The LGL Group (LGL) Sidoti Micro-Cap Virtual Investor Conference summary

Executive Leadership and Strategic Vision

• New CEO and leadership team bring extensive defense, technology, asset management, and capital markets experience, aiming to drive organic and inorganic growth, especially in national security sectors.

• Leadership emphasizes long-term value creation, leveraging a history of successful spin-offs, acquisitions, and a strong governance heritage.

Corporate Profile and Financials

• Publicly traded micro-cap with a history of 32 acquisitions, 11 sales, and 3 spin-offs since 1985.

• Pro forma shares outstanding are 6.39 million, with a market cap of $43.1 million and estimated book value of $7.25 per share as of January 22, 2026.

• Recent warrant exercise impacts share count and balance sheet, with details to be included in the upcoming 10-K.

• Recent spin-off of MPTI created significant value, with shares rising from $13 to a high of $66.

Strategic Initiatives and Business Priorities

• Focus on disciplined acquisitions, capital expansions, and partnerships across multiple industries, with defense sector merchant developments anticipated in 2026.

• Capital deployment will focus on operating businesses, M&A, and merchant investment vehicles, including SPVs and advisory opportunities.

• Morgan Group acquisition is on hold due to extended diligence and shifting priorities, with re-evaluation planned later in the year.