Upexi, Inc. · NASDAQ:UPXI
Upexi — Investor Presentation (November 2022)
17 slides from Upexi's investor presentation, Nov 30, 2022
Slide 1: Innovation in Aggregation: We Build, Buy & Scale Amazon and eCommerce Brands
upexi Innovation in Aggregation We Build, Buy & Scale Amazon And eCommerce Brands November 2022 Investor Presentation NASDAQ: UPXI
Slide 2: Forward Looking Information
Forward Looking Information This presentation contains “fonard4ooking statements’ including statements regarding Grove, Inc. and its subsidiaries, within the meaning ofthe “safe harbor’ provisions of the Private Securities Ligation Reform Act of 1995. Al of the statements inthis presentation, includ
Slide 3: Company Overview
Company Overview uv Brand owner and aggregator for DTC, Amazon and all digital platforms for sales. Build, buy & scale profitable, data-driven DTC consumer brands in multiple high growth industry verticals. Leverage platform, including ad-tech and data, to facilitate improved operations, product off
Slide 4: Scale
Scale We SCALE through operational synergies and growth of our consumer database to drive repeat sales across all of our brands.
Slide 5: Portfolio Overview (Acquired and Owned)
Portfolio Overview (Acquired and Owned) Acquired Luckyfaid Branded OTC products LuekyTall and supplements in August 2022 heath, welness, and ss elles E-Core nc, November 2 ‘Amazon and eCommerce Interactive Offers: Viamedtea: October 2021 August 2021 beauty product line of pet care grooming and nutri
Slide 6: Revenue and EBITDA Growth
Revenue and EBITDA Growth > oe $100m $50m $25m S40m ——upext nce einad gers wee me id aA ‘he conany mono spn frend faze Got, wh wow ree ec TOR 92% CAGR 9% - 12%" EBITDAMargin
Slide 7: Proprietary Technology & Data Platform
Proprietary Technology & Data Platform TWN * Platform focuses on building a high growth portfolio of patents for single click-to-opt-in technology via Interactive Offers business segment. * Success to date is rooted in our technology and data, + Implement in-house SaaS platform ad-tech into all of o
Slide 8: Growth Through Acquisition
Growth Through Acquisition Upexi is focused on high growth, recession resistant companies with rich consumer data Our differentiated strategy has proven advantages $10m Annual Revenue Oo Product Offering + Expansion Healthy Profit Margins Amazon Reviews + Ranking Proftabilty with Scale x) Scalabilit
Slide 9: Acquisition Criteria & Process
Acquisition Criteria & Process « Streamlined deal process (we aim for 30 days or less to agree on terms) « Seek to retain management for continued upside e Target brand acquisitions with an established customer database for cross marketing opportunities e Acquisitions with multiples that drive growt
Slide 10: Post Acquisition: Our Scaling Strategy
Post Acquisition: Our Scaling Strategy Leverage Amazon Experts SEO to Optimize (Pricing, Listings, PPC) Optimization 0 In-house Programmatic Advertising & Sales Channel Expansion 6) DTC Branded Site Growth s Supply Chain Efficiencies a) Product Innovation & Expansion
Slide 11: Privately Held Aggregators
Privately Held Aggregators rd THRASIO L_] BERLIN BRANDS GROUP ‘ps tuptrs com/asoreastors Kerch Founded in 2018 Acquired & consolidated over 200 brands Raised ~$3.4 billion Valuation of ~$7.5 billion* Founded in 2005 Launched and acquired 34 brands Raised ~$1 billion Valuation of ~$1.2 billion* Found
Slide 12: Experienced Management Team
Experienced Management Team Insider Ownership: 54%* Allan Marshall Chief Executive Officer 30+ years of M&A focused experience Founder of XPO Logistics, Transportation Services, Inc., and Segmentz, Inc. Andrew Norstrud Chief Financial Officer Experienced consultant, focused on integrating strategic
Slide 13: Operational Highlights
Operational Highlights October 27, 2022 completes sale of select CBD assets for approximately $23.5M. e Sale accelerates Amazon and DTC eCommerce brand focused strategy. e Strengthens balance sheet with additional capital to invest in further acquisitions in our pipeline. e Sale represents an approx
Slide 14: Financial Highlights
Financial Highlights S24 CAGR $3.97 (as of 11/22/22) Lhe $100m 17,960,748 (as of 11/11/22) (Wa raven $71 million 544,6m 550m $44.6 million (HD ru veer ace 524,09m 100 million $ 25 Fg ca 57.44m S10m 50% -100% | Revenue* Growth U oe ee ee
Slide 15: Investment Highlights
Investment Highlights Experienced Team Management has a proven a track record working with emerging growth companies to accelerate their growth and maximize margins. Robust Pipeline and Unique Acquisition Strategy Streamlined deal structure at attractive valuations with an average 30-40% cash and eq
Slide 16: Thank You
upexi Thank You Contact Us: upexi@kcsa.com
Slide 17: Non-GAAP Financial Measures
> upexi ‘Non-GAAP Financial Measures ‘The Company discloses and uses the above-mentioned non-GAAP financial measures intemally as a supplement to GAAP financial information fo evaluate its operating performance, for financial planning purposes, to establish operational goals, for compensation plans,