SurePrep Case Study

• • *All Equity Deals LTM Nov 22, except Scorpion (LTM Dec 2022) and Enhesa (2022YE Revenue). Debt Deals are LTM between Sep-NOV 2022, PF for recent transactions.

Case studies included on this website are illustrative and represent portfolio companies, current or past, where Sagemount has worked with portfolio companies on value enhancement initiatives. Quotes and information provided serve to illustrate Sagemount’s expertise in working with management teams, and should not be construed as a testimonial concerning any investment advisory recommendations provided by Sagemount to its clients. These case studies are objectively representative of current and past investments and are provided for illustrative purposes only. Past investments and results are not necessarily indicative of any future investment or results. The historical results above are not intended as a representation or warranty by Sagemount as to the actual composition or performance of any future investments that would be made. The nature of, and risks associated with, any future investments may differ substantially from those prior investments. See the Disclaimers page for additional legal disclaimers.