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George Brown

George Brown

former Head of Global Mergers & Acquisitions in the Technology Group at Deutsche Bank Ag\

United Kingdom

George Brown is a former Head of Global Mergers & Acquisitions in the Technology Group at Deutsche Bank Securities, recognized for his deep expertise in advising on high-profile technology sector transactions. Throughout his career, he has covered and led major deals involving companies such as Adenza, Afterpay, Anaplan, Ansys, Aruba, Ascend, Atheros, auth0, The Blackstone Group, CA Technologies, Cavium, Citrix, Concur, and Cornerstone, contributing to transaction volumes frequently exceeding tens of billions of dollars. With over 38 years of investment banking experience and more than 700 successful transactions, George's performance record reflects industry-leading advisory capabilities. He earned a B.S. and M.S. in Engineering from the University of California at Berkeley and an M.B.A. from UCLA Anderson, and has held pivotal roles at Deutsche Bank Securities and Credit Suisse, building a reputation for excellence and strategic insight.

George Brown's questions to LOGITECH INTERNATIONAL (LOGI) leadership

Question · Q2 2025

George Brown inquired about the potential impact of U.S. tariffs on the business given its manufacturing in China and also asked about the drivers behind the sustained double-digit growth in the gaming simulation business.

Answer

CFO Matteo Anversa addressed the tariff concern by highlighting the company's ongoing supply chain diversification. He stated that about 40% of units are now manufactured outside of China, with a near-term goal to increase this to 50%, making the supply chain more resilient. CEO Hanneke Faber added that the strong growth in gaming simulation is driven by superior products and excellent in-store execution, particularly in Europe, which creates trial and engagement in a category with low penetration and significant upside.

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