---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-172824"
form_type: "8-K"
ticker: "FOA"
cik: "0001828937"
company_name: "Finance of America Companies Inc."
filed_at: "2025-08-05T23:59:59+00:00"
generated_at: "2026-05-17T20:57:52.454971+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Finance of America repurchases Blackstone equity for $80.3M, issues $40M convertible notes

## Summary
- Repurchases all Blackstone Class A/units at $10/share for $80.3M; closing expected Q4 2025, subject to conditions.
- Issues $40M zero-coupon convertible notes due Aug 2028, convertible into Class A at $19/share after one year ($18 early).
- Repays and terminates working capital facility; enters $20M unsecured LFH facility fully drawn, matures Aug 2026.
- Consent from noteholders amends indentures; $60M of 2026 Notes mature Nov 2026 (non-extendable), with additional collateral.

## SEC filing metadata
- accession: 0001193125-25-172824
- form_type: 8-K
- ticker: FOA
- cik: 0001828937
- company_name: Finance of America Companies Inc.
- filed_at: 2025-08-05T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 1.01, 2.03, 3.02, 5.01, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1828937/000119312525172824/0001193125-25-172824-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1828937/000119312525172824/d122958d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-172824
- JSON: https://secwatch.observer/filing/0001193125-25-172824.json
- Plain text: https://secwatch.observer/filing/0001193125-25-172824.txt

## Key facts
- Debt Financings
  Finance of America Companies Inc. incurred convertible notes of $40.0 million with certain existing institutional investors at 0% coupon maturing August 4, 2028.
  - Instrument: convertible notes
  - Principal: $40.0 million
  - Counterparty: certain existing institutional investors
  - Rate: 0% coupon
  - Maturity: August 4, 2028
  - Event: incurrence
  source text: the Company entered into convertible note purchase agreements (collectively, the “NPA”) with certain existing institutional investors, providing for the purchase of an aggregate of $40.0 million of a new series of unsecured convertible promissory notes (the “New Notes”), and the purchase price for the New Notes was funded in full on the same date.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1828937/000119312525172824/0001193125-25-172824-index.htm

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