Bank of America Investment Banking Pitch Book slide image

Bank of America Investment Banking Pitch Book

Go-Shop Considerations Potential Strategic Buyers (Cont'd) Potentially Reduced Disclosure MasTec V MYR GROUP Name QUANTA SERVICES SOUTHWEST GAS SPIE valmont WILLBROS Worley Parsons ✓ (4) ✓ Enterprise Value ($MM) $3,034 500 7,084 3,589 4,086 796 4,772 Company Contact IOX For more investment banking materials, visit www.10xebitda.com Jose Mas CEO Pablo Alvarez EVP, M&A William Koertner CEO Jim O'Neil CEO Derrick Jensen CFO Edward Janov SVP, Corporate Development Jérôme Vanhove VP, Head of M&A Brian Desigio VP, Corporate Development Randy Harl CEO Van Welch CFO Andrew Wood CEO Source: FactSet as of August 1 2014 (4) Pioneer management has recommended to initially restrict competitivaly sensitive information to parties with strategic interest in the sector. 23 Would significantly increase scale Typically do not pay full multiples 2 Acquisitions tend to be smaller 2 Rationale to Include ■ Bank of America Merrill Lynch Would diversify business mix away from transmission and round out service platform Pioneer would be a large transaction Current industry participant with deep knowledge of sector Targets acquisitions that focus on adding adjacent capabilities and/or geographies Currently has a significant services business, largely focused on pipeline distribution Has expressed interest in electrical distribution Currently focused on Europe, but would consider US post: IPO Has electrical T&D towers business ■ Services acquisition is less of a focus Current industry participant that knows industry well Pioneer would be a large transaction 7 Strong capability in T&D 1 Actively looking to expand in North America Recent profit downgrade may impact acquisition appetite in the short term
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