Announced 5 Year Company Ambitions & Key Growth Initiatives 12/31/2021 SSD closes at all-time high of $139.07 12/29/2021 Announced Binding Offer to Acquire the Etanco Group Compound annual growth rate of 15.0% as of January 4, 2022 since the 1994 IPO

6 • Innovation • Research & Testing • Technology • Technical & Field Support • Training • Product Availability Long-standing, successful relationships with: • Engineers • Code Officials • Builders • Contractors • Lumberyards • Home Centers • Pro Dealers Our Strong Business Model • Connector Market Leader • 98 of Top 100 Builders • Thousands of Stocking Dealers & Retailers • Millions of Specifications • Diverse Construction Market Segment Portfolio • 14,000 Standard and Custom Wood Products • 3,300 Standard and Custom Concrete Products We engineer, test and manufacture structural connectors, anchors, fasteners, software solutions and other products for new construction, repair and remodel, and do-it- yourself markets. Note: Statistics as of March 2021.

7 Our Multilayered Approach • 584 Patents & Trademarks • 77 Patents Pending • 229 Code Reports Innovation Research & Testing Technical & Field Support Product Availability Technology • 7 Accredited Test Laboratories • Partnerships with Key Universities • 307 Engineers • 443 Field Sales Reps • Thousands of Jobsite Visits • 94.5% Product Fill Rate (98% North America) • 48-hour Turnaround on Specials • Same-day Shipping Availability • 55 Software and Web-App Solutions for Trade Professionals to create, enhance and complete any job • 500K+/yr (40K/mo) Web App Usage • 2M Downloaded Drawings • Tailored, Integrated Technology Offering to select, visualize, specify, approve or buy our products • Outdoor Living Software for Homeowners (B2C) Training • 26 Training Centers • ~1,000 Training & Product Knowledge Workshops/yr • 7,000+ Webinar Attendees/yr • 24/7 Online Classes • Tailored Training Programs for Key Customers Note: Statistics as of March 2021.

8 Core Addressable Market(1) Wood Connectors & Truss Concrete Market Size $15.0 B Addressable Market $1.3 B (9%) SSD Share $185 M (14%) Market Size $5.8 B Addressable Market SSD Share $190 M (19%) Market Size/ Addressable Market $2.5 B SSD Share $891 M (36%) Fasteners $1 B (17%) (1) Note: Market share based on net sales as of the full year ended December 31, 2020. Market sizes based on internal estimates using information as of December 31, 2020. Includes North America, Europe and Pacific Rim. Many opportunities to expand into adjacencies and to create new markets

9 Commitment to Growth OEM R&R / DIY STRUCTURAL STEEL MASS TIMBER KEY GROWTH INITIATIVES FOCUSED ON: CONCRETE LEADER IN ENGINEERED LOAD-RATED CONSTRUCTION FASTENING SOLUTIONS LEADER IN CUSTOMER-FACING TECHNOLOGY

10 OEM RATIONALE KEY GOAL STRATEGY • >$90 M total addressable market primarily with fastening technologies • Potential to develop other engineered solutions • 2,500 existing Simpson products applicable for OEM needs • Our solutions make the industry more efficient • Aligned with the Simpson business model Increase our market share in OEMs. • Lead with fasteners: Market and sell existing product line • Leverage existing anchor product line • Engineer and launch value-added OEM-specific structural solutions • Leverage Simpson Strong-Tie engineering testing capabilities • Develop direct and distribution sales channels • Utilize external innovation opportunities

11 Truck Bed Screw Strong Drive® TIMBER Screw Quick Drive® OEM Spotlight Existing line of fasteners and anchors for OEM Truck bed and crating installations using Quik Drive® tool and collated fasteners SOLUTION Racking installation using Titen HD® Anchors Stainless-Steel Titen HD® Anchor

12 RATIONALE KEY GOAL STRATEGY • $500-$700 M total addressable market: decks, patios, porches, pergolas, gazebos, fencing and garage organization • Existing product line with potential for several extensions • Established channel/partners • Proven approach with Outdoor Accents • Aligned with the Simpson business model R&R / DIY Expand brand positioning: Be a known and trusted partner for R&R / DIY solutions. • Improve retail execution • Continue expanding product lines and increase in-store training • Enable consumers to customize, design and create bill-of-materials with software • Partner with home center brand advocates to maximize e-commerce sales • Utilize external innovation opportunities

13 R&R / DIY Spotlight SOLUTION Outdoor Accents® decorative hardware – two collections (architectural styles) for building outdoor structures. Mission Collection™ Avant Collection™ Outdoor Accents® hardware used to build pavilions

14 Mass Timber RATIONALE KEY GOAL STRATEGY • $200 M total addressable market • Strong double digit growth rate in N. America • Positive environmental impact • New market; many product opportunities • Aligned with the Simpson business model Become the engineers’ partner of choice for mass timber connections. • Extend current products and develop new product lines specific to the Mass Timber applications • Increase marketing efforts, leverage the brand and develop new relationships • Invest in additional research, testing and manufactured capabilities specific to mass timber • Utilize external innovation opportunities (1) Source: North American Mass Timber Report: 2020 State of the Industry

15 Mass Timber Spotlight New dedicated line of screws for cross laminated timber (CLT) SDS and SDWS CMSTCBH Simpson products utilized in CLT renovation project at an international airport in North America SOLUTION MDCST48 Simpson products utilized in construction of CLT commercial office building in Washington, D.C. SDHR and SDCP SDCF

16 Concrete RATIONALE KEY GOAL STRATEGY • $1.3 B total addressable market • Growth rate linked to infrastructure spend • Simpson is a recognized leader in concrete and cold-formed steel solutions • Many products and applications require engineering, testing and code approval • Aligned with the Simpson business model Become a recognized leader in concrete construction. • Develop focused market-specific playbooks • Expand our current product offering with an emphasis on innovative, cost-saving solutions • Invest to further expand our engineering and testing capabilities • Develop a stronger partner/applicator network • Optimize operational footprint • Utilize external innovation opportunities

17 Concrete Spotlight SOLUTION Asphalt repair conducted at Company parking lot 44oz. Carbon Fabric A wide range of product solutions for concrete and masonry projects. SET-3G™ Adhesive Heli-Tie™ Helical Stitching Tie Carbon fabric used as fiber-reinforced plastic (FRB) installation on a concrete structure

18 Structural Steel RATIONALE KEY GOAL STRATEGY • > $770 M total addressable market • Structural steel construction is roughly half of the construction spend in North America • Field welder shortage: addressed by bolted structural connections • Bolted connections can improve productivity by 25% vs. welding • Seismic and non-seismic applications • Aligned with the Simpson business model Convert traditional welded connections to bolted connections. • Develop the bolted connection market by engineering premium construction products • Specify and sell direct to fabricators, erectors, installers and steel building manufacturers • Launch design tools for inclusion in commonly used engineering software • Invest in engineering, testing and production capabilities • Utilize external innovation opportunities

19 Structural Steel Spotlight Yield-Link® connection for structural steel framing Special moment frame Yield-Link® design used to build education buildings in California (left & above) and assisted living facility in Oregon (below) SOLUTION

20 Be the global market leader in engineered / load-rated construction fastening solutions. Construction Fasteners 5 STRATEGY • Develop critical mass by expanding our engineered fastener business for DIY/R&R, OEM and Mass Timber markets • Provide innovative products that are preferred by both end-users and specifiers • Develop industry-leading tools enabling specifications • Expand brand positioning: known/trusted partner • Optimize manufacturing and supply chain footprint • Utilize external innovation opportunities • ~$1 B total addressable market • Complementary to connector and lateral products • Established building and construction channels and customers • Ability to extend into new/OEM markets • Established manufacturing and supply chain • Market needs increased innovation • Aligned with the Simpson business model KEY GOAL RATIONALE

21 Customer-Facing Technology Solutions • 3D Deck Planner • 3D Pergola Planner • Floor, roof and wall design software • Accurate take-offs • EWP design software • e-commerce • Accurate take-offs • Options management Builders Lumberyards & Distributors Repair & Remodel & DIY Component / Truss Manufacturers • Web apps • Anchor Designer • CFS Designer • 3rd-party software plug-ins • Digital drawing library Engineers & Designers

22 North America $1,102 Europe $157 Asia/Pacific $9 Wood Construction $1,083 Concrete Construction $185 Strong Business Drives Stockholder Value Our 2020 Sales by Product… ($ USD Millions) and Across Operating Segments ($ USD Millions) $0.58 $1.04 $0.87 $1.05 $1.29 $1.38 $1.86 $1.94 $2.72 $2.98 $4.27 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 EPS(1) $0.40 $0.50 $0.50 $0.50 $0.55 $0.62 $0.70 $0.81 $0.87 $0.91 $0.92 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Dividends Per Share(2) (1) The enactment of the Tax Cuts and Jobs Act in December 2017 resulted in a provisional net charge of $2.2 million in the fourth quarter of 2017, or an impact of $0.04 per fully diluted share. (2) Chart represents annual dividends declared. Part of the 2013 dividend was accelerated due to uncertainty of changes to tax code in 2013. The dividend paid in December 2012 is included in 2013.

23 Historical Net Sales Our investments in adjacent products and markets have helped mitigate our exposure to a cyclical U.S. housing market over time. 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0 $0 $100 $200 $300 $400 $500 $600 $700 $800 $900 $1,000 $1,100 $1,200 $1,300 H o u s in g S ta rts (M ) ($ M ) North America Net Sales Total Net Sales Gross Profit Income from Operations Housing Starts

24 19.9% 15.1% 13.2% 6.0% 14.1% 12.3% 9.4% 11.6% 13.3% 13.8% 16.5% 14.2% 16.0% 15.9% 19.9% 20.0% - 22.0%(2) 13.7% 5.9% (7.3%) (2.7%) 3.7% 1.1% 3.8% 5.4% 7.8% 9.9% 12.0% 12.6% 11.5% 9.5% 9.6% (15.0%) (10.0%) (5.0%) 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021E Simpson Historical Operating Income Margin Versus Proxy Peer Average(1) SSD Proxy Peer Average (1) (1) Proxy peer average includes: AAON, AMWD, APOG, AWI, EXP, ROCK, IIIN, DOOR, PATK, PGTI, NX, SUM, TREX, USCR and WMS. (2) Fiscal 2021 operating margin outlook as of October 25, 2021. In fiscal 2022, the Company expects its operating income margin to decline between 400 to 500 basis points year-over-year as a direct result of rising material costs. Operating Income Margin Outperformance

25 33.8% 24.7% 20.0% 18.4% 12.2% 11.3% 10.8% 10.1% 9.8% 9.1% 8.9% 7.4% 6.5% 6.2% -23.7% -24.6% ROIC(1) Within Top Quartile of Proxy Peers(2) (1) Return on Invested Capital (ROIC) reflects latest fiscal year reported. See appendix for ROIC definition. (2) Proxy peer average includes: AAON, AMWD, APOG, AWI, EXP, ROCK, IIIN, DOOR, PATK, PGTI, NX, SUM, TREX, USCR and WMS. (3) Source: Company filings as of March 18, 2021.

26 Well-Positioned to Drive Growth We are well-positioned to execute our growth strategy given our demonstrated commitment to disciplined capital allocation and expense management. Thoughtful Deployment of Capital $119 $160 $206 $208 $58 $29 $38 $38 $28 $2 $3 $3 $37 $40 $40 $40 $70 $111 $61 $76 2017 2018 2019 2020 Cash Generated by Operations Capital Expenditures Acquisitions & Purchases of Intangible Assets Dividends Share Repurchases ($M) $193 $182 $142 $157 Improving SG&A as a % of Net Sales 31.2% 28.9% 27.9% 25.6% 2017 2018 2019 2020

27 • Tuck-in acquisitions • Strategic asset purchases Acquisitions • Repurchases of common stock • Quarterly cash dividends Shareholder Returns • Organic growth through strategic capital investments in business • Core capex Capital Deployment History $428.4 Million 2019 – YTD 2021(1) Cumulative Free Cash Flow ~25% ~64% ~2% Capital Expenditures (1) Time frame represents January 1, 2019 to September 30, 2021.

28 Use of Cash Priorities Cash Flow From Operations Share Repurchases Investing in growth initiatives (engineering, people, testing, etc.) Maintenance CapEx Potential M&A Maintain quarterly cash dividends(1) Consistently and moderately raise dividends Opportunistic share repurchases Capital return threshold(2) to be reevaluated in 2022 pending closing of the Etanco acquisition Organic Growth / Acquisitions Dividends (1) On October 19, 2021, the Company's Board of Directors declared a quarterly cash dividend of $0.25 per share. The dividend will be payable on January 27, 2022 to the stockholders of record as of January 6, 2022. (2) The Company’s historical capital return threshold is 50% of free cash flow. The Company defines free cash flow as cash flow from operations less capital expenditures. Maintain conservative leverage profileDebt Repayment

29 Acquisition Strategy • Strengthen our business model by expanding our product lines and developing complete solutions for the markets in which we operate • Improve our market share in our growth initiatives • Improve our manufacturing capabilities and efficiencies to reduce lead-times and bring production closer to the end customer • Leverage venture capital expertise to help identify potential strategic acquisitions or investments including innovative technologies of interest in the building space • Provides real-time market access to the latest industry technology trends and innovation

30 Binding Offer to Acquire the Etanco Group – Overview Acquisition Target Financial Terms & Valuation  Acquisition of Etanco Group  Net Sales(1): €258M (~$291M)  Operating Income Margin(1): 19.7% Financing Sources Financial Impacts Timing & Closing Conditions  €725M (~$818M(2)) purchase price  Purchase price reflects ~11.9x of trailing twelve months unaudited EBITDA  Target ~$30M annual operating income run-rate synergies (within 36 months following the closing of the acquisition)  $100M of existing cash on balance sheet  Increase existing Revolving Credit Facility from $300M to $450M  Obtained commitment for $450M unsecured term loan from Wells Fargo Bank and MUFG Union Bank  Expected to be accretive to earnings within first full year after closing  ~500 bps improvement to Europe operating income margins by 2025  Trailing twelve months net debt-to-EBITDA of ~1.3x (as of September 30, 2021)  Expected close near the end of Q1 2022  Subject to satisfaction of certain customary conditions (1): For the twelve months ended September 30, 2021 in accordance with French GAAP. Subject to change following conversion to IFRS or U.S. GAAP accounting standards. (2): Reflects EUR to USD exchange rate as of December 22, 2021.

31 Etanco Group – Strategic Rationale & Summary  Aligns with Simpson’s business model and values  Established brand reputation  Dedication to customer service  Broad portfolio of high-quality, innovative solutions  Supports 5-Year Company Ambitions  Promotes continued above-market growth relative to U.S. housing starts  Innovative leader in the European markets  Improves European operating income margin by ~500 by 2025  Augments Key Growth Initiatives  Broadens and balances portfolio of solutions, including entry into new commercial building markets  Establishes leadership position in fastener solutions  Increases Simpson’s market share and expands sales channels and geographical reach in Europe  Creates Significant Synergies  Drives growth, profitability and cost efficiencies

32  Etanco is a leading designer, manufacturer and distributor of fixing and fastening solutions for the building construction market in Europe  Established in 1952 and headquartered in Le Pecq, France  ~900 employees  8 manufacturing and distribution sites across Europe  Established brand reputation known for product reliability and focus on customer service  Dedicated technical assistance team  Best-in-class on-time delivery capabilities  Wide portfolio of solutions addressing all building envelope applications  Highly technical solutions with custom-made design and properties that meet market regulatory requirements  >80,000 SKUs  150+ patents  Well-balanced multi-channel go-to-market model  Strong historical financial performance  Well positioned to benefit from French regulation RT 2000  RT 2000 (‘RégulationThermique2000’), effective in 2021, requires buildings to produce more energy than they consume resulting in the need for more insulation and sophisticated fasteners  Wall and roof optimization is critical to improving thermal performance, resulting in a structural shift from internal to external insulation About Etanco Group

33 6 1 2 7 8 4 5 3 9 Etanco Group’s Key Products and Applications Waterproofing Fixing membrane to avoid water incursion 1 Roofing Fixing metal roof to a building structure 2 Cladding Fixing of protection panels 3 Facade Fixing metal, concrete or stone frameworks for façade backing lining 4 5 Anchors: For all purposes (inc. facades, safety & interior) 6 Safety Fixing & anchoring for fall-protection solutions Solar Fixing new solar panels on existing roofs 7 Overoofing Fixing new roof on existing obsolete roof Wood Fixing fasteners for wood structures 8 Primary Product Applications: Ancillary Product Applications: 9 Highly complementary product mix that expands into adjacent markets

34 Acquisition Expands Share of Addressable Market(1) $1.5 B (15%) (1) Market share based on net sales as of the full year ended December 31, 2020. Market sizes based on internal estimates using information as of December 31, 2020. Includes North America, Europe and Pacific Rim. Etanco’s leading position in European building solutions increases Simpson’s market share Wood Connectors & Truss Fasteners Concrete Market Size $2.5 B $5.8 B $15.0 B Addressable Market (%) $2.5 B (100%) $1.0 B (17%) $1.3 B (9%) Share (%) $891 M (36%) $190 M (19%) $185 M (14%) Wood Connectors & Truss Fasteners & Accessories Concrete Market Size $2.5 B $10.1 B $15.0 B Addressable Market (%) $2.5 B (100%) $1.5 B (15%) $1.3 B (9%) Share (%) $916 M (37%) $429 M (29%) $232 M (18%) Simpson Manufacturing Co. Simpson Manufacturing Co. + Etanco Group

35 Sustainability and Environmental and Social Responsibility “Our people are the most vital part of our business, and providing a safe, healthy, sustainable, and rewarding working environment is of fundamental importance.” – Karen Colonias • Issued 2019 ESG report in March 2020 (Inaugural Report) • Reported updated 2020 metrics in March 2021 • Established ESG task force • Hired ESG analyst • Engaged external ESG disclosure consultants and service providers • Continued effort to harmonize with SASB standards • Enhanced disclosure on Human Capital Management • Launching Diversity, Equity & Inclusion program • Renewed focus on employee health and safety At Simpson Strong-Tie, we operate in a safe and environmentally responsible manner to protect our employees, customers and communities while benefitting society, the economy and the environment. ENVIRONMENTAL PROTECTION, HEALTH & SAFETY MANAGEMENT POLICY SUSTAINABILITY EFFORTS TAKEN TO-DATE

36 5-Year Company Ambitions Strengthen our values-based culture Be the partner of choice Be an innovation leader in the markets we operate Continue above market growth rate relative to U.S. housing starts Continue expanding our operating income margin to remain within the top quartile of proxy peers Continue expanding ROIC within the top quartile of proxy peers 1 2 4 3 5 6

37 Appendix

38 A Pioneer in Construction Solutions 1956 1970 1984 1996 1997 1999 2005 Simpson structural connectors are the industry standard. 1994 NYSE LISTING (SSD) OUR FOUNDER BARC SIMPSON EXPANSION INTO CONCRETE EXPANSION INTO FASTENERS FIRST CONNECTOR CONNECTOR MARKET LEADER EXPANSION INTO WOOD SHEAR WALLS EXPANSION INTO FASTENING SYSTEMS 2001 OPENED TYE GILB TEST LAB EXPANSION INTO STEEL SHEAR WALLSFIRST HOLDOWN

39 A Pioneer in Construction Solutions (Continued) 2011 2013 2016 20192012 2008 2009 20202017 EXPANSION INTO SS FASTENERS EXPANSION INTO ORDINARY MOMENT FRAMES FURTHER EXPANSION INTO CONCRETE REPAIR AND CFS EXPANSION INTO SPECIAL MOMENT FRAMES EXPANSION INTO FRP/CARBON FIBER SOLUTIONS AND TRUSS SOFTWARE EXPANSION INTO BUILDER & LBM SOFTWARE EXPANSION INTO STRUCTURAL STEEL EXPANSION INTO OUTDOOR DECORATIVE HARDWARE FURTHER EXPANSION INTO OUTDOOR LIVING SOFTWARE Simpson is an innovation leader in fasteners, concrete repair, moment frames, construction software and structural steel solutions.

40 Commitment to Innovation: State-of-the-Art Test Labs We are dedicated to research, testing, engineering and innovation through our state-of-the-art test labs, which provides us with a better understanding of how structures perform, advances our design technology and improves building safety. WOOD CONCRETE FASTENER

41 Return on Invested Capital (“ROIC”) Definition When referred to in this presentation, return on invested capital (“ROIC”) for a fiscal year is calculated based on (i) the net income of that year as presented in the Company’s consolidated statements of operations prepared pursuant to generally accepted accounting principles in the U.S. (“GAAP”), as divided by (ii) the average of the sum of total stockholders’ equity and total long-term interest bearing liabilities, (which for the Company are long-term capital lease obligations), at the beginning of and at the end of such year, as presented in the Company’s consolidated balance sheets prepared pursuant to GAAP for that applicable year. As such, the Company’s ROIC, a ratio or statistical measure, is calculated using exclusively GAAP financial measures.

STRONG FOUNDATION. STRONGER FUTURE.