Skyridge Aviation — Investment Highlights & Exit Strategy

The investment highlights, the projected returns including the 34.7% equity IRR and 4.44× money multiple, the 7.0× EV/EBITDA exit assumption and the exit pathways available to investors.

Skyridge Aviation Business PlanSection 14 › Investment Highlights & Exit Strategy

Section 14 · Business Plan

Investment Highlights & Exit Strategy

The investment highlights, the projected returns including the 34.7% equity IRR and 4.44× money multiple, the 7.0× EV/EBITDA exit assumption and the exit pathways available to investors.

14.1 Investment Highlights

Skyridge offers institutional and strategic investors a rare
combination of structural growth, capital efficiency and a clear path to
liquidity:

  • Large, fast-growing, under-served market.
    Regional business aviation compounding at 8–9% per year, anchored by the
    continent’s deepest pool of private wealth and a premium-skewed tourism
    recovery.
  • Capital-efficient growth engine. The
    managed-fleet model delivers operating scale and fee income without
    proportionate balance-sheet expansion, structurally lifting return on
    invested capital.
  • Diversified, resilient revenue. Five streams
    spanning discretionary and contracted demand smooth the cyclicality of
    luxury travel.
  • Conservative, defensible financials. Fully
    burdened earnings, peak leverage of 1.37x, a liquidity buffer above
    $12.5m, and a Year 3 break-even with ~23% headroom.
  • Attractive returns. Base-case 4.44x equity
    multiple and 34.7% IRR, with a downside that still returns
    ~2.39x.
  • Experienced leadership and institutional
    governance.
    A post-holder-led team and board oversight built to
    the standards institutional capital requires.

14.2 Indicative Investment Terms

The terms below are indicative and provided to frame discussion;
final terms are subject to negotiation, due diligence and definitive
documentation.

Term Indicative basis
Total funding sought $30.0m ($18.0m equity + $12.0m senior debt)
Instrument Ordinary / preferred equity; senior aircraft-backed debt
Use of proceeds Certification, fleet, bases, working capital, contingency
Investment horizon 5 years to liquidity event
Target equity return (base) 4.44x MOIC / 34.7% IRR
Exit basis 7.0x EV/EBITDA (trade sale, sponsor or recap)
Governance Board seat(s); audit-risk & safety committees; reporting
Capital deployment Milestone-gated tranches

Table 26. Indicative investment terms (subject
to negotiation and due diligence).

14.3 Use of Proceeds

The $30.0m raise is deployed against the milestone-gated plan of
Section 12: certification and launch infrastructure, the first
owned-fleet tranche, base build-out, working capital and a $4.0m
contingency. Capital is matched to milestones rather than dates,
protecting investors against funding growth ahead of proven demand.

14.4 Exit Strategy

The Company envisages a five-year horizon to a liquidity event, with
several credible routes:

  • Trade sale to a strategic operator.
    Consolidation among African, Gulf and global business-aviation groups
    provides natural acquirers seeking regional scale, fleet and AOC-backed
    market access.
  • Sale to a financial sponsor. Private-equity and
    infrastructure investors increasingly target cash-generative
    aviation-services platforms with contracted revenue.
  • Recapitalisation. A debt or equity
    recapitalisation could return capital to early investors while retaining
    upside.

At the modelled 7.0x EV/EBITDA exit — conservative against recent
sector transactions — the base case implies an enterprise value of
approximately $89.6m and equity value of $79.9m. A track record of
audited financials, a registered safety-audit standard and a contracted
revenue base will all serve to maximise exit value and the universe of
potential acquirers.

Exit value drivers within management’s
control

Exit multiples in aviation services reward contracted, recurring
revenue, fleet quality, safety pedigree and management depth. Each is an
explicit objective of Skyridge’s operating plan — managed-fleet mandates
and mining contracts build recurring revenue, the safety-audit pathway
builds pedigree, and the governance structure builds management depth —
so the Company’s day-to-day execution is also its exit-value
strategy.

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of Skyridge Aviation (Pty) Ltd.