Company Description: Summer Street Capital Partners, LLC (“Summer Street” or the “Company”), founded in 1999, is a Buffalo, N.Y.-based private equity fund manager. Currently the Company manages five private funds, formed as limited partnerships, and three limited purpose investment vehicles. One limited purpose investment vehicle was setup as a co-investment vehicle (the “Co- Investment Vehicle”), formed as partnership and organized exclusively to invest side-by-side with two funds in a single portfolio company. The other two limited purpose investment vehicles (the “Limited Purpose Vehicles”) were formed as an LLC to invest independently of the above noted funds in a single portfolio company (the Co-Investment Vehicle, the Limited Purpose Vehicles and the other private funds noted above, collectively, the “Partnerships”). Summer Street invests the Partnerships’ resources in small-market companies, bringing capital and resources to support acquisitions and aggressive growth strategies. Summer Street’s investments support management buy-outs, family transitions, corporate divestitures, growth financings and recapitalizations. Principal Owner(s): The principal owner of Summer Street was Brian D’Amico. Effective January 1, 2024 the principal owners of Summer Street are John Collins and Michael Petri. Types of Advisory Services: The Company provides investment services only to the Partnerships. The Company operates under management agreements with each Partnership, which place the responsibility for management and operation of the Partnership with Summer Street Capital Partners, LLC. Therefore,

the Company has the authority to do all things necessary, advisable, or appropriate to carry out the purposes of the applicable Partnership, including the purchase, management and disposition of any investments of the Partnership. Tailored Relationships: Each Partnership is offered by means of a private placement, pursuant to a private placement memorandum (for the four private funds) and a limited partnership agreement or a limited liability company operating agreements that set forth the purpose, powers, investment strategies, and operational details of each Partnership. While the Company may negotiate with certain institutional limited partner investors the terms of any particular Partnership, partnership terms are not generally tailored to the needs of any one investor. Notwithstanding the foregoing, the Company does enter into side letter agreements with certain of the investors in each Partnership pursuant to which the Company may agree to tailor specific terms and conditions of investment for the applicable investor. In addition, certain of the Partnerships are entities formed specifically for investment by affiliates of the State of New York, including the New York State Common Retirement Fund, and such Partnerships therefore include provisions tailored to such investor. Wrap Fee Programs: Not applicable. Assets under Discretionary and Non-Discretionary Management: The Company has discretionary authority over regulatory assets under management of approximately $255,059,055 as of December 31, 2023. The Company has no non-discretionary assets under management.