M&A - Zeo Energy Corp.

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Form Type: 8-K/A

Filing Date: 2025-01-23

Corporate Action: Acquisition

Type: Update

Accession Number: 000121390025006060

Filing Summary: Zeo Energy Corp. filed Amendment No. 3 on Form 8-K/A to restate its audited financial statements and Management’s Discussion and Analysis of Financial Condition and Results of Operation due to previously identified misstatements in their financial reports for the fiscal years 2023 and 2022. The filing includes a detailed explanation regarding the misclassifications of cost of goods sold and selling expenses, finance lease presentations, and the impact of these adjustments on their financial statements. The amendment also addresses the material weaknesses in internal control over financial reporting that resulted in the misstatements. Key exhibits include the amended consolidated financial statements and pro forma financial information relating to the acquisition of Sunergy. This amendment does not alter other disclosures from prior amendments and is meant to clarify previously filed reports.

Additional details:

Fiscal Year Ended: 2023


Fiscal Year Ended: 2022


Misstatement Details: Misclassifications of selling expenses and adjustments to finance lease presentations. Errors due to material weaknesses in internal controls.


Audited Financial Statements: Exhibit 99.1


Unaudited Pro Forma Information: Exhibit 99.2


Management Discussion Analysis: Exhibit 99.3


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