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UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION

 

On September 2, 2025, Crown 1 Foods, Inc. (formerly “Jubilee Acquisition, Inc.”), a Nevada corporation and wholly-owned, direct subsidiary of Mama’s Creations, Inc. (the “Company” or “Mama’s”) completed the acquisition (the “Acquisition”) of substantially all of the assets of Crown I Enterprises Inc. (“Crown I”), a wholly-owned, indirect subsidiary of Sysco Corporation for $17.5 million in cash, subject to certain adjustments (including a customary working capital adjustment). Crown I’s business consisted of a full-service manufacturer of value-added proteins and ready-to-eat meals. The “Crown 1 Carve Out Business” consists of the historical operations of Crown I.

 

The Company has prepared the accompanying unaudited pro forma condensed combined financial information in accordance with Article 11 of Regulation S-X. All amounts within are presented in thousands except per share data.

 

The following unaudited pro forma condensed combined financial information combines the historical condensed consolidated balance sheet and statement of operations of the Company and the historical balance sheet and statement of operations of the Crown 1 Carve Out Business, after giving effect to the Acquisition and the pro forma effects of certain assumptions and adjustments described in the notes to the unaudited pro forma condensed combined financial information” below.

 

The unaudited pro forma condensed combined financial information and accompanying notes have been prepared to give effect to the following:

 

Application of the acquisition method of accounting under the provisions of the Financial Accounting Standards Board Accounting Standards Codification 805, Business Combinations (“ASC 805”) where the assets and liabilities of the Crown 1 Carve Out Business will be recorded by the Company at their respective fair values as of the date the Acquisition was completed;
Purchase consideration of $17.5 million for substantially all of the assets of Crown I;
The “Financing Transactions” (as defined below); and
Adjustments to reflect transaction costs in connection with the Acquisition and the Financing Transactions.

 

The following unaudited pro forma condensed combined balance sheets as of July 31, 2025 and the unaudited pro forma condensed combined statements of operations for the year ended January 31, 2025 and the six months ended July 31, 2025 are derived from and should be read in conjunction with the consolidated financial statements and accompanying notes to (i) the Company’s audited consolidated financial statements for the fiscal year ended January 31, 2025, (ii) the Company’s condensed consolidated financial statements for the six months ended July 31, 2025, and (iii) the Crown 1 audited financial statements for the fiscal year ended June 28, 2025. The unaudited pro forma condensed combined financial information gives effect to the Acquisition and the Financing Transactions as if they had occurred on (i) July 31, 2025 for purposes of the unaudited pro forma condensed combined balance sheet, and (ii) February 1, 2024, the beginning of the earliest period presented, for purposes of the unaudited pro forma condensed combined statements of operations.

 

The unaudited pro forma condensed combined financial information has been prepared using the acquisition method of accounting under accounting principles generally accepted in the United States, or U.S. GAAP, which requires all of the following steps: (a) identifying the acquirer; (b) determining the acquisition date; (c) recognizing and measuring the identifiable assets acquired, the liabilities assumed and any noncontrolling interest in the acquiree; and (d) recognizing and measuring goodwill or a gain from a bargain purchase. For the Acquisition, the Company, by way of Crown 1 Foods, Inc., is the accounting acquirer of the Crown 1 Carve Out Business. The identifiable assets acquired, and liabilities assumed, and goodwill are measured and recorded at their acquisition date fair value. The results of operations for the combined company will be reported prospectively after the Acquisition date. The Company intends to finalize the valuations, other studies, and the purchase price allocation as soon as practicable within the measurement period, but in no event later than one year following the closing date of the Acquisition. The assets and liabilities of the Crown 1 Carve Out Business have been measured based on various preliminary estimates using assumptions the Company believes are reasonable based on information that is currently available. Accordingly, actual adjustments may differ from the amounts reflected in the unaudited pro forma condensed combined financial information and the differences may be material. We therefore caution you not to place undue reliance on the unaudited pro forma condensed combined financial information. An initial review of the accounting policies was completed to determine no material differences. The Company intends to continue to review the accounting policies and practices of Crown 1 Foods, Inc. as a part of its integration and financial reporting process, and as a result, may identify differences between the accounting policies and practices of the two companies that, when conformed, could have an impact on the future financial statements of the Company after giving effect to the Acquisition.

 

 

 

 

As a result of the foregoing, the pro forma adjustments are preliminary and are subject to change as additional information becomes available and as additional analysis is performed. The preliminary pro forma adjustments have been made solely for the purpose of providing the unaudited pro forma condensed combined financial information provided herein.

 

Financing Transactions

 

Credit Facility

 

On August 28, 2025, the Company, and certain of its subsidiaries, entered into an Amended and Restated Loan and Security Agreement (the “A&R Loan Agreement”) with M&T Bank (“M&T”), as lender. The A&R Loan Agreement provides the Company with a senior secured credit facility (the “Credit Facility”) consisting of (i) an existing term loan in the outstanding principal amount of $1,873,276 (the “Term Loan Facility”), (ii) a $5,500,000 revolving credit facility (the “Revolving Loan Facility”), and (iii) a $20,000,000 non-revolving line of credit (for acquisitions) (the “PA Line”).

 

The Company made an initial draw on the PA Line on August 28, 2025 in the amount of $19,000,000 to finance the Acquisition and related expenses. The PA Line advances are subject to mandatory prepayment equal to 25% of annual Excess Cash Flow (as defined in the A&R Loan Agreement) within 150 days of fiscal year end. The Company may use the proceeds of the Term Loan Facility and Revolving Loan Facility for working capital and general corporate purposes and the remaining proceeds of the PA Line for other permitted acquisitions.

 

The principal outstanding under the Credit Facility bears interest at a variable rate per annum based on the Company’s Senior Funded Debt/EBITDA Ratio (as defined in the A&R Loan Agreement) with respect to the Company as of the date of any advance under the loans as follows: if the Senior Funded Debt/EBITDA ratio is: (i) greater than 2.25, 3.25 percentage points above the applicable index rate; (ii) greater than 1.50 but less than 2.25, 2.75 percentage points above the applicable index rate; and (iii) less than or equal to 1.50, 2.25 percentage points above the applicable index rate. The applicable index rate is daily simple SOFR for the Revolving Loan Facility, the Term Loan Facility and, until the permanent loan period, the PA Line. After any advanced under the PA Line is converted to an amortizing term loan, the applicable index rate for such advance will be one month Term SOFR.

 

The Company provided a first priority security interest in all existing and future business assets owned by the Company. The A&R Loan Agreement contains certain customary covenants that limit the Borrowers’ ability to engage in certain transactions. The A&R Loan Agreement also contains customary indemnification obligations and events of default, including, among other things, (i) non-payment, (ii) non-performance of covenants and obligations, (iii) default on other indebtedness, (iv) judgments, (v) misrepresentation, (vi) bankruptcy and insolvency and (vii) certain executives no longer being involved in the day-to-day management of the business.

 

In addition, the Company is subject to certain financial covenants, including maintaining a Fixed Charge Coverage Ratio of at least 1.25x, a Total Funded Debt to EBITDA ratio of at most 3.75x, and a Senior Funded Debt to EBITDA ratio of at most 2.75x, each (as defined in the A&R Loan Agreement) calculated on a quarterly basis over a rolling four-quarter period.

 

Private Placement

 

On September 2, 2025, the Company entered into a securities purchase agreement (the “Securities Purchase Agreement”) with the purchasers named therein (the “Purchasers”), for the private placement (the “Private Placement”) of 2,666,667 shares (the “Shares”) of the Company’s common stock, par value $0.00001 per share (the “Common Stock”), at a purchase price of $7.50 per Share. The Private Placement resulted in gross proceeds of approximately $20.0 million to the Company before deducting placement agent fees and offering expenses. The private placement closed on September 3, 2025.

 

The Company used approximately $16.9 million in proceeds from the private placement to repay certain amounts outstanding under the Term Loan Facility and the PA Line and intends to use the remainder for working capital and general corporate purposes.

 

 

 

 

UNAUDITED PRO FORMA CONDENSED COMBINED BALANCE SHEET

 

  

Mama’s

(As of July 31, 2025)

  

Crown 1

(As of June 28, 2025)

   Transaction Accounting Adjustments      Pro Forma Combined 
ASSETS                       
Current assets                       
Cash and cash equivalents  $9,384   $   $(17,500)  A  $13,816 
              20,000   B     
              19,000   C     
              (15,824)  D     
              (1,244)  E     
Accounts receivable, net   6,740    3,307    418  A   10,465 
Inventories, net   6,433    1,635    (299)  A   7,769 
Due from parent       544    (544)  F    
Prepaid expenses and other current assets   881    44    (7)  A   918 
Total current assets   23,438    5,530    4,000       32,968 
Property, plant, and equipment, net   9,377    10,153    2,299   A   21,829 
Intangible assets, net   2,685        1,273   A   3,958 
Goodwill   8,633        814   A   9,447 
Operating lease right of use assets, net   6,492    6,598    (6,598)  F   6,492 
Deferred tax asset   516    384    (384)  F   516 
Deposits   95    6    (6)  F   95 
Total assets  $51,236   $22,671   $1,398      $75,305 
Liabilities:                       
Current Liabilities:                       
Accounts payable and accrued expenses   11,128    3,542    (1,405)  A   13,035 
              (230)  E     
Term loan, net of debt discount   1,536        3,800   C   1,536 
              (3,800)  D     
Operating lease liabilities   1,113    267    (267)  F   1,113 
Finance leases payable   309    11    (11)  F   309 
Promissory notes – related parties   750               750 
Total current liabilities   14,836    3,820    (1,913)      16,743 
Line of credit                   
Term loan – net of current   451        15,200   C   3,627 
              (12,024)  D     
Operating lease liabilities – net of current   5,321    6,427    (6,427)  F   5,321 
Finance leases payable – net of current   1,041    2    (2)  F   1,041 
Promissory notes – related parties, net of current                   
Total liabilities   21,649    10,249    (5,166)      26,732 
                        
Stockholders’ Equity:                       
                        
Series A Preferred stock, $0.00001 par value; 120,000 shares authorized; 23,400 issued as of January 31, 2025 and January 31, 2024, 0 shares outstanding as of January 31, 2025                   
Series B Preferred stock, $0.00001 par value; 200,000 shares authorized; 0 and 0 issued and outstanding as of January 31, 2025                   
Preferred stock, $0.00001 par value; 19,680,000 shares authorized; no shares issued and outstanding                   
Common stock, $0.00001 par value; 250,000,000 shares authorized; 38,054,000 shares issued as of January 31, 2025, 37,824,000 shares outstanding as of January 31, 2025                   
Additional paid in capital   27,059        20,000   B   47,059 
Retained Earnings   2,678        (1,014)  E   1,664 
Parent net investment       12,422    (11,597)  A    
              (825)  F     
Less: Treasury stock, 230,000 shares at cost   (150)              (150)
Total Stockholders’ Equity   29,587    12,422    6,564       48,573 
Total Liabilities and Stockholders’ Equity  $51,236   $22,671   $1,398      $75,305 

 

 

 

 

UNAUDITED PRO FORMA CONDENSED COMBINED STATEMENT OF OPERATIONS

FOR THE SIX MONTHS ENDED JULY 31, 2025

 

  

Mama’s

(For the Six Months Ended July 31, 2025)

   Crown 1 (For the Six Months Ended June 28, 2025)   Transaction Accounting Adjustments      Pro Forma Combined 
Net sales  $70,458   $28,499          $98,957 
                        
Cost of sales   52,503    26,653           79,156 
Gross profit   17,955    1,846           19,801 
Operating expenses                       
Research and development   128               128 
Selling, general and administrative   14,549    2,159    106   CC   16,814 
Total operating expenses   14,677    2,159    106       16,942 
                        
Income from operations   3,278    (313)   (106)      2,859 
                        
Other expenses                       
Interest expense   (165)       (95)  EE   (260)
Interest income   55               55 
Other income                   
Amortization of debt discount   (6)              (6)
Total other expenses   (116)       (95)      (211)
                        
Income before income tax provision and income from equity method investment   3,162    (313)   (201)      2,648 
                        
Income tax (provision) benefit   (648)   85           (563)
Income from equity method investment                    
Net income (loss)  $2,514   $(228)  $(201)     $2,085 
                        
                        
Net income per share - basic  $0.07   $   $      $0.05 
Net income per share - diluted  $0.06   $   $      $0.05 
Weighted average shares outstanding - basic   37,643        2,667   DD   40,310 
Weighted average shares outstanding - diluted   39,708        2,667   DD   42,375 

 

 

 

 

UNAUDITED PRO FORMA CONDENSED COMBINED STATEMENT OF OPERATIONS

FOR THE YEAR ENDED JANUARY 31, 2025

 

  

Mama’s

(For the Twelve Months Ended January 31, 2025)

   Crown 1 (For the Twelve Months Ended December 31, 2024)   Transaction Accounting Adjustments      Pro Forma Combined 
Net sales  $123,328   $56,091   $(1,777)  AA  $177,642 
                        
Cost of sales   92,795    49,820    (1,006)  AA   141,609 
Gross profit   30,533    6,271    (771)      36,033 
Operating expenses:                       
Research and development   455               455 
Selling, general and administrative   25,201    4,507    1,244   BB   31,164 
              212   CC     
Total operating expenses   25,656    4,507    1,456       31,619 
                        
Income from operations   4,877    1,764    (2,227)      4,414 
                        
Other income (expenses):                       
Interest expense   (477)   (1)   (191)  EE   (669)
Interest income   218               218 
Other income   104               104 
Amortization of debt discount   (16)              (16)
Other income (expense), net   (171)   (1)   (191)      (363)
                        
Income before income tax provision and income from equity method investment   4,706    1,763    (2,418)      4,051 
                        
Income tax (provision) benefit   (995)   (481)          (1,476)
Income from equity method investment                   
Net income (loss)  $3,711   $1,282   $(2,418)     $2,575 
                        
Net income per share - basic  $0.10   $           $0.06 
Net income per share - diluted  $0.09   $           $0.06 
Weighted average shares outstanding - basic   37,428        2,667   DD   40,095 
Weighted average shares outstanding - diluted   39,419        2,667   DD   42,086 

 

 

 

 

NOTES TO UNAUDITED PRO FORMA CONDENSED COMBINED AND CONSOLIDATED FINANCIAL INFORMATION

 

Note 1. Basis of Presentation

 

These unaudited pro forma condensed combined financial statements have been prepared pursuant to the rules and regulations of the Securities and Exchange Commission and present the pro forma results of operations and the pro forma financial position of the combined company based upon historical financial information after giving effect to the Transaction and adjustments described in these footnotes. Certain footnote disclosures normally included in financial statements prepared in accordance with generally accepted accounting principles have been condensed or omitted pursuant to such rules and regulations.

 

These pro forma financial statements are being provided for informational purposes only and do not claim to represent the Company’s actual financial position or results of operations had the acquisition occurred on that date specified nor do they project the Company’s results of operations or financial position for any future period or date. The actual results reported by the combined company in periods following the acquisition may differ significantly from these unaudited pro forma combined condensed financial statements for a number of reasons. The pro forma financial statements do not account for the cost of any restructuring activities or synergies resulting from the acquisition or other costs relating to the integration of the two companies.

 

The following unaudited pro forma condensed combined balance sheets as of July 31, 2025 and the unaudited pro forma condensed combined statements of operations for the year ended January 31, 2025 and the six months ended July 31, 2025 are derived from and should be read in conjunction with the consolidated financial statements and accompanying notes to (i) the Company’s audited consolidated financial statements for the fiscal year ended January 31, 2025, (ii) the Company’s condensed consolidated financial statements for the six months ended July 31, 2025, and (iii) the Crown 1 audited financial statements for the fiscal year ended June 28, 2025. The unaudited pro forma condensed combined financial information gives effect to the Acquisition and the Financing Transactions as if they had occurred on (i) February 1, 2024 for purposes of the unaudited pro forma condensed combined balance sheet, and (ii) February 1, 2024, the beginning of the earliest period presented, for purposes of the unaudited pro forma condensed combined statements of operations.

 

The historical audited financial statements of the Crown 1 are for the twelve months ended June 28, 2025, while the audited financial statements for the Company are for the twelve months ended January 31, 2025 and the unaudited financial statements are for the six months ended July 31, 2025. Because the difference in fiscal year ends exceeds 93 days and the end of the Crown 1 fiscal year is three days prior to the end of the Company’s closed fiscal quarter end, the pro forma statement of operations for the year ended January 31, 2025 and the six months ended July 31, 2025 are derived from internal financial records for the periods then ended. The activity of Crown 1 of the three days prior to the Company’s fiscal quarter end were evaluated and deemed to be de minimis.

 

The acquisition was accounted for under the acquisition method of accounting in accordance with ASC 805, Business Combinations. Under the acquisition method, the total estimated purchase price, or consideration transferred, is measured at the closing date and the transaction value is allocated to the tangible and intangible assets acquired and liabilities assumed based on their estimated fair values as of the acquisition date. Any excess of the transaction value over the estimated fair value of the net assets acquired (including both tangible and identifiable intangible assets) is allocated to goodwill. The assets of the Crown 1 Carve Out Business have been measured based on various preliminary estimates using assumptions that the Company’s management believes are reasonable utilizing information currently available.

 

The process for estimating the fair values of identifiable intangible assets and certain tangible assets requires the use of significant estimates and assumptions, including estimating future cash flows and developing appropriate discount rates. The purchase accounting is subject to finalization of the Company’s analysis of the fair value of the assets and liabilities of the Crown 1 Carve Out Business as of the acquisition date. Accordingly, the purchase accounting in the unaudited pro forma combined financial statements is preliminary and will be adjusted upon completion of the final valuation. Such adjustments could be material.

 

For purposes of measuring the estimated fair value of the assets acquired as reflected in the unaudited pro forma combined financial statements, in accordance with the applicable accounting guidance, the Company established a framework for measuring fair values. The applicable accounting guidance defines fair value as the price that would be received to sell an asset in an orderly transaction between market participants at the measurement date (an exit price). Market participants are assumed to be buyers and sellers in the principal or most advantageous market for the asset or liability. Additionally, under the applicable accounting guidance, fair value measurements for an asset assume the highest and best use of that asset by market participants. As a result, the Company may be required to value assets of the Crown 1 Carve Out Business at fair value measures that do not reflect the Company’s intended use of those assets. Use of different estimates and judgments could yield different results.

 

 

 

 

Note 2. Adjustments to Unaudited Pro Forma Condensed Combined Financial Information

 

The unaudited pro forma combined financial statements give effect to the Acquisition described in Note 1 as if it had occurred on July 31, 2025 for purposes of the unaudited pro forma condensed combined balance sheet and February 1, 2024 for purposes of the unaudited pro forma condensed combined statement of operations for the twelve months ended January 31, 2025 and for the six months ended July 31, 2025. The unaudited pro forma condensed combined statement of operations does not include any material or future non-recurring charges that will arise as a result of the Acquisition described in Note 1. There are no material adjustments related to the conformity of accounting principles between entities. Adjustments in the unaudited pro forma combined financial statements are as follows:

 

Adjustments to Unaudited Pro Forma Condensed Combined Balance Sheet

 

  A Reflects the recording of consideration transferred of $17.5 million and the fair value of the assets received. In connection with the Acquisition, $0.8 million has been allocated to goodwill pursuant to the preliminary purchase price allocation. Goodwill will not be amortized, but instead will be tested for impairment at least annually or more frequently if certain indicators are present. In the event that the value of goodwill or other intangible assets have become impaired, an accounting charge for impairment during the period in which the determination is made may be recognized.
     
  B Reflects the issuance of 2,666,667 shares of the Company’s common stock, par value $0.00001 per share, at a purchase price of $7.50 per Share in a private placement entered in accordance with the Securities Purchase Agreement. The Private Placement resulted in gross proceeds of approximately $20.0 million to the Company whereas such proceeds will be used to pay for the Term Loan Facility, placement agent fees and offering expenses.
     
  C Reflects proceeds received related to the Term Loan Facility. The Company drew down $19.0 million on the Term Loan Facility to finance the Acquisition and related expenses. The Term Loan Facility bears an interest of 6.00% per annum and is subject to mandatory prepayment equal to 25% of annual Excess Cash Flow (as described above) within 150 days of fiscal year end.
     
  D Reflects the payment made on the Term Loan Facility from the proceeds of the private placement of $15.8 million whereas $3.8 million was paid related to the mandatory repayment (as noted in Adjustment C) and $12.0 was paid on the remainder of the loan.
     
  E Reflects the payment of the estimated offering expenses of $1.2 million related to the Acquisition.
     
  F Reflects the elimination of asset and liabilities not assumed in the transaction, including receivables, certain payables, deposits and operating and financing leases.

 

Adjustments to Unaudited Pro Forma Condensed Combined Statement of Operations

 

The pro forma adjustments included in the unaudited pro forma condensed combined statement of operations for the six months ended July 31, 2025 and twelve months ended January 31, 2025 are as follows:

 

  AA Represents the reversal of certain intercompany sales and corresponding costs of sales recorded on Crown 1 historical statement of operations for the twelve months ended January 31, 2025. For the six months ended July 31, 2025, there were no intercompany sales or corresponding costs of sales recorded on Crown 1 historical statement of operations.
     
  BB Represents estimated transaction costs incurred by Mama’s and Crown 1 as if they were incurred on February 1, 2024, the date the Acquisition occurred for the purposes of the unaudited pro forma condensed combined statement of operations.
     
  CC Represents adjustment to record Crown 1 amortization of intangible assets of $106 and $212 for the six months ended July 31, 2025 and twelve months ended January 31, 2025, respectively.
     
  DD Represents the issuance of 2,666,667 shares issued in connection with the Private Placement (as noted in Adjustment B).
     
  EE Represents adjustment to record the interest expense incurred on the Term Loan Facility of $95 and $191 as if it was incurred on February 1, 2024, for the six months ended July 31, 2025 and twelve months ended January 31, 2025, respectively.

 

 

 

 

Note 3. Estimated Purchase Price Consideration

 

The $17.5 million estimated Acquisition value was allocated to assets acquired and liabilities assumed based on their preliminary estimated fair values. A preliminary allocation of the Acquisition value has been made to major categories of assets and liabilities in the accompanying unaudited pro forma condensed combined financial statements based on estimates.

 

The final purchase price allocation is dependent on, among other things, the finalization of asset and liability valuations. This final valuation will be based on the actual net tangible and identifiable intangible assets that existed as of the closing date of the Acquisition. Any final adjustment will change the allocations of Acquisition value, which could affect the fair value assigned to the assets and liabilities and could result in a change to the unaudited pro forma condensed combined financial information, including a change to goodwill and a change to the amortization of tangible and identifiable intangible assets. The actual allocation of Acquisition value and its effect on results of operations may differ from the pro forma amounts included herein. The excess of the purchase price or transaction value over the net tangible and identifiable intangible assets acquired and liabilities assumed has been allocated to goodwill.

 

The preliminary allocation of the Acquisition value is as follows (in thousands):

 

   Fair Value 
Total Acquisition value (consideration)  $17,500 
      
Preliminary allocation of Acquisition value:     
Assets acquired:     
Accounts receivable  $3,725 
Prepaid expenses and other current assets   37 
Inventory   1,336 
Property and equipment   12,452 
Intangible assets   1,273 
Goodwill   814 
Total assets acquired   19,637 
Accrued expenses and other current liabilities   2,137 
Total liabilities assumed   2,137 
Total estimated fair value of net assets  $17,500 

 

The pro forma condensed combined financial information does not include estimates of the impact of income taxes on net deferred tax assets or liabilities and any related impacts to the Company’s valuation allowance. The pro forma combined provision for income taxes does not necessarily reflect the amounts that would have resulted had the combined company filed consolidated income tax returns during the periods presented.

 

 

 

 

Note 4. Net Income per Share

 

Net income per share was calculated using the historical weighted average shares outstanding of Mama’s including the shares issued as part of the Private Placement discussed above.

 

  

For the Six Months Ended

July 31, 2025(1)

  

For the Year Ended

January 31, 2025(1)

 
Numerator:          
Pro forma net income  $2,085   $2,575 
Denominator:          
Weighted average shares outstanding - basic   40,310    40,095 
Weighted average shares outstanding - diluted   42,375    42,086 
Net income per share:          
Basic  $0.05   $0.06 
Diluted  $0.05   $0.06 
Excluded securities:          
Options   38,806     

 

(1) Pro forma net income per share includes the related pro forma adjustments as referred to within the section “Unaudited Pro Forma Condensed Combined Financial Information.”