Calera is an independent private equity firm founded in 1991 and formed under the laws of the State of Delaware as a limited partnership. Calera is primarily owned and controlled by James T. Farrell and Mark N. Williamson (the “Principals”), each of whom brings a wealth of investment, operational and financial expertise and experience to Calera and its affiliates. Calera serves as an investment manager and provides discretionary advisory services to a number of pooled investment vehicles including private investment partnerships and offshore investment funds (“Funds”). Currently these include Calera Capital Partners IV, L.P., Calera Capital Partners V, L.P., and Calera Capital Partners VI, L.P., and each of their respective parallel funds, subsidiary investment vehicles and related co-investment vehicles formed to invest alongside any such Fund in a particular transaction, as well as the Continuation Vehicle and Rollover Vehicle (each as defined below) formed in connection with Continuation Transactions (as defined below). Each Fund is governed by a limited partnership agreement, limited liability company agreement, or similar document (as applicable) that sets forth the specific investment guidelines and restrictions applicable to such Fund (the “Governing Documents”). In addition, Investors (defined below) in each Fund are provided with offering documents prior to their investment, which also contain information regarding the intended investment program for such Fund. The Funds are organized to invest in a portfolio of middle-market companies across a diverse range of industries primarily in the U.S. and Canada, and will pursue opportunities where they can influence portfolio companies’ strategies and operations in partnership with management. Calera typically makes substantial equity investments in operating companies with enterprise values in the range of $100 million to $750 million. Affiliates of Calera serve as the general partners (or similar capacities) of the Funds (the “General Partners”). Each of the General Partners is a related person of Calera and is under common control with Calera. Each General Partner retains management authority over the business and affairs, including investment decisions, of its respective Fund. While the General Partners maintain ultimate investment authority over the respective Funds, Calera has been delegated the role of investment adviser. The General Partners and their employees and personnel are subject to the Investment Advisers Act of 1940, as amended (the “Advisers Act”) and rules thereunder, and to all of Calera’s compliance policies and procedures. Each of the personnel of the General Partners are deemed “persons associated with” Calera (as that term is defined in section 202(a)(17) of the Advisers Act) and are subject to SEC examination. As such, references to Calera in

this brochure should also be considered references to the General Partners in the appropriate context. In providing services to the Funds, Calera formulates each Fund’s investment objective, and directs and manages the investment and reinvestment of each Fund’s assets. Investment advice is provided directly to the Funds and not individually to the limited partners, members, or shareholders of the Funds (the “Investors”). Calera generally has broad and flexible investment authority with respect to the investment portfolios that it manages for the Funds, subject to the investment guidelines and restrictions set forth in the applicable Governing Documents. Calera neither tailors its advisory services to the individual needs of Investors in the Funds, nor accepts Investor-imposed investment restrictions. Except in limited circumstances, Investors are not permitted to withdraw from a Fund prior to such Fund’s dissolution. In certain cases, the General Partners have entered into side letter agreements with certain Investors in a Fund establishing rights under, or supplementing or altering the terms of, the applicable Governing Documents (including without limitation, “most favored nations” rights, economic rights, excuse rights, transfer rights, transparency rights, reporting rights, capacity rights, and approval rights and certain other protections, acknowledgments, confirmations and agreements). Once invested in a Fund, Investors generally cannot impose additional investment guidelines or restrictions on such Fund. Shares or limited partnership or member interests in the Funds are not registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”), and the Funds are not registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”). Accordingly, interests or shares in the Funds are offered and sold exclusively to Investors satisfying applicable eligibility and suitability requirements. In certain situations, including, for example, if Calera determines that the purchase of an investment in its entirety would be too large or not appropriate for certain of the Funds, Calera has offered, and may in the future offer, the opportunity to “co-invest” to certain Investors in the Funds and/or third parties (collectively “Co-Investment Partners”). These co‐investment opportunities will generally be offered as interests in a limited partnership, limited liability company, or other similar entity formed for each investment (a “Co‐Investment Entity”). Please refer to Item 6 and Item 8 for additional information with respect to Calera’s use of Co-Investment Entities. Calera does not participate in wrap fee programs. As of December 31, 2023 Calera managed $2,641,758,880 of assets on behalf of the Funds, on a discretionary basis. Calera only manages assets on a discretionary basis.