GENERATIONAL EQUITY

39‐YEAR‐OLD CUSTOM SOFTWARE FIRM AND MGA PLATFORM Mid‐Atlanc US #68347 BUSINESS HIGHLIGHTS Founded in 1986, this Delaware based company has become a premier custom soware soluon's provider for Managing General Agents (MGA) and Insurance Brokers. This was accomplished by building a fully customizable plaorm that supports rang and quong, binding and issuance, policy administraon and user interfaces with detailed reporng capabilies. The Company's full‐service approach to tailor the plaorm to any end users' goals has demonstrated direct results through the outstanding growth of client acquision, retenon and customer service. This company services clients primarily in the East Coast but has rapidly expanded naonally, with a core emphasis on the InsureTech industry. The Company maintains a database of 8 acve accounts with a 53% rate of repeat business that is rapidly growing through annual license contracts and upgrades to their exisng clients. The Company is run by an experienced, knowledgeable and highly qualified team that created a modern full‐line plaorm that can be perfectly curated to always find the best soluons for their clients. The Company's dynamic team has been a huge driver in the success and growth through a superior reputaon for their extensive knowledge and support on their bespoke soware soluons. This team effort has led to organic demand for their services throughout the InsureTech sectors. Mark Shortz Senior M&A Advisor Email: mshortz@generational.com Mobile: 301‐885‐6503 INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 DISCLAIMER: All informaon contained in this document has been provided by the subject company to Generaonal Equity and while believed to be correct has not been verified. Accordingly, Generaonal Equity makes no representaons or warranes as to the accuracy and truthfulness of such informaon. The recipient hereof acknowledges that Generaonal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera‐ onal Equity of this document. At all mes Generaonal Equity and its affiliate network members is an agent for the seller and not for the buyer. Generaonal Equity's fees are paid by the seller. INVESTMENT APPEAL Superior Name and Reputaon. The Company's superior reputaon has been long‐standing for over 39 years backed by quality service, brand recognion and loyal customers. This success is due to trained and skilled professionals who have specialized experse in building custom plaorms for the insurance industry. Proprietary Technology. The Company has developed a modern‐comprehensive soware suite that allows clients to specifically tailor the system to streamline operaons for MGAs and insurance brokerage businesses. Aer spending over 6,000 man‐hours in development, they have created a turn‐key soluon that is fully customizable to meet any client's specific workflows and requirements. Outstanding Growth Opportunies. Several opportunies exist for the Company to experience rapid growth in revenue and profit by increasing its market share. This can be accomplished by leveraging the Company's reputaon to pursue and penetrate new and exisng markets, creang a larger sales team and pushing to expand annual license contracts. Recurring Revenue. The Company's revenue is split between new business, annual license contracts and upgrades to their exisng client base. Last year 50% of the Company's revenue came from repeat business. Insurance Soware Soluons Demand. The Company's primary customer base is comprised of Managing General Agents (MGA) and Insurance Brokerages that will connually demand comprehensive soware and plaorm services, regardless of economic condions. The demand for these products and services are completely inelasc due to the insurance industry invesng heavily in streamlining processes. Generaonal Equity 125 Park Avenue , 25th Floor New York, NY 10017 SIGN NDA ► RECURRING CLIENT REVENUE 2025 80% REVENUE SOURCES Support 51% Custom Soware Development 46% License Fees 3% KEY CLIENTS RELATIONSHIPS REVENUE / EBITDA $1.23M 2024 Revenue $348K 2024 EBITDA $1.29M TTM 2025 Revenue $349K TTM 2025 EBITDA President 1 VP/CTO 1 Director of Operaons/ Project Manager 1 Senior Developer 1 Comptroller 1 EXPERIENCED TEAM

• Cover
• Untitled