Great Elm Group, Inc. · NASDAQ:GEG
Great Elm — Merger or Acquisition (July 2025)
12 slides from Great Elm's merger presentation, Jul 31, 2025
Slide 1: Great Elm Real Estate Ventures
July 31, 2025 Great Elm Real Estate Ventures
Slide 2: Great Elm Group Announces Strategic Partnership Accelerating Real Estate Platform Expansion
Great Elm Group Announces Strategic Partnership Accelerating Real Estate Platform Expansion • On July 31, 2025, Great Elm Group, Inc. (NASDAQ: GEG, “Great Elm”) and Kennedy Lewis Investment Management (“KLIM”) closed a strategic transaction catalyzing growth across the Monomoy platform. • 4.9% inves
Slide 3: Great Elm Real Estate Organizational Structure
Great Elm Real Estate Organizational Structure Great Elm Real Estate Ventures unifies GEG’s vertically-integrated streamlined Real Estate platform Great Elm Group, Inc. (GEG) Great Elm Real Estate Ventures (GEREV) Monomoy Monomoy Monomoy Construction CRE BTS Corp Services (MCS) (MCRE) (MBTS) Monomoy
Slide 4: Monomoy REIT
Monomoy REIT Private real estate investment trust (“REIT”) focused on IOS assets. With an established track record of over ten years, Monomoy REIT offers exposure to mission critical properties with high-quality tenants. 58% Equipment Rental $400 MILLION AUM 28% Oil Field & Energy Services 150 PROPE
Slide 5: Great Elm Real Estate Ventures
Great Elm Real Estate Ventures Full-service, end-to-end real estate platform combining deep market insight, investment expertise, and turnkey execution capabilities for industrial outdoor storage (“IOS”) real estate clients Real Estate Asset Manager Build-to-Suit Developer Construction Manager Manag
Slide 6: Our Real Estate Platform Evolution
Our Real Estate Platform Evolution Feb 2025 June 2017 GEG launches Apr 2014 Monomoyfocuses Monomoy Construction Founders form strategy on Services (MCS) upon Monomoy REIT construction, Nov 2021 Apr 2024 acquisition of Greenfield to invest in IOS specialty rental, Monomoy REIT Monomoy CRE, completing
Slide 7: Strategic Readiness Meets Unique Market Opportunity
Strategic Readiness Meets Unique Market Opportunity Well Positioned for Success with Favorable Economic Team in Place, Timing is Now Tailwinds Driving Growth Demand is accelerating for domestic manufacturing and logistics Supercharging Scale and Reach Reshoring of Industry space as global supply c
Slide 8: Looking to the Future
Looking to the Future KLIM transaction marks a multi-year evolution of the Monomoy platform, unlocking powerful value creation across Great Elm and Real Estate Ventures Our Goal Continues momentum of realized strategic vision Grow assets to $1+ billion Achieving our vision to become more than just
Slide 9: About GEG
About GEG Great Elm Group, Inc. (GEG) is a publicly-traded, alternative asset manager focused on: • Growing a scalable and diversified portfolio of long-duration and permanent capital vehicles • Investing in credit, real estate, specialty finance and other alternative strategies Alternative Credit •
Slide 10: GEG Managed Vehicles
GEG Managed Vehicles ALTERNATIVE CREDIT REAL ESTATE GECC Private Funds Monomoy REIT Monomoy BTS • Public BDC with • Great Elm Credit Income • Private Industrial REIT with • Build-to-Suit entity ~$350 million AUM Fund focuses on direct ~$400 million AUM develops properties to • ~12% of common stock l
Slide 11: About Kennedy Lewis Investment Management, LLC
About Kennedy Lewis Investment Management, LLC Kennedy Lewis is a credit focused alternative investment manager founded in 2017 by David K. Chene and Darren L. Richman with over $30 billion under management. The firm and its affiliates manage private funds, a publicly traded REIT focused on land ban
Slide 12: Disclaimer
Disclaimer Statements in this presentation that are “forward-looking” statements, including statements regarding expected benefits from the transaction, growth, including of the real estate business, profitability, acquisition opportunities, involve risks and uncertainties that may individually or c