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 both organic and inorganic growth.

• Leadership emphasizes long-term value creation, leveraging a history of successful spin-offs, acquisitions, and a global origination network.

• Focus on expanding shareholder engagement, with plans for an investor conference and shareholder meeting in New York City later in the year.

Financial and Operational Updates

• 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.

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

• Principal operations and PTF manufacturing are based in Wakefield, Massachusetts, focusing on radio frequency technology.

Strategic Priorities and Sector Focus

• Defense sector remains a primary focus through 2026 and beyond, with ongoing shareholder engagement and merchant developments planned.

• New business initiatives and disciplined acquisitions will utilize the balance sheet and be communicated as they develop.

• Merchant investment vehicles, including SPVs, advisory, and venture opportunities, are a key capital deployment priority.