1847 Holdings LLC · OTC:LBRA
1847 — Investor Presentation (November 2017)
18 slides from 1847's investor presentation, Nov 28, 2017
Slide 1: A Uniquely Diversified Holding Company
(1847 A Uniquely Diversified Holding Company
Slide 2: Legal Disclaimer
Legal Disclaimer ‘This presentation contains certain forward-looking statements within the meaning of the federal securities laws. These statements may be made a part of this presentation or by reference to other documents we file with the SEC. ‘Some of the forward-looking statements can be identifi
Slide 3: It's not always easy to do what's unpopular
It's not always easy to do what's unpopular, but that's where you generate above average returns. Buy businesses that look mundane to narrow-minded investors and hang on until their real value is recognized. 1847 “channeling” John Neff - Contrarion, Value investor and Former Manager of The Vanguard
Slide 4: What is 1847?
What is 1847? (OTCBB Ticker: EFSH — NYSE MKT Uplisting) A holding company focused on long term value creation through the acquisition and operation of small businesses headquartered in the United States owned traditionally by private investors (pe firms, family offices, HNW individuals) = Our curren
Slide 5: What will 1847 provide to Shareholders?
What will 1847 provide to Shareholders? Current Income and Non-Dilutive Growth — fueled by the diversified cash flows from 1847's controlled operating subsidiary and future operating subsidiaries versus pools of leveraged loans Access to a Unique Asset Class — provided through the 1847 strategy of a
Slide 6: Senior Management Background
Senior Management Background Ealery W. Roberts, fs the Chiet Exesutve Orcs ane Founder ot 184 Heldings LLO ana nes ele tet pesslén anos he inosine the Company. Aa the funder of 1847, Mr. Robes Senge sue 18 yes ef pve equity sewing experience fo the manager team. Pir to feunting 7647, Mr Robe lene AY
Slide 7: What is the Structure of 1847?
What is the Structure of 1847?
Slide 8: What is 1847's Acquisition Approach?
What is 1847’s Acquisition Approach? Mission — preferred partner for today’s cash flow positive, small businesses in the U.S. Acquisition Size and Structure — control buyouts / control recapitalizations of companies with enterprise values between $5 and $25 million financed primarily with equity or
Slide 9: What are 1847's Acquisition Characteristics?
What are 1847’s Acquisition Characteristics? Target companies must be obvious member of the Small Business ecosystem Revenues of at least $5 million with historically consistent cash flow positive operations EBITDA of at least $1 million in the current year of operations Clearly identifiable “bluepr
Slide 10: 1847 Operating Subsidiaries
1847 Operating Subsidiaries 4847 Neese Inc. (formerly Neese Inc.) - Current N | ln spin ane eese inc. ern sty Ibe open Sales - Service - Rentals Industrial/B2B Service Realesly domnent prose Sovteart barr to erty 25 year opeaing iter a1 wstomerrelakonshine Heating operating maine gn spscilzes agouti
Slide 11: 1847 Operating Subsidiaries
1847 Operating Subsidiaries ess Inc. (formerly Gold's CF) - Acquiring Suber Granda tLiobe aches fr 6140 meni ee, $1.0 nllon sale Surfed tang an slow 133% of conmon ect De cpetsng Consumer Service ‘Sable eeranded chain ahigly compte reset ‘Seng market cerearachics es Otanco represents the recon best
Slide 12: How has 1847's only public comp performed?
How has 1847’s only public comp performed? Compass Diversified Holdings (Ticker: CODI) with current market cap in excess of $1.0 Billion has proven the positive return possibi s available for a “true” public private holding company platform while seeking acquisitions in the highly competitive middle
Slide 13: What is the State of the US Small Business Sector?
What is the State of the US Small Business Sector? Small Businesses represent over 90% of U.S. private companies Over 90% of private equity capital deployed in middle market and larger deals ‘oraceureneisevauue ev/corron a an oe ae ae oer io oo “mo asa of 7 2 ie ae fs ah 28 Com ae om a oa om a ea 1
Slide 14: How Does 1847 Generate Deal Flow?
14 How Does 1847 Generate Deal Flow? 1847 Calling Program Electronic Outreach Sophisticated Database Construction + ~8,000— person mailing list ~1,000 intermediaries from 700 firms + Systematic review and update of list ‘Systemic review and update of list annually annually + Develop specific marketi
Slide 15: What is the 1847 Acquisition Process
What is the 1847 Acquisition Process Pre — Letter of Intent Post — Letter of Intent Fes Screen and Log Diligence Preliminary Diligence Fes Internal Dialogue Preliminary Proposal % Financing Management Meeting > Documentation Letter of Intent > Investment Committee (1847 15
Slide 16: How does 1847 Manage Operating Subsidiaries post Acquisition?
How does 1847 Manage Operating Subsidiaries post Acquisition? Weekly dialogue with Management Extensive strategic planning sessions Quarterly board meetings Active involvement of operating partners Development of operating metrics, sales and financial reporting packages Establish authority matrices
Slide 17: In short...How is Value Created?
In short...How is Value Created? Drive Deal Flow... Proactively drive deal flow with a willingness to investigate anything and everything without preconceived bias... Buy Right... Acquire stable, mature businesses at attractive prices Build to Own in Perpetuity... Institute return driven metrics/acc
Slide 18: 1847 Holdings LLC Pro Forma Financial Highlights
1847 Holdings LLC Pro Forma Financial Highlights ro Forma Combined Statements of Operation Data Fre 1201 Total Revenue “aes Gross Prot 5.98400 wet tce 2.985300 Adusted EBITDA 082.079 Cash Avalable for Distibton areas Tota assets saseraser (1847 18
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