EFTA01375295.pdf

From: Matt Glassman Sent: 11/1/2017 11:09:33 AM To: Stewart 0ldfield Subject: RE: RIN list Sounds good. III come by this afternoon. There is probably not a structure/negotiation conversation to be had given the anchor equity holders from RIN 1.0 will likely be anchors in the next several transactions as well. That being said the remaining equity itself is still compelling I think. Im guessing docs/presentations wont be done until December, with a January launch timeline, but we can chat more this afternoon. From: Stewart Oldfield Sent: Wednesday, November 01, 2017 10:59 AM To: Matt Glassman < Cc: Stewart Oldfield < Subject: RIN list Let's chat about timing and structure. Might make sense to see if we can preview to a couple of accounts that could take down the whole equity piece or a bespoke tranche of sub debt Aspen Grove Bain partner capital Blue Mountain Bright Caruso CFM Crosby Dorrance Duncan Dzialga Elysium Everwatch Forrestal GA Gerschel Getz GU Highlander Hillspire Illig J. Epstein Pac Life JL squared MSD? Crestline Orix Safanad Shamrock SK Slome Third Lake Tisch Glen Warren CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0070635 CONFIDENTIAL SDNY_GM_00216819 EFTA01375295