Partners for Growth PARTNERS FOR GROWTH Bringing long-term capital and institutional experience to help grow businesses NorthCurrent Partners is an investment firm that partners with and grows American businesses. As the private equity arm of a family office, we bring certainty, flexibility, and speed to our transactions and investment partnerships. Our long-term investment horizon means we make decisions best suited for growth and value creation, including continued investments in the business. Alongside years of experience executing transactions and working with company leaders, we are supported by seasoned operators and successful entrepreneurs. Why NorthCurrent Flexible Transaction Structures Family Office Capital Commitment to Growth Seasoned Advisors to Help Scale Long-term Investment Horizon Belief in People First Founders with Shared Vision Investment Focus Transaction Types: Control Investments Revenue: $5 - $75 million EBITDA: $2 - $10 million Geography: United States with a focus on the Southeast, Midwest, and Mid-Atlantic Industry Focus: Residential and Facility Services B2B Food and Food-Related Services Niche Manufacturing Value-Added Distribution LEADERSHIP Alex Z Brown Managing Partner Alex Z Brown Alex is a founder and Managing Partner at NorthCurrent Partners. Before NorthCurrent, Alex worked with a team of investors and entrepreneurs at Assurance Capital in his hometown in Central Florida where he structured growth-oriented mezzanine and equity investments in lower-middle market businesses across multiple industries. Prior to Assurance, Alex worked at Quad-C Management, a Charlottesville, Virginia-based private equity firm, where he executed investments and drove portfolio company value creation initiatives. Alex began his career in the investment banking group at Stephens Inc. in New York, where he focused on M&A advisory work for public and private companies across multiple industries. Alex earned a B.S. in Engineering Science and Economics from Vanderbilt University and an M.B.A. from the Wharton School at the University of Pennsylvania. Alex also leads alternative investing for Five Lakes Capital. View Profile Buck Marshall Managing Partner Buck Marshall Buck is a founder and Managing Partner at NorthCurrent Partners. Before NorthCurrent, Buck was a Vice President in the LBO Fund of H.I.G. Capital, an investment firm with over $50 billion under management, where Buck focused on business services and consumer investments and served on the board of Tastes on the Fly. Prior to H.I.G. Capital, Buck was a Director at Burch Creative Capital, a family office, where he focused on growth investments in the technology and consumer sectors and served on the board of Nihi Sumba Resorts. Buck began his career as an investment banking analyst at JPMorgan, providing advisory services and capital structure solutions to companies across industries. Buck earned a B.A. in History and Economics from Williams College and an M.B.A. from The Wharton School at the University of Pennsylvania where he was a Palmer Scholar. Buck was also an early investor in Caviar (acquired by Square (NYSE:SQ)) and general partner in Greene Manor, a multifamily apartment complex in Philadelphia. View Profile Jason Hiller Operating Partner Jason Hiller Jason Hiller is an operating partner with NorthCurrent in home services, and the CEO of Tri-State Water, Power & Air. Building his career in home services for over two decades with a primary focus on HVAC and Plumbing services, he has grown from working in the field to becoming a division vice president for American Residential Services. Through various promotions spanning multiple roles, Jason has had the opportunity to develop key leaders from within while increasing revenues by over $30mm during his tenure to achieve over $100mm in his region. His experience includes integrating multiple acquisitions into a larger organization, and spearheading new service line additions to existing locations. Jason believes leading with a customer and employee first mindset has been the primary driver of his personal success, and his strong track record of both top and bottom line growth. Outside of his busy career in the HVAC and Plumbing field, he enjoys spending time with his family and playing baseball for his club team in his home town of Charleston, South Carolina. View Profile Joe Clark Operating Partner Joe Clark Joe Clark is the President of United Garage Door Company and an operating partner to NorthCurrent. He has spent the last fifteen years in the Garage Door industry, starting out as an installer. Joe has worked for both a family-owned garage door installation company and a national manufacturer, and has spent the last three years on the executive staff at United Garage Door Company helping to grow the business by more than fifty percent. Prior to joining the Garage Door Industry, Joe proudly served eight years on active duty in the United States Marine Corps. Joe received his degree in Business Management from Harrison College (formerly Indiana Business College). Joe resides in Grove City, Ohio with his wife Jamie and twin sons, Bryce and Owen. View Profile Brad Goodwin Operating Partner Brad Goodwin Brad Goodwin is an Operating Partner with NorthCurrent Partners and the President of Discount Garage Doors, a sale, service and install company for garage doors and parts in residential homes across Florida. Brad was previously at Accenture, where he provided strategy and operations advisory services to executive teams at large privately-owned and publicly-traded companies. An expert in cost transformation, Brad led the development of several of Accenture’s offerings related to cost reduction and margin optimization. Prior to joining Accenture, Brad held various roles in operations, marketing, and compliance with a focus in the healthcare industry. Brad holds an MBA with a concentration in Competitive Strategy from the University of Florida, where he was a Matherly Scholar. He also earned a Master of Health Sciences from the University of Mississippi Medical Center and a BA from Millsaps College. Outside of his role at NorthCurrent Partners, Brad recently served as an advisor to the leadership team at Wedzee, a digital marketplace startup targeting the wedding industry. Brad resides with his wife and three children in Tampa, Florida. View Profile Robin Keefer Operating Partner Robin Keefer Robin Keefer is the Chief Operating Officer of Tri-State Water, Power & Air and an Operating Partner to NorthCurrent. With a career at Tri-State spanning over 25 years, including work in and oversight of the service, marketing, and human resources divisions, Robin has been recognized both within Tri-State and outside of it as an outstanding leader in the home services space, including as the recipient of the Norman Hurt Spirit Award from RainSoft. Robin resides in Cape Girardeau, Missouri, with her family. She is a mentor and developer of talent at Tri-State, including for those involved in direct sales, and is motivated not only by achieving company and organization-level growth, but the growth of individual team members. View Profile Donny Beasley Operating Partner Donny Beasley Donny Beasley is the founder of Tri-State Water, Power & Air, and an Operating Partner to NorthCurrent. After founding Tri-State in 1992, as President and Chief Executive Officer, Donny led the company through meaningful growth over the next three decades as the company expanded to become a leading multi-state home services provider in the Midwest. Donny has always maintained a strong focus on mentoring and developing his team members, enabling individuals to achieve their career goals by succeeding in the home services industry. Donny resides in Cape Girardeau, Missouri with his family, and he also enjoys traveling with them to Costa Rica. Before starting his career and building a leading home services business, he received his BS in Accounting from Arkansas College. Donny is an avid golfer and engaged in his community, including serving on the Fellowship of Christian Athletes board and the advisory board of Montgomery Bank. View Profile Jim Osborne Operating Partner Jim Osborne Jim was the former Chairman and CEO of United Garage Door Company and is now an operating partner to NorthCurrent, serving on the board of United Garage Door Company. In his twenty-five years at United Jim was the driver and chief architect of a growth-driven strategy which led to United Garage Door Company becoming one of the largest independent overhead door and door opener distributors in the Midwest. With locations in Cleveland, Columbus and Pittsburgh, United has become a market leader with a focus on customer experience and satisfaction along with developing and mentoring key personnel within the Company. Jim lives in Chardon, Ohio with his wife, Lisa, of 46 years. Jim and Lisa have 3 children and 8 grandchildren. Prior to his career with and ownership of United Garage Door Company, Jim earned a B.A. in Economics at Ohio Wesleyan University in 1979. He then worked in management for the Kroger Company for twenty years. Jim enjoys his family, fly fishing, traveling. Jim is also a supporter of many local charities and an active member of Hambden Congregational Church. View Profile OUR COMPANIES Tri-State Water, Power & Air Headquarters: Cape Girardeau, MOIndustry: Home ServicesWebsite: www.tristatewhywait.comTri-State Water, Power & Air is a growing home services provider across the Midwest (with offices in 8 states, including Illinois and Texas). Led by a dedicated and longstanding leadership team, Tri-State has been delivering exceptional service and personalized solutions to homeowners across the Midwest since 1992.NorthCurrent has supported Tri-State’s growth from 120 employees at the time of its acquisition to over 200 today. Additionally, NorthCurrent has helped the company expand its geographic footprint from 4 offices to 10 offices. NorthCurrent remains focused on empowering the team and providing meaningful growth opportunities within the company as Tri-State continues to expand strategically. HOPKINS AIR CONDITIONING Headquarters: West Palm Beach, FL Industry: Home Services Website: www.hopkinsair.com Hopkins Air Conditioning (Hopkins Air) is a Florida-based residential HVAC company. Hopkins Air provides HVAC sales, maintenance, and installation services to Florida's West Palm Beach area. Since 1988, Hopkins Air has specialized in serving its customers HVAC needs. Hopkins' well-trained technicians are both NATE & NCI certified. With multiple generations of Hopkins family members dedicated to the business and its customers, and a training center at its main office, Hopkins is committed and excited to continue its growth and high level of service to its customers through its partnership with NorthCurrent. DGD (Discount Garage Doors) Headquarters: Tampa, FLIndustry: Home ServicesWebsite: www.dgdoors.comDGD (Discount Garage Doors) is a Florida-based residential garage door dealer. DGD provides garage door sales, services and repairs across central Florida and has offices near Tampa and Orlando. NorthCurrent has worked quickly since the acquisition to invest in the company's team and infrastructure, increasing employee count from 48 to over 60, including identifying and bringing on key marketing and finance team members, and establishing a formal training program for its technicians. NorthCurrent also identified, negotiated pricing, and supported the implementation of new CRM and accounting systems, and revamped the company's marketing efforts. NorthCurrent will continue to invest to support the company's organic growth, alongside pursuing M&A opportunities across the US with a focus on the southeast. United Garage Door Headquarters: Cleveland, OhioIndustry: DistributionWebsite: www.unitedgaragedoor.comUnited Garage Door (“United”) is a leading distributor in the Midwest, focused on the residential and commercial garage door space. United serves more than 300 dealers across its multi-state operation, including from its offices in Cleveland, Columbus, and Pittsburgh. With a long-standing history dating back to 1947 and many decades of commitment, quality, and loyalty to its customers, United is excited to continue its growth with NorthCurrent’s partnership. Certified Climate Control Headquarters: Orange City, FL Industry: Home Services Website: www.certifiedclimate.com Certified Climate Control is a residential air conditioning services provider in Central Florida. With an A+ rating on BBB and an average of 4.9 stars out of 5 on Google, Certified Climate Control is a leading provider of HVAC services in its region with a strong dedication to serving its customers. Belle Air Headquarters: Orlando, FL Industry: Home Services Website: www.belleairac.com Belle Air is a residential air conditioning services provider in the Orlando, Florida area. For over a decade, Belle Air has earned its strong reputation with a loyal customer base by focusing on delivering high-quality service to homeowners around Orlando.