Recent 8-K filings for BCG

• August 13, 2026, 6:55 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  Binah Capital Q2 2026: Revenue up 12.1% to $46.5M, swings to $0.3M net income

  Total revenue rose 12.1% YoY to $46.5M; AuM grew 13.4% to $31.6B from $27.8B.

• May 15, 2026, 4:18 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  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%).

• March 31, 2026, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  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.

• February 27, 2026, 6:59 PM ET leadership materiality 0.60 neutral item 3.03item 5.02item 5.03item 9.01 ◈ Equity Issuances◈ Governance Changes

  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.

• November 13, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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.

• August 14, 2025, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  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.

• May 15, 2025, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  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.

• March 31, 2025, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  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.

• February 11, 2025, 6:59 PM ET M&A materiality 0.60 negative item 2.01item 4.01item 9.01

  Binah Capital files audited FY2023 financials for Wentworth; revenue $168M, net income $571K; auditor changed to FGMK

  Business combination with Wentworth closed March 15, 2024; audited FY2023/2022 financials and pro forma filed 11 months late.

• December 26, 2024, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 1.02item 2.03item 3.03item 9.01

  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.

• March 22, 2024, 7:59 PM ET M&A materiality 0.85 neutral item 1.01item 2.01item 4.01item 9.01item 3.01item 3.02item 3.03item 5.01item 5.02item 5.03item 5.06 ◈ Material Agreements ×5◈ Governance Changes ×3◈ M&A Transactions

  Binah Capital Group completes de-SPAC merger with Wentworth Management; aggregate consideration ~$217M

  PIPE financing of $14.4M from Pollen Street Capital for 1.5M Series A preferred shares at $9.60/share.

• March 21, 2024, 7:59 PM ET other material materiality 1.00 neutral item 1.01item 2.01item 4.01item 9.01item 3.01item 3.02item 3.03item 5.01item 5.02item 5.03item 5.06 ◈ Material Agreements ×5◈ Governance Changes ×3◈ M&A Transactions

  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.

• March 19, 2024, 7:59 PM ET M&A materiality 0.65 neutral item 7.01item 9.01

  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

8 positive 1 negative 11 neutral

source · BCG on sec.gov