Lgl Group, Inc. (the) · AMEX:LGL
Lgl Group, Inc. (the) — Sidoti Small Cap Conference September 2025
16 slides from Lgl Group, Inc. (the)'s conference presentation, Sep 22, 2025
Slide 1: The LGL Group, Inc.
The LGL Group, Inc. (NYSE MKT: LGL) Sidoti Small Cap Conference September 18, 2025
Slide 2: Safe Harbor Statement
Safe Harbor Statement Information included or incorporated by reference in this presentation may contain forward-looking statements. This information may involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially d
Slide 3: Corporate Snapshot
Corporate Snapshot LGL Group is a NYSE Publicly traded Micro Cap corporation (“LGL”’) > Formed in 1917 > IPO in 1946 > Since 1985, acquired 32 businesses, sold 11, and spun off 3 Y¥ 2022 Spin of MPTI at $13 with recent high $59 > Value Creation Heritage with NYSE governance Current LGL Profile QO 5.
Slide 4: Warrants
Warrants (E00 Warrants are Currently Exercisable Five (5) warrants can be exercised to purchase one (1) share of LGL Group common stock * 1,051,664 Shares of Common Stock would be issued from the exercise of the warrants * Remain exercisable through November 17, 2025 with over approximately 45,000 s
Slide 5: LGL Stock Buyback
LGL Stock Buyback LGL Stock Buyback * LGL approved the repurchase of up to 100,000 shares of common stock utilizing up to $700,000 of balance sheet cash in the market relative to book value * If all 100,00 shares are repurchased, there would be 6,340,875 shares of common stock outstanding (assuming
Slide 6: The LGL Business Platform
The LGL Business Platform New Business Initiatives * History of making disciplined, strategic acquisitions, capital expansions and partnerships Since 1985 ¢ Various industries; financial service, industrial manufacturing, transportation, & communications...more to come... * Expected SPACs to be offe
Slide 7: Case Study: M-tron Industries
o Case Study: M-tron Industries Delivered to Shareholders: Separation at $13 SPIN OFF: October 7, 2022 (NYSE — MPTI) dalone Aerospace and Defense frequency control lare to rec of $59 ~ Creating s MtronPTI’s Significant Opportunity in the Defense Landscape ‘The Budget priorizes enhancements to offens
Slide 8: Operating Subsidiary with adjacent opportunities
Nag <r Operating Subsidiary with adjacent opportunities APTE Precise Time and Frequency, LLC (PTF) Manufacturing * Founded in 2002 Corporate HQ * Focus on Developing Systems for High-performance Wakefield, Mass. frequency and time reference standards * $700 million TAM with 6.2% CAGR from 2020 to 20
Slide 9: Platform | Place | People
P3— Platform | Place | People Growth I. Organic New Organic Business Il. Investments Platform + Invest in innovation both organically and third-party + Supported by U.S.-based software vendors through award-winning partnerships Place + Pilots initiated in strategic DoD, Rural and edge markets + Infr
Slide 10: P3 Tactical Edge Compute Platform
10 P3— P3 Tactical Edge Compute Platform Al-Powered Edge Computing with NVIDIA Jetson Orin™ *High-Performance Al Compute — Optimized for generative Al, unified memory, and energy efficiency Integrated Software-Defined Radio (SDR) & Sensors — Enables real-time signal processing and spectrum analysis
Slide 11: Emerging Capabilities & Partnerships
11 o P3— Emerging Capabilities & Partnerships Signals Intelligence Advanced maritime and terrestrial SIGINT solutions Drone & Counter-UAS Integrated counter-UAS defense systems Autonomous systems for last mile delivery Smart Agriculture Low-cost precision farming platforms Manufacturing Innovation S
Slide 12: Well balanced
2 Well balanced Team of professionals 6) Access team’s unique global relationships across mul sectors Leverage on an impressive network for origination and corporate access Proven track record in Public Market and Private Equity Proprietary investment methodology; long term active approach Key Disti
Slide 13: Merchant Investment Platform: Strategic Acquisition
Merchant Investment Platform: Strategic Acquisition Morgan Group Holding Co. * On April 15, 2025, LGL entered into an amended and restated subscription agreement to purchase, via a private placement, 1,000,000 newly issued shares of Morgan Group Holding Co. ("MGHL") common stock for $2.00 per share.
Slide 14: Corporate Snapshot
Corporate Snapshot > NYSE Listed Micro-Cap » Long History of Delivering Value > Positioned for Expansion > PTF Time and Frequency Instrumentation Platform > New Business Initiatives offer greenfield upside 14
Slide 15: Thank You
Thank You Questions Please see full disclosures. All points in discussions are estimates.
Slide 16: Contact us:
Contact us: 16 www.LGLgroup.com Investor Relations info@LGLgroup.com (407) 298-2000 Contact Information
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