Profrac Holding Corp. · NASDAQ:ACDC
Profrac — Merger or Acquisition (December 2022)
10 slides from Profrac's merger presentation, Dec 6, 2022
Slide 1: Acquisition of Monarch Silica
Exhibit 99.2 Nasdaq GS: ACDC Acquisition of Monarch Silica w w w . P F H o l d i n g s C o r p . c o m D e c e m b e r 5 , 2 0 2 2
Slide 2: Safe Harbor Forward Looking Statements
2 Safe Harbor Forward Looking Statements Certain statements in this presentation may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. In some cases, the reader can identify forward-looking statement
Slide 3: M&A Strategy and Activity Update
3 M&A Strategy and Activity Update ProFrac is executing its plan to acquire, retire and replace legacy frac fleets and opportunistically acquire high-quality assets that enhance its vertical integration strategy ProFrac has entered into an agreement to acquire the Eagle Ford Acquiring Monarch demons
Slide 4: Adding Sand Capacity in Active Markets is Key to Our Vertical Integration Strategy
4 Adding Sand Capacity in Active Markets is Key to Our Vertical Integration Strategy § Acquiring high-quality, strategically-located assets and optimizing efficiency is expected to help satisfy high levels of baseload demand from ProFrac fleets § Facilitates strategy of bundling sand and chemicals a
Slide 5: Summary of Monarch Acquisition
5 Summary of Monarch Acquisition Overview of Monarch Key Transaction Highlights § Approximately 4mmtpy nameplate capacity § Ideal geographic positioning to serve the Eagle Ford market High-Quality, mine located on a 735 acre site 2.5 miles § Premium equipment at wet plant allows for reduced moisture
Slide 6: Acquisition of Monarch: Strategic Rationale
6 Acquisition of Monarch: Strategic Rationale Acquiring Monarch is expected to accelerate the execution of ProFrac’s strategic plan by strengthening the Company’s vertically integrated capabilities in a key geographic market Key Elements of ProFrac’s Investment Thesis Largest Eagle Ford In-Basin Pro
Slide 7: Monarch is Strategically Located in Close Proximity to Key Eagle Ford Activity Hub
7 Monarch is Strategically Located in Close Proximity to Key Eagle Ford Activity Hub § Proximity to drilling and completion activity and local infrastructure is critical to the value of an in-basin sand mine § Monarch is located in south San Antonio, within 50 miles of a substantial concentration of
Slide 8: Acquisition of Monarch Offers Scale and Significant Margin Contribution
8 Acquisition of Monarch Offers Scale and Significant Margin Contribution § Pro forma for the acquisition of Monarch, Alpine is the largest producer of in-basin sand in the Eagle Ford as measured by nameplate capacity § Owning in-basin mines eliminates margin paid to proppant suppliers, minimizing l
Slide 9: ProFrac Investment Highlights
9 ProFrac Investment Highlights High Performing Pressure Pumping Fleets that have Consistently Outperformed Peers Focused on Cash Flow and Efficiency ü Vertically Integrated Platform with In-House Manufacturing and Sand Production Enhance Efficiency and Profitability by Controlling More of the Pad ü
Slide 10: 10
10
ProFrac Holding — Merger or Acquisition (December 2022) on 6ix