Arc Logistics Partners LP Investor Presentation May 2015
Arc Logistics Overview Issuer Arc Logistics Partners LP Exchange NYSE Symbol ARCX Common Units Outstanding(1) 11,388,746 Subordinated Units Outstanding 6,081,081 1.64 (based upon recently declared and paid distribution of…
Arc Logistics Overview Arc Logistics is a fee-based, independent logistics Pro Forma Partnership Structure service provider formed by Lightfoot Capital Partners, LP (Lightfoot Capital) to acquire, operate and grow energy logistics…
Investment Highlights Arc Logistics Partners LP is a fee-based, growth-oriented, independent logistics service provider Diversified and well positioned asset portfolio to capitalize on organic and third party growth…
Growth-Oriented Partnership Growth from organic expansion of existing terminals, third-party acquisitions and development of customer base CPI escalators in various terminalling agreements Built in Throughput incentive structures to…
Contracted, Stable Cash Flow Profile The Partnerships contract portfolio generates cash flows through minimum service fees, while providing for upside exposure to throughput and ancillary service fees Typically contract with customers…
Diversified Portfolio of Logistics Assets Flexible logistics assets serve as a critical link between supply and local demand Location Capacity Products Terminals Baltimore, MD(1) 442 mbbls Gasoline; Distillates; Ethanol The…
Joliet, IL Terminal Overview Facility Site On May 14, 2015, Arc Terminals Joliet Holdings LLC (Arc Joliet) acquired the Joliet, IL Terminal (the Joliet Terminal) Arc Joliet is a Joint Venture with GE Energy Financial Services,…
Well Positioned Assets The Partnerships assets have multiple supply / receipt modes that provide flexibility to new and existing customers Buckeye Pipeline West Shore Pipeline Connections to major Colonial Pipeline Mokena-Joliet…
Financial Flexibility The Partnership is positioned to achieve growth objectives 275.0 million amended and restated credit facility Access to the capital markets Capitalize on Financial Seek to maintain a balanced capital structure…
Proven and Resilient Business Model The Partnership has achieved a track record of organic and acquisitive growth in spite of volatile commodity markets and economic headwinds Shell Capacity (mmbbls) Throughput (mbbls/d) Revenue…
Reconciliation to Adjusted EBITDA and Distributable Cash Flow Year Ending December 31, Quarter Ending, (In thousands, except per unit day) 2012 2013 2014 03/31/14 03/31/15 Net Income 5,423 12,831 1,275 1,816 304 Income Taxes 43 20…