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23 values from 5 documents, each linked to its page or cell

DocumentPeriodRevenueEBITDAAdjusted EBITDAEBITDA marginNet debtTop 3 customersAudit opinion

Quality of earnings report02.4.1 · PDF · 58 pagesFY25$148.2Mp. 6$21.9Mp. 914.8%p. 9$38.5Mp. 3143.6%p. 14Not stated

Project Kestrel CIM01.1 · PDF · 64 pagesFY25$148.2Mp. 12$21.9Mp. 14$24.3MManagement · p. 1414.8%p. 14$38.5Mp. 1543.6%p. 22Not stated

FY25 audited accounts02.1.1 · PDF · 84 pagesFY25$148.2Mp. 18$21.9Mp. 24Not stated14.8%p. 24$38.5Mp. 52Not statedUnqualifiedp. 4

Management accounts Jun-2602.2.1 · PDF · 18 pagesLTM Jun-26$152.8Mp. 3$22.8Mp. 3Not stated14.9%p. 3Not statedNot statedUnauditedp. 1

Revenue by customer FY21-FY2502.3.1 · XLSX · 2 sheetsFY25$148.2MFY25, D58Not statedNot statedNot statedNot stated43.6%FY25, F5Not stated

5 documents from the Project Kestrel data room, folders 01 Information memorandum and 02 Financial

Extraction completed

23 values from 5 documents, each linked to its page or cell

DocumentPeriodRevenueEBITDAAdjusted EBITDAEBITDA marginNet debtTop 3 customersAudit opinion

02.4.1 Quality of earnings report v2 2026-09-04.pdfFY25$148.2M$21.9M14.8%$38.5M43.6%Not stated

01.1 Project Kestrel CIM v3 2026-07-21.pdfFY25$148.2M$21.9M$24.3M14.8%$38.5M43.6%Not stated

02.1.1 FY25 audited accounts v1 2026-03-27.pdfFY25$148.2M$21.9MNot stated14.8%$38.5MNot statedUnqualified

02.2.1 Management accounts Jun-26 v1 2026-07-15.pdfLTM Jun-26$152.8M$22.8MNot stated14.9%Not statedNot statedUnaudited

02.3.1 Revenue by customer FY21-FY25 v2 2026-07-30.xlsxFY25$148.2MNot statedNot statedNot statedNot stated43.6%Not stated

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ABCDEFGHIJKLM

1Project Kestrel, entry and returns

2$M unless stated

4Entry, FY25

5Revenue

6EBITDA, reported

7EBITDA, diligence-adjusted

8Entry multiple8.6xUses

9Enterprise value209.0Equity purchase price170.5

10Net debt refinanced38.5Refinanced net debt38.5

11Equity purchase price170.5Fees6.3

12Cash to balance sheet3.0

13CreditTotal uses218.3

14EBITDA margin#DIV/0!Sources

15Net debt / EBITDA#DIV/0!Unitranche103.5

16Unitranche / EBITDA4.3xHalden Partners Fund III equity102.1

17Management and family rollover12.7

24.3Proposed

FY25 revenue and reported EBITDA are in the CIM. For the bid, the QoE supports $22.95M QoE report, p. 9, not management's $24.3M.

C5Emptyto148.2CIM, p. 12
C6Emptyto21.9CIM, p. 14
C724.3to22.95QoE report, p. 9

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Net leverage against the covenant schedule, with the EBITDA cushion and any cure.
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6.Key persons

Warren Kettleby, Chief Executive Officer, and Denise Arkwright, Chief Financial Officer, shall remain with the Company for at least 24 months after Completion.

Warren Kettleby and the family Sellers shall together roll over $12,700,000 of the Consideration into shares of the Buyer at Completion.

Notices to Warren Kettleby shall be sent to the address in Schedule 4, with a copy to the Company at Fort Wayne, IN.

7.Specific indemnity

The Sellers shall indemnify the Buyer in full against the warranty claim described in note 22 to the FY25 audited accounts, up to $4,200,000.

Claims under clause 7.1 are not subject to the de minimis threshold or the cap in clause 9.

8.Escrow

$15,890,000, being 10% of the Consideration of $158,900,000, shall be held in escrow for 18 months as security for claims under the Warranties.

Annotations

Page 8 of 24

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FY25 results

Revenue up 10.1% to $148.2M, with a 14.8% EBITDA margin

Revenue$148.2M+10.1% vs FY24

EBITDA$21.9MFY25, as reported

EBITDA margin14.8%$21.9M on $148.2M

Diligence-adjusted EBITDA$22.95MFrom the QoE report

Revenue, FY21 to FY25

$M, 11.4% CAGR

96.4

106.9

120.3

134.6

148.2

FY21FY22FY23FY24FY25

Sources: Project Kestrel CIM, p. 12; Project Kestrel CIM, p. 14; Quality of earnings report, p. 9Halden Partners | 04

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Halden Partners Fund IIIQuarterly update, Q3 2026

Fund III is 60% called and marked at 1.23x net TVPI

Net IRR8.9%Since first close

Net TVPI1.23xNAV $597.8M

DPI0.12xDistributed $64.0M

Called capital$539.0M59.9% of $900.0M

Portfolio companySectorInvestedCostProceedsFair valueGross MOIC

Carrowmere Fluid SystemsIndustrial valvesJun 2023118.064.0152.01.83x

Pellingham Testing ServicesTesting and inspectionNov 202396.50.0158.01.64x

Quarrington PackagingFood packagingMar 2024104.00.0121.51.17x

Velbury Water ServicesWater infrastructureSep 202487.00.0104.51.20x

Thornlea Specialty CoatingsSpecialty chemicalsFeb 202592.50.092.51.00x

Total498.064.0628.51.39x

$M. Fair values at 30 Sep 2026. NAV is net of accrued carried interest of $30.7M; called capital includes fees and fund expenses.

Halden PartnersStrictly private and confidential02

Selwyth VenturesInvestment memo: Ledgerfold, Series A

Three reasons we should lead Ledgerfold’s Series A

Ledgerfold automates accounts payable for mid-market manufacturers. We propose leading its $14.0M round with $9.0M at $60.0M post-money, for 15.0% ownership.

012.3xARR growth in twelve monthsGrowth is compoundingARR reached $4.6M in September 2026, from $2.0M a year earlier.

02132%net revenue retentionCustomers keep expandingEvery cohort spends more than a year ago as plants add sites and invoice volume.

031.1xburn multipleGrowth is capital efficient$2.9M of net burn added $2.6M of net new ARR over the last twelve months.

Source: Ledgerfold management accounts, September 2026; Selwyth Ventures analysis.

Confidential. Prepared for the Selwyth Ventures partnership.4

Selwyth VenturesInvestment memo: Ledgerfold, Series A

ARR grew 2.3x in a year, and every customer cohort is spending more

ARR by quarter$M, quarter end

1.2

1.5

1.7

2.0

2.6

3.2

3.9

4.6

Q4 ’24Q1 ’25Q2 ’25Q3 ’25Q4 ’25Q1 ’26Q2 ’26Q3 ’26

Net revenue retentionBy year of first contract, twelve months to September 2026

2022146%

2023134%

2024128%

Jan to Sep 2025119%

All cohorts132%

100%

Source: Ledgerfold management accounts, September 2026. NRR compares each cohort’s ARR with twelve months earlier.

Confidential. Prepared for the Selwyth Ventures partnership.5

Investment summaryCorvallen Logistics Park

We are buying a 96% leased logistics park at a 6.1% going-in cap rate

Purchase price$186.0M

Price per sq ft$150

Going-in cap rate6.1%

Year-one NOI$11.3M

WALT6.4 yrs

Occupancy96.0%

Top tenants by share of rentShareTerm left

Third-party logistics operator24.0%8.5 yrs

Home improvement retailer19.5%9.0 yrs

Automotive parts distributor15.0%4.0 yrs

Online furniture retailer12.5%5.5 yrs

Packaged food manufacturer10.0%3.5 yrs

Three smaller tenants19.0%5.0 yrs

All eight tenants, rent-weighted100.0%6.4 yrs

Source: Rent roll at 30 September 2026; Merrivane Real Estate Partners underwriting. Cap rate is year-one NOI over the purchase price.

Merrivane Real Estate PartnersStrictly confidential03

Hollenby Family OfficeQuarterly portfolio review, Q3 2026

Private equity is 1.7 points above its policy ceiling; every other asset class is within range

Asset class$MWeight

0%10%20%30%40%

Policy rangeStatus

Public equities477.028.2%

25 to 35%Within

Fixed income318.518.8%

15 to 25%Within

Private equity402.023.7%

15 to 22%Above range

Real estate214.012.6%

10 to 15%Within

Private credit126.57.5%

5 to 10%Within

Hedge funds94.05.6%

5 to 10%Within

Cash61.03.6%

2 to 5%Within

Total portfolio1,693.0100.0%

Source: custodian and manager reports, 30 Sep 2026; private assets at latest NAV; ranges from the investment policy statement.

Hollenby Family Office, private and confidential3

Hollenby Family OfficeDirect-deal memo, 19 Oct 2026

We recommend co-investing $18.0M in Wrenfield Specialty Foods alongside Aldermoor Capital Partners

Recommendation

Approve. Fee-free entry at 11.0x EBITDA; the base case returns 2.4x over five years, a 19.1% gross IRR.

Key terms

Co-investment$18.0M

Ownership12.4%

Enterprise value$310.0M

Entry multiple11.0x LTM EBITDA

Lead sponsorAldermoor Capital Partners

Fees and carryNone

Key risks

Customer concentration. The two largest grocers buy 38% of volume; both supply agreements renew in 2027.

Input costs. Dairy and cocoa are 31% of cost of goods; price rises reach customers a quarter later.

Minority position. At 12.4% we have tag-along rights and a board observer seat, but no say on exit timing.

Hollenby Family Office, private and confidential7

Executive summaryDraft for discussion

Five cost levers worth $48.0M lift EBITDA margin by 3.2 points within 24 months

Indirect spend is spread across 2,400 suppliersMoving the top 12 categories to preferred suppliers saves $15.4M a year.

$15.4MIndirect procurement, run rate

Two of seven distribution sites run below 55% of capacityClosing both and rerouting their volume saves $12.6M a year.

$12.6MDistribution network, run rate

Output per hour at three plants trails the best site by 11%Closing half of that gap saves $9.2M a year.

$9.2MPlant productivity, run rate

Source: Larkstone Building Products general ledger FY25; supplier spend cube; site capacity data; Merriden Partners analysis

Larkstone Building ProductsSteering committee, 14 Oct 2026Merriden Partners2

Cost leversDraft for discussion

Five levers take addressable cost from $214.0M to $166.0M, down 22.4%

Exhibit 3Addressable cost base, $M, FY25 baseline to run rate at month 24

214.0FY25 baseline

−15.4Indirect procurement

−12.6Distribution network

−9.2Plant productivity

−5.6SG&A layers

−5.2Freight contracts

166.0Run-rate target

$48.0MRun-rate saving

22.4%Share of addressable cost

3.2 ptsEBITDA margin uplift

8 monthsPayback on one-off cost

Note: run rate at month 24, before $31.0M one-off cost to achieve; axis starts at 120. Source: client ledger FY25; Merriden Partners analysis

Larkstone Building ProductsSteering committee, 14 Oct 2026Merriden Partners9

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