ARC Group Securities Acquisition I

Previous wording

As a smaller reporting company under Rule 12b-2 of the Exchange Act, we are not required to include risk factors in this Quarterly Report on Form 10-Q. For additional risks relating to our operations, other than as set forth below, see the section titled “Risk Factors” contained in our final prospectus for the IPO filed with the SEC. Any of these factors could result in a significant or material adverse effect on our results of operations or financial condition. Additional risks could arise that may also affect our business or ability to consummate an initial business combination. We may disclose changes to such risk factors or disclose additional risk factors from time to time in our future filings with the SEC.

Current wording

As a smaller reporting company under Rule 12b-2 of the Exchange Act, we are not required to include risk factors in this Quarterly Report on Form 10-Q. For additional risks relating to our operations, see the section titled “Risk Factors” contained in our final prospectus for the IPO filed with the SEC on August 5, 2026. Any of these factors could result in a significant or material adverse effect on our results of operations or financial condition. Additional risks could arise that may also affect our business or ability to consummate an initial business combination. We may disclose changes to such risk factors or disclose additional risk factors from time to time in our future filings with the SEC.

Previous wording

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 are subject to forfeiture by the holders thereof depending on the extent to which the underwriter’s over-allotment option is exercised). On August 3, 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 are subject to forfeiture.

Current wording

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.

Previous wording

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.

Current wording

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.