ARC Group Securities Acquisition I

On October 17, 2025, we issued an aggregate of 7,392,857 Class B ordinary shares (“Founder Shares”) to the Sponsor for an aggregate purchase price of $25,000 in cash. Such ordinary shares included an aggregate of up to 964,286 Class B ordinary shares subject to forfeiture by the Sponsor to the extent that the underwriters’ over-allotment is not exercised in full or in part, so that the Sponsor will collectively own 30% of the outstanding shares after the IPO (not including the Class A ordinary shares that are included within the Private Units). On May 6, 2026, pursuant to the downsize of the Initial Public Offering, our Sponsor surrendered 2,217,857 Class B ordinary shares for no consideration, leaving Sponsor with 5,175,000 Class B ordinary shares for an aggregate purchase price of $25,000 (up to 675,000 of which were subject to forfeiture by the holders thereof depending on the extent to which the underwriter’s over-allotment option was exercised). On August 5, 2026, the effective date of the registration statement, the Sponsor transferred an aggregate of 40,000 of its Founder Shares, or 10,000 each to its four officers and independent directors, except Ian Hanna, for their board service, for nil cash consideration. As the underwriters’ over-allotment option was not exercised, 675,000 Founder Shares were forfeited on September 17, 2026.

On August 5, 2026, we consummated our Initial Public Offering of 10,500,000 units, at $10.00 per Unit, generating gross proceeds of $105,000,000. Each Public Unit contains one Class A ordinary share, one right, and one redeemable warrant.

Simultaneously with the consummation of the closing of the Initial Public Offering, we consummated the private placement of an aggregate of 140,000 units to the Sponsor at a price of $10.00 per Private Unit, generating gross proceeds of $1,400,000. The issuance of the Private Units was made pursuant to the exemption from registration contained in Section 4(a)(2) of the Securities Act. No underwriting discounts or commissions were paid with respect to the sale of the Private Units.

The securities sold in the IPO were registered under the Securities Act on a registration statement on Form S-1 (File No. 333-291302), which was declared effective by the SEC on August 3, 2026. ARC Group Securities LLC acted as representative of the underwriters. Of the gross proceeds from the IPO and the Private Placement, $106,400,000 was initially placed in the Trust Account, and on August 10, 2026, $1,400,000 was distributed to pay IPO expenses (including repayment of the $360,453 Sponsor promissory note) and to fund working capital, leaving $105,000,000 in the Trust Account. For a description of the use of the proceeds generated in the IPO, see Part I, Item 2 of this Quarterly Report.