Page 150 - TACC 2023 Program

1885 Saint James Place, Suite 900 | Houston, Texas 77056 | Tel: 713.621.8100 | www.pphb.com

Headquartered in Houston, Texas, PPHB is a premier investment banking firm, targeting the middle-market energy
and industrial sectors, with unmatched industry and technical expertise in its areas of focus. Since its formation in
2003, PPHB has advised on more than 190 completed transactions, representing over $12 billion of total value.
Primary Service Offerings Key Firm Characteristics & Statistics

 Clients are typically middle market companies that serve
Mergers & Acquisitions (Sell & Buy-side) the energy and industrial sectors

 Over the last ten years, ~75% of PPHB’s engagements
Capital Raise (Equity & Debt) have been with privately-owned or sponsor-backed
companies, with the remainder consisting of divestitures
for publicly-traded companies
Debt Advisory & Restructuring
 Since inception, PPHB’s transaction size has averaged
approximately $75 million, with transaction values
Fairness Opinions & Valuations ranging from ~$20 million to $800+ million

Select Recent Transactions

a portfolio company of
a portfolio company of has entered into a new a portfolio company of
has revolving credit facility with has been
acquired acquired by has been acquired by
has been acquired by a portfolio company of has been acquired by

has been acquired by a portfolio company of
has merged with has sold
has sold a majority equity
interest to
has received an equity
through an equity a portfolio company of commitment from
contribution from to has been acquired by

PPHB Contacts

Joe Hoepfl Ray Brown Joe Buchanan Mona Foch
Partner Partner Partner MD, Debt Advisory
[email protected] [email protected] [email protected] [email protected]
(713) 580-2720 (713) 580-2730 (713) 580-2702 (713) 580-2724

Jim Wicklund Andrew Nguyen Corey Corbit Connor Wehr
MD, Research Managing Director Vice President Vice President
[email protected] [email protected] [email protected] [email protected]
(214) 755-3914 (713) 580-2715 (713) 580-2717 (713) 580-2738