Summit Midstream updates on Tall Oak Acquisition pro forma

Published 24/03/2025, 11:12
Summit Midstream updates on Tall Oak Acquisition pro forma

Summit Midstream Corporation (NYSE:SMC), a key player in natural gas transmission currently trading at $36.22, has filed an update to previously reported financial information regarding its acquisition of Tall Oak Midstream Operating, LLC. According to InvestingPro analysis, the company appears slightly overvalued at current levels, with a Financial Health score rated as ’FAIR’. The update, filed with the Securities and Exchange Commission today, provides additional unaudited pro forma financial data for the year ended December 31, 2024.

The new pro forma statement offers insight into the financial impact of the acquisition on Summit Midstream’s operations for the previous year. This follows the company’s completion of the Tall Oak Acquisition, initially announced on December 3, 2024, where Tall Oak Midstream Holdings, LLC’s equity interests were acquired by Summit Midstream Partners, LP in exchange for cash and equity consideration. The company’s current financial position shows annual revenue of $430.56M and EBITDA of $159.03M for the last twelve months.

The additional pro forma financial information, now available in the form of an unaudited condensed consolidated statement of operations for 2024, aims to give investors a clearer picture of the post-acquisition financial landscape of Summit Midstream.

The acquisition is part of Summit Midstream’s strategy to strengthen its position in the natural gas transmission sector, with Tall Oak’s assets expected to contribute to the company’s operational and financial performance. While the company’s stock has shown strong performance with a 34.15% return over the past year, investors should note its current debt-to-equity ratio of 2.81. For deeper insights into Summit Midstream’s financials and growth potential, InvestingPro subscribers can access comprehensive analysis and over 30 additional key metrics.

Investors and stakeholders can access the detailed pro forma financial statement filed as Exhibit 99.1 in the Current Report on Form 8-K. This document is designed to provide a hypothetical illustration of the company’s financial position had the acquisition been completed at the beginning of 2024. For a complete assessment of Summit Midstream’s investment potential, including exclusive ProTips and Fair Value estimates, check out the detailed Pro Research Report available on InvestingPro.

Summit Midstream’s ongoing commitment to transparency in its operational and financial strategies is reflected in the timely filing of this additional pro forma financial information, based on a press release statement. The company’s business address is 910 Louisiana Street, Suite 4200, Houston, TX, 77002.

In other recent news, Summit Midstream Corporation has completed the acquisition of Moonrise Midstream, LLC for $90 million, comprising $70 million in cash and $20 million in equity. This strategic acquisition enhances Summit’s operations in the DJ Basin by adding approximately 80 miles of natural gas and 25 miles of crude oil gathering pipelines, along with a 65 million cubic feet per day natural gas processing plant. The company anticipates this move will support volume growth efficiently, leveraging existing infrastructure for synergies. In another development, Summit Midstream has issued an additional $250 million in senior secured second lien notes due in 2029, increasing the total aggregate principal amount of the notes to $825 million. The proceeds from this offering will be used to repay a portion of the company’s asset-based lending credit facility and for general corporate purposes. These notes are secured on a second-priority basis and are guaranteed by Summit Midstream and certain subsidiaries. The notes will mature on October 31, 2029, with interest payable semi-annually. Both the acquisition and the financial maneuvering are part of Summit Midstream’s broader strategy to enhance operational capacity and manage its debt portfolio effectively.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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