Recent 8-K filings for BCG
Highest-materiality recent filing
Binah Capital closes de-SPAC combination with Wentworth; $217M consideration
- Aggregate consideration ~$217M in stock and assumed debt; KWAC public shares redeemed 403,066 for ~$5.3M.
- PIPE of 1.5M Series A Preferred to Pollen Street Capital at $9.60/share, gross $14.4M.
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Binah Capital Q1 2026 net income $1.9M, up 84% YoY; AuM $29.0B, up 12.9%
Revenue $48.7M (flat vs $48.9M); GAAP net income $1.9M (+84%), diluted EPS $0.09 (+125%).
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Binah Capital FY2025 revenue $187.1M (+11%), GAAP net income $2.3M, vs prior-year loss
Full-year revenue grew 10.7% to $187.1M; AuM increased 11% to $29.9B.
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Binah Capital grants CEO 94,828 restricted shares; CFO Shane gets contract extension to 5 years
CEO Craig Gould awarded 94,828 fully vested restricted shares at $2.32/share ($220,000 aggregate value) under 2024 Equity Incentive Plan.
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Binah Capital furnishes investor deck for NobleCon21 conference; no financial results disclosed
Investor presentation dated December 2025 to be presented at NobleCon21 on Dec 4, 2025.
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Binah Capital reports Q3 net income $1.8M vs loss $1.2M; revenue up 9.5% to $46.2M
Nine-month total revenue grew 10% YoY to $137.0M; Q3 revenue rose 9.5% to $46.2M.
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Binah Capital Q2 revenue up 2% to $42M, EBITDA rises to $1.0M
Total revenue $42M, up 2% YoY; gross profit $8.8M, up 21% from $7.3M.
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CEO Craig Gould receives options to purchase 600,000 shares at $2.04; 1/3 vested Dec 31, 2024, balance monthly through Dec 2026.
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Binah Capital Group shareholders elect two Class I directors and ratify auditor at annual meeting
David Crane and Joel Marks elected as Class I directors with over 11.8 million votes each; no votes against.
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Binah Capital Q1 revenue +18% to $49M; net income $1M vs loss; EBITDA $2.2M
Total revenue $49M, up 18% YoY; AuM $26B, up 3% YoY.
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Binah Capital Q4 revenue up 8% to $45M; net loss $1.1M, adjusted EBITDA $2.0M
Total revenue grew 8% year-over-year to $45M in Q4 2024.
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Business combination with Wentworth closed March 15, 2024; audited FY2023/2022 financials and pro forma filed 11 months late.
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Binah Capital enters $20.3M credit agreement with Byline Bank, refinances prior facility
$20.3M term loan from Byline Bank, matures December 23, 2029; variable rate based on Term SOFR plus applicable margin.
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Binah Capital receives Nasdaq notice for late 10-Q but files it same day
Received Nasdaq deficiency notice on May 22, 2024 for missing Q1 2024 Form 10-Q filing.
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Binah Capital Group receives Nasdaq approval; trading starts March 27 under BCG and BCGWW
Approval obtained for listing on Nasdaq Stock Market LLC.
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PIPE financing of $14.4M from Pollen Street Capital for 1.5M Series A preferred shares at $9.60/share.
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Binah Capital closes de-SPAC combination with Wentworth; $217M consideration
Aggregate consideration ~$217M in stock and assumed debt; KWAC public shares redeemed 403,066 for ~$5.3M.
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Binah Capital Group launched via merger of KWAC and Wentworth; ~$23B AUM, $208M EV
Pro forma enterprise value of $208M, AUM of ~$23B, and ~1,900 individuals across 535 offices in 50 states.
Earnings & guidance
Materiality & sentiment trend
Max materiality 1.00 · Median 0.60 · Most common event earnings