January 2024

Dear Clients and Prospective Clients,

As I reflect on 2023 and think about the future, I truly have much to be thankful for and this note is meant to show my appreciation. The past year produced immense sadness and severe challenges for many, and my hope is we see better days ahead.

Barkers Point Capital Advisors was founded with a mission to advise and assist domestic and international clients navigate the U.S. capital markets. Often, the firm is focused on helping businesses finance emerging and innovative technologies.

I want to thank my clients for helping to make 2023 a successful and rewarding year. Most clients are entrepreneurs that own their business and so success is very personal. I sincerely appreciate the trust you place in my firm and strive every day to keep that trust by providing valuable insight and service. I also treasure the friendships that have been created and fostered.

Barkers Point was fortunate this past year to have been involved in and closed transactions in some of the most innovative sectors of the economy:

• Completed more than $135 mm of debt and equity financings for a renewable datacenter infrastructure business (AI and Bitcoin hosting).
• Raised significant capital for a real estate activist firm targeting a public company.
• Executed a term sheet for development and project capital (closing expected in Q1) on behalf of a renewable energy developer client.
• Continued activity on behalf of sustainable aviation companies (drones and cargo aircraft).
• Commenced several new mandates for companies providing critical software for agriculture, water, and other infrastructure related businesses.
• Expanded activity in non-energy sectors including biotechnology, retail and real estate.

The new year is starting off with a significant backlog of business activity and exciting new mandates. I look forward to new successes in helping clients achieve their goals.

Below are some examples of Barkers Point clients in the press:

• Arkon Energy Datacenter Financing
• NScale AI Datacenter Financing
• Real Estate Financing
• HevenDrones – Hydrogen Power
• Natilus – Air Cargo

Please don’t hesitate to reach out to to see if Barkers Point can be helpful with your business and capital needs.

I pride myself on providing transparent and honest advice and can assure you that Barkers Point will work very hard for you. Wishing you all the best for a healthy and prosperous 2024!