Lsi Industries Inc. · NASDAQ:LYTS
Lsi Industries — Merger or Acquisition (March 2025)
10 slides from Lsi Industries's merger presentation, Mar 11, 2025
Slide 1: LSI Industries' Acquisition of Canada's Best Holdings
LSI Industries’ Acquisition of Canada’s Best Holdings March 1, 2025
Slide 2: Disclaimer & Forward-Looking Statements
Disclaimer & Forward-Looking Statements This presentation contains forward-looking statements. Forward-looking statements may be identified by words such as “estimates. “anticipates” “encourage” “projects “plans, "expects," ‘can,’ “intends,” “believes,” “seeks,” “may,” “will” should.” or the negativ
Slide 3: Transaction Overview
Transaction Overview CBH Acquisition Demonstrates Further Execution on Vertical Market Strategy Executive Summary LSl acquired Canada's Best Holdings ("CBH),on March Tl, 2025, for $24 milion cash (USD), with a $7 milion performance-based earnout potential Transaction funded by availability on existi
Slide 4: CBH Expands LSI's Display Solutions Platform
CBH Expands LSI’s Display Solutions Platform /s) One of Canada's Largest Providers of Custom Fixtures and Display Solutions CBH is an Ontario-based, vertically integrated designer, manufacturer, distributor, and installer of custom store fixtures and display solutions $y inne speci im oe.) ) ee Ropa
Slide 5: CBH Provides an Integrated, One-Stop Solution
CBH Provides an Integrated, One-Stop Solution @ Complementary Products and Solutions Offering Retail Bui Metal, Acrylics, Plastics & Inctallation & Merchandising Clase Fabrication
Slide 6: CBH Supports Leading Regional & Global Brands
CBH Supports Leading Regional & Global Brands Strong, Long-Time Customer Relationships Providing Proven Solutions & presence with 7] Tegional, national and Lago’. Loblaws Natures | SHOPPERS Remedjiitx DMOnTeN roca internawonal Brand SUMMERHILL A ith operations in é ae Soneee. HeatyoPinet Weomnart= e
Slide 7: CBH Acquisition Supports our Fast Forward Strategy
CBH Acquisition Supports our Fast Forward Strategy & Expands Geographic Reach and Expansion into Both New and Existing Vertical Markets & = Bese Facilities 16 3S 9 Employees 1900 120 2,020 Annual Revenue (USD)" $548.0 million $242 millions $572.2 million Annual Adj. EBITDA (USD)" $53.7 million $4.0
Slide 8: CBH Acquisition Rationale
CBH Acquisition Rationale & Building a Cross-Border Display Solutions Platform of Scale Across North America ‘Acquisition further positions Lst as a market-leading business Enhances capability to provide custom solutions. The addition of @® BEaevinnin vert dplay cottons mertat. Ct Saal Csiro iSporve
Slide 9: FAST FORWARD Value Creation Strategy
FAST FORWARD Value Creation Strategy @ LSI Continues to Build Leading Positions in Targeted, High-Value Vertical Markets Our FY28 Fast Forward Plan targets prioritize a combination of organic / inorganic commercial growth, operational excellence, and disciplined capital allocation Revenue Growth ($M
Slide 10: For Additional Questions, Please Contact
For Additional Questions, Please Contact 720.778.2415 Thank You, LSI Investor Relations i 3 I