能源转型与气候技术实践概述

Table ofContents I.Firm and Group OverviewII.Energy Transition & ClimateTech Group ThesisIII.Sub-Vertical Analysis I. Firm and GroupOverview OUR FIRM Founded in 1999 Cascadia has a successful 20+ year history 70 investment bankingprofessionals 18 Managing Directors Headquartered in Seattle, withbankers in Los Angeles, Minneapolis,and Nashville transactions completed,with more than $17.8 billionin aggregate value440+ Leading diversifiedinvestment bank Experienced team withsuccessful track record •Cascadia is the investment bank of choice forentrepreneurs and family-owned companies•Decades of investment banking and operationalexpertise•Deep capital markets expertise •M&A, private placements, advisory services•Specialized in-depth expertise across multipleindustry verticals•Representing clients in the US and globally,including Europe, Asia and Australia PROVIDING A FULL SUITE OF BANKING SERVICES We have completed hundreds of M&A transactions ranging insize from $20-$500 million. Our thorough and disciplinedprocess, in combination with our deep industry expertise, hasresulted in a proven track record of delivering successfuloutcomes for our clients. M E RGE R S &ACQU I SIT IONS E N G A G E M E N T S I N C L U D E : •Mergers & Acquisitions (Buy & Sell Side)•Corporate Divestitures•Management Buyouts•Leveraged Buyouts•Recapitalizations•Partial Liquidity Events•Private Equity Capital Raises•Public Company Capital Raises•Debt Financings & Restructurings•Project Finance•Valuations•Fairness Opinions•Shareholder Rights Planning•Shareholder Value Analysis•Strategic Alternatives Reviews•Strategic Partnerships & Joint Ventures•Special Situations We have extensive experience placing equity and debtcapital ranging from $10-$250 million. We leverage ourdeep relationships with institutional investors; includingprivate equity, growth equity, venture capital, family office,mezzanine and venture debt, hedge funds and BDCs. CO R PO R AT EFI NA NCE S T R AT EGI CA DV I SO RYS E RV ICES We provide our clients with analytical data and insights tofacilitate strategic decision-making. We advise our clients onhow to maximize shareholder value and then provide supportfor transaction implementation. We listen carefully to business owners and managers and thenwork closely with them to custom design long-term andflexible capital solutions. Our approach resonates particularlywell with family-owned and closely-held companies. PR I VATECA PI TAL PROCESS AND EXPERIENCE DELIVER RESULTS Team MembersHaveDeep Industry Our Experience andApproachDrive CustomizedApproach Expertise Results •With bankers across multipleindustry verticals, we have theexperience to offer industrybreadth while maintaining sectordepth •We have experience, industryfocus and a differentiatedprocess that drives success•Our transactions are built upondelivering the best quantitativeand qualitative terms with themost desirable counterparty •We are thoughtful advisors whodeliver a tailored process to suit theneeds of our clients •We understand the strategies of thecounterparties, enabling us to tellthem why they should be interested– allowing Cascadia to drive thetransaction and maximize results •Dedicated resource model withcomprehensive vertical expertisefrom Managing Director to Analyst $13.5+ billionin total M&A transactions closed in the firm’s history $4.3+ billionin total capital raised in the firm’s history R E C E N T M E R G E R S & A C Q U I S I T I O N S$13.5+ BILLION IN M&A TRANSACTIONS $4.3+ BILLION OF CAPITAL RAISED CASCADIA CAPITAL LEADERSHIP TEAM Cascadia has a distinguishedteam of investment bankingprofessionals with expertisein a multitude of industriesand capital markets. •Leading diversified investmentbank advisory firm servingdomestic and global clientele•Coordinated delivery ofappropriate expertise across thefirm•Strategic insight to assist inidentifying and executing a rangeof alternatives•18 Managing Directors•Approximately 70 investmentbanking professionals•More than $17.8 billion intransaction value ENERGY TRANSITION & CLIMATE TECH PRACTICE Principal Sector Focus •Carbon Sequestration•Waste Management•Water / Air Technologies•Agricultural Technology•Electrification of Transport andInfrastructure •Energy Efficiency•Built Environment & Smart Cities•Applied Industrial Tech and IoT•Environmental Services•Environmental Technology •Power Infrastructure and Smart Grids•Energy Storage•Renewable Energy Generation•Renewable Energy Services•Energy Technology Overview Cascadia’s Energy Transition & Climate Tech team has pioneered the early days of cleantech / renewable energy investmentbanking since its formation in 2005. Having advised in this space for over 15 years provides a unique perspective gained fromearned experience advising some of the more transformative transactions over multiple sector and capital market cycles.2021 was a highly successful year for the sector and we expect strong growth in the coming