Decisive Dividend (DE) Investor presentation summary

Business model and portfolio

• Founded in 2012, with operations and acquisitions beginning in 2015; completed 17 acquisitions across Hearth, Agriculture, Merchandising, Industrial and Wear Parts.

• Portfolio includes 9 businesses headquartered in Canada and 3 in the UK and Europe, with products sold across multiple global markets.

• Buy-build-hold strategy targets established, low-capital-intensity businesses; acquired businesses receive growth planning, investment and operational support, with no mandate to sell.

• Vendors retain a stake through at least 10% of base consideration paid in shares; acquisitions may be supported by existing management or professional management.

Acquisition strategy and market opportunity

• Targets profitable manufacturing or manufacturing-adjacent businesses and value-added distributors, generally with EBITDA or free cash flow of $2M–$6M.

• Typical base consideration is 3.5x–5.5x EBITDA; valuation gaps may be bridged through earn-outs or profit-sharing.

• Screens emphasize sustained profitability, resilience, low obsolescence, a durable differentiating advantage and legacy-minded owners.

• 76% of surveyed Canadian business owners plan to exit within 10 years, representing a stated $2T opportunity; U.S. figures are 75% and $14T, with ~450,000 European business transfers annually.

Growth and shareholder returns

• Since 2015, revenue CAGR was 23%, Adjusted EBITDA CAGR 24%, and free cash flow less maintenance capital CAGR 24%; 17 acquisitions completed.

• Cumulative dividends total $57.0M, with a 77% payout ratio since operations began and 9% CAGR in per-share dividends.

• Monthly dividend is $0.045 per share, or $0.54 annualized; indicated yield was 7.2% as of November 5, 2026.

• 2026 TTM dividend payout ratio was 83%, versus 79% in 2025, 96% in 2024 and 54% in 2023.

• Total shareholder return since inception was ~525% (~17% annualized); since November 2021 it was ~178% (~23% annualized), alongside $2.34 in dividends per share.