Press Kit - Fallbrook Technologies Inc.

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Company Fact Sheet Year Founded 1998. Became Fallbrook Technologies Inc. in 2004. Business Fallbrook Technologies Inc. (Fallbrook) is a manufacturing and technology development company dedicated to improving mechanical transmission-based products. The Company’s core technology is its NuVinci ® continuously variable planetary (CVP). The award-winning technology has been recognized as revolutionary and is potentially applicable to any product that uses a transmission including bicycles, light electric vehicles, agricultural equipment, automobiles, and wind turbines among others. Fallbrook manufactures and markets NuVinci drivetrains for the bicycle market. In addition, it partners with other companies to commercialize its NuVinci technology and provides design, development and manufacturing support. Its wholly owned subsidiary, Hodyon, Inc. manufactures and markets Auxiliary Power Units (APUs). Fallbrook currently holds 500 patents and pending applications worldwide. NuVinci ® Technology Fallbrook’s NuVinci technology is a scalable and highly adaptable CVP technology that controls relationships of speed and torque. The NuVinci transmission uses a set of rotating and tilting balls between the input and output components of a transmission. Tilting the balls changes their contact diameters and varies the speed ratio. Compared to other current continuously variable transmission technologies, NuVinci technology is less complex, scales and packages more easily, costs less to manufacture, and improves performance. Current Target Markets Bicycles & e-Bikes Continuously Variable Accessory Drives (DeltaSeries) Electric vehicles Lawn & Garden Wind energy Ownership The Company is privately held. Major stockholders are: Macquarie, NGEN and Robeco. Executive Management William G. Klehm III, Chairman and CEO Al Kammerer, President Nicole T. Nicks, Chief Financial Officer and Secretary Sharon A. O’Leary, Chief Legal Officer Robert A. Smithson, Chief Technical Officer and VP Business Development Alain Charlois, VP Corporate Development Alan M. Nordin, President, Bicycle Division Paul A. DeHart, Chief Operating Officer Robert (Rick) Meyer, VP Aftermarket Sales (powered applications) Jeffrey A. Birchak, VP Intellectual Property Daniel Katona, VP Marketing David W. Markley, Director of Engineering Shari Binford, Director of Human Resources Headquarters 9444 Waples St. Suite 410 San Diego, CA 92121 +1 858-623-9557 or +1 888-NuVinci (+1 888-688-4624) Contact info@fallbrooktech.com +1 858-623-9557 extension 117 or +1 888-NuVinci extension 117 FT 080911 Fallbrook Technologies Inc. Press Kit Page 2
Company Overview Originally established in 1998, Fallbrook Technologies Inc. (Fallbrook) is a manufacturing and technology development company dedicated to improving mechanical power transmission products. Headquartered in San Diego, California with its primary research and development facility located near Austin, Texas together with operations in Europe and China, Fallbrook’s patented and award-winning NuVinci ® technology has far-reaching implications. The Company’s NuVinci continuously variable planetary (CVP) technology is potentially applicable to any product that uses a transmission, including bicycles, electric vehicles, accessory drives, agricultural equipment, and wind turbines, among others. The NuVinci CVP provides the most adaptable and scalable continuously variable transmission (CVT) available today for companies that need a cost effective, easily controlled, and durable alternative to conventional transmissions or other CVTs. The NuVinci CVP improves acceleration, performance, cost and overall vehicle efficiency over conventional transmissions. Compared to other CVTs, it is far simpler, offers more stable control, permits more scalability across product lines, is easier to package in a vehicle, and is less expensive to manufacture and assemble. The NuVinci transmission uses a set of rotating and tilting balls in elastohydrodynamic contact between the input and output components of a transmission that tilt to vary the speed of the transmission. Tilting the balls changes their contact diameters and varies the speed ratio. Current commercial products are the NuVinci® N360 bicycle transmission and the Hodyon Dynasys Auxiliary Power Unit. The NuVinci® Harmony auto-shifting system for e-Bikes will be commercially available starting at the end of 2011 and other commercial products utilizing NuVinci technology will be introduced in 2012. The company currently has 500 patents and patent applications worldwide. The Company is privately funded with over $95 million raised; Macquarie, NGEN, and Robeco are major stock holders. Company History The story of Fallbrook and its NuVinci technology dates, in a sense, to the year 1490, when Leonardo da Vinci developed a drawing describing how a continuously variable transmission (CVT) might work. Over 450 years later, the first real-world models of CVTs for automobiles were produced, but a variety of problems (e.g., cost, scalability, size, FT 091509 Fallbrook Technologies Inc. Company Overview Page 3
Page 1: Press Kit Company Fact Sheet ......
Page 5 and 6: Fallbrook entered into a trademark
Page 7 and 8: Fallbrook has partnerships with Man
Page 9 and 10: allow the input or output contact p
Page 11 and 12: Lawn & Garden Wind energy Fallbrook
Page 13 and 14: NuVinci ® DeltaSeries - Continuous
Page 15 and 16: NuVinci ® - Powering Electric Vehi
Page 17 and 18: Frequently Asked Questions Q: What
Page 19 and 20: Viryd Technologies Inc., formerly a
Page 21 and 22: Q: How much does the NuVinci CVP hu
Page 23 and 24: Traction Fluid FAQ’s Q: What is a
Page 25 and 26: 2008 Fallbrook purchases ATC’s
Page 27 and 28: Management Team William G. Klehm II
Page 29 and 30: and robotics fields. He previously
Page 31 and 32: Jeff Birchak is an intellectual pro
Page 33 and 34: Prior to Robeco, Keimpe worked at F

Press Kit - Fallbrook Technologies Inc.

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