Guardian Pharmacy Services (GRDN) Investor presentation summary

Leadership and management

• Co-founders have deep industry experience, including prior successful exits and leadership roles in pharmacy and healthcare sectors.

• Investor relations led by a seasoned equity markets professional with over 30 years of experience.

Market opportunity and positioning

• Focused on the $7 billion assisted living facility (ALF) and memory care pharmacy market, serving over 1 million residents.

• Holds a 13% nationwide ALF market share, serving over 140,000 ALF residents and 205,000 total residents.

• Operates 54 pharmacy locations with high adoption rates (~90%) in ALFs.

• Market is highly fragmented, offering significant room for expansion.

Business model and competitive advantages

• Service-led, tech-enabled model with local service and centralized support, driving improved accuracy and adherence.

• Proprietary technology ecosystem includes robotics, eMAR integration, and clinical intelligence platforms.

• High barriers to entry due to regulatory complexity, scale requirements, and need for specialized talent.