ZEO Zeo Energy Corp.

CIK 0001865506 50 ready 8-Ks latest August 21, 2026, 5:20 PM ET RSS · JSON

Activity: NORMAL 2 filings / 30d vs 1 baseline Risk accumulating: auditor change (2)

Ready 8-Ks 50

Latest filing August 21, 2026, 5:20 PM ET

Top materiality 0.95

Event mix other_material ×20 · m_and_a ×11 · regulatory ×5

Sentiment 3 pos · 17 neg · 30 neu

Latest earnings reported 2025-Q1

Executive change recent →

SHENANIGAN SCORE 2 / 7 see the board

Recent 8-K filings for ZEO

Highest-materiality recent filing

Zeo Energy closes Sunergy business combination; 33.73M OpCo units issued

March 20, 2024, 7:59 PM ET M&A materiality 0.95 neutral item 1.01 item 5.02 item 2.01 item 3.02 item 9.01 item 2.02 item 3.03 item 5.01 item 5.03 item 5.06 item 7.01 ◈ Material Agreements ×4◈ Governance Changes ×3◈ Earnings Releases

Consideration to Sunergy sellers: 33,730,000 Exchangeable OpCo Units and 33,730,000 Class V shares.
Post-Closing shares: 5,026,964 Class A common and 35,230,000 Class V common outstanding.

Read filing →

August 21, 2026, 5:20 PM ET other material materiality 0.35 positive item 1.01 item 9.01

Zeo Energy amends White Lion equity deal to let company set floor price

Amendment No. 1 to Common Stock Purchase Agreement effective Aug 20, 2026 with White Lion Capital.
August 11, 2026, 4:15 PM ET other material materiality 0.15 neutral item 5.07 item 9.01

Zeo Energy shareholders approve directors, 20%+ share issuance to White Lion

Quorum 32,739,596 shares (56.2% of 58,279,972 eligible) at Aug 7, 2026 annual meeting.
June 15, 2026, 4:05 PM ET debt materiality 0.60 neutral item 1.01 item 2.03 item 3.02 item 9.01 ◈ Material Agreements

Zeo Energy enters $7.5M convertible note facility with White Lion Capital; first $1.5M funded

Note Purchase Agreement with White Lion Capital for up to $7.5M in convertible notes; first closing of $1.5M funded on June 9, 2026.
April 24, 2026, 7:59 PM ET regulatory materiality 0.80 negative item 3.01 ◈ Listing & Compliance Notices

Zeo Energy receives Nasdaq minimum bid price deficiency notice; 180 days to cure

Received Nasdaq deficiency letter on April 23, 2026 for failing to maintain minimum $1 bid price for 30 consecutive business days.
April 17, 2026, 7:59 PM ET other material materiality 0.15 neutral item 7.01 item 9.01

Zeo Energy provides investor presentation at Webull Webinar

Presentation dated April 15, 2026; available on company's IR website.
January 27, 2026, 6:59 PM ET other material materiality 0.65 neutral item 1.01 item 3.02 item 9.01 ◈ Equity Issuances◈ Material Agreements

Zeo Energy enters $30M equity line with White Lion Capital; shares sold at market discounts

Up to $30M of newly issued Class A common stock can be sold to White Lion over 3 years.
November 4, 2025, 6:59 PM ET other materiality 0.65 neutral item 4.01 item 9.01 ◈ Auditor Changes ×2

Zeo Energy dismisses Grant Thornton, appoints Tanner as auditor for FY2025

Audit committee approved dismissal of Grant Thornton as independent auditor, effective Oct 31, 2025.
September 8, 2025, 7:59 PM ET other materiality 0.00 neutral item 7.01 item 9.01

Zeo Energy presents at Gateway Conference; no specific financial details released

CEO Tim Bridgewater and CFO Cannon Holbrook presented at 2025 Annual Gateway Conference on Sept 4, 2025.
August 19, 2025, 7:59 PM ET other material materiality 0.65 neutral item 1.01 item 3.02 item 9.01

Zeo Energy to pay Piper Sandler $1.69M cash and 677,711 shares for buy-side advisory fee

Cash payment of $1.6875 million plus 677,711 Class A shares to Piper Sandler as Heliogen Buyside Advisory Fee upon closing of Heliogen acquisition.
August 12, 2025, 7:59 PM ET M&A materiality 0.85 negative item 2.01 item 9.01

Zeo Energy completes acquisition of Heliogen; Heliogen reports $6.4M Q1 loss, going concern doubt

Merger closed on Aug 8, 2025; exchange ratio 0.9591 Zeo shares per Heliogen share.
August 11, 2025, 7:59 PM ET M&A materiality 0.90 neutral item 2.01 item 9.01

Zeo Energy completes merger with Heliogen; Exchange Ratio 0.9591

As of Aug 8, 2025, each Heliogen share converted to 0.9591 Zeo Class A share.
August 11, 2025, 7:59 PM ET M&A materiality 0.75 positive item 7.01 item 9.01

Zeo Energy closes Heliogen stock acquisition; nets $13.6M cash, forms new division

Acquisition completed Aug 8, 2025; consideration entirely in Zeo Class A common stock.
August 8, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07 item 9.01

Zeo Energy stockholders elect all five director nominees and approve share issuance proposal at annual meeting

Elected directors Timothy Bridgewater, Dr. Abigail M. Allen, James P. Bensen, Neil Bush, Mark M. Jacobs; each received over 47.3M votes for.
July 9, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02 item 9.01

Director Gianluca Guy resigns from Zeo Energy board effective July 4

Gianluca 'Luke' Guy resigned as a member of the Board of Directors, effective July 4, 2025.
June 18, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 9.01

Zeo Energy Q1 2025 revenue $8.8M (down 56.4% YoY); net loss $13.3M; agrees to acquire Heliogen

Total revenue $8.8M vs $20.1M in Q1 2024, a 56.4% decline; gross margin improved to 43.0% from 29.9%.
June 12, 2025, 7:59 PM ET other materiality 0.20 neutral item 8.01

Zeo Energy Corp. sets first Annual Meeting for August 5, 2025, record date June 6, 2025

Annual Meeting to be held virtually on August 5, 2025.
May 29, 2025, 7:59 PM ET M&A materiality 0.75 neutral item 1.01 item 7.01 item 8.01 item 9.01

Zeo Energy acquires Heliogen for $10M stock; exchange ratio based on $1.59/share

Total Merger Consideration $10M, adjusted by Heliogen's Net Cash collar of $13M-$16M.
May 29, 2025, 7:59 PM ET other material materiality 0.60 negative item 3.01 item 7.01 item 9.01 ◈ Listing & Compliance Notices

Zeo Energy receives Nasdaq deficiency notice for late Q1 2025 Form 10-Q filing

Nasdaq notice received May 22, 2025 due to failure to file Q1 2025 10-Q by May 15 deadline.
May 27, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02 item 9.01

Zeo Energy reports FY 2024 revenue down 33% to $73.2M; net loss $9.9M vs income $4.8M in 2023

Full-year revenue $73.2M, down 33.2% YoY; net loss $9.9M vs net income $4.8M in 2023.
April 18, 2025, 7:59 PM ET regulatory materiality 0.85 negative item 3.01 item 7.01 item 9.01 ◈ Listing & Compliance Notices

Zeo Energy receives Nasdaq notice for late 10-K filing; has until June 16 to submit plan

Nasdaq notified Zeo on April 17, 2025 for failing to file 2024 10-K by March 31 deadline.
February 4, 2025, 6:59 PM ET other material materiality 0.05 neutral item 9.01

Zeo Energy corrects auditor opinion date on Sunergy's restated financials

Grant Thornton opinion date corrected to August 16, 2024 (Note 3: January 23, 2025) on prior filing.
January 31, 2025, 6:59 PM ET other materiality 0.10 neutral item 9.01

Zeo Energy files 8-K/A correcting Grant Thornton signature on Sunergy restated financials

Amendment No. 4 corrects a scrivener's error: omitted signature of Grant Thornton LLP on the Report of Independent Registered Public Accounting Firm in Exhibit 99.1.
January 23, 2025, 6:59 PM ET other material materiality 0.65 negative item 2.01 item 9.01

Zeo Energy restates FY2023 and FY2022 Sunergy financials; no impact on net income

Restatement corrects misclassifications: selling expenses moved from COGS to sales and marketing, no effect on total operating expenses or net income.
December 26, 2024, 6:59 PM ET debt materiality 0.70 negative item 1.01 item 2.03 item 3.02 item 9.01

Zeo Energy enters $4M promissory note with LHX; repayable in shares at $1.35 or 4x cash

Up to $4M available in three tranches: $2.5M initial, $750K upon 340 solar permits (60 days), $750K upon 296 installations (60 days after).
November 14, 2024, 6:59 PM ET other material materiality 0.85 negative item 4.02 ◈ Auditor Changes

Zeo Energy restates FY2022-FY2024 financials; reclassifies commission expenses and leases

Audit committee withdraws reliance on FY2022, FY2023, Q1/Q2 2024 financials and S-1 due to misstatements.
November 6, 2024, 6:59 PM ET M&A materiality 0.80 positive item 2.01 item 3.02 item 1.01 item 7.01 item 9.01 ◈ M&A Transactions

Zeo Energy completes asset purchase from bankrupt Lumio for $4M cash and 6.2M shares

Acquired uninstalled residential solar contracts, inventory, IP, and goodwill from Lumio (Chapter 11 debtor) for $4M cash and 6,206,897 shares of Common Stock.
October 31, 2024, 7:59 PM ET M&A materiality 0.75 neutral item 1.01 item 9.01

Zeo Energy to acquire residential solar assets from bankrupt Lumio for $4M cash and 6.2M shares

Acquires uninstalled solar contracts, inventory, IP from Lumio Holdings (Chapter 11) for $4M cash + 6.2M shares.
August 20, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 5.02 item 9.01 ◈ executive_change

Zeo Energy Q2 revenue down 51% to $14.7M, net loss of $1.3M; appoints Cannon Holbrook as CFO

Q2 2024 revenue $14.7M, down 51% from $30.1M in Q2 2023; net loss $1.3M vs net income $0.8M.
August 19, 2024, 7:59 PM ET other material materiality 0.70 negative item 2.01 item 9.01

Zeo Energy restates FY2023 & Q1 2024 financials; net income cut by $1.4M

FY2023 net income reduced by $1.417M due to corrections in accounts payable, accrued expenses, and revenue.
August 2, 2024, 7:59 PM ET other material materiality 0.85 negative item 4.02

Zeo Energy restates 2023 and Q1 2024 financials; net income reduced by $1.4M and $144K respectively

FY2023 errors: $844K debit memos reversal, $268K insurance/audit accruals, $376K sales cut-off; net income reduced $1.417M.
May 16, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 9.01 ◈ Earnings Releases

Zeo Energy Q1 revenue up 4% to $19.5M; net loss $1.7M vs prior year profit

Revenue $19.5M (+4% YoY); gross profit $1.8M (-47% YoY) from $3.4M.
April 18, 2024, 7:59 PM ET regulatory materiality 0.60 neutral item 4.01 item 9.01 ◈ Auditor Changes ×2

Zeo Energy dismisses BDO, engages Grant Thornton; material weaknesses cited

BDO USA P.C. dismissed as independent auditor on April 16, 2024; no disagreements with BDO.
March 25, 2024, 7:59 PM ET other material materiality 0.60 neutral item 2.01 item 9.01

Sunergy's audited FY2023 revenue $110.1M, net income $6.2M filed in 8-K/A

Sunergy revenue $110.1M in 2023 (up 24% YoY from $89.0M); net income $6.2M vs $8.7M in 2022.
March 20, 2024, 7:59 PM ET M&A materiality 0.95 neutral item 1.01 item 5.02 item 2.01 item 3.02 item 9.01 item 2.02 item 3.03 item 5.01 item 5.03 item 5.06 item 7.01 ◈ Material Agreements ×4◈ Governance Changes ×3◈ Earnings Releases

Zeo Energy closes Sunergy business combination; 33.73M OpCo units issued

Consideration to Sunergy sellers: 33,730,000 Exchangeable OpCo Units and 33,730,000 Class V shares.
March 20, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01 ◈ Earnings Releases

Zeo Energy reports FY2023 net revenue $110.1M (+24%); Q4 net loss $0.1M

Full-year 2023 net revenue $110.1M, up 24% YoY; gross profit $20.2M (+26%).
March 12, 2024, 7:59 PM ET other material materiality 0.60 neutral item 1.01 item 9.01 ◈ Material Agreements

ESGEN enters non-redemption agreement with K2 Fund to backstop 174,826 shares

K2 Fund will purchase at least 174,826 ESAC Class A shares from redeeming holders and rescind redemptions.
March 8, 2024, 6:59 PM ET other material materiality 0.70 neutral item 5.07 item 8.01 ◈ Shareholder Votes ×5

ESGEN shareholders approve Sunergy business combination; ~1.34M shares redeemed for $15.3M

All proposals for the business combination with Sunergy Renewables approved at March 6, 2024 meeting.
January 25, 2024, 6:59 PM ET M&A materiality 0.80 neutral item 1.01 item 3.02 item 7.01 item 9.01 ◈ Material Agreements

ESGEN Acquisition and Sunergy Renewables Amend Business Combination Terms

Aggregate consideration reduced from $410M to $337.3M for pre-transaction Sunergy equityholders.
November 13, 2023, 6:59 PM ET M&A materiality 0.20 neutral item 7.01 item 9.01

ESGEN posts updated investor presentation for Sunergy Renewables merger

ESGEN updated its investor presentation on November 13, 2023, available on its website.
October 24, 2023, 7:59 PM ET other material materiality 0.55 neutral item 5.03 item 5.07 item 8.01 item 9.01 ◈ Governance Changes ×2◈ Shareholder Votes ×2

ESGEN shareholders approve extension of business combination deadline to Jan 22, 2024; 1.49M shares redeemed for ~$16.7M

Extension approved: deadline moved from Oct 22, 2023 to Jan 22, 2024; up to six additional monthly extensions possible with sponsor deposits.
October 19, 2023, 7:59 PM ET other material materiality 0.55 neutral item 8.01 item 9.01

ESGEN sponsor to convert all 5.6M Class B shares to Class A before shareholder vote on Oct 20

Sponsor ESGEN LLC expects to convert all 5,619,077 Class B shares into Class A shares prior to any redemption in connection with extension and conversion proposals.
October 17, 2023, 7:59 PM ET other material materiality 0.50 neutral item 8.01 item 9.01

ESGEN postpones special meeting to Oct 20; extends redemption deadline to Oct 18

Extraordinary general meeting postponed from Oct 17 to Oct 20, 2023 to vote on extension of business combination deadline.
October 17, 2023, 7:59 PM ET regulatory materiality 0.70 negative item 1.01 item 2.03 item 3.01 item 9.01 ◈ Debt Financings◈ Listing & Compliance Notices◈ Material Agreements

ESGEN Acquisition receives Nasdaq deficiency notice for round lot holders; expands sponsor note to $2.5M

Nasdaq notified ESGEN on Oct 16, 2023, of non-compliance with round lot holder requirement under Listing Rule 5450(a)(2).
May 11, 2023, 7:59 PM ET regulatory materiality 0.65 negative item 3.01 ◈ Listing & Compliance Notices

ESGEN Acquisition receives Nasdaq delisting notice for MVLS below $50M

On May 10, 2023, Nasdaq notified ESGEN that its MVLS was below $50M for 30 consecutive business days.
April 20, 2023, 7:59 PM ET M&A materiality 0.75 neutral item 1.01 item 3.02 item 7.01 item 9.01 ◈ Material Agreements

ESGEN Acquisition Corp. (SPAC) to merge with Sunergy Renewables in $410M deal; PIPE of $10M from sponsor

Enterprise value of Sunergy set at $410M; ESGEN will issue OpCo units valued at $10.00 each.
April 19, 2023, 7:59 PM ET M&A materiality 0.70 neutral item 7.01 item 8.01 item 9.01

ESGEN Acquisition Corp. announces business combination with Sunergy Renewables at $475M enterprise value

Sunergy reported $123M revenue and $11M EBITDA in 2022, with nearly 2,400 residential solar installations.
April 7, 2023, 7:59 PM ET debt materiality 0.30 neutral item 1.01 item 2.03 item 9.01 ◈ Debt Financings

ESGEN Acquisition secures $1.5M promissory note from sponsor for working capital

Up to $1.5 million unsecured promissory note issued to sponsor ESGEN LLC.
January 20, 2023, 6:59 PM ET other material materiality 0.85 negative item 5.03 item 5.07 item 9.01 ◈ Governance Changes◈ Shareholder Votes

ESGEN shareholders approve extension; 89% of Class A shares redeemed for ~$255.9M

Shareholders approved extension of business combination deadline from Jan 22, 2023 to Apr 22, 2023.
January 18, 2023, 6:59 PM ET other material materiality 0.90 negative item 5.03 item 5.07 item 9.01 ◈ Governance Changes◈ Shareholder Votes

ESGEN shareholders approve extension to April 22, 2023; ~88.5% of public shares redeemed for ~$254M

Holders of 24,703,445 Class A shares redeemed at ~$10.29/share, total ~$254.2M withdrawn from trust.
December 28, 2022, 6:59 PM ET other material materiality 0.45 neutral item 8.01

ESGEN Acquisition Corporation schedules Jan 18, 2023 meeting to vote on extension proposal

Extraordinary general meeting scheduled for January 18, 2023 to vote on Extension Proposal and Adjournment Proposal.

Executive changes

Appointed

Cannon Holbrook

Chief Financial Officer

ZEO · Zeo Energy Corp.

Effective: 2024-08-19
Filed: August 20, 2024, 7:59 PM ET

the Company announced the appointment of Cannon Holbrook as Chief Financial Officer

Earnings & guidance

2025-Q1 EPS reported -$0.48 filing →

Materiality & sentiment trend

Max materiality 0.95 · Median 0.65 · Most common event other_material

3 positive 17 negative 30 neutral

source · ZEO on sec.gov