Stran mpany : Investor Presentation
SWAG
Published on 04/22/2026 at 04:06 pm EDT
Investor presentation April 2026
We Anticipate. You Ask.
We Deliver. Every Time.
A top 20 promotional supplier with over 30 years experience
Background photo shows ponchos produced by Stran for the NYC Marathon, annually since 2013
Established business
since 1994
Operating within a
$27 billion growth
industry
Proven M&A strategy:
$60M+ acquired revenue since 2022
Consistent
Organic growth
over the past 30 years
2025 annual revenue of
$116.2 million - 40.6% YOY growth
Seasoned
Owner-led management
team
Compelling financial profile:
Strong balance sheet, with no debt and $11.6 million in cash and investments*
*As of December 31, 2025 3
Why are promotional
message.
They're used to build culture, brand awareness and meaningful connections with stakeholders, be they existing or potential clients, employees or suppliers.
The right strategy can help businesses make a long lasting positive emotional connection with the recipient, reminding them of an interaction with a brand each time they use or wear a product.
4
Meet Our Management Team
Andy Shape President & CEO
David Browner Chief Financial Officer
Jack Audibert VP of Strategy & Growth
Nick Kiefer Executive Vice President of Sales
Randy Birney Executive Vice President
Ian Wall Chief Information Officer
Michele Pytlinski Senior Vice President of Client Strategy
Howie Turkenkopf VP of Marketing
Laura Woodward Director of HR
5
1994
Established November 1994
1995
1st Promo Product Sale Pompoms to New England Patriots
1997
1st Fulfillment Project Converse
2001
Opened First Warehouse in Somerworth, NH
2002
1st International eCommerce & Distribution Program Fidelity Investments
2003
Engaged for a Series of International Product Campaigns Boston Scientific
2004
Consulting Contract for Stran's 50th eCommerce Store Keane IT
2007
Established New Division Stran Beverage
2008
Secured License to Product Merchandise NASCAR
2011
Established Relationship Utilizing Network of International Warehouses Harte Hanks
1994
1995
1997
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2007
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2011
2014
2015
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2015
2016
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2017
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2020
2017
2018
2019
2020
2021
2021
2022
2022
Voted Best Place
to Work by ASI
Launched Just-A-Kid
B2C Program Powerade
Launched Share-A-Coke
B2C Program Coca-Cola
Launched Loyalty
Reward Program Zoetis Petcare
Launched National
Merchandise Program Wahlburgers
Executed Promo
Campaign US Census
Acquisition
Wildman Imprints Division
Initial
Public Offering NASDAQ
Acquisition
GAP Promo
2022
Acquisition Trend Brand Solutions
2022
Acquisition Premier NYC
2023
Acquisition
T.R. Miller Co, Inc
2024
Acquisition Gander Group
2022
2022
2023
2024
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Comprehensive Program Managers delivering results
PRODUCT PROCUREMENT
TECHNOLOGY PLATFORM
02
01
Provide relevant, creative, & valued products
Cutting Edge technology that drives efficiencies and adds value
GLOBAL DISTRIBUTION
03
Worldwide process & procedure driven solutions
04
Manage the day-to-day programing and servicing of our clients
CLIENT SERVICE
COMPLIANCE & REPORTING
INTEGRATION
05
Ensure brand consistancy, product safety, data security, industry regulations,etc
06
3rd party intergration, visibility, and more marketing functions under one platform
Name Recognition & Well-Regarded Reputation - people know who we are; both customers and industry professionals. Our visibility is enhanced through routinely speaking at conferences, being published in trade magazines, exhibiting at events, online presence, & referrals
Innovation
consistent focus on evolving our use of technology and our processes to stay ahead of the curve and deliver value
Global Network of Service Providers
long standing strategic global relationships that allow us to offer our services around
the world
Creativity
bringing ideation and creativity to our clients with both products and comprehensive offerings
Supply Chain
established relationships with factories, suppliers, and logistics companies that allows us to meet the most demanding customer needs - including during a pandemic
We Leverage the
Latest Technology
making it easier for our customers to do business with us through custom developed solutions
Vision and Strategy
top-down commitment to become the premier leader through organic and acquisition growth strategies
Flexibility
ability to shift our focus to meet customer demands; products, pricing, logistics, technology, service, etc…
Culture
engaged collaborative culture with a customer first mindset
8
Driving a Competitive Flywheel
More Services
Increased Customer Spend
More Value Delivered By Stran
More Efficiencies
Incremental Exposure to More Buyers
9
Blue-Chip Client Base
10
With over 23,000 registered distributors, this industry is ripe for consolidation
Majority of industry players are small with only a few employees
Requisite technology will drive future consolidation as smaller illiquid players struggle to keep pace
In 2024 the largest player was 4imprint with $1.37B in revenue - only a 5.1% share of the market
Stran is well positioned as Top 25 player:
Ranked # 12 by PPAI Top 100 Distributors
Ranked # 23 by ASI's Counselor magazine
In 2024 only 38.5% of the market
was shared amongst the top 40 Distributors; the balance spread between 23,000+ distributors
Stran has experience and proven success with
over 6 historical acquisitions
1111
Competitive Analysis
Online
e-Retailers
Franchise Model
Large & Inflexible
Not Core Offering
Small Mom & Pop
Focus on Service
x
x
x
Creativity & Innovation
x
x
x
x
Flexible & Nimble
x
x
x
x
Customer Specific Technology
x
x
x
x
x
Clear Strategy
x
x
x
Program Managers
x
x
x
Financial Strength & Scalabiltiy
x
12
More
Acquisitions
Innovative Technology Solutions
More Offerings/Solutions
More Existing Client Penetration
More New Client Development
13
Proven, Disciplined M&A Strategy Driving Scalable Growth
Successfully completed and integrated 5 strategic acquisitions since 2022, accelerating national expansion and capabilities
Acquired businesses represent over $60M in historical revenue, secured through low-risk, attractively structured transactions
We pursue asset purchase transactions with a disciplined structure-initial payments reflect acquired working capital, while the majority of the remaining consideration is tied to future performance through earnouts, ensuring alignment and value protection
Our M&A thesis focuses on topline growth and operating leverage through:
Margin expansion via supplier rebates, volume-based buying power, and operational synergies
Enhanced capabilities in technology, automation, and fulfillment
Cross-selling across an expanded customer base
Acquisitions support:
Geographic diversification to enhance national footprint
Entry into industry-specific verticals with strategic customer relationships
Roll-up of smaller, high-margin promotional businesses lacking scale or back-office infrastructure
Expansion into adjacent services such as loyalty programs, incentive platforms, custom packaging, in-house decoration, fulfillment, and event management
14
Demonstrated M&A Success
1
GAP Promotions, January 2022 2021 revenue = $7 million+ Specialized in the beverage vertical
Paid $1.08M (excluding working capital) + potential earnout on results.
500K cash + $100K stock at close + $480K fixed payments over 2 years.
Earnout = 70% of GP over $1.5M
3
Premiere NYC, December 2022
2021 revenue = $2 million+
Specialized in the legal and professional services Paid $255K (excluding working capital) + potential earnout on results.
175K cash + $100K stock at close + $130K fixed payments over 3 years.
Earnout = 45% of GP over $350K
5
Gander Group, January 2024
2023 revenue = $35 million+ Specialized in the casino continuity Purchased out of foreclosure for working capital/liabilities + potential earnout on results.
$0 cash + working capital.
Earnout = 25% of operating profit over 3 years
Trend Promotions, August 2022 2021 revenue = $3 million+ Specialized in the Houston market
Paid $400K (excluding working capital) + potential earnout on results.
175K cash + $100K stock at close + $125K fixed payments over 4 years.
Earnout = 40% of GP over $800K
TR Miller, June 2023
2022 revenue = $15 million+
Specialized in the beverage vertical
Paid $2.1M (excluding working capital) + potential earnout on results.
$1M cash + $1.1M fixed payments over 4 years.
Earnout = 45% of GP over $4M
Note: Dollars in millions 16
Lifetime Sales 1995 - 2025
Steady long-term growth
Ability to increase Margin with additional scale and more rebates
More value-added services demand higher margins
Lifetime CAGR of 22.9%
Lifetime Sales over
$650M
17
Illustrative Operating Model
Total Revenue
$116.2 Million (FY 2025)
$150 Million
$200 Million
Gross Margin %
29.5%
30%
33%
EBITDA Margin %
0.17%
4-6%
6-8%
EBITDA
$0.2M
$6-9M
$12-16M
*For illustration purposes only; based on past trends and subject to change based on revenue; the Company defines EBITDA as earnings before interest, taxes,
depreciation and amortization.
18
TAM Opportunity
$406 Billion+*
Including loyalty, print, promo, tradeshow, packaging*
Industry Specific Market Opportunity
$27 Billion**
Promo Industry alone
Strong Organic Revenue Growth
40.6%
FY25 vs FY24
Top Tier Customer Base
40+ Fortune
500 customers
2,000+ total customers
2025 Annual Revenue
$116.2 million
2024 Annual Revenue
$82.7 million
Years in Business
30 Years
Number of Employees
170+ employees
Strong Balance Sheet with cash and investments of
$11.6 million***
Acquisition Experience
5 acquisitions
over 3 years
Profitable Margins
~30% gross margin
(2017-2025)
*See slide 20 for Total Addressable Market (TAM) by specific industry
** Source: Advertising Specialty Institute (ASI) 19
*** As of December 31, 2025
Disclaimer
Stran & Company Inc. published this content on April 22, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 22, 2026 at 20:05 UTC.