EFTA01369702.pdf

Recent U.S. SPAC M&A transactions (continued) Selected completed M&A deals and announced SPACs I Announced SPAC deals ROti l31.1)1V 'a 3 Astrkly TI1FIRAPIU SILV ER RuN 1113X60- Ar .49 SUOGEVITY kkok 4, yatra CENTENNIAL kw! SPA(.: - Centennial Resource — Nexeo Solutions - Sungevity - Hostess Brands - Yatra Online Production 'Pa 'IC: — March 21, 2016 - June 29. 2016 July 5, 2016 - July 13, 2016 - July 22, 2016 Dirt — June 9. 2016 - Expected 30 2016 - Expected 30 2016 - Everted 3Q 2016 - Expected 30 2016 — Nexeo Solutions is a global - Sungevity. Inc. provides - Hostess Brands LLC Launched in August 2006, - Centennial Resource chemical and plastics residential and commercial produces, distributes and Yatra, through its yatra.com Development. Inc. is an distributor that offers over solar energy solutions that markets fresh bakery website, provides travel and independent energy company 23.000 products for make it easier and more products It offers cupcakes, hotel reservations for leisure engaging in o11 and natural chemicals manufacturing. oil affordable for homeowners loaf breads. sandwiches. and business travelers in gas business including and gas, paints and to benefit from solar power wheat breads, cookies and India. development and acquisition coatings. automotive. snack cakes. The company of unconventional oil and healthcare and personal - The company was founded was founded in 1919 and is Based in Gurgaon, associated liquid-rich natural care with 2.450 employees in 2007 by Andrew Birch. Yatra.com is a leading headquartered in Kansas, gas reserves in the Permian worldwide Daniel Ian Kennedy. and MO consolidator of travel Basin. The company was Alexander Guettel and is products to more than 60.000 founded in October 2014 and headquartered in Oakland. hotels in India and over is headquartered in Denver. CA. 500,000 hotels around the CO. world Deal TEV — $1.575mm - $357mm - 52.292mm - $2113mm - $1,735rnm FY•IE EBITDA — $198mm ($58mm) - $220mm - $84mm+, - $68mm - TEV ' EBITDA Ix) — 8.3x - NA - 104x - 3 tho - 12.6x % Cnvned by SPAC — 55% - 41% 29% - 53% - 27% Aarunce 1V•oui c Announce onnc,knze 11 0 130 11 0 130 i 23 T1 Share + warrant inn tn. performance''' :3 Ole ?Beginning I month pro- t 11 0 announcement) o.N eOrt. 90 - 90 90 90 I 90 F . 16 -16 Ua .16 .14-16 Jun-10 Jul-10 Jun16 Jul -1s 44916 Ju316 Deutsche Bank Nob Marker data as cd July 29. 2016 18 Corporate Banking d, Securities (a) Represents FY2017E EVAtot revenue ($84m) Sowco: Company data. FaciSet CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0062136 CONFIDENTIAL SDNY_GM_00208320 EFTA01369702