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 Asia, Africa, and other regions.

• Recent acquisition of Be Fire in Belgium for $19.9M, expanding the hearth vertical and offering cross-selling and synergy opportunities.

• Portfolio companies operate in both finished product and component manufacturing segments.

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.

• 2026 TTM revenue of $153.2M and Adjusted EBITDA of $25.0M; Q2 2026 revenue of $38.5M and Adjusted EBITDA of $5.4M.

• Dividend yield of 5.8% as of July 29, 2026, with a monthly dividend of $0.045 per share ($0.54 annually) and an 83% payout ratio.