EnerCom Presentation August 17, 2017 Private and Confidential
OFS Energy Fund Introduction EnerCom Presentation Formed the team in October 2008 to make investments in lower middle market energy service companies OFS seeks to provide creative solutions for business owners in the form of buyouts,…
Investment Focus EnerCom Presentation Investment strategy and objectives are as follows: Investment Parameters Generate returns in the form of capital appreciation via Revenue 20.0 million 100.0 million equity interests held in…
OFS Investment Criteria EnerCom Presentation Energy Service and Midstream Focused Upstream Services and Equipment (examples include) Midstream opportunities Aftermarket service and repair of must-run drilling, Treating and processing…
OFS Difference EnerCom Presentation Small Professionally-Managed Fund One of few professionally-managed private equity funds focused exclusively on lower middle market energy service companies Experienced and consistent team…
OFS Market Position EnerCom Presentation Focus on transactions less than 100 million in Enterprise Value for the following reasons: Increased market competition for transactions above 100 million Traditional energy / oilfield service…
Market Dynamics EnerCom Presentation Growth in onshore activity driven by increased commodity prices and more efficient E&P operations Oilfield service companies are starved for capital having survived 2015 and 2016 Exhausted…
Fund II Portfolio Summary Active Investments in millions EnerCom Presentation Onshore / Date of Total Fund 2016 Rev. Active Investments Products/Services Offshore Investment Investment Ownership 2017(E) Rev. Fund II Manufacturer of…
Fund III Portfolio Summary Active Investments in millions EnerCom Presentation Onshore / Date of Total Fund 2016 Rev. Active Investments Products/Services Offshore Investment Investment Ownership 2017(E) Rev. Fund III 66.5 Onshore…
Fund I Track Record in millions EnerCom Presentation Realized Onshore / Date of Total Fund Products/Services Date of Exit Realized Value Multiple IRR Investments Offshore Investment Investment Ownership Fund II Provider of natural…
Past Deals: Lone Star Fasteners, LP EnerCom Presentation Company: Lone Star Fasteners, LP fasteners and related parts to 36,000,000(1) energy equipment OEMs Investment Highlights: Bruce Ross and Beau Ross (with other shareholders)…