Tudor, Pickering, Holt & Co Investment Banking slide image

Tudor, Pickering, Holt & Co Investment Banking

Selected Energy Precedent Transactions (USD in millions, except per unit (share) data) Announcement Data 5/23/2018 4/26/2018 4/23/2018 2/5/2018 12/12/2017 8/29/2017 8/18/2017 7/19/2017 1/25/2017 6/3/2016 2/9/2016 2/1/2016 10/26/2015 9/4/2015 6/14/2015 10/20/2014 9/29/2014 4/30/2014 12/11/2013 11/19/2013 5/2-1/2013 4/8/2013 1/7/2013 12/5/2012 12/21/2011 10/17/2011 9/12/2011 7/15/2011 4/20/2011 11/9/2010 3/3/2010 9/15/2009 7/28/2008 Median Babcock Wilcox Enterprises Inc 5W Group point Energy Partners LP Are Logistics Partners LP Calpine Corp Avista Corp De Natural Gas Conc WGL Holdings inc CST Brands Inc Tan Energy Corp Empire District Electric Co Piedmont Natural Gas Conc APR Energy (6.12468) TECO Energy Inc AGL Resources Inc Niska Gas Storage Partners LLC) Claco Corp Action Energy Inc Pepco Holdings Inc UNS Energy Corp Coastal Energy Co NV Energy Inc Luin Industries Inc EnergySolutions Inc McMan Exploration Co WCA Waste Corp Brigham Exploration Co Global Industries Ltd Target Perak Energy Corp Central Vermont Public Service Corp DPL Inc Bronco Driting Conc Atlas Energy Inc Superior wall Services Inc (240) Southwest Water Co Encone Acquisition Co Parallel Petroleum Corp Steel Partners Holdings LP CenterPoint Energy In Capital Dynamics AG SCR SNV Zenith Energy US LP Energy Capital Partners: Access Industries; CPPB Hydro One Ltd PMG Companies LLC AG Ltd Alimentation Couche-Tardin Riverstone Holdings LLC Algonquin Power & Utilities Corp Dominion Resources Inc Duke Energy Corp Fairtex Financial Holdings: Management ACONInstments Abright Capital Management Emers Inc Acquiror Brookfield Infrastructure Partners LP Macquarie Group: Manulife Financial, British Columbia Investment Management EnCane Corp Exion Corp Fortis Inc Compania Espanola de Petroles SACEPSA Berkshire Hathaway Inc General Electric Co Energy Capital Partners LLC Freeport-McMoran Copper & Gold Inc Macquarie Infrastructure Partners I Tech SA Private Investor (Timothy M. Marque BHP Billiton Ltd Gas Metro AES Corp Chesapeake Energy Corp Chevron Corp Nabor Industries Ltd Denbury Resources Inc Apollo Global Management LLC Sempra Energy Transaction Value (MM) $323 $17,389 $260 $6,602 $2,371 $10,391 53,182 $10,423 $1,073 $15,00 34,678 Source: Dealogic as of 8/30/2018. Note: Excludes MLPs and transactions without publicly available premiums data. Based on deals involving U.S. targets with deal value greater than $250MM, target general industry group defined as oil & gas or utilities & energy, announce date since 2008, acquirer final stake 90% and 100% cash consideration. (1) Niska units were trading at $1.21 / unit for a market capitalization of $50MM at the time of the transaction, net debt of $726MM and LTM EBITDA of ($25.4MM). 5427 $731 4,310 1-Day 95% TON 54% TON 24% 17M 20 17% 21 23% 42% 20 31% 338% 15% 25% 20% 30% 20% 21% 30% 55% DAN 204 * ME 37N 21 SAN 11% 23% 21% CONFIDENTIAL DRAFT SUBJECT TO CHANGE 1-Month (1790) 20% 80 140 73 15/8% 278 40% 11 TERG 24% 35% 220 116 30% 340 626 1290 5TK 15% 42% B4% 64% 24% 34% TUDORPICKERING HOLT&CO: EVEAGY INVESTMENTS MERCHANT BANKING 70
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