Solaris Energy Infrastructure (SEI) Acquisition presentation summary

Transaction strategy and acquisition highlights

• Acquisition of Omega expands turnkey execution capabilities and addresses key industry bottlenecks by integrating a skilled EPC team.

• Gains access to new customers in LNG, government, industrial, and data center markets.

• Improves cost and schedule certainty, increasing control and scope of projects.

• Expected to be immediately accretive to earnings and free cash flow per share.

Enhanced service offerings and capabilities

• Adds deep foundations, substation civil work, and specialized equipment for challenging environments.

• Expands site development, utilities, and concrete services for power and data infrastructure.

• Proven execution with investment-grade hyperscalers and data center developers.

• Expertise in gas pipeline construction and LNG export terminal site preparation.

Financial impact and growth outlook

• Pro forma adjusted EBITDA CAGR exceeds 130% over two years following recent acquisitions.

• Expanded capabilities include distributed power, emissions controls, aftermarket, and specialized EPC services.

• Quarterly segment EBITDA reflects significant growth across service lines post-acquisition.