EFTA01366626.pdf

Amendment Page 197 of 868 Business About TerraForm Global, Inc. Overview We are a nigh-growth globally diversified renewable energy company trot owns long-term contracted wind solar and ry0ro-electric power parts Our business ctedite is to increase our dvidend to elockhoklers by opening to acquire, from SunBeeson and unaMhatel red parties, clean power generation assets trot produce rep- quality longterm contracted cash flows, primarily by serving utilty and commerce' custcrrers with strong credit proton Our Intel target markets will be Owe, Brazt, trot Sixth Africa, Hoccksa6. Costa Rica. Pew, Uruguay. Malaysia and Thailand Several of these markets, incisong China. Brazil and Inds. are expected to be among the tastes growing solar and wind energy marketsworldwide from 2015 to 2020 rn terms of annual nstatlatons and capital unwell. wit n renewable energy erects Portfolio growth Call and ROFO rights We believe we will be able to rapidly expand out maul partioia as a result of the sign:Scant protect acqusibon call ogles and ROFO rotes that we have win our Sponsor and the protect acouistion call rights we have and expect to acquire from trirdpany developers of clean power generation assets upon completion d this offering we will rave cal torts win respect to 'Certified protects, trot have an aggregate capacity of 5,856.1 MW. We wit enter nIci the Support Agreement with ow Sponsor immediately prior to the completion of this offering pursuant to whch our Sponsor will ages to offer us addrtcoai qualifying piofreCtS though the fifth annweesary d the Cergletion of this offerng that are proected to perorate an aggregate d al least 51 4 bullion of cash avertable for OstnOubon during their respective first twelve months of COmmerCial operator* We expect that out Sponsor wit continue to profs* us with the opportunity to acqure ixOntiOnal quallfying protects der It ha Sabakil its resnanum commitment under the Support Agreement in order to maximize the vaue of is equity ownership and incentive Ostntaubon riga The Support Agreement with our Sponsor will also grant is ROMriga win respect to additional dean energy protects that our Sponsor Neils to sell or otherwise transfer and the are located in Our initiel target markets Or other emerging markets the we mutually agree upon We executed call righ agreements with seven thad-pany developer% pursuant to which we rove the right to purchase, at or election, a total of 43 solar. wind and hydro- eledric Meech n Cana with an aare9ate capacity of 1559.7 MW for a SPeafied penod Thirdparty acquisitions We also intend to rapacity expand our prayed portfolio by acquiring renewable energy crojeCb from third parties As *mussed below. OUT Swear and its operating subsidiary. TerraForm Paver, her a strong record of third-party polo" and corporate acquislions We expect that our niter ppeglo will irclude 1.1 GW of protects aCq:ited horn thrd parties in rite acquisitions We expect to continue to have significant Opportunties to acquire projects from brad-party developers, enabling us to expand our protect portfolio through aCquititenS for the foreseeable future 189 http://cfdocs.btogo.com:27638/cf/drv7/pub/edgar/2015/07/20/0001193125-15-256461/d78... 7/20/2015 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0058154 CONFIDENTIAL SDNY GM_00204338 EFTA01366626