Accelevation (ACCV) investor relations material

Company overview and business model

• Vertically integrated platform designing, manufacturing, and installing power distribution and white space infrastructure for mission-critical data centers.

• Serves hyperscale, colocation, AI, cloud, and large-scale data center customers with modular, factory-built solutions for speed and scalability.

• Offers integrated infrastructure solutions (SkyBridge, TechFrame, thermal management, installation) and power products (remote power panels, branch circuit whips, PDUs).

• Focuses on reducing deployment complexity and accelerating installation timelines through vertical integration and modularization.

• Maintains a U.S.-based manufacturing footprint of 1.1 million sq. ft. and employs over 1,700 people as of June 2026.

Financial performance and metrics

• Revenue grew 147% year-over-year from 2024 to 2025, reaching $447.8M in 2025 and $437.5M for the first half of 2026.

• LTM ended June 30, 2026: $727M revenue (+204% YoY), $50M net income, $132M adjusted EBITDA, and $1.1B backlog.

• Gross profit margin was 32.3% in 2025 and 26.6% for the first half of 2026, with margin compression due to loss contracts and rapid scaling.

• Two customers accounted for 61.2% of 2025 revenue, indicating high customer concentration risk.

• As of June 30, 2026, total outstanding borrowings were $651.5M, with a weighted average interest rate of 8.77%.

Use of proceeds and capital allocation

• Net proceeds of ~$180M from the IPO will be used to acquire Series A Units of Holdings LLC and repay $180M of outstanding borrowings under the Credit Agreement.

• Remaining proceeds will cover offering expenses and general corporate purposes.

• No proceeds from shares sold by selling stockholders will go to the company.