Stran & Company (SWAG) Investor presentation summary

Investment highlights

• Operating in a $27 billion growth industry with 30 years of consistent organic growth and a seasoned management team.

• Achieved $116.2 million in 2025 annual revenue, representing 40.6% year-over-year growth.

• Proven M&A strategy with over $60 million in acquired revenue since 2022 and a strong balance sheet with no debt and $11.6 million in cash and investments as of December 31, 2025.

Business model and differentiation

• Delivers comprehensive promotional solutions, including product procurement, technology platforms, global distribution, and compliance.

• Differentiated by name recognition, innovation, creativity, flexible service, and a global network of providers.

• Invested in proprietary technology, managing over 280 online stores and leveraging platforms like Magento and Oracle NetSuite.

Market and industry dynamics

• The promotional products industry is highly fragmented, with over 23,000 distributors and significant consolidation opportunities.

• Ranked #12 by PPAI and #23 by ASI, with experience in over six historical acquisitions.

• Industry valued at $27.7 billion in 2025, growing at a 3.5% CAGR since 2009.