EFTA Document EFTA01378208

SRLI3102 Alpha Group Capital Stratus: Results Post-Close Key Achievements Post-Close Feb. 2018 Sims r. 2014 Close Acquisition Organization Restructuring/ Debt Repayment • Completed Bond and Call Option divisional restructuring • Repaid $15 mm of debt ahead of schedule Debt Repayment • Repaid $10 mm of debt ahead of schedule in addition to $5.6mm ordinary course repayment • Total debt repayment of $31 mm or 14% in 10 months • Net Debt / Bond EBITDA decreased from 3.3x at closing to 2.9x Nov. 2016 Follow-on Acquisition • Acquired Regal Maintenance for $6 mm or 3x EBITDA pro forma cost savings Debt Repayment/Bond Resilience • Bond division continues to perform. • FY2017 EBITDA of $44 mm • Repaid 32% of acq. debt to date Debt Repayment/Bond Resilience and Growth • Bond division organic investment to target Industrial Automation and Internet of Things opportunity to grow. • FY2018 EBITDA of $43 mm • Repaid 40% of acq. debt to date Feb. 2015 Gross Unreal irett Returns (Soon) Fund Total Gross MOIC + Co-Invest:1.2x Fund only:1.2x $218 1.0x S117 R O $101 S Apr-2014 S Acquisition 0.0x M Unrealized O ($80) Value I C ($96) (1.0x) ($178) Nob Rotuma utclude unrealised valuators The actual maimed r um cibuch un.otluad tronfremorts m coomdersfrons And definitions Pal parformarwe Is nut necemaily banality a kluge TSUib. $218 1 $101 Total Value Co-Investof Share Fund Share dam metanally from the Moray ea:heated herein Mem see "Appendix-roans:' be additional 45 CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0075369 CONFIDENTIAL SDNY_GM_00221553 EFTA01378208