Decisive Dividend (DE) Investor presentation summary

Business model and strategy

• Focuses on acquiring 100% of established, profitable small and mid-sized businesses with EBITDA of $2M–$6M, emphasizing legacy-minded entrepreneurs and long-term ownership.

• Employs a Buy-Build-Hold approach, supporting acquired companies with growth capital, operational expertise, and strategic investments.

• Prioritizes businesses in manufacturing or adjacent sectors, particularly in Hearth, Agriculture, Merchandising, Industrial, and Wear Parts verticals.

• Acquisition structure typically includes a mix of cash and shares, with sellers retaining at least 10% in shares.

• Maintains a disciplined acquisition strategy, paying 3.5x–5.5x EBITDA and bridging valuation gaps with earn-outs or profit-sharing.

Portfolio and diversification

• Completed 17 acquisitions since 2015, with 9 portfolio companies in Canada and 3 in the UK/Europe, spanning five industry verticals.

• Diversified sales by geography: 48% Canada, 33% US, 18% UK/Europe, with additional exposure in Africa, Asia, and Oceania.

• Most recent acquisition, Be Fire (June 2026), added two historic brands to the hearth vertical and expanded European market presence.

• Portfolio companies benefit from cross-selling opportunities and operational synergies, especially in the hearth segment.

• Diversification enables targeting of best value opportunities and leveraging scale for enhanced performance.

Financial performance and shareholder returns

• Achieved ~652% total return since inception (~19% annualized) and ~285% total return (~31% annualized) since July 2021.

• Cumulative dividend payout of $54.2M since 2015, with a 10% CAGR in per share dividends.

• Revenue CAGR of 25%, Adjusted EBITDA CAGR of 26%, and Free Cash Flow less Maintenance Capital CAGR of 27% since 2015.

• Current monthly dividend of $0.045 per share ($0.54 annually), with a 5.8% yield as of July 29, 2026.

• 2026 TTM payout ratio at 83%, with $25.0M Adjusted EBITDA and $153.2M revenue for the trailing twelve months ended June 30, 2026.