---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-113179"
form_type: "8-K/A"
ticker: "BBT"
cik: "0001108134"
company_name: "Beacon Financial Corp"
filed_at: "2025-11-17T23:59:59+00:00"
generated_at: "2026-05-16T19:05:49.658556+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Beacon Financial completes merger with Brookline; pro forma assets $23.5B

## Summary
- Pro forma combined total assets of $23.5B at June 30, 2025; loans $18.7B, deposits $18.9B.
- Pro forma FY2024 net income $135.4M ($1.69 diluted EPS); H1 2025 net income $122.0M ($1.46 diluted EPS).
- Merger accounted for as reverse acquisition with Brookline as accounting acquirer; equity $2.4B.
- Estimated pre-tax merger costs of $93.0M; net-of-tax costs $73.9M, excluded from pro forma.
- Legacy Brookline stockholders control ~45% of pro forma voting interests.

## SEC filing metadata
- accession: 0001104659-25-113179
- form_type: 8-K/A
- ticker: BBT
- cik: 0001108134
- company_name: Beacon Financial Corp
- filed_at: 2025-11-17T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1108134/000110465925113179/0001104659-25-113179-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1108134/000110465925113179/tm2530890d1_8ka.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-113179
- JSON: https://secwatch.observer/filing/0001104659-25-113179.json
- Plain text: https://secwatch.observer/filing/0001104659-25-113179.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.