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Long Duration Energy Storage Systems for a Cleaner Future

Transaction Overview Category Catalyst in Long Duration Energy Storage Solutions ESS ■ Founded in 2011 to enable the stable, decentralized and decarbonized power grid of the future Offering Size ▪ACON S2 (NASDAQ: STWO): a special purpose acquisition company ▪$250 million cash in trust Leadership ESS INC Valuation - PIPE size of $250 million $1,072 million pro forma enterprise value Capital Structure Investors ESS' Key and Partners ■ Attractive value, high-growth, genuinely sustainable business ■ ESS shareholders rolling 100% of equity $465 million net proceeds (assuming no redemptions) Fully funded to projected cash flow profitability O-BASF evergy ventures Sad Rep Breakthrough Energy VENTURES SB Energy ptt ( PANGAEA VENTURES LTD. Note For additional information, please refer to the Detailed Transaction Overview on p. 36 of this presentation. Craig Evans President & Founder Eric Dresselhuys CEO (March 2021) Julia Song CTO & Founder Adam Kriger CEO & Director ACONS2 RUESSINC Amir Moftakhar CFO John Roush CFO & Chairman Alan Greenshields ACON Advisor CONFIDENTIAL | 3
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