Zeo Energy Corporation · NASDAQ:ZEO
Zeo Energy — ESGEN Acquisition — SPAC Merger (November 2021)
22 slides from Zeo Energy's SPAC merger presentation, Nov 12, 2021
Slide 1: Summary Overview ESGEN Acquisition Corporation
Summary Overview ESGEN Acquisition Corporation Strictly Private & Confidential
Slide 2: Disclaimer and Forward Looking Statements
Disclaimer and Forward Looking Statements These materials are not an offer to sell, and are not seeking an offer to buy, any securities of ESGEN Acquisition Corporation (“we,” “us,” “our” or the “Company”), nor shall there be any sale of securities in any states or jurisdictions in which such offer,
Slide 3: Mission: Disruptive Decarbonization
Mission Disruptive Decarbonization Ensuring A Sustainable Energy Future Our mission is to provide a market-leading company the capital and value-added partnership which will enable it to fundamentally change the current energy and infrastructure landscape and accelerate the shift to a low-carbon fut
Slide 4: Leadership Team
Leadership Team Andrejka Bernatova CEO and Board Director • Experienced operator and investor • Expertise across multiple verticals of the energy and infrastructure industries including upstream, midstream, and transition energy • Executive and senior management experience include Bruin Partners (co
Slide 5: Positioned to De-SPAC Quickly
Positioned to De-SPAC Quickly • ESGEN has been structured to ensure certainty of capital while seeking to execute a successful de-spac transaction • Energy Spectrum closed its $969mm eighth fund in May 2020 focused on energy infrastructure with 82 LPs • Salient Capital Advisors has a track record of
Slide 6: Energy Spectrum: Sector Pioneer Investor with 25+ Years Experience
Energy Spectrum: Sector Pioneer Investor with 25+ Years Experience 1 $4.5 bn+ of equity capital Commitments(1) 19 Active / 44 Realized investments in energy infrastructure across North America $1.96 bn+ assets under Management(1) Relationship with Salient Capital Advisors 2 25+ Years of operation En
Slide 7: ESGEN Has A High Level of Visibility Towards a Successful Close
ESGEN Has A High Level of Visibility Towards a Successful Close SPAC Trust Energy Spectrum Participation Up to $40mm Potential Capital from Long-Term Investor Relationships Energy Spectrum closed its $969mm 8th fund in May 2020 with 82 LPs $282mm(1) ~35%(2) of the IPO proceeds allocated to long-term
Slide 8: Differentiated Combination of Operational, Investment and Transactional Know How
ESGEN Has Differentiated Combination of Operational, Investment and Transactional “Know How” Formed in 2021, ESGEN Acquisition Corp (“ESGEN”) is a sustainability-oriented public investment vehicle providing growth capital for clean energy and carbon mitigation businesses with proven technologies and
Slide 9: Business Combination and Long-Term Value Creation
Business Combination • Utilize ESGEN structured transactional experience to alleviate pressures on target management team • Collaborate with management on best practices (e.g. governance, strategy, financing, investment, personnel, etc.) • Utilize broad investor network to ensure surety of capital q
Slide 10: Strategic Options for a CEO
Strategic Options for a CEO Initial Public Offering (IPO) • Established mechanism to raise primary capital for a Company • Often guarantees the sale of a certain amount of stock BUT valuation subject to change based on investor demand at pricing • Requires extensive SEC level disclosure and SEC revi
Slide 11: Contact Information
Contact Information © BL A C K + GR A Y STUDI O , 2020 ESGEN is paving the way to a future where clean energy fuels daily life and powers progress 10 Andrejka Bernatova CEO andrejka.bernatova@esgen-spac.com Nader Daylami CFO nader@esgen-spac.com www.esgen-spac.com
Slide 12: Appendix
Appendix
Slide 13: ESGEN is Favorably Positioned Among Decarbonization-Focused SPACs
ESGEN is Favorably Positioned Among Decarbonization-Focused SPACs Backed by a Leading Venture Capital Firm • Energy Spectrum has a 25 year track record through a variety of economic and commodity cycles • Raised over $4.5 billion(1) in institutional equity capital to invest in opportunities across 6
Slide 14: Potential Areas of Focus – Disruptive Decarbonization
Potential Areas of Focus – Disruptive Decarbonization © BL A C K + GR A Y STUDI O , 2020 Increased demand for electricity will require innovation in battery storage solutions, hydrogen powered fuel-cells and renewable fuels Integral to meeting the Paris Agreement and represents a key contributor in
Slide 15: Target Evaluation Criteria
Target Evaluation Criteria At an Inflection Point and Requires Expertise Positive ESG Impact Sustainable Growth Prospects and Need for Sophisticated Capital Fundamentally Sound Existing Business, Prepared for Growth Differentiated Tech, Proven Operations and Attractive Market Dynamics Our business s
Slide 16: ESGEN Board of Directors
Chairman of the Board of Directors • Founding partner of Energy Spectrum • ~37 years of venture capital and private equity, investment banking, financial advisory and commercial banking experience ESGEN Board of Directors James P. Benson Michael C. Mayon Board Member • Partner at Energy Spectrum • D
Slide 17: ESGEN Dedicated Management Team
ESGEN Dedicated Management Team Andrejka Bernatova CEO, Board Member Nader Daylami CFO CFO / Microgrid Principal Investing / Energy Transition Public Company / Infrastructure Investment Banking Principal Investing / Energy Transition Strategy / Finance Finance / Operations Water / Environmental The
Slide 18: Electricity and Required Infrastructure Will Play a Significant Role
Electricity and Required Infrastructure Will Play a Significant Role Clean Energy Investment in the Net Zero Pathway, 2016-2050 Source: International Energy Agency (IEA): Net Zero by 2050. Significant Investment Required for Decarbonization Electricity Generation by Technology, 2019-2050 Electric ca
Slide 19: Unprecedented Opportunity in Disruptive Decarbonization
Unprecedented Opportunity in “Disruptive Decarbonization” A unique opportunity to identify and support Disruptive Decarbonization Proliferation of Innovation Across the Energy Ecosystem Supply Side Innovation that is Now Sustainable Renewable Energy Solutions Become Competitive as Costs Decrease Lon
Slide 20: Distributed Energy and Energy Storage Market Trends
Distributed Energy Energy Storage Energy Efficiency and Resource Management • In 2020, over $500bn of capital was spent worldwide on renewable power, electric vehicles and other technologies to reduce the global energy system’s dependence on fossil fuels(1) • Renewables are expected to account for 7
Slide 21: Electrification, Clean Fuel Production and Transportation
Electrification, Clean Fuel Production and Transportation • Consumer spending on Electric Vehicles was over $125bn in 2020. It is expected to rise from 5% of global car sales to more than 60% in 2030(1) • Transport efficiency investments were ~$50bn in 2020(2) • Global hydrogen market of potentially
Slide 22: Environmental Impact Mitigation and Carbon Sequestration
Environmental Impact Mitigation and Carbon Sequestration Integral to meeting the Paris Agreement and represents a key contributor in reducing global greenhouse gas emissions. Other “Negative Emissions” Technology and Infrastructure Sustainable Agriculture Environmental Impact Mitigation and Carbon S