Live Oak Acquisition Corp. V Q2 Earnings Call Highlights

Key Points

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• Teamshares reaffirmed its 2026 outlook, including $40 cardinal successful acquired EBITDA and $60 cardinal successful pro forma adjusted EBITDA. Second-quarter gross roseate 20% twelvemonth implicit twelvemonth to enactment the maturation strategy, portion SME conception EBITDA accrued 47% to $20 million.

• The acquisition pipeline is substantial: 10 signed letters of intent correspond astir $30 cardinal of expected SME conception EBITDA, with closings typically taking 90 to 120 days and apt concentrated successful the 2nd fractional of the year.

• Financing capableness remains the main constraint connected acquisition growth. Teamshares has signed a word expanse for a warehouse installation and is evaluating debt-refinancing options to money acquisitions and enactment longer-term enlargement pursuing its Nasdaq listing.

Live Oak Acquisition Corp. V (NASDAQ:TMS), which operates arsenic Teamshares, said it reaffirmed its 2026 outlook and expects acquisitions to beryllium the superior contributor to maturation aft completing its Nasdaq listing successful June.

During its archetypal net telephone arsenic a nationalist company, Teamshares reported that second-quarter gross accrued 20% twelvemonth implicit year, chiefly driven by acquisitions. The company's last-12-month pro forma gross reached $560 million, portion SME conception EBITDA roseate 47% from the prior-year play to $20 million.

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Co-founder and CEO Michael Brown said Teamshares, founded successful 2019, is focused connected acquiring small- and mid-sized businesses from retiring owners and holding them permanently. The institution had grown to 93 companies and astir $500 cardinal successful consolidated gross arsenic of the call.

Acquisition Pipeline Supports Guidance

Teamshares reaffirmed its 2026 people of $40 cardinal successful acquired EBITDA and its $60 cardinal pro forma adjusted EBITDA target. Brown described pro forma adjusted EBITDA arsenic a run-rate measurement assuming the institution had owned each acquired businesses for the trailing 12-month period.

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As of Aug. 14, the institution had 10 signed, mutually non-binding letters of intent representing astir $30 cardinal of caller SME conception EBITDA. Alex Eu, co-founder and president, said the company's emblematic closing process takes 90 to 120 days, and the businesses successful the backlog mean astir $3 cardinal of SME conception EBITDA.

Teamshares acquired 2 businesses during the archetypal fractional of 2026, representing astir $2.6 cardinal successful SME conception EBITDA. Eu said acquisition enactment was comparatively airy during the archetypal fractional due to the fact that the institution was focused connected completing its nationalist listing and had constrained entree to reasonably priced acquisition capital.