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Investor Presentaiton

STRATEGY OVERVIEW Bain Capital's depth of industry expertise gives rise to actionable investment themes TECHNOLOGY • Mission critical enterprise • software providers with recurring revenue models • • Structural sector shifts and growing e-commerce AEROSPACE AND DEFENSE BUSINESS AND FINANCIAL SERVICES DISTRIBUTION AND TRANSPORTATION Long-term secular tailwinds supporting increased global travel Supply chains of global lessors to support fleets are increasing across the globe • Evolving landscape as companies adapt to the global economy and industry changes • Consolidation trends and shift away from large banks across wealth management and RIA platforms Increased global trade, centralized warehousing and last mile home delivery ⚫ Shift away from just-in-time inventory management due to labor and infrastructure shortages POTENTIAL OPPORTUNITIES • Evolving and emerging technology platforms • Technology hardware companies • Strong visibility into the aviation ecosystem across aerospace manufactures, airlines, service providers and aircraft hard assets Private-market capital solutions, aircraft leasing, and opportunistic traded investments • High value add service providers providing mission critical solutions for end customers Established platforms in wealth management space that benefit from strong historical growth Founder-owned businesses seeking value-add capital • Complex strategies with premier local operators SONTIQ Digital River LEAP OneShield SOFTWARE Jetstream AVIATION CAPITAL FSi sumup MRH AMERICAN Gulf WindsⓇ TROWE TRAILER RENTAL GROUP FORWARD SLOPE INC. JONATHAN ENGINEERED SOLUTIONS Whitcraft PPX HOSPITALITY BRANDS Aimbridge Parcel2GO.com Omni Logistics Hospitality Represents Bain Capital Credit's view at the time of this presentation and is subject to change. For illustrative purposes only. Trademarks are properties of their respective owners. BainCapital These selected transactions are shown for illustrative purposes only. These investments are not necessarily indicative of any investments that Bain Capital Credit will or could make CREDIT in the future. The companies identified above do not represent all of the investments made by Bain Capital Credit, and it should not be assumed that the investments identified were or will be profitable. RIA = Registered Investment Advisor. 18
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