Graham Partners, a Pennsylvania corporation, is a private investment firm, based in suburban Philadelphia, which focuses primarily on (i) partnering with, acquiring and investing in growth-oriented companies involved in advanced manufacturing, industrial technology, software and other technologies and related services in the lower middle market and (ii) making growth capital investments in privately-held companies involved with advanced manufacturing, industrial technology, software and other technologies and services, in each case principally in the United States and Canada. Graham Partners is owned by Steven C. Graham, its Chief Executive Officer and Senior Managing Principal. We provide investment advisory services to pooled investment vehicles that are exempt from registration under the Investment Company Act of 1940, as amended, and whose securities are not registered under the Securities Act of 1933, as amended. We currently provide investment advice to Graham Partners III, L.P., Graham Partners IV, L.P., Graham Partners V, L.P. and Graham Partners VI, L.P. (“Graham VI”) (together with their respective parallel partnerships and any successor funds, the “Flagship Funds”), in each case, either directly or through Graham Partners Management III, L.P. or Graham Partners Management IV, L.P., as applicable, each a wholly-owned subsidiary of Graham Partners and registered as a relying investment adviser in accordance with SEC guidance under the Advisers Act. In addition, we provide investment advice to Graham Partners Growth I, L.P. (together with its parallel partnerships and any successor funds, the “Growth Fund”), either directly or through Graham Partners Growth, LLC (“Graham Growth”), a wholly-owned subsidiary of Graham Partners and registered as a relying investment adviser in accordance with SEC guidance under the Advisers Act. Furthermore, we provide investment advice to a continuation vehicle, Graham Partners OptConnect Continuation Fund, L.P. (together with its parallel partnerships, the “OptConnect Continuation Fund”), directly, and could in the future provide investment advice to additional continuation vehicles (together with the OptConnect Continuation Fund, “Continuation Funds”). We expect to provide investment advice to a co-investment vehicle, Graham Partners VI Co-Invest (A), L.P., which, for all purposes herein, will not pay management fees or carried interest, will not have an advisory board, and will be established for the benefit of an investor in Graham VI to make co-investments alongside Graham VI and its parallel partnerships (the “GVI Co-Investment Fund”), directly, and could in the future provide investment advice to additional co-investment vehicles (together with the GVI Co- Investment Fund, “Co-Investment Funds”). Moreover, we also expect to provide investment advice to GCI SEI SPV, L.P., GCI KR Operating SPV, L.P. and GCI GMCN SPV, L.P., each a special purpose vehicle formed for the purpose of making a single portfolio investment, which will not pay management fees or carried interest and will not have an advisory board (together the “GCI SPVs”), through a subsidiary of Graham Capital Investments (GCI), LLC (“GCI”), but could in the future provide investment advice to additional special purpose vehicles (“SPVs”), funds, or other pooled investment vehicles, which may charge management fees and/or carried interest. The Flagship Funds, the Growth Fund, and the OptConnect Continuation Fund are referred to herein as the “Funds”. For the avoidance of doubt, references in this Brochure to “Graham Partners” also include its relying investment adviser (specifically including Graham Growth) and any related persons acting as general partners of the Funds, and their affiliates, as applicable. From time to time, co-investors can invest directly or indirectly into the Funds’ portfolio companies, including through Co-Investment Funds. We intend to advise other funds in addition to those listed herein. We also expect to in the

future advise other funds on bespoke investment strategies that could include “GP-led” secondary transactions, other Continuation Funds or related transactions, including co-investments alongside of investors such as family offices, independent sponsors and private capital fund managers, or strategies that could include “GP stakes” and “GP seeding” transactions. Prior to the formation of the first Fund in 1999, Graham Partners served in a corporate finance advisory capacity for a group of industrial and investment businesses founded by entrepreneur Donald C. Graham, the father of Steven C. Graham. These entities were then commonly known as “The Graham Companies” or the “Graham Group.” Today, the Graham Group name has been broadened and is used to refer to an alliance of independently owned and operated industrial and investment management businesses, which includes Graham Partners. As investment adviser for each Fund, Graham Partners identifies investment opportunities and participates in the acquisition, management, monitoring and disposition of investments for each Fund. Graham Partners provides these investment advisory services to each Fund pursuant to separate investment advisory agreements (each an “Advisory Agreement”). The terms of the investment advisory services to be provided by Graham Partners to a Fund, including any specific investment guidelines or restrictions, are set forth in such Fund’s Advisory Agreement or in its limited partnership agreements (collectively, the “Fund Documents”). We seek to tailor our advisory services to the individual needs of each of the Funds. Individual needs are identified through a review of overall guidelines and objectives, as well as specific investment goals among other criteria. Graham Partners has entered, and will in the future enter, into side letters or other similar arrangements with certain investors that have the effect of establishing rights under, supplementing or altering a Fund’s partnership agreement or an investor’s subscription agreement. Such rights or alterations could be regarding economic terms, fee structures, excuse rights, information rights, co-investment rights (including the provision of priority allocation rights to investors who have capital commitments in excess of certain thresholds to one or more Funds), or transfer rights. As a result of such rights, certain investors in the same Fund experience different returns and have access to information to which other investors do not have access. An investor’s co-investment rights under a side letter could result in fewer co-investment opportunities or reduced co- investment allocations provided to other investors. For the most part, any right established, or any term altered or supplemented, will govern only the investment of the specific investor and not the terms of a Fund as whole. Certain such additional rights, but not all rights, terms or conditions have been, and may in the future be, elected by certain investors with “most favored nation” rights pursuant to their own side letters. We do not participate in any wrap fee programs. As of the date hereof, the committed capital raised by us since inception of the Funds, plus co-investments we have managed, totaled approximately $5.164 billion, comprised of $4.250 billion in committed capital and the balance in co-investments managed by Graham Partners. As of December 31, 2023, our regulatory assets under management (“Regulatory AUM”) totaled approximately $3.5055 billion. This Regulatory AUM figure represents the sum of the fair market value of the assets held by the Funds as of December 31, 2023, plus the aggregate amount of uncalled capital commitments to the Funds as of December 31, 2023. We manage all of the assets in the Funds on a discretionary basis. We do not manage any assets on a non-discretionary basis. As used herein, any references to “or” shall mean “and/or” and any references to “including” shall mean “including, but not limited to.”