Ridgepost Capital, Inc. — fact timeline

Ridgepost Capital, Inc. completed an acquisition involving Stellus Capital Management, LLC for $125,000,000 in cash, units and shares, with earnout up to $60,000,000 (closed 2026-06-22).

“but not otherwise defined herein shall have the meanings provided for such terms in the Purchase Agreement. The consideration paid at the closing of the Acquisition consisted of $125,000,000 in cash (subject to customary adjustments for working capital, cash, indebtedness and transaction expenses of Stellus as of the closing), 11,191,149 Class A membership units”

Ridgepost Capital, Inc. amended revolving credit of $20,000,000 with JPMorgan Chase Bank, N.A..

“Prior to the closing, Ridgepost LLC, as borrower, the Company, the other Guarantors, the Agent and JPMorgan Chase Bank, N.A. as additional lender (the “Additional Lender”), entered into an Increase Agreement, dated as of June 11, 2026 (the “Increase Agreement”), pursuant to which the Additional Lender increased the aggregate revolving commitments by $20,000,000 from $175,000,000 to $195,000,000 under that certain Amended and Restated Credit Agreement, dated as of August 1, 2024 (as amended, supplemented or otherwise modified from time to time, the “Credit Agreement”), by and among Ridgepost LLC, as borrower, the Company and certain of its direct and indirect subsidiaries as guarantors (collectively, the “Guarantors”), the lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent and collateral agent (in such capacity, the “Agent”).”

Ridgepost Capital, Inc. incurred revolving credit of $139,000,000.

“In connection with the closing of the Acquisition, on June 18, 2026, Ridgepost LLC drew down $139,000,000 on the revolving credit facility under its Credit Agreement (as defined below) to fund the cash consideration paid at the closing of the Acquisition as described in Item 2.01 of this Current Report on Form 8-K, as well as other general corporate needs.”

Ridgepost Capital, Inc. reported financial results for first quarter ended March 31, 2026.

“Ridgepost Capital, Inc (NYSE: RPC), a leading private markets solutions provider, today announced financial results for the first quarter ended March 31, 2026.”

Ridgepost Capital, Inc. entered into Purchase Agreement with certain entities affiliated with Stellus Capital Management, LLC and certain direct and indirect equityholders of Stellus valued at $125,000,000 in cash and 11,770,245 membership units (effective 2026-02-04).

“On February 4, 2026, P10 Intermediate Holdings LLC, a Delaware limited liability company (“Purchaser”) and a subsidiary of P10, Inc., a Delaware corporation (the “Company”), entered into an interest purchase agreement (the “Purchase Agreement”) with certain entities (together, the “Sellers”) affiliated with Stellus Capital Management, LLC, a Delaware limited liability company (“Stellus”), and certain direct and indirect equityholders of Stellus, pursuant to which, subject to the satisfaction or waiver of specified conditions, Purchaser would acquire all of the issued and outstanding equity interests of Stellus (the “Transaction”).”

Ridgepost Capital, Inc.: Adopted Second Amended and Restated Bylaws solely reflecting the name change (effective 2026-02-11).

“The Company’s board of directors also adopted the Second Amended and Restated Bylaws of the Company solely reflecting the name change, effective as of the Effective Date.”

Ridgepost Capital, Inc.: Amended and Restated Certificate of Incorporation to change company name from P10, Inc. to Ridgepost Capital, Inc (effective 2026-02-11).

“On January 12, 2026, P10, Inc. (the “Company”) filed with the Secretary of State of the State of Delaware a Certificate of Amendment to the Company’s Amended and Restated Certificate of Incorporation changing the Company’s name from “P10, Inc.” to “Ridgepost Capital, Inc.”, effective as of February 11, 2026 (the “Effective Date”).”

Ridgepost Capital, Inc. incurred credit facility of $211,250,000 with East West Bank at USD 3-month term SOFR floor of 2.310% (sold by the Company) and a cap of 4.250% maturing August 1, 2028.

“On September 15, 2025, P10, Inc. (the “Company”) and East West Bank (“EWB”) entered into an interest rate collar hedging transaction (the “Collar”) with a USD 3-month term SOFR floor of 2.310% (sold by the Company) and a cap of 4.250% (purchased by the Company), having a notional amount of $211,250,000, to manage the variable interest rate risk associated with the Company’s borrowings under its Amended and Restated Credit Agreement, dated as of August 1, 2024, among the Company, P10 Intermediate Holdings LLC, the other guarantors part thereto, the lenders party thereto (including EWB), and JPMorgan Chase Bank, N.A., as administrative agent and collateral agent.”

Stephen Blewitt was appointed as Director at Ridgepost Capital, Inc..

“On April 21, 2025, the Board of Directors (the “Board”) of P10, Inc. (the “Company”), based on the recommendation of the Nominating and Corporate Governance Committee, appointed Jennifer Glassman as a Class I director, with a term expiring at the Company’s 2025 annual meeting of stockholders, and Stephen Blewitt as a Class III director, with a term expiring at the Company’s 2027 annual meeting of stockholders, to fill the two current vacancies on the Board.”

Jennifer Glassman was appointed as Director at Ridgepost Capital, Inc..

“On April 21, 2025, the Board of Directors (the “Board”) of P10, Inc. (the “Company”), based on the recommendation of the Nominating and Corporate Governance Committee, appointed Jennifer Glassman as a Class I director, with a term expiring at the Company’s 2025 annual meeting of stockholders, and Stephen Blewitt as a Class III director, with a term expiring at the Company’s 2027 annual meeting of stockholders, to fill the two current vacancies on the Board.”

Ridgepost Capital, Inc. completed an acquisition involving Qualitas Funds Holdco, S.L. for $63 million initial purchase price (closed 2025-04-04).

“provider, today announced it has completed its previously announced acquisition of Qualitas Equity Funds SGEIC, S.A. (“Qualitas Funds”) for an initial purchase price of $63 million, with the potential for additional earnout consideration. Qualitas Funds is a Madrid-based private equity investing platform that provides fund-of-funds, direct co-investing and”

Andrew Corsi was appointed as Chief Accounting Officer at Ridgepost Capital, Inc..

“On January 1, 2025, the board of directors of P10, Inc. (the “Company”), appointed Andrew Corsi to the position of Chief Accounting Officer.”

C. Clark Webb resigned as Director at Ridgepost Capital, Inc..

“Robert Alpert and C. Clark Webb resigned from the Board of Directors of the Company, effective November 7, 2024.”

Robert Alpert resigned as Director at Ridgepost Capital, Inc..

“Robert Alpert and C. Clark Webb resigned from the Board of Directors of the Company, effective November 7, 2024.”

Ridgepost Capital, Inc. reported first quarter ended March 31, 2024 results: revenue $66.1 million, net income $5.2 million, EPS $0.04.

“of any general incorporation language in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 P10 Reports First Quarter 2024 Earnings Results Generated Record Quarterly Revenue of $66.1 Million, a 15% Annual Increase Increased Quarterly Dividend by 8% DALLAS, May 8, 2024 (GLOBE NEWSWIRE) - P10, Inc. (NYSE: PX) (the “Company”), a leading private markets solutions”

Ridgepost Capital, Inc. terminated Rights Agreement with Equiniti Trust Company, LLC (effective 2024-05-08).

“the rights under the Rights Agreement will expire and the Rights Agreement shall terminate at the close of business on May 8, 2024.”

Luke A. Sarsfield III was appointed as Chairman of the Board at Ridgepost Capital, Inc..

“On May 6, 2024, Robert Alpert notified the Board that he was resigning as Executive Chairman and on May 7, 2024, the Board accepted the resignation of Mr. Alpert as Executive Chairman and appointed CEO and President Luke A. Sarsfield III as Chairman of the Board, in each case, to become effective as of the upcoming annual meeting of stockholders on June 14, 2024.”

Robert Alpert resigned as Executive Chairman at Ridgepost Capital, Inc..

“On May 6, 2024, Robert Alpert notified the Board that he was resigning as Executive Chairman and on May 7, 2024, the Board accepted the resignation of Mr. Alpert as Executive Chairman and appointed CEO and President Luke A. Sarsfield III as Chairman of the Board, in each case, to become effective as of the upcoming annual meeting of stockholders on June 14, 2024.”

Tracey Benford was appointed as Class II director at Ridgepost Capital, Inc..

“appointed Tracey Benford to fill the new vacancy as a Class II director”

Ridgepost Capital, Inc. reported financial results for the fourth quarter and year ended December 31, 2023.

“On February 29, 2024, P10, Inc. (the “Company”) issued a press release and presentation announcing its financial results for the fourth quarter and year ended December 31, 2023.”

William F. Souder departed as chief operating officer at Ridgepost Capital, Inc..

“On February 9, 2024, P10, Inc. (the “Company”) announced that William F. Souder, the Company’s chief operating officer, will be retiring from the Company in May of 2024.”

Ridgepost Capital, Inc. reported third quarter ended September 30, 2023 results: revenue $58.9 million, net income $(8.8) million, EPS $(.07).

“P10, Inc. (NYSE: PX), a leading private markets solutions provider, today reported financial results for the third quarter ended September 30, 2023. Third Quarter 2023 Financial Highlights: • Fee Paying Assets Under Management: $22.7 billion, a 20% increase year over year. • Revenue: $58.9 million, an 18% increase year over year. • GAAP Net Income/(Loss): $(8.8) million compared to $5.6 million in the prior year period. • Adjusted EBITDA: $29.6 million, a 7% increase year over year. • Adjusted Net Income: $24.3 million, a 3% decrease year over year. • Fully diluted GAAP EPS: $(.07) compared to $.05 in the prior year period.”

C. Clark Webb was appointed as Executive Vice Chairman at Ridgepost Capital, Inc..

“Robert Alpert and C. Clark Webb, who will cease to serve as Co-Chief Executive Officers, effective as of the Effective Date, and were appointed to serve as Executive Chairman and Executive Vice Chairman, respectively, in each case effective as of the Effective Date.”

Robert Alpert was appointed as Executive Chairman at Ridgepost Capital, Inc..

“Robert Alpert and C. Clark Webb, who will cease to serve as Co-Chief Executive Officers, effective as of the Effective Date, and were appointed to serve as Executive Chairman and Executive Vice Chairman, respectively, in each case effective as of the Effective Date.”

Luke A. Sarsfield III was appointed as Class III director at Ridgepost Capital, Inc..

“the Board increased the size of the Board from seven members to eight members and appointed Mr. Sarsfield to fill the new vacancy as a Class III director of the Board, effective as of the Effective Date”

Luke A. Sarsfield III was appointed as Chief Executive Officer at Ridgepost Capital, Inc..

“The Board of Directors (the “Board”) of P10, Inc. (the “Company”) appointed Luke A. Sarsfield III as Chief Executive Officer (“CEO”) of the Company, effective as of October 23, 2023 (the “Effective Date”).”

Ridgepost Capital, Inc. amended First Amendment to Rights Agreement with Equiniti Trust Company, LLC (effective 2023-09-15).

“On September 15, 2023, P10, Inc. (the “Company”) and Equiniti Trust Company, LLC (f/k/a American Stock Transfer & Trust Company, LLC), as rights agent (the “Rights Agent”), entered into the First Amendment to Rights Agreement (the “Amendment”) that amends the Rights Agreement, dated as of October 20, 2021, between the Company and the Rights Agent (the “Rights Agreement”).”

Ridgepost Capital, Inc. reported second quarter ended June 30, 2023 results: revenue $62.5 million, net income $2.1 million, EPS $.02.

“the second quarter ended June 30, 2023. Second Quarter 2023 Financial Highlights: • Fee Paying Assets Under Management: $22.2 billion, a 20% increase year over year. • Revenue: $62.5 million, a 34% increase year over year. • GAAP Net Income: $2.1 million, an 81% decrease year over year. • Adjusted EBITDA: $34.8 million, a 35% increase year over year. • Adjusted Net”

Ridgepost Capital, Inc. shareholders approved Ratification of the appointment of KPMG LLP as the Company’s independent registered public accounting firm to audit the Company’s financial statements for the fiscal year ending December 31, 2023 at the 2023-06-16 meeting.

“Proposal 2 – Ratification of the appointment of KPMG LLP as the Company’s independent registered public accounting firm to audit the Company’s financial statements for the fiscal year ending December 31, 2023 Votes For Votes Against Abstentions Broker Non-Votes 692,140,059 161,189 35,860 0”

Ridgepost Capital, Inc. shareholders approved Election of Class II Directors at the 2023-06-16 meeting.

“Proposal 1 – Election of Class II Directors Nominee Votes For Withholds Broker Non-Votes David M. McCoy 629,364,957 54,806,683 8,165,468 Robert B. Stewart, Jr. 662,215,465 21,956,175 8,165,468”

Ridgepost Capital, Inc. reported first fiscal quarter ended March 31, 2023 results: revenue $57.3 million, net income $.8 million, EPS $.01.

“First Quarter 2023 Financial Highlights: • Fee Paying Assets Under Management: $21.6 billion, a 23% increase year over year. • Revenue: $57.3 million, a 32% increase year over year. • GAAP Net Income: $.8 million, a 90% decrease year over year. • Adjusted EBITDA: $28.4 million, a 27% increase year over year. • Adjusted Net Income: $25.5 million, a 14% increase year over year. • Fully diluted GAAP EPS: $.01, an 83% decrease year over year. • Fully diluted ANI per share: $.21, a 17% increase year over year.”

Ridgepost Capital, Inc. reported year ended December 31, 2022 results: revenue $198.4 million, net income $29.4 million, EPS $.24.

“• Revenue: $198.4 million, a 32% increase year over year. • GAAP Net Income: $29.4 million, a 173% increase year over year. • Adjusted EBITDA: $106.8 million, a 29% increase year over year. • Adjusted Net Income: $97.9 million, a 56% increase year over year. • Fully diluted GAAP EPS: $.24, a 194% increase year over year.”

Ridgepost Capital, Inc. reported fourth quarter ended December 31, 2022 results: revenue $58.3 million, net income $4.8 million, EPS $.04.

“• Revenue: $58.3 million, a 28% increase year over year. • GAAP Net Income: $4.8 million, a 221% increase year over year. • Adjusted EBITDA: $30.8 million, a 17% increase year over year. • Adjusted Net Income: $27.3 million, a 24% increase year over year. • Fully diluted GAAP EPS: $.04, a 104% increase year over year.”

Ridgepost Capital, Inc. shareholders approved Approval of the amendment to the Plan to increase the number of shares of the Company's stock issuable under the Plan by 4,000,000 at the 2022-12-09 meeting.

“Proposal 1 – Approval of the amendment to the Plan to increase the number of shares of the Company’s stock issuable under the Plan by 4,000,000 Votes For Votes Against Abstentions Broker Non-Votes 558,215,205 2,247,309 28,039 0”

Ridgepost Capital, Inc. reported the third quarter ended September 30, 2022 results: revenue $50 million, net income $5.6 million, EPS $.05.

“the third quarter ended September 30, 2022. Third Quarter 2022 Financial Highlights: • Fee Paying Assets Under Management: $19 billion, a 17% increase year-over-year. • Revenue: $50 million, a 31% increase year-over-year. • GAAP Net Income: $5.6 million, a 38% increase year-over-year. • Adjusted EBITDA: $27.8 million, a 28% increase year-over-year. • Adjusted Net”