Financial Performance - The company reported a total economic return of 1.9% for Q1 2025[7] - Distributable earnings were $0.29 per common share[7] - The company's economic book value was $13.84 per common share[7] - The company increased its quarterly dividend to $0.36 per share[7, 9] Investment Activity - The company acquired $383 million of Non-QM loans and $268 million of Agency MBS[8] - The company's investment portfolio grew by $225 million to $10.7 billion[13] - The average coupon on all loans acquired in Q1 2025 was 8.7%[13] Portfolio Metrics - Non-QM Loans: Portfolio grew to $4.6 billion UPB, with an average LTV of 65% and an average coupon of 7.8%[28] - Single-Family Rental Loans: Portfolio remained stable at $1.4 billion UPB, with a delinquency rate of 4.0%[33, 34] - Single-Family Transitional Loans: Portfolio declined to $1 billion UPB, with a delinquency rate of 11.7%[38, 39]

Earnings Call Supplementary Slides Safe Harbor This presentation contains forward-looking statements. All statements contained in this presentation other than statements of historical facts, including, without limitation, future financial and business performance for the first quarter 2025, attractiveness of our product offerings and platform and the value proposition of our products, are forward-looking statements. The words "anticipate," "believe," "continue," "estimate," "expect," "intend," "guide," "may ...

Q1 2025 Financial Performance - Net sales increased to $168 million in Q1 2025 from $166 million in Q1 2024, representing a 2.8% organic growth[19] - Adjusted EPS grew by 18% from $0.22 in Q1 2024 to $0.26 in Q1 2025[19] - The company generated $19 million of free cash flow during the quarter[22] - Net debt decreased to $10 million as of March 31, 2025, compared to $27 million as of December 31, 2024[21] Segment Performance - Specialty Nutrition Systems net sales increased to $101 million in Q1 2025 from $95 million in Q1 2024, reflecting a 9.4% organic growth[27] - Specialty Nutrition Systems operating profit increased by 37% from $15 million in Q1 2024 to $21 million in Q1 2025[29] - Pain Management & Recovery segment net sales remained stable at $56 million in Q1 2025, showing a 1.1% organic growth[33] - Pain Management & Recovery segment operating profit improved from -$2 million in Q1 2024 to $0 million in Q1 2025[34] 2025 Outlook - The company maintains its sales estimate of $665 million to $685 million[44] - The company lowered its adjusted diluted EPS estimate to $0.75 to $0.95, primarily due to tariff impacts[45]

First Quarter 2025 Financial Results May 6, 2025 Agenda and Speakers Rob Claypoole President and Chief Executive Officer Update on Business and 2025 Priorities Mark Singleton Senior Vice-President and Chief Financial Officer Q1 2025 Results 2025 Financial Guidance Forward Looking Statements and Use of Estimates Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchang ...

Bain Capital Specialty Finance, Inc. PLEASE CONSIDER THE FOLLOWING In this material Bain Capital Credit, LP, Bain Capital Credit (Australia), Pty. Ltd., Bain Capital Credit, Ltd., Bain Capital Investments (Europe) Limited, Bain Capital Investments (Ireland) Limited, Bain Capital Credit CLO Advisors, LP, Bain Capital Credit U.S. CLO Manager, LLC, Bain Capital Credit U.S. CLO Manager II, LP, Bain Capital Credit (Asia) Limited, Bain Capital (Singapore) PTE. LTD, Bain Capital Private Equity Japan LLC, BCPC Advi ...

Company Overview & Strategy - Neuronetics and Greenbrook have combined to leverage scale and treat more mental health patients, having treated 213,500 unique patients and administered 7,620,000 treatments[13] - The company is focused on driving accelerated growth, realizing cost reductions, and transforming its financial profile to deliver mid-teens revenue growth and near-term profitability[21] - A key strategy involves expanding the Better Me Provider (BMP) network, with over 375 BMP clinics in 49 states[17], and increasing patient flow through referral networks and optimized digital marketing[70] Financial Performance & Guidance - Full year 2024 consolidated adjusted net pro forma revenue was $129.4 million[13, 79] - Q1 2025 revenue reached $32.0 million, an 84% increase compared to Q1 2024 on a reported basis and a 7% increase on an adjusted pro forma basis[88, 95] - The company anticipates revenue between $149 million and $155 million for FY 2025, representing a 15% to 19% pro forma year-over-year growth[83] - The company expects to achieve cash flow positive status beginning in Q3 2025[83] Cost Synergies - The company has identified $22.6 million in annualized expected cost savings through various initiatives, including NNI RIF/Spend Reductions ($16.2 million), Greenbrook Clinics savings ($5.1 million), and Additional Reductions ($1.3 million)[77] Clinical & Market Position - NeuroStar is the first FDA-cleared TMS treatment for adolescent depression and is positioned as a first-line treatment[44] - Real-world clinical results show 83% improvement in depression symptoms and 62% symptom relief (remission) for patients with MDD[39] - Practices attending NeuroStar University (NSU) have started 40% more patients than non-attendees since Q3 2022[55], and performed 30% more treatment sessions in Q1 2025[60]

Q1 2025 EARNINGS PRESENTATION MAY 6, 2025 SAFE HARBOR STATEMENT This presentation contains, and the conference call will contain, forward-looking statements under the Private Securities Litigation Reform Act safe harbor provisions. These statements, which include our expectations for spending in our industry and guidance for future financial performance, are based on management's current expectations and should be viewed with caution. They are subject to various risks and uncertainties that could cause actu ...

MAY 2025 FORWARD LOOKING STATEMENTS AND MARKET DATA Madison Square Garden Entertainment Corp. (the "Company" or "MSG Entertainment") has filed with the Securities and Exchange Commission an Annual Report on Form 10-K for the year ended June 30, 2024 (the "Annual Report") and Quarterly Reports on Form 10-Q for the quarters ended September 30, 2024, December 31, 2024 and March 31, 2025 (the "Quarterly Reports"). The Annual Report and the Quarterly Reports contain extensive disclosure about the Company and its ...

Q1 2025 Earnings Call Heron Therapeutics May 6, 2025 Forward-looking Statements and Non-GAAP Disclosures This presentation contains "forward-looking statements" as defined by the Private Securities Litigation Reform Act of 1995. We caution investors that forward-looking statements are based on management's expectations and assumptions as of the date hereof and are subject to certain risks and uncertainties that could cause actual results to differ materially. Examples of forward-looking statements include, ...

Q1 2025 EARNINGS May 6, 2025 Forward-Looking Statements This presentation contains a number of forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include predictions of future results or activities and may contain the words "expect," "believe," "will," "can," "anticipate," "estimate," "project," "should," "would," or words or phrases of similar meaning. You are cautioned not to rely on these forward- ...