0001193125-26-255871.txt : 20260603 0001193125-26-255871.hdr.sgml : 20260603 20260603175258 ACCESSION NUMBER: 0001193125-26-255871 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20260601 FILED AS OF DATE: 20260603 DATE AS OF CHANGE: 20260603 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Forgent Parent IV LP CENTRAL INDEX KEY: 0002107354 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062365 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Forgent Parent I LP CENTRAL INDEX KEY: 0002107351 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062368 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Forgent Parent II LP CENTRAL INDEX KEY: 0002107352 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062367 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Forgent Parent IV GP LLC CENTRAL INDEX KEY: 0002107353 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062361 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Forgent Parent III LP CENTRAL INDEX KEY: 0002108893 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062366 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Forgent Parent I GP LLC CENTRAL INDEX KEY: 0002107355 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062364 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Forgent Parent II GP LLC CENTRAL INDEX KEY: 0002107356 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062363 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Forgent Parent III GP LLC CENTRAL INDEX KEY: 0002107357 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062362 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Neos Partners, LP CENTRAL INDEX KEY: 0002107358 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-43102 FILM NUMBER: 261062369 BUSINESS ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA BUSINESS PHONE: (858) 727-9690 MAIL ADDRESS: STREET 1: 12770 EL CAMINO REAL STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Forgent Power Solutions, Inc. CENTRAL INDEX KEY: 0002080126 STANDARD INDUSTRIAL CLASSIFICATION: ELECTRICAL INDUSTRIAL APPARATUS [3620] ORGANIZATION NAME: 04 Manufacturing EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 BUSINESS ADDRESS: STREET 1: 5701 SMITHWAY STREET CITY: COMMERCE STATE: CA ZIP: 90040 BUSINESS PHONE: 323-726-0888 MAIL ADDRESS: STREET 1: 5701 SMITHWAY STREET CITY: COMMERCE STATE: CA ZIP: 90040 4 1 ownership.xml 4 X0609 4 2026-06-01 0002080126 Forgent Power Solutions, Inc. FPS 0002107358 Neos Partners, LP false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false 0002107351 Forgent Parent I LP false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false 0002107352 Forgent Parent II LP false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false 0002108893 Forgent Parent III LP false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false 0002107354 Forgent Parent IV LP false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false 0002107355 Forgent Parent I GP LLC false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false 0002107356 Forgent Parent II GP LLC false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false 0002107357 Forgent Parent III GP LLC false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false 0002107353 Forgent Parent IV GP LLC false 12770 EL CAMINO REAL, SUITE 300 SAN DIEGO CA 92130 true false true false false Class A common stock 2026-06-01 4 A false 15852319 A 161071169 I See Notes Class A common stock 2026-06-01 4 S false 48622000 D 112449169 I See Notes Class A common stock 46756 D Opco LLC Interests 2026-06-01 4 D false 15852319 D Class A Common Stock 15852319 44457720 I See Notes See Exhibit 99.1 for text of footnote (1). See Exhibit 99.1 for text of footnote (2). See Exhibit 99.1 for text of footnote (3). See Exhibit 99.1 for text of footnote (4). See Exhibit 99.1 for text of footnote (5). See Exhibit 99.1 for text of footnote (6.) See Exhibit 99.1 for text of footnote (7). See Exhibit 99.1 for text of footnote (8). See Exhibit 99.1 for text of footnote (9). See Exhibit 99.1 for text of footnote (10). See Exhibit 99.1 for text of footnote (11). Exhibit 99.1 (Footnotes) and Exhibit 99.2 (Joint Filer Information and Signatures) are incorporated herein by reference. This Form 4 is the first of three identical Form 4s filed relating to the same event. The Form 4 has been split into three filings because there are more than 10 Reporting Persons in total, and the SEC's EDGAR filing system limits a single Form 4 to a maximum of 10 Reporting Persons. Each Form 4 is filed by Designated Filer, Neos Partners, LP. NEOS PARTNERS, LP, By: See Exhibit 99.2 for Signatures 2026-06-03 EX-99.1 2 ck0002080126-ex99_1.htm EX-99.1 EX-99.1

Exhibit 99.1

 

 

Name and Address of Reporting Person:

Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to be

 

Reported (Month/Day/Year):

June 1, 2026

 

Footnotes to Form 4

 

(1) This report is filed by the following Reporting Persons: Neos Partners, LP (“Neos Partners”); Neos Partners GP, LLC; Neos Partners I GP LLC; Neos Partners I LP; Neos Partners I-A LP; Neos Partners I-B LP; Neos Partners I Expansion LP; Neos Partners I Expansion GP LLC; Forgent Parent I LP; Forgent Parent I GP LLC; Forgent Parent II LP; Forgent Parent II GP LLC; Forgent Parent III LP; Forgent Parent III GP LLC; Forgent Parent IV LP; Forgent Parent IV GP LLC (collectively with their affiliates, the “Neos Entities”); Peter Jonna; Trey Bivins; Frank Cannova; Serge Gofer and David Savage. This Form 4 is in three identical parts and is jointly filed with the Reporting Persons in all parts. See Remarks.

 

(2) Pursuant to the Second Amended & Restated Limited Liability Company Agreement of Forgent Power Solutions LLC, dated as of February 4, 2026, Opco LLC Interests (as defined therein) held by the Reporting Persons are exchangeable for shares of Class A common stock on a one-for-one basis, or, at the Issuer’s election, a cash payment, in each case, subject to certain exceptions, conditions and adjustments. The Opco LLC Interests have no expiration date.

 

(3) Represents the redemption and exchange (the “Redemption”) of 8,726,088 Opco LLC Interests held by Forgent Parent II LP and 7,126,231 Opco LLC Interests held by Forgent Parent III LP (and the cancellation of an equal number of shares of Class B common stock of the Issuer held by such entities) for an equal number of shares of Class A common stock of the Issuer to be sold pursuant to the public offering of the common stock of the Issuer (including the full exercise of the underwriters’ over-allotment option) pursuant to the prospectus dated May 28, 2026, and accompanying registration statement on Form S-1 (File No. 333-296245) (the “Offering”).

 

(4) Represents shares of Class A common stock directly held following the Redemption as follows: 140,499,211 by Forgent Parent I LP; 8,726,088 by Forgent Parent II LP; 7,126,231 by Forgent Parent III LP; 2,812,795 by Forgent Parent IV LP; and 1,906,844 by Neos Partners I Expansion GP LLC (as a result of a distribution for no additional consideration from Forgent Parent I LP in accordance with the applicable fund documents, which distribution was made in accordance with the exemptions afforded by Rules 16a-13 and/or 16a-9 under the Securities Exchange Act of 1934, as amended (the “Exchange Act”)).

 

(5) Represents shares of Class A common stock sold pursuant to the Offering as follows: 32,030,346 by Forgent Parent I LP; 8,726,088 by Forgent Parent II LP; 7,126,231 by Forgent Parent III LP; and 739,335 by Forgent Parent IV LP.

 

(6) Represents a price per share equal to the public offering price of $47.00 per share, net of underwriting discounts and commissions.

 

(7) Represents shares of Class A common stock directly held following the Offering as follows: (i) 108,468,865 by Forgent Parent I LP; (ii) 2,073,460 by Forgent Parent IV LP; and (iii) 1,906,844 by Neos Partners I Expansion GP LLC.

 

(8) Represents previously granted restricted stock unit (“RSU”) awards in respect to the Issuer’s Class A common stock that vest on the earlier of (a) the first anniversary of the grant date and (b) the day immediately prior to the Company’s first annual meeting following the grant date, subject to the Neos Directors’ continued service on the Issuer’s board of directors and the terms of the applicable award agreement, as follows: 12,808 to Peter Jonna; 8,487

 

to Trey Bivins; 8,487 to Frank Cannova; 8,487 to Serge Gofer; and 8,487 to David Savage. RSUs granted by the Issuer to Neos Directors are held by each of the Neos Directors for the benefit of the Neos Entities pursuant to the operative agreements of the Neos Entities, in which the Neos Directors may have an indirect pecuniary interest.

 

(9) Represents Opco LLC Interests of the Issuer directly held by the following entities: 24,472,252 by Forgent Parent II LP and 19,985,468 by Forgent Parent III LP.

 

(10) The general partner of Forgent Parent I LP is Forgent Parent I GP LLC and its members are Neos Partners I LP, Neos Partners I-A LP and Neos Partners I-B LP. The general partner of Forgent Parent II LP is Forgent Parent II GP LLC and its members are Neos Partners I LP and Neos Partners I-A LP. The general partner of Forgent Parent III LP is Forgent Parent III GP LLC and its members are Neos Partners I LP and Neos Partners I-A LP. The general partner of Forgent Parent IV LP is Forgent Parent IV GP LLC and its sole member is Neos Partners I-B LP. Neos Partners I GP LLC is the general partner of Neos Partners I LP, Neos Partners I-A LP and Neos Partners I-B LP. Neos Partners I Expansion GP LLC is the general partner of Neos Partners I Expansion LP. Neos Partners GP, LLC is the sole manager of Neos Partners I GP LLC and Neos Partners I Expansion GP LLC. Neos Partners GP, LLC’s managing member is Peter Jonna. Neos Partners is the investment manager of Neos Partners I LP, Neos Partners I-A LP, Neos Partners I-B LP and Neos Partners I Expansion LP (the “Neos Funds”). Mr. Jonna, Managing Partner of Neos Partners, Mr. Bivins, Managing Director of Neos Partners, Mr. Cannova, Managing Director of Neos Partners, Mr. Gofer, Vice President of Neos Partners and Mr. Savage, Managing Director, Portfolio Company Operations of Neos Partners, are directors of the Issuer (collectively, the “Neos Directors”). Solely for purposes of Section 16 of the Exchange Act, the Neos Entities may be deemed directors by deputization.

 

(11) Each of the Reporting Persons disclaims beneficial ownership of the securities listed in this report, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purpose of Section 16 or for any other purpose, except to the extent of such Reporting Person’s pecuniary interest therein.

2

 

 EX-99.2 3 ck0002080126-ex99_2.htm EX-99.2 EX-99.2

Exhibit 99.2

 

Joint Filer Information

 

 

Name of Joint Filer:

Forgent Parent I LP

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

 

Signature:

 

 

 

 

 

FORGENT PARENT I LP

 

 

 

   By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

1

 

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Forgent Parent II LP

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

FORGENT PARENT II LP

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

2

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Forgent Parent III LP

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

FORGENT PARENT III LP

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

3

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Forgent Parent IV LP

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

FORGENT PARENT IV LP

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

4

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Forgent Parent I GP LLC

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

FORGENT PARENT I GP LLC

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

5

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Forgent Parent II GP LLC

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

FORGENT PARENT II GP LLC

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

6

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Forgent Parent III GP LLC

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

FORGENT PARENT III GP LLC

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

7

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Forgent Parent IV GP LLC

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

FORGENT PARENT IV GP LLC

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

8

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Neos Partners I LP

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

NEOS PARTNERS I LP

By: Neos Partners I GP LLC, its General Partner

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

9

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Neos Partners I-A LP

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

NEOS PARTNERS I-A LP

By: Neos Partners I GP LLC, its General Partner

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

10

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Neos Partners I-B LP

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

NEOS PARTNERS I-B LP

By: Neos Partners I GP LLC, its General Partner

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

11

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Neos Partners I Expansion LP

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

NEOS PARTNERS I EXPANSION LP

By: Neos Partners I Expansion GP LLC, its General Partner

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

12

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Neos Partners I Expansion GP LLC

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

NEOS PARTNERS I EXPANSION GP LLC

By: Neos Partners I GP LLC, its Manager

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

13

 

Exhibit 99.2

 

Joint Filer Information

 

 

 

Name of Joint Filer:

Neos Partners I GP LLC

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

NEOS PARTNERS I GP LLC

 

 

 

By: Neos Partners GP, LLC

Its: Manager

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

14

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Neos Partners GP, LLC

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

NEOS PARTNERS GP, LLC

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Managing Member

 

 

 

 

Dated: June 3, 2026

 

 

 

 

15

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Neos Partners, LP

 

 

Address of Joint Filer:

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

NEOS PARTNERS, lp

 

 

 

By: Neos Partners GP, LLC

Its: General Partner

 

 

 

By:

/s/ Peter Jonna

 

 

 

 

 

Name: Peter Jonna

 

 

Title: Authorized Signatory

 

 

 

 

Dated: June 3, 2026

 

 

 

 

16

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Peter Jonna

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

10% Owner

 

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

 

/s/ Peter Jonna

 

 

 

 

Peter Jonna

 

 

 

Dated: June 3, 2026

 

 

 

17

 

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Trey Bivins

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

 

/s/ Trey Bivins

 

 

 

 

Trey Bivins

 

 

 

Dated: June 3, 2026

 

 

 

 

18

 

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Frank Cannova

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

Director

 

 

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

 

/s/ Frank Cannova

 

 

 

 

Frank Cannova

 

 

 

Dated: June 3, 2026

 

 

 

19

 

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

Serge Gofer

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

 

/s/ Serge Gofer

 

 

 

 

Serge Gofer

 

 

 

Dated: June 3, 2026

 

 

 

20

 

 

Exhibit 99.2

 

Joint Filer Information

 

(continued)

 

 

Name of Joint Filer:

David Savage

 

 

Address of Joint Filer:

c/o Neos Partners, LP

 

12770 El Camino Real, Suite 300

 

San Diego, CA 92130

 

 

Relationship of Joint Filer to Issuer:

Director

 

 

Issuer Name and Ticker or Trading Symbol:

Forgent Power Solutions, Inc. [FPS]

 

 

Date of Earliest Transaction Required to

be Reported

 

(Month/Day/Year):

June 1, 2026

 

 

Designated Filer:

Neos Partners, LP

 

 

Signature:

 

 

 

 

 

 

/s/ David Savage

 

 

 

 

David Savage

 

 

 

Dated: June 3, 2026

 

 

 

 

 

21