Exhibit (c)(2) Special Committee – Initial Review Project Anchor August 26, 2022 PRELIMINARY & CONFIDENTIAL DRAFT

Topics for Discussion Peer Set and Anchor Trading Review 1 Financial Forecast Review 2 Next Steps 3 Appendix – Supplemental Materials A PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT 2

Preliminary Overview of Consortium Proposal $MM, unless otherwise stated • US$14.45 / Share offer price based on Consortium Unaffected Share Price Current Consortium Current Share Price proposal received on (as of Aug 4, 2022) Proposal (as of Aug 23, 2022) August 4, 2022 Share / Offer Price $11.57 $14.45 $14.24 – 33% premium to 30-day % Prem. (Disc.) to Unaffected Price (8/4/22) -- 24.9% 23.1% VWAP of $10.85 (1) % Prem. (Disc.) to 30-day VWAP 6.6% 33.2% 31.2% (1) (7.6%) 15.4% 13.7% % Prem. (Disc.) to 90-day VWAP (1) % Prem. (Disc.) to 52 Week High of $16.49 (29.8%) (12.4%) (13.6%) (2) 286 286 286 FDSO Implied Equity Value $3,306 $4,138 $4,077 (3) (-) Cash (401) (401) (401) (3) 5,688 5,688 5,688 (+) Total Debt (Excl. Operating Leases) Net Debt $5,288 $5,288 $5,288 (3) (+) Preferred Equity 803 803 803 Implied Aggregate Value $9,397 $10,229 $10,167 AV / EBITDA LTM Adjusted EBITDA of $1,160MM 8.1x 8.8x 8.8x (4) 2022E Consensus EBITDA of $1,114MM 8.4x 9.2x 9.1x (4) 7.6x 8.3x 8.2x 2023E Consensus EBITDA of $1,236MM (4) 2024E Consensus EBITDA of $1,635MM 5.7x 6.3x 6.2x (4) 5.4x 5.9x 5.8x 2025E Consensus EBITDA of $1,743MM Source: Company Filings, Management Forecast as of August 2022, Capital IQ as of August 23, 2022, Bloomberg Notes: 1. Based on market data as of unaffected date (August 4, 2022) 2. Includes 282MM basic shares outstanding, 3.1MM RSU, 0.5MM PSUs, vested options and other dilutive securities as provided by Anchor management on August 19, 2022. For illustrative purposes, excludes potential dilutive impact of exchangeable notes 3. Cash and total debt balances as of June 30, 2022, per Company filings 4. Per Capital IQ as of August 23, 2022 PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT 3

SECTION 1 Peer Set and Anchor Trading Review PRELIMINARY & CONFIDENTIAL DRAFT 4

Anchor’s Share Price Performance Over Time Offer Premium / $ Amount (2) (Discount) Anchor’s Share Price Performance Over Time Unaffected Share Price $11.57 24.9% 3/30/2022 US$ / Share; As of August 4, 2017 Fairfax notifies Anchor of its (1) 30-Day VWAP $10.85 33.2% intention to exercise (1) $24.00 90-Day VWAP $12.52 15.4% warrants to purchase 25M 16.00 M shares 52-Week High $16.49 (12.4%) MM $21.00 14.00 1/8/2018 5/16/2019 3/23/2021 1/11/2021 Bing Chen appointed as Seaspan announces Anchor signals to public its Graham Talbot appointed President and CEO, and closing of $1Bn portfolio intention to seek further as CFO after prior CFO given a board seat financing program acquisition opportunities resigns 3/14/2018 $18.00 12.00 Seaspan acquires GCI 11/21/2019 Seaspan announces definitive bid to acquire APR Energy for $750MM Consortium Offer: $14.45 $15.00 10.00 Today: 2/28/2020 Seaspan closes acquisition $14.24, +105% of APR Energy and 5/31/2018 rebrands as Anchor Seaspan announces $12.00 8.00 additional Fairfax Financial investment Unaffected: (1) 9/1/2021 $11.57, +67% Seaspan announces 8/4/2022 order option for five A consortium formed by Fairfax, the $9.00 6.00 7,000 dual-fuel LNG Washington Family, David Sokol, newbuild vessels and Ocean Network Express announces bid for remaining 32% $6.93 common stake in Anchor not owned by consortium members $6.00 4.00 $3.00 2.00 $0.00 0.00 Aug-17 Feb-18 Aug-18 Feb-19 Aug-19 Feb-20 Aug-20 Feb-21 Aug-21 Feb-22 Aug-22 Anchor Volume Key Development Earnings Beat Earnings Miss Source: Capital IQ, Bloomberg as of August 23, 2022 Notes: 1. Performance as of the unaffected date of August 4, 2022, the trading day before the proposed takeover announcement; VWAPs represent the number of trading days prior to the unaffected date 2. To consortium offer price of $14.45 PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT PEER SET AND ANCHOR TRADING REVIEW 5

Anchor’s Share Price Performance vs. Select Peers (1) Performance Over Time Anchor Share Price Performance vs. Select Peers and the S&P 1-Year 3-Year 5-Year Indexed to 100 as of August 4, 2017; Last 5 Years MM Anchor (12%) 20% 67% (2) 300.0 16.0 3% 96% 80% Cont. Lessors (3) 5% 66% 53% Other Lessors S&P (6%) 42% 68% 14.0 250.0 12.0 Today: $14.24, +105% 200.0 10.0 Unaffected: (1) $11.57, +67% 150.0 8.0 6.0 100.0 $6.93 4.0 50.0 2.0 0.0 0.0 Aug-17 Feb-18 Aug-18 Feb-19 Aug-19 Feb-20 Aug-20 Feb-21 Aug-21 Feb-22 Aug-22 (1) (2) Anchor Volume Containership Lessors Other Lessors S&P 500 Source: Capital IQ as of August 23, 2022 Notes: 1. Performance as of the unaffected date of August 4, 2022, the trading day before the proposed takeover announcement 2. Containership lessors include Costamare, Danaos, Global Ship Lease and SFL Corporation 3. Other lessors include GATX, AerCap, Triton, and Textainer PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT PEER SET AND ANCHOR TRADING REVIEW 6

Anchor Broker Price Targets Recent Broker Price Targets Per Bloomberg (1) Prior to Unaffected Date - Per Bloomberg as of 8/3 Today - Per Bloomberg as of 8/23 Prem/(Disc) to Prem/(Disc) to Prem/(Disc) to Prem/(Disc) to Broker Date Rec Target Price ($) Date Rec Target Price ($) (2) (2) (2) (2) Current (%) Unaffected (%) Current (%) Unaffected (%) Broker 1 2/8/2022 Buy $21.00 47.5% 81.5% 2/8/2022 Buy $21.00 47.5% 81.5% Broker 2 2/17/2022 Buy $20.00 40.4% 72.9% 2/17/2022 Buy $20.00 40.4% 72.9% Broker 3 7/19/2022 Buy $20.00 40.4% 72.9% 8/10/2022 Buy $20.00 40.4% 72.9% Broker 4 5/12/2022 Buy $17.00 19.4% 46.9% 8/10/2022 Hold $14.45 1.5% 24.9% Broker 5 7/18/2022 Hold $10.50 (26.3%) (9.2%) 8/10/2022 Hold $14.45 1.5% 24.9% Broker 6 5/12/2022 Hold $16.00 12.4% 38.3% Overall Target Price Median $18.50 29.9% 59.9% $20.00 40.4% 72.9% Overall Target Price Mean $17.42 22.3% 50.5% $17.98 26.3% 55.4% Median of Target Prices Published Post Offer Announcment $14.45 1.5% 24.9% Mean of Target Prices Published Post Offer Announcment $16.30 14.5% 40.9% Recent Broker Commentary Evolution of Broker Recommendations for Anchor $20 11% 11% 13% 14% 14% 14% • Continually encouraged by management’s ability to build a highly contracted $18 16.30 40% $16 business model 43% 43% 43% 43% 43% 50% 50% 50% 50% 14.24 33% 33% 57% 57% 57% 29% 29% 29% $14 38% 67% • Recognize Anchor’s young asset fleet and ongoing optimization efforts $12 $10 • Several factors have contributed to the recent share price including strong Q2 $8 results with volume growth driven by a strong spot market 60% $6 57% 57% 57% 57% 57% 57% 57% 57% 56% 56% 50% 50% 50% 50% 50% 43% 43% 43% $4 33% • Concerns over further deterioration in the market and the sustainability of $2 elevated spot market activities $0 Jan- Feb- Mar- Apr- May- Jun- Jul- Aug- Sep- Oct- Nov- Dec- Jan- Feb- Mar- Apr- May- Jun- Jul- Aug- 21 21 21 21 21 21 21 21 21 21 21 21 22 22 22 22 22 22 22 22 Source: Bloomberg Share Price Consensus Mean Buy Hold Sell ($ / sh.) Notes: ($ / sh.) 1. August 3, 2022 selected for broker pull as select brokers published updates on August 4, 2022 following Consortium’s offer 2. Current share price of $14.24, based on market data as of August 23, 2022; Unaffected share price of $11.57, based on market data as of August 4, 2022 PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT PEER SET AND ANCHOR TRADING REVIEW 7

Defining the Universe of Publicly-Traded Peers Relevant for Anchor Anchor Containership Lessors Other Lessors Specialty Rental General Rental Preliminary Peer Set ü Own and charter vessels that are ü Essential transportation ü Niche operators offering capacity ü Ability to capitalize on ongoing underpinned by longer term infrastructure assets for specific use cases secular shift towards rental over customer contracts ownership ü Market-leading leasing suppliersü Diversified end markets and ü Same end-market drivers and flexible go-to-market strategyü Similar utilization rate of assets ü Ability to out-grow and out-earn cyclicality smaller peersü Ability to serve a wide range of ü Ability to bundle equipment ü Comparable asset life geographies rentals ü Barriers to entry and strong ü Overlapping customer benefit to scale concentration and universe v Strong customer credit quality ü Predictable cash flows ᵡ Shorter term contracts (except for ᵡ More predictable revenue growthᵡ More diversified rental offering Attributes v Less distinguished counterparties AerCap) with different asset with larger focus on construction ᵡ Weaker EBITDA margin profile lifecycle ᵡ Less favorable scale (Seaspan than APR across 2022E and ᵡ Growth profile more tied to ~4x the next largest competitor) ᵡ Shorter asset order cycle and 2023E economy versus special situations replacement cycle ᵡ Worse newbuild growth profile ᵡ Operate in a more competitive ᵡ Worse margin profile APR across and current fleet of older, lower ᵡ Different end market drivers environment 2022E and 2023E quality vessels (Seaspan’s fleet is ~6 years younger on average) ᵡ Different risk and return profile with shorter term contracts and more spot market exposure ü Greater relevance ᵡ Lesser relevance PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT PEER SET AND ANCHOR TRADING REVIEW 8

Anchor’s Trading Multiples (1) AV / NTM EBITDA Last 10 Years; x (2) AV / NTM Performance Over Time 15.0x Cont. Other Average Anchor Lessors Lessors (1) 12.0x Current 7.8x 4.1x 10.3x 10.3x 9.0x 3Y 7.6x 5.9x 8.9x (1) 7.8x 5Y 7.5x 6.9x 8.7x 6.0x 4.1x 10Y 8.3x 7.9x 8.9x 3.0x 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Containership Lessors Other Lessors Anchor Anchor Containership Lessors Other Lessors (1) Price / NTM EPS Last 10 Years; x (2) P / NTM EPS Performance Over Time 26.0x Cont. Other Average Anchor Lessors Lessors 20.0x (1) Current 7.1x 2.7x 6.3x 14.0x 3Y 9.9x 5.4x 8.6x (1) 7.1x 8.0x 5Y 9.7x 7.0x 9.1x 6.3x 2.7x 2.0x 10Y 12.8x 8.0x 9.8x 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Containership Lessors Other Lessors Anchor Anchor Containership Lessors Other Lessors Source: Capital IQ, Thomson Consensus Estimates Notes: 1. Market data as of August 23, 2022. Containership Lessors include Costamare, Danaos, Global Ship Lease, and SFL Corporation; Other Lessors include Aercap, GATX, Triton, and Textainer; Triton data shown post listing on July 12, 2017. Anchor data as of August 4, 2022, reflecting the unaffected trading day before the proposed takeover 2. Represents, 3-year, 5-year, and 10-year average of the median over the period prior to August 4, 2022 (Anchor’s unaffected trading date) PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT PEER SET AND ANCHOR TRADING REVIEW 9

Operational Benchmarking Vs. Peers (1) 34 Containerships, 76 Containerships Fleet Size (including newbuilds) 194 Containerships 77 Containerships 18 Tanker, 2 Energy, 6 Car Carriers, 65 Containerships 45 Dry Bulk 15 Dry Bulk (2) Age of Fleet (years) 4.9 11.1 13.3 10.9 14.9 Total TEU (000s) (including ~2,000 643 485 320 342 newbuilds) Average TEU Vessel (000s) 10.3 8.5 6.3 9.4 5.3 (including newbuilds) Newbuild TEU (000s) 847 85.4 46 n/a n/a Avg. Newbuild TEU Vessel (000s) 12.1 14.2 7.7 n/a n/a Vessel Utilization (%) 98.3% 99.3% 99.9% n.m. 95.5% % of Fleet under Long Term 99.6% 95.0% 80.0% 83.0% n.m. Contracts Average Length of Remaining 7.9 4.0 3.6 6.5 2.6 Contracts Gross Contracted Cash Flow and (2) 18.9 3.3 2.3 3.7 1.9 Backlog (3) Vessel Daily Opex $6,766 $5,896 $5,986 n.m. $6,707 Revenue Growth ('19-’21) 13.6% 28.8% 24.2% 5.7% 23.7% Revenue Growth ('21-’23) 10.2% 19.3% 16.1% 9.8% 24.9% EBITDA Growth ('19-’21) 15.9% 30.6% 22.2% 4.6% 22.7% EBITDA Growth ('21-’23) 19.9% 20.3% 27.3% 9.5% 37.3% 2023E EBITDA Margin 79.3% 68.2% 77.6% 67.1% 71.0% Others 5% Other 4% 4% 7% 5% 6% 5% 8% 6% 5% 6% 22% 6% 31% 24% 5% 28% 11% 6% 9% 10% 6% 8% 12% Key Customers 15% 54% 9% 7% 12% 17% 9% 18% 16% 13% 29% 13% 15% 15% Container Tanker 16% Energy Car Carrier Dry Bulk Source: Latest company disclosures, including investor presentations, annual reports, and investor days; Clarksons; Capital IQ for forward growth and EBITDA estimates Notes: 1. Seaspan data as of latest corporate development model 2. Average Age of Fleet and Gross Contracted Cash Flow and Backlog for Seaspan includes newbuilds 3. Based on FY2021 reported daily opex PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT 10

SECTION 2 Financial Forecast Review for Seaspan PRELIMINARY & CONFIDENTIAL DRAFT 11

Key Themes Impacting Industry and Implications to Anchor’s Forecast for Seaspan Key Themes Potential Impact Liner companies may see Anchor as a more attractive Anchor’s direct peers are smaller, which may position such counterparty, and this may improve Anchor’s market peers to face meaningful headwinds during a prolonged ü share and charter rates relative to the forecast economic downturn Seaspan’s carbon reduction strategy could position it to Scrutiny on carbon emissions necessitating retrofits to existing generate better performance in recontracting or vessel ü vessels sales Robust freight rates over the past two years have generated Recent success may allow Liners to finance their own substantial profits for Liners and allowed them to explore vessels and be less reliant on Anchor for providing ? acquisitions across the value chain tonnage Softened demand for Anchor’s offerings that may Slowing global GDP and cooling of global trade and freight rates ? put pressure on charter rates over time Re-chartering vessels at lower rates and/or the Significant number of charters rolling off Anchor in 2025 inability to re-charter certain vessels, which could cost ? (1) ~$5,000 a day if vessels sit idle Rising interest rate environment expected to continue for near to Increased cost of and challenged access to public medium-term debt market ? Inflation and challenged labor markets are generating higher operating Decreased vessel utilization and margin pressures ? expenses, which may not be passed through to charterers Access to equity capital could be challenged to pursue Investor hesitation to deploying capital at the peak of the cycle growth ? Note: 1. Based on current bunker rates PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT FINANCIAL FORECAST REVIEW FOR SEASPAN 12

Key Forecast Assumptions | Seaspan Model § 25 years for conventional ships Vessel Useful Life § 30 years for LNG ships § MSI Base curve at 15% discount for existing fleet and newbuild fleet; curve inflated by quarterly inflation beginning in Q2 2024 § MSI curve at 22% discount for growth fleet 12k TEU vessels Rates § Assumes IHS global inflation forecasts from 2022-2037 (average inflation of 2.7% through period) § 25% premium applied to MSI rates for LNG dual-fuel vessels § Assumes 12k TEU vessel class are purchased to grow tonnage by global real GDP growth starting in 2026 through 2035 § Assumes following IHS global real GDP growth rates: Growth Fleet Year 2026E 2027E 2028E 2029E 2030E 2031E 2032E 2033E 2034E 2035E 2036E 2037E Growth % 3.0% 2.9% 2.8% 2.8% 2.8% 2.7% 2.7% 2.6% 2.6% 2.6% 2.5% 2.5% § Contracted utilization: 98.9% Utilization Rate § Spot utilization: 98.9% § $/LWT = $350 in 2021, inflated thereafter Residual Value § Assumes purchase obligations and options exercised by charterer; all other vessels scrapped § 2022 ship G&A budget inflation inflated through 2024; grown at 1.1% of revenue thereafter SG&A § Q4 2022 budget Corp G&A inflated by quarterly inflation thereafter § Days’ sales outstanding: 7 days§ Days’ payable outstanding: 85 days Working Capital§ Prepaid expenses: 35 days§ Other long-term liabilities: 17 days § Lease receivables: 3 days§ Deferred revenue liability: 5 days § Drydocking capex every five years (four times per lifetime) Capex Assumptions § Newbuild capex: purchase prices based on set contracts in place for 74 newbuild ships Taxes§ 0% effective tax rate Depreciation§ Straight-line depreciation; 5-year useful life for drydocking depreciation Source: Management Forecast as of August 16, 2022 PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT PRELIMINARY FINANCIAL ANALYSIS 13

Financial Summary | Seaspan Segment (1) Management Forecast as of August 2022 Revenue $MM % Growth: NA 19% 4% 16% 28% 9% (4%) (1%) 3% 4% 2% 4% 3% 4% 2% 3% 2% 3% 3,162 3,070 2,995 2,909 2,850 2,748 2,659 2,566 2,486 2,514 2,420 2,385 2,360 2,271 1,773 1,524 1,460 1,223 2020A 2021A 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E 2031E 2032E 2033E 2034E 2035E 2036E 2037E EBITDAL $MM % Margin: 65% 67% 77% 79% 81% 80% 78% 77% 77% 76% 76% 76% 76% 76% 76% 76% 77% 76% 2,407 2,352 2,283 2,205 2,158 2,086 2,016 1,980 1,951 1,921 1,868 1,854 1,829 1,820 1,407 1,179 978 796 2020A 2021A 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E 2031E 2032E 2033E 2034E 2035E 2036E 2037E Capex $MM % Margin: 69% 115% 128% 146% 107% 4% 28% 30% 31% 32% 38% 34% 43% 36% 47% 59% 59% 28% 2,590 2,437 1,950 1,821 1,772 1,679 1,376 1,194 1,036 987 913 848 878 807 754 696 658 106 2020A 2021A 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E 2031E 2032E 2033E 2034E 2035E 2036E 2037E Source: Management Forecast as of August 16, 2022 Notes: 1. Historical and forecasted information shown only for containership leasing segment; mobile power generation segment financials excluded PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT FINANCIAL FORECAST REVIEW FOR SEASPAN 14

Historical and Forecasted Charter Rates Historic and Forward-Looking Charter Rates $(000)s per day Forecast Clarksons Historical 140 2,500 TEU MSI 2,500 TEU 4,500 TEU MSI 15,000 TEU MSI 4,500 TEU 120 2,500 TEU Model 4,500 TEU Model 15,000 TEU Model 100 80 60 40 20 0 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 Clarksons Historical TEU 2013 2014 2015 2016 2017 2018 2019 2020 2021 1H 2022 2,500 7.6 7.3 8.9 5.8 8.3 10.6 9.5 9.9 45.2 75.6 Clarksons 3,500 7.0 7.7 10.3 5.5 8.0 10.9 9.9 11.5 58.2 103.7 Historical 4,500 8.7 8.8 11.8 5.0 7.7 11.1 11.2 14.0 67.1 118.3 9,000 37.6 39.1 36.7 24.8 27.1 33.6 36.8 35.6 70.0 95.8 (1) MSI and Model Projections TEU 2H 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 MSI 2,500 53.3 31.1 Model 2,500 45.3 26.5 11.5 11.8 12.1 12.4 12.8 13.1 13.4 13.8 MSI 3,500 64.4 36.6 Model 3,500 54.7 31.1 13.8 14.1 14.5 14.9 15.2 15.6 16.1 16.5 71.7 40.0 MSI 4,500 61.0 34.0 15.2 15.6 16.0 16.4 16.9 17.3 17.8 18.2 Model 4,500 MSI 9,000 106.3 60.9 Model 9,000 90.3 51.8 22.6 23.2 23.8 24.4 25.0 25.7 26.4 27.0 MSI 13,000 108.1 73.0 Model 13,000 91.9 62.1 36.7 37.7 38.7 39.7 40.7 41.8 42.9 44.0 MSI 15,000 135.6 79.5 Model 15,000 115.3 67.6 45.7 46.9 48.1 49.3 50.6 52.0 53.3 54.7 Source: Clarksons, MSI, Company Corporate Development Model Notes 1. MSI rates provided on a quarterly basis through Q2 2024, however data in the table above shown through Q4 2023. Model rates based on methodology in corporate development model provided by Anchor management PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT FINANCIAL FORECAST REVIEW FOR SEASPAN 15

APPENDIX Supplemental Materials PRELIMINARY & CONFIDENTIAL DRAFT 16

Seaspan Comparable Companies Market Data As Of August 23, 2022 Agg. Val. / EBITDA Price / Earnings Price Share Price % of 52-Week High Equity Value Agg. Val. Company Name ($) (%) ($MM) ($MM) 2022E 2023E 2024E 2025E 2022E 2023E 2024E 2025E Book (1) Anchor 11.57 (29.8%) 3,306 9,397 8.4x 7.6x 5.7x 5.4x 7.3x 6.5x 5.2x 5.1x 0.8x Containership Lessors Costamare Inc. 11.40 (36.7%) 1,382 3,330 4.4x 4.3x 4.5x na 3.0x 2.9x 2.5x na 0.7x Danaos Corporation 67.87 (36.8%) 1,394 1,772 2.3x 2.5x 2.3x 2.2x 2.1x 2.4x 2.4x 2.0x 0.6x Global Ship Lease, Inc. 17.48 (41.8%) 642 1,560 3.9x 3.5x 3.1x 2.8x 2.4x 2.1x 1.7x 1.4x 0.8x SFL Corporation Ltd. 10.85 (6.4%) 1,376 3,593 8.3x 8.3x 7.1x na 8.5x 9.7x 6.7x na 1.3x Containership Lessors Mean 4.7x 4.6x 4.3x 2.5x 4.0x 4.3x 3.3x 1.7x 0.9x Containership Lessors Median 4.1x 3.9x 3.8x 2.5x 2.7x 2.7x 2.5x 1.7x 0.8x Other Lessors AerCap Holdings N.V. 46.70 (34.6%) 11,246 58,023 10.1x 9.9x 7.8x na 6.6x 5.7x 4.6x na 0.7x GATX Corporation 99.79 (21.8%) 3,524 9,335 10.6x 10.0x na na 16.7x 15.3x na na 1.8x Triton International Limited 63.40 (12.4%) 3,932 13,009 7.7x 8.0x na na 5.7x 6.0x na na 1.2x Textainer Group Holdings Limited 32.44 (22.6%) 1,513 7,315 9.9x 10.0x na na 5.4x 5.5x na na 0.8x Other Lessors Mean 9.6x 9.5x 7.8x 8.6x 8.1x 4.6x 1.1x Other Lessors Median 10.0x 10.0x 7.8x 6.1x 5.8x 4.6x 1.0x Source: Capital IQ Notes: 1. Unaffected date of August 4, 2022, reflecting the unaffected trading day before the proposed takeover announcement PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT SUPPLEMENTAL MATERIALS 17

APR Comparable Companies Market Data As Of August 23, 2022 Agg. Val. / EBITDA Price / Earnings Price Share Price % of 52-Week High Equity Value Agg. Val. Company Name ($) (%) ($MM) ($MM) 2022E 2023E 2024E 2025E 2022E 2023E 2024E 2025E Book (1) Anchor 11.57 (29.8%) 3,306 9,397 8.4x 7.6x 5.7x 5.4x 7.3x 6.5x 5.2x 5.1x 0.8x Specialty Rental WillScot Mobile Mini Holdings Corp. 40.85 (6.5%) 8,730 11,756 12.7x 11.6x 11.1x 10.1x 30.1x 23.8x 18.1x na 4.9x McGrath RentCorp 84.85 (7.1%) 2,068 2,509 9.2x 8.7x na na 19.6x 17.8x na na 2.8x Custom Truck One Source, Inc. 6.89 (39.3%) 1,706 3,352 8.6x 7.7x 7.3x 6.6x 36.1x 23.6x 19.0x 12.8x 2.0x Specialty Rental Mean 10.2x 9.3x 9.2x 8.3x 28.6x 21.7x 18.6x 12.8x 3.2x Specialty Rental Median 9.2x 8.7x 9.2x 8.3x 30.1x 23.6x 18.6x 12.8x 2.8x General Rental United Rentals, Inc. 307.01 (26.0%) 21,486 31,239 5.7x 5.4x 5.1x 4.8x 9.7x 9.0x 8.1x 6.9x 3.6x Ashtead Group plc 51.32 (34.1%) 22,558 29,718 8.6x 7.1x 6.6x 6.1x 15.5x 12.1x 10.7x 9.9x 4.5x H&E Equipment Services, Inc. 33.59 (33.7%) 1,200 2,185 4.5x 4.1x 3.8x na 12.0x 10.0x 8.6x na 3.7x Herc Holdings Inc. 118.10 (41.9%) 3,533 6,108 5.0x 4.4x 4.0x 3.4x 10.1x 8.3x 7.6x 6.1x 3.3x General Rental Mean 6.0x 5.2x 4.9x 4.8x 11.8x 9.9x 8.8x 7.6x 3.8x General Rental Median 5.4x 4.9x 4.6x 4.8x 11.1x 9.5x 8.4x 6.9x 3.6x Source: Capital IQ Notes: 1. Unaffected date of August 4, 2022, reflecting the unaffected trading day before the proposed takeover announcement PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT SUPPLEMENTAL MATERIALS 18

Recent Maritime and LNG Shipping Precedent Transactions AV / LTM EBITDA Multiples (2) 9.4x x 9.2x Median: 8.4x (1) 8.4x 8.4x Mean: 8.3x 6.3x 10/4/2021 9/13/2021 3/8/2021 2/22/2021 1/13/2021 (3) (4) Target Teekay LNG Ocean Yield Hoegh LNG GasLog Golar LNG Partners Acquirer Stonepeak KKR MSIP / LHC Blackrock New Fortress Energy (5) (6)(7) (8) Price per Share $17.00 $4.75 $2.76 $5.80 $3.55 Premium to Spot ~8% ~26% ~36% ~17% ~27% Transaction Value $6.2Bn (100%) $2.3Bn (100%) $2.1Bn (100%) $4.4Bn (100%) $1.9Bn (100%) 63 (VLCCs, Tankers, Carriers, Number of Vessels 47 LNG | 30 LPG (JV) 6 LNGCs | 6 FSRUs 33 LNGCs 6 LNGCs | 1 FLNG LEGs) % Fleet Contracted 98% 94% 67% 52% 33% Avg. Contract Length ~10 Years ~8 Years 8+ Years ~3 Years Not Disclosed Avg. LNGC Fleet Age 9 Years N/A 8 Years 7 Years 14 Years Charter Counterparty Investment Grade & High Yield High Yield Investment Grade & High Yield Investment Grade & High Yield Investment Grade Credit Source: Company Filings, Company Information, MergerMarket, Capital IQ, Refinitiv, Press Releases Notes: 1. Enterprise value includes Hybrid Capital. LTM EBITDA adjusted for finance lease effects as of Q2 2021 4. GasLog includes GasLog Ltd and GasLog Partners 2. Aggregate value includes non-controlling interest based on market value of public unitholders’ ownership in GLOP as of 5. Assumes a conversion of ~8.63 NOK per 1 USD as of September 13, 2021. Multiple reflects reported EBITDA adjusted for February 19, 2021 finance lease effects 3. Hoegh LNG includes Hoegh LNG Holding and Hoegh LNG Partners; 4 FSRU vessels currently chartered as LNGCs are 6. Assumes a conversion of ~8.51 NOK per 1 USD as of March 8, 2021 counted as LNGCs; Customer concentration based only on HMLP; Metrics assume that the PT Hoegh LNG Lampung vessel is 7. Transaction for 50.40% stake in Hoegh LNG Holdings Ltd. contracted while arbitration is ongoing since both parties are continuing to perform their respective obligations under the LOM; 8. Transaction for 45% stake in GasLog Ltd. Assumes Gallant and Gannett are not under long-term charter PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT 19

Overview of Anchor’s Shareholder Base As of 2Q’22 Filings (1) (1) Top Active Buyers (Last 1Q) Top Active Institutional Holders of Anchor AUM % Pos. Δ % of AUM Position in Shares (000s) Investor TSO ($Bn) City Style 2nd Qtr '22 1st Qtr '22 4th Qtr '21 3rd Qtr '21 Investor ($Bn) Style TSO (Shares) Hamblin Watsa Investment Counsel Ltd. 44.5 4 Toronto GARP 125,081 100,038 99,989 99,981 Hamblin Watsa Investment Counsel Ltd. 4 GARP 44.5 25,043,459 Washington (Dennis R) 17.0 Other 47,951 47,951 47,951 47,951 Capital Research Global Investors 992 Growth 4.1 918,521 Copper Lion, Inc. 5.0 0 Evansville Other 14,007 14,007 14,007 14,007 Tschetter Group 1 Other 0.7 731,493 Capital Research Global Investors 4.1 992 Los Angeles Growth 11,528 10,610 8,343 8,122 Nuveen LLC / TIAA-CREF 412 GARP 0.3 617,182 Sokol (David L) 1.1 Other 3,000 3,000 2,425 2,425 Tschetter Group 0.7 1 Bellevue Other 2,040 1,308 999 580 Mackenzie Financial Corporation 91 Growth 0.1 255,631 BMO Capital Markets (US) 0.7 58 New York Other 1,954 1,976 1,975 1,935 BMO Nesbitt Burns Inc. 13 Growth 0.2 236,800 Arrowstreet Capital, Limited Partnership 0.7 75 Boston Hedge Fund 1,890 1,876 2,351 2,382 Morgan Stanley & Co. LLC 112 Other 0.5 235,005 BlackRock Institutional Trust Company, N.A. 0.6 2,939 San Francisco Value 1,573 1,630 1,879 1,779 HOOPP Investment Management 22 GARP 0.1 230,900 Morgan Stanley & Co. LLC 0.5 112 New York Other 1,421 1,186 1,128 1,005 SKBA Capital Management, LLC 1 Value 0.4 149,600 Morgan Stanley Smith Barney LLC 0.5 374 Seattle Growth 1,403 1,962 1,954 2,022 Punch & Associates Investment Management, Inc. 0.4 1 Edina Value 1,122 1,114 1,129 1,117 Credit Suisse Securities (USA) LLC 5 Other 0.3 95,017 SKBA Capital Management, LLC 0.4 1 San Francisco Value 1,059 910 926 887 Total 51.1 28,513,608 Equitable Holdings, Inc. 0.3 5 New York Other 871 792 733 696 Nuveen LLC / TIAA-CREF 0.3 412 New York GARP 723 106 326 363 Credit Suisse Securities (USA) LLC 0.3 5 New York Other 710 615 637 594 (1) Top Active Sellers (Last 1Q) Watsa (Prem V) 0.2 Other 678 678 678 678 AUM % Pos. Δ BMO Nesbitt Burns Inc. 0.2 13 Toronto Growth 662 425 0 0 Investor ($Bn) Style TSO (Shares) Norges Bank Investment Management (NBIM) 0.2 1,001 Oslo Value 638 638 638 820 Kempen Capital Management N.V. 7 Growth 0.0 (566,958) State Street Global Advisors (US) 0.2 1,751 Boston Value 630 637 645 619 Morgan Stanley Smith Barney LLC 374 Growth 0.5 (558,770) Schwerin Boyle Capital Management, Inc. 0.2 1 Springfield GARP 584 584 537 527 Millennium Management LLC 76 Hedge Fund 0.1 (472,215) Envestnet Asset Management, Inc. 0.2 179 Chicago Growth 453 385 374 326 BofA Global Research (US) 449 Other 0.0 (275,033) Group One Trading, L.P. 0.2 5 Chicago Other 435 481 150 96 Susquehanna International Group, LLP 46 Other 0.0 (213,247) D.A. Davidson & Co. 0.2 8 Lake Oswego Other 427 429 421 418 Citadel Advisors LLC 0.1 68 Chicago Hedge Fund 400 393 254 219 Tudor Investment Corporation 3 Hedge Fund 0.0 (189,749) RBC Dominion Securities, Inc. 0.1 71 Toronto Other 391 423 662 596 BlackRock Advisors (UK) Limited 267 Value 0.0 (157,587) Old West Investment Management, LLC 0.1 0 Los Angeles Growth 386 389 366 187 GSA Capital Partners LLP 1 Hedge Fund 0.0 (154,678) Raymond James & Associates, Inc. 0.1 102 St. Petersburg Other 364 378 409 408 People's United Bank 3 GARP 0.0 (122,031) RBC Wealth Management, International 0.1 44 New York Growth 356 332 332 332 Jane Street Capital, L.L.C. 49 Other 0.0 (108,526) The Vanguard Group, Inc. 0.1 5,207 Malvern Value 340 298 315 319 Total 79.3 223,082 195,553 192,532 191,392 Total 0.7 (2,818,794) Source: Thomson Eikon Member of Investor Consortium Note: 1. As of 2Q 2022 filings PROJECT ANCHOR PRELIMINARY & CONFIDENTIAL DRAFT 20

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