January 28, 2015 Private Capital Adapts to New American Energy Paradigm Deploying the right capital for the job, at the right time Michael McMahon; Managing Director, Pine Brook
About Pine Brook 5.0 Billion Assets Under Management Generate returns by creating cash flows not buying them Make business building and other growth equity investments Finance multi-year business plan with a multi-year financing…
Key Drivers of Oil Price Supply Demand OPEC/Saudi Objectives Strength of U.S. Go Forward Costs Wildcards 4
Private Equity Opportunities Pine Brook Its all about management teams Existing portfolio companies - Go on offense A&D Team(s) Non-Op Joint Ventures Corporate Capital Infusion 5
Keys to Success 1. Avoid the Delusion of Unlimited Opportunity 2. Timing 3. Nimbleness 4. Discipline and Intuition 5. Ability to Execute Effectively 6
Mike McMahon, Managing Director Mr. McMahon is a founding partner and a managing director on the energy investment team. He is also a member of the Investment Committee. Mr. McMahon currently represents Pine Brook as a director of…