ZEO Zeo Energy Corp.

CIK 0001865506 50 ready 8-Ks latest June 15, 2026, 4:05 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 →

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.
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.
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.
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%.
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.
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.
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.
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.

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