Insignia Capital Group Approach Team Portfolio For Business Owners News Contact Investor Login We strive to create win for all solutions. Insignia Capital Group is a San Francisco Bay Area private equity firm focused on lower middle-market companies. We partner with company founders and management teams to help drive growth and achieve true business potential. Mission Statement We aspire to drive professional and financial success for our stakeholders across economic cycles by helping to build exceptional companies that exceed customer expectations and set new standards of excellence in their industries. In doing so, we commit to improving diversity and inclusion across our firm and portfolio companies. Core Values We take 100% responsibility for our circumstances and results. We choose curiosity over defensiveness and focus on the learnings from each situation. We believe in candor and revealing the entire truth. We separate facts from opinions, and we explore how the opposite of our story (thoughts, beliefs and opinions) could be as true or more true than our story. We strive to create win for all solutions for any issue or opportunity that arises and encourage and support creativity. We act with unquestionable integrity and honor our agreements. We believe in the appreciation of others. We commit to having fun. © Copyright 2021 Insignia Capital Group, L.P. All rights reserved. 1333 N. California Blvd, Suite 520 | Walnut Creek, CA 94596 Tel: (925) 399-8900

Insignia Capital Group Approach Team Portfolio For Business Owners News Contact Investor Login INSIGNIA APPROACH MISSION & CORE VALUES INVESTMENT CRITERIA » SECTOR FOCUS VIDEO TESTIMONIALS INVESTMENT CRITERIA Growth-oriented North American lower middle-market companies We believe the lower middle-market offers significant opportunities for growth and value creation. We target companies that have good growth prospects, defensible market positions and attractive free cash flow conversion. We seek companies that may be constrained from realizing their full potential, and we are willing and able to spend the time and resources necessary to help management teams achieve such potential. We look to help our portfolio companies achieve or consolidate industry leadership through the development of product & service expansion, sales growth, operational optimization and acquisition strategies. Investment size Insignia seeks equity investments in profitable, growing companies with $5-30 million of EBITDA, and we selectively pursue smaller or larger platform investments. We routinely evaluate smaller strategic add-on acquisitions for our portfolio companies. Flexible investment approach We have the experience and flexibility to invest across different types of private equity investment structures, including control buyouts, management buyouts, corporate carve-outs, public-to-private transactions, build-ups, recapitalizations, growth equity investments and strategic minority investments. © Copyright 2021 Insignia Capital Group, L.P. All rights reserved. 1333 N. California Blvd, Suite 520 | Walnut Creek, CA 94596 Tel: (925) 399-8900