Bleichroeder Acquisition Corp. II

Andrew Gundlach, who has been our President, Chief Executive Officer and Chairman since inception, is the President and co-Chief Executive Officer of Bleichroeder LP (“Bleichroeder”), a registered investment advisor focused on ultra-high-net-worth families. Mr. Gundlach created Bleichroeder with the support of First Eagle, the successor to Arnhold and S. Bleichroeder Holdings, Inc., which was renamed First Eagle Holdings in 2015 after private equity funds managed by The Blackstone Group and Corsair Capital acquired a controlling stake in the company, a transaction Mr. Gundlach initiated and helped architect. Mr. Gundlach joined Arnhold and S. Bleichroeder Holdings, Inc. in 2006, and soon thereafter served as a Director; he continues to serve as a Director of First Eagle Holdings, a respected asset management firm in the public equity, high-yield municipal, and private credit markets with over $130 billion in assets under management. Since 2015 he has also headed Goldiron LP (“Goldiron”), a registered investment advisor focused on institutions and ultra-high-net-worth investors. Prior to joining the firm, Mr. Gundlach was a founding partner of Artemis Advisors, a hedge fund backed with a strategic investment from XL Capital of Bermuda, an insurance company. He began his career in the Investment Banking and M&A departments of Morgan Stanley and JPMorgan. Mr. Gundlach is a Member of the Council on Foreign Relations, where he has served on the Investment Committee, and is an adjunct professor at Columbia Business School’s Heilbrunn Center for Graham & Dodd Investing, where he teaches courses on investing, and currently serves on the School’s Board. In addition, Mr. Gundlach currently serves on the Advisory Board at People.ai, a privately-held AI company, and on the Board of Directors of Welltower (NYSE: WELL), a publicly-traded health care infrastructure REIT. He earned an MBA from Columbia Business School and holds both an MS and a BS in International Relations and Affairs from Georgetown University’ School of Foreign Service. We believe he is well qualified to serve on our board due to his extensive investment and advisory background.

Marcello Padula has been our Chief Operating Officer since inception. Mr. Padula previously served as an advisor to BACQ and is a key member of the deal team in the pending Merlin Labs transaction. In addition to serving as an advisor to BACQ, Mr. Padula was also its Chief Financial Officer from May 2025 to July 2025. Prior to this, Mr. Padula most recently served as Investment Banking Vice President at BofA Securities, Inc., from July 2019 to November 2024, within the Consumer & Retail Practice where he executed multiple capital markets and mergers and acquisitions transactions. During his over 5 years of investment banking experience, Mr. Padula has executed over $25 Billion in transaction value for clients. Prior to that, Mr. Padula worked as a Capital Markets Analyst at Proskauer Rose in their capital markets practice from March 2018 to June 2019 and as an Associate at Morgan Stanely from February 2015 to March 2018. Mr. Padula holds a Bachelor of Science degree in Chemistry from Loyola University Maryland.

Robert Folino has been our Chief Financial Officer since inception. Prior to his role as Chief Financial Officer, Mr. Folino served as Chief Financial Officer of BACQ from June 2024 to the present. Mr.Folino joined Bleichroeder, a registered investment advisor, as a trader in 2018 where he and Mr. Gundlach worked closely to help establish the firm. In 2019, Mr. Folino was made Chief Operating Officer and Head of Trading of Bleichroeder. He is currently responsible for overseeing all aspects of accounting, tax and financial operations of the funds, the management company, and its general partner entities. Prior to joining Bleichroeder, Mr. Folino worked for First Eagle Investment Management for 22 years, where he held positions of increasing responsibility. He joined Arnhold and S. Bleichroeder, the predecessor firm to First Eagle Investment Management, in 1996 as a junior arbitrage trader for the Merger Arbitrage Department. Mr. Folino holds a BA in Finance from Rider University.

Antoine Theysset, who will serve as a director upon the commencement of trading of our securities on Nasdaq, has 25 years of international strategy and operations experience in the Technology, Media and Entertainment industry. He currently serves on the board of directors of BACQ. Mr. Theysset has been serving as a director and advisor to the Chief Executive Officer of Improbable Worlds Ltd, a technology company providing metaverse infrastructure and applications, since January 2024. Prior to that, from 2018 to 2023, he was an Operating Partner with SoftBank Investment Advisers, focused on its Consumer Tech and Media investments. Prior to joining SoftBank to drive value creation for its portfolio companies and serving as investor/director on their Boards, Antoine led McKinsey’s Fast Growth Tech practice development in the Consumer Tech and Media markets. He has been advising startups and VC funds on growth strategy and international expansion, both with McKinsey and as advisor/operating partner to 2 early stage funds. His previous experiences include 8 years in various executive roles in London and New York with News Corporation (COO of the International Division of Fox Interactive Media, SVP Corporate Development, etc.), strategy consulting with Cap Gemini, Universal Music Group, and Vivendi Universal Net’s Strategic Planning and Corporate Development. He graduated from NYU Stern with an MBA in Finance and Marketing, 2 certificates in Entertainment, Media and Technology, and Digital Economy, and is a graduate of the double-degree program in International Business from Northeastern University and NEOMA Business School/CESEM. We believe Mr. Theysset is well-qualified to serve as a director due to his extensive international strategy and operations experience.

Kathy Savitt, who will serve as a director upon the commencement of trading of our securities on Nasdaq, has extensive senior executive operating experience, as well as public and private board roles across a variety of industries. Since June 2025 she has served as Chief Executive Officer of Curology, a personalized skincare company, and since January 2016 she has served as Co-Founder and General Partner of Perch Partners, a strategic growth and marketing firm. Since November 2024, she has served as a director of BACQ and since May 2025 she has served as a director of EGH Acquisition Corp. (Nasdaq:EGHA), a blank check company which completed its initial public offering in May 2025. Her professional experience includes serving as past President and Chief Business Officer of Boom Supersonic, a private designer of supersonic airliners, from 2020 to March 2024, Chief Marketing and Media Officer at Yahoo (NYSE: AABA) from 2012 to 2015 and holding senior leadership marketing roles at Amazon (NASDAQ: AMZN) from 2002 to 2006, and American Eagle Outfitters (NYSE: AEO) from 2009 to 2012. Prior to this, she served as Founder and Chief Executive Officer of Lockerz, an international social commerce website and as Co-Founder and President at MWW/Savitt (part of the MWW Group, a public relations firm). Her board experience includes serving as Chairperson for Volta Charging (NYSE: VLTA) from 2018 to 2023 (where she served as lead independent director upon the company’s going public and then as Chairperson until its company’s sale in 2023) and as a board member for Alaska Airlines (NYSE: ALK) from 2014 to 2017, and Build-A-Bear Workshop (NYSE: BBW) from 2009 to 2011. Ms. Savitt holds a Bachelor of Arts from Cornell University. We believe Ms. Savitt is well-qualified to serve as a director due to her extensive public and private company experience across a variety of industries.

Philippe Nyssen, age 37, has been serving as Co-Manager at IronPine Sarl, an independent sponsor and advisory services provider focused on mergers & acquisitions, since April 2022. Prior to this, from June 2014 to April 2025, Mr. Nyssen served in various roles at Sofina, a global investment firm focused on growth, venture, and fund investments, most recently as Head of Consumer from July 2021 to March 2025. In that role, he led origination, diligence, structuring and execution across venture and growth transactions. He also served as a Board Director of Dott from March 2021 to January 2025 and SellerX from December 2021 to March 2025, where he worked on sponsor-side M&A including debt refinancing, capital structure optimization and operational value-creation initiatives.

Mr. Nyssen began his career as an Associate at PwC Luxembourg from September 2012 to May 2014. He holds an M.B.A. from The Wharton School, University of Pennsylvania, where he was a Palmer Scholar and recipient of the Frank E. Destribats Endowed Fellowship. He also holds a Master of Science in Business Engineering from Solvay Brussels School of Economics and Management and a Bachelor of Science in Business Engineering from HEC-ULg Management School. We believe Mr. Nyssen is well-qualified to serve as a director due to his extensive investment, venture, and M&A experience.

Clemence Rasigni, age 52, has over two decades of expertise in capital markets. Since March 2022, she has served as a capital markets advisor across structured debt and equity for public and private companies. From January 2000 to March 2022, Ms. Rasigni worked in equity capital markets at Merrill Lynch (now part of Bank of America), most recently as Senior Managing Director within the Equity Capital Markets group from January 2009 to March 2022. In that role, she oversaw origination and execution for equity-linked products across all sectors, with a particular focus on the technology, healthcare and retail/consumer sectors.

Throughout her career, Ms. Rasigni has advised numerous boards and C-suite executives of large public corporations on optimal capital structure, strategic financings and investor outreach initiatives. She holds master’s degrees from École Polytechnique and École des Ponts et Chaussées. We believe Ms. Rasigni is well-qualified to serve as a director due to her deep capital markets and strategic advisory experience.