Page 170 - 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
sector, with unmatched industry and technical expertise in its areas of focus. Since its formation in 2003, PPHB has advised on
more than 180 completed transactions, representing over $11 billion of total value.

Primary Service Offerings Key Firm Characteristics & Statistics

Mergers & Acquisitions (Sell & Buy-side)  Clients are typically middle market companies that serve
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
Debt Advisory & Restructuring publicly-traded companies
 Since inception, PPHB’s transaction size has averaged
Fairness Opinions & Valuations approximately $75 million, with transaction values ranging
from ~$20 million to $800+ million

Leadership Team

Joe Hoepfl, Partner Ray Brown, Partner
 Co-founder with 25+ years of investment banking  Co-founder with 30+ years of investment banking
experience, including with CIBC & Raymond James experience and began career at Halliburton
 MBA from Rice University & BBA from Texas A&M  MBA from Southern Methodist University & BS from the
University of Mississippi
O: 713.580.2720 | E: [email protected] O: 713.580.2730 | E: [email protected]
Joe Buchanan, Partner Len Paton, Senior Advisor
 ~15 years of experience at PPHB, where he has  Co-founder with 40+ years of experience in the energy
successfully executed over 50 transactions services industry, including with FMC Technologies
 MBA from the University of Texas at Austin & BBA from  MBA from the University of Texas & BS from Southern
Texas A&M University Methodist University
O: 713.580.2702 | E: [email protected] O: 713.580.2710 | E: [email protected]
Mona Foch, Managing Director James Wicklund, Managing Director
 Leads PPHB’s debt advisory practice with 30+ years in  Joined PPHB in 2023 to oversee market,
energy services commercial banking communications and client coverage
 Masters in Finance from Northwestern & BS from the  Experience spans 30+ years across energy research and
University of New Orleans investment banking
O: 713.580.2725 | E: [email protected] O: 214.755.3914 | E: [email protected]
Andrew Nguyen, Managing Director Corey Corbit, Vice President
 10 years of experience at PPHB, currently leading the  ~8 years of experience at PPHB
firm’s focus on energy technology and renewables
 MBA from the University of Chicago & BBA from the  CPA with a BBA in Accounting and MS in Management
from Texas A&M University
University of Texas at Austin
O: 713.580.2715 | E: [email protected] O: 713.580.2717| E: [email protected]
Connor Wehr, Vice President John Allcorn, Associate
 ~8 years of banking experience, including with Bank of  4+ years of banking experience, including with Chiron
America Merrill Lynch Financial and Talos Energy
 BBA in Finance from Texas A&M University  BBA in Finance from Texas A&M University
O: 713.580.2738 | E: [email protected] O: 713.580.2725 | E: [email protected]