Bgsf, Inc. · NYSE:BGSF
Bgsf — BG Staffing — 2026 East Coast IDEAS Conference
21 slides from Bgsf's conference presentation, Jun 11, 2026
Slide 1: BG Staffing elevates the property management experience
BG Staffing elevates the property management experience through staffing and strategies for multifamily and commercial markets Investor Presentation Spring 2026 Your Future, Our Purpose | BGSF.COM 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements The forward-looking statements in this presentation are made under the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Forward- looking statements may include, but are not limited to, statements regarding our future financial performance a
Slide 3: Company Snapshot
3 Company Snapshot PEOPLE | TECHNOLOGY | SCALE 9,000+ clients nationwide Clients appreciate our boots-on-the-ground visibility into local multifamily and commercial labor markets, with a blend of human expertise and AI-enabled automation $93M 60+ FY25 markets across the Revenues U.S. and Canada 2023
Slide 4: History of BGSF's Property Management Staffing
History of BGSF’s Property Management Staffing Acquisition and 2007 2025 Go-to-Market Organic Expansion Decades of expansion. Rebranding Property Management - A pure-play property organic growth and management staffing Professional acquisitions. company with a new While deepening our hold on brand,
Slide 5: BG Staffing At A Glance
BG Staffing At A Glance Property Management Staffing – Multifamily and Commercial $800M+ $1B $500M Pure-Play Debt-Free 100% focused on Total addressable Projected market size Incremental adjacency Clean balance sheet property market today in 2030 opportunity post-divestiture management People Techno
Slide 6: Positioned for Growth
Positioned for Growth The market is growing. And we’re a national leader. The total addressable market for property management staffing is $800M today and projected to reach $1B by 2030. BG Staffing is a national leader. 35+ years of client relationships, 60+ markets, and 9,000+ clients nationwide a
Slide 7: Built to Win in Property Management
Built to Win in Property Management Why clients choose us – and stay with us Pure-Play Specialization AI-Enabled Speed We focus on property management. It’s all we do. From “we need someone” to “they start tomorrow” While generalist staffing firms dabble in our market, BG Staffing AI-enabled sourcin
Slide 8: Competitive Landscape
Competitive Landscape Directional U.S. market share of property management staffing vendors (2025E) Millions of USD / percent Revenues 450-460M (56%) 270-280M (34%) 80-90M (10%) Source: Management data; L.E.K. interviews, research, and analysis Investor Presentation Your Future, Our Purpose | BGSF.C
Slide 9: Value Proposition
Value Proposition BG Staffing elevates the property management experience while empowering clients and candidates to envision and achieve the highest potential Combining People and Technology Accelerated Time to Fill Differentiated Staff Quality Client Partnership • AI-enabled sourcing and • Candida
Slide 10: Enterprise accounts are the fastest-growing segment
Enterprise accounts are the fastest-growing segment. They're also our deepest relationships. We service 66% of the top 100 Property Management companies in the USA and hold strategic agreements with over half of the top 10. Employment projections and market sizing data on this slide are sourced from
Slide 11: Leasing. Maintenance. Resident Operations. We place them all
Leasing. Maintenance. Resident Operations. We place them all — and demand for every role is growing. Employment projections and market sizing data on this slide are sourced from an independent study conducted by L.E.K. Consulting on behalf of BGSF. Your Future, Our Purpose | BGSF.COM 11
Slide 12: Here's what comes next…
Here's what comes next… PropTech Professional Services Student Housing Senior Living Concierge as a Service The opportunity: Property The opportunity: University The opportunity: 10,000 Baby The opportunity: High-end management is rapidly housing is a $10B+ sector Boomers turn 65 every day. Senior r
Slide 13: Seasoned, Proven Leadership Team
Seasoned, Proven Leadership Team …Where Culture Matters Culture created to empower clients and candidates to envision and achieve their highest potential Kelly Brown Keith Schroeder Melissa Phillips Co-CEO and President of Property Co-CEO and Chief Financial Officer Chief Digital Officer 60+ years o
Slide 14: Financials
Financials Your Future, Our Purpose | BGSF.COM 14
Slide 15: Capital Allocation Priorities
Capital Allocation Priorities • Paid off bank debt in 2025 Stable Financial Position • Healthy cash balance • Planned organic growth in core businesses and new adjacencies Growth Investments • Strategic partnerships in people and tech- enabled investments • $2/Share Special Dividend in 2025 Return C
Slide 16: Quarterly Financial Results
Quarterly Financial Results Q1 ($ in millions, except share data) 2026 2025 Revenue $ 20.9 $ 20.9 Gross Profit $ 7.4 $ 7.6 Gross Profit Margin 35.4% 36.4% Contribution to Overhead* $ 1.9 $ 2.5 Contribution to Overhead % 9.1% 12.0% Adjusted EBITDA from Continuing Operations* $ (0.5) $ (1.0) Adjusted
Slide 17: Significantly Strengthened Balance Sheet
Significantly Strengthened Balance Sheet $70.0 $63.1 $50.0 $46.3 $29.1 $28.2 $30.0 $19.0 $18.9 $10.0 $6.9 $- $- $- $- $(10.0) 2023 2024 2025 Q1 2026 $(30.0) $(38.2) $(50.0) Cash & ST Investments O/S Borrowings WC Your Future, Our Purpose | BGSF.COM 17
Slide 18: Historical Financial Performance
Historical Financial Performance Revenue ($ in millions) – GP and COH % $140 $125.1 50% $120 $104.4 $100 $93.3 $93.3 40% 39.8% $80 36.8% 35.7% 35.6% 30% $60 20% $40 18.7% 13.2% 10% $20 11.0% 10.4% $0 0% 2023 2024 2025 TTM Q1 26* Revenue GP % COH % * Trailing 12 months Your Future, Our Purpose | BGSF
Slide 19: Appendix
Appendix Your Future, Our Purpose | BGSF.COM 19
Slide 20: Non-GAAP Reconciliation
Non-GAAP Reconciliation Reconciliation of Net (Loss) Income to Adjusted EBITDA (dollars in thousands) Thirteen Weeks Ended 3/29/2026 3/30/2025 Loss from continuing operations $ (1,389) $ (2,329) Income tax benefit (168) (589) Interest expense (income), net 4 1,146 Operating loss (1,553) (1,772) Depr
Slide 21: Non-GAAP Reconciliation
Non-GAAP Reconciliation Reconciliation of Net (Loss) Income EPS to Adjusted EPS Thirteen Weeks Ended 3/29/2026 3/30/2025 Loss from continuing operations per diluted share $ (0.13) $ (0.21) Income tax benefit (0.02) (0.05) Interest expense (income), net 0.00 0.10 Operating loss (0.15) (0.16) Deprecia