Vaquero Capital Energy Tech Market Update 2014

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Information about Vaquero Capital Energy Tech Market Update 2014
Technology

Published on February 4, 2014

Author: DavidGrove1

Source: slideshare.net

Description

Vaquero Capital Energy Technology market perspectives

ENERGY TECH INDUSTRY UPDATE 2014 DAVID GROVE STEFAN GERHARD IRFAN IQBAL O: (415) 798-2303 dgrove@vaquerocap.com O: (415) 539-0688 sgerhard@vaquerocap.com O: (415) 798-2301 iiqbal@vaquerocap.com AMISH PATEL JARED MELILLO TERRY JIANG apatel@vaquerocap.com jmelillo@vaquerocap.com tjiang@vaquerocap.com 2/3/2014 11

Massive Global Unconventional Opportunity Most significant capital deployment in the next 30 years United States 1,100 horizontal wells Global $1.2Tn 150 TCM $5+Tn Upstream CAPEX next 7 years shale gas Upstream CAPEX Next 7 years 24TCM 50Bn shale gas barrels of tight oil 280Bn $150Bn $500+Bn barrels of tight oil CAPEX per year CAPEX per year Est CAPEX By Country ($ BN) $300 2/3/2014 $200 $50 $40 21 $80 $500 $150

Global E&P Market = Massive, Growing & Changing Unconventional and increased conventional complexities driving lower cost energy demand Global CAPEX may increase 5x in next 7 years with the same number of professionals (GG&E) $1.2Tn E&P spend $5Tn potential global US 50Bn barrel tight oil US production is rising… Int’l 280 Bn barrels of tight oil as are the number of rigs… With a substantial increase in spending Technologies need to produce better answers with fewer people 2/3/2014 31

Supply Environment Driving Infrastructure Supply driven infrastructure, demand, and focus on data integration & analytics Conventional becomes more costly Deep water Remote regions Unconventional requires: Yield optimization, real time development & production data Integration between GG&E Better decision support with fewer geophysicists and geologists International Opportunity Global production accelerates: South America, Asia, Eastern Europe Better and faster answers are needed 2/3/2014 41

Silos Integration of GG&E Silos Critical Geology Engineering Operations Data Geophysics Need to “TIE IT ALL TOGETHER” Better answers from integrated data and analysis Real-time operational Integration of work 2/3/2014 support flows 51

Upstream Oil & Gas Market Map Land G&G Eng/Ops Suite Vendors 2/3/2014 61 Finance

Selected Vaquero Case Studies June 2013 December 2012 Has been acquired by $35,000,000 Recapitalization February 2012 $166,250,000 Series A Preferred Equity TRANSACTION SUMMARY TRANSACTION SUMMARY TRANSACTION SUMMARY Strategic advisor to Drillinginfo (DI) $35M recapitalization $166M Series A COMPANY OVERVIEW COMPANY OVERVIEW COMPANY OVERVIEW  DI is the leading SaaS platform for Oil & Gas  Safety and compliance SaaS for food production vertical  Leading SaaS analytics for Oil & Gas  Transform is leading O&G analytics platform TRANSACTION DETAIL TRANSACTION DETAIL  Executed a full process, received 20+ bids  Highly strategic asset for Drillinginfo  30% premium to publicly-traded peers  Utilized stock consideration at a significant premium to last round  Highly efficient closing process – 28 days  Achieved premium valuation and clean terms in a majority recapitalization  Vaquero invested in Alchemy  Vaquero invested in Drilling Info TRANSACTION DETAIL  Raised mezzanine debt capital 2/3/2014 71

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