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 preservation and long-term ownership.

• Employs a Buy-Build-Hold approach, supporting acquired companies with growth capital, operational expertise, and strategic investments.

• Targets manufacturing and adjacent sectors across five industry verticals: Hearth, Agriculture, Merchandising, Industrial, and Wear Parts.

• Prioritizes legacy-minded entrepreneurs, often structuring deals with at least 10% of consideration in shares to align interests.

• Maintains a disciplined acquisition strategy, typically paying 3.5x–5.5x EBITDA and leveraging a strong acquisition pipeline.

Portfolio and diversification

• Completed 16 acquisitions since 2015, with 9 portfolio companies in Canada and 2 in the UK.

• Diversified across five industry verticals and multiple geographies, with sales distributed among Canada, the US, UK/Europe, and other regions.

• Portfolio includes both finished product and component manufacturing segments.

• Leverages scale and capabilities to drive enhanced performance and targets best relative value opportunities geographically.

Financial performance and shareholder returns

• Achieved a cumulative total return of ~604% since inception (~19% annualized), and ~316% total return (~33% annualized) since May 2021.

• Paid $51.3M in cumulative dividends, with a 10% CAGR in per share dividends.

• 2026 TTM revenue of $150.9M and adjusted EBITDA of $24.9M; dividend payout ratio at 80% and yield at 6.2% as of May 2026.

• Focus on growing per share metrics, with revenue, adjusted EBITDA, and free cash flow all showing strong CAGRs since 2015.