Every 8-K that Accelerant Holdings (ARX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ARX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARX filings page.
Accelerant Holdings entered into a definitive agreement for a take-private merger with Cherry Tree BidCo and Cherry Tree Merger Sub, affiliates of Thoma Bravo Discover Fund V. Merger Sub will merge into Accelerant, which will become a wholly owned subsidiary of Parent, and its Class A common shares will be delisted from the New York Stock Exchange and deregistered under the Exchange Act upon closing.
At the effective time, each outstanding Class A and Class B share (excluding specified excluded and dissenting shares) will be converted into the right to receive $20.25 in cash per share, plus, if applicable, an additional per-share cash “Ticking Amount” of $0.00333 for each calendar day between the Ticking Amount Start Date and Ticking Amount End Date. Completion requires, among other conditions, approval of the merger agreement by holders of at least two-thirds of votes cast, antitrust and insurance regulatory clearances, and absence of a continuing material adverse effect.
Accelerant may solicit alternative proposals from certain pre-cleared parties during a Go-Shop Period ending September 22, 2026, after which customary no-shop restrictions apply. A voting and support agreement with ACP-affiliated shareholders representing approximately 82% of outstanding voting rights commits those shares in favor of the merger. Termination fees include up to $136.5 million payable by Accelerant in certain scenarios and a $295.8 million Parent Termination Fee. Thoma Bravo’s fund has provided an equity commitment intended to cover the full merger consideration, potential Ticking Amount and related costs.
Accelerant Holdings entered into a definitive agreement to be acquired by Thoma Bravo in an all-cash Merger valuing the company at over $4 billion. Class A and Class B shareholders will receive $20.25 per share, a 49% premium to the August 12, 2026 closing price. Entities affiliated with Altamont Capital Partners holding approximately 82% of outstanding voting rights agreed to vote in favor, and the deal is expected to close in the first half of 2027, subject to shareholder and regulatory approvals. If closing is delayed by certain insurance approvals, a ticking fee of 6% per annum will accrue for a specified period. For the quarter ended June 30, 2026, Accelerant reported total revenues of $356.9 million and net income of $80.0 million. Exchange Written Premium reached $1,322.3 million, with a 23% growth rate and trailing twelve months premiums of $4.6 billion. Adjusted EBITDA was $93.1 million with a 31% adjusted EBITDA margin, and adjusted net income was $70.0 million. Operating cash flow for the first six months of 2026 was $(90.0) million, and cash, cash equivalents and restricted cash totaled $1,656.3 million at June 30, 2026. The company cancelled its earnings call and is not providing 2026 guidance due to the pending transaction.
Accelerant Holdings filed an update noting that Chairman and CEO Jeff Radke will present at the William Blair Growth Stock Conference on June 3, 2026 at 10:20 a.m. Eastern Time. Investors can access a live webcast and later replay through the investor relations section of the company’s website.
The event is positioned as an opportunity for the company to share its story as a data-driven risk exchange platform in the specialty insurance market, but the filing does not include new financial results or guidance. The attached press release is furnished under Regulation FD and is not deemed filed for liability purposes.
Accelerant Holdings reported strong first quarter 2026 growth while remaining GAAP-loss making. Exchange Written Premium reached $1.14 billion, up 16% year over year, and Operating Revenues rose 57% to $273.2 million.
Adjusted EBITDA increased 70% to $66.1 million, with a 24% margin, and adjusted net income grew 118% to $37.7 million, or $0.17 per diluted share, even as GAAP net results showed a $4.1 million loss. The gross loss ratio improved slightly to 52.1% from 53.3%, reflecting stable underwriting performance.
The company highlighted rapid expansion of its fee-based, capital-light model: fee-based Adjusted EBITDA reached $60 million, up 112% year over year, and third-party direct written premium rose to 41% of Exchange Written Premium versus 19% a year earlier. Accelerant repurchased 828,333 Class A shares for $11 million.
For 2026, management expects Exchange Written Premium of at least $5.2 billion and Adjusted EBITDA of at least $285 million. Second quarter 2026 guidance includes Exchange Written Premium of $1.27–$1.32 billion, third-party direct written premium of $580–$620 million, and Adjusted EBITDA of $60–$66 million.
Accelerant Holdings reported the results of its 2026 annual general meeting of shareholders. As of the March 13, 2026 record date, there were 222,160,004 common shares outstanding, split between 116,757,858 Class A shares with one vote each and 105,402,146 Class B shares with ten votes each, for 1,170,779,318 eligible votes.
Shareholders representing 1,116,514,489 votes, or 95.4% of the voting power, were present or represented by proxy. All three Class I director nominees—Karen Meriwether, Simon Wainwright, and David Talach—were elected, each receiving over 1,070,000,000 votes “for.”
Shareholders also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 1,116,134,858 votes “for,” 284,931 “against,” and 94,700 abstentions. No other matters were submitted for a vote.
Accelerant Holdings reported strong growth for Q4 and full-year 2025 while announcing a major capital return and finance leadership change. Exchange Written Premium reached $1.09 billion in Q4 2025, up 24% year over year, with total revenue of $248.4 million and Adjusted EBITDA of $70.5 million, a 28% margin. For 2025, Exchange Written Premium was $4.19 billion and revenue $912.9 million, while Adjusted EBITDA rose to $281.8 million and margin to 31%. GAAP results showed a $1,345.2 million net loss, driven largely by $1,379.7 million in non-recurring profits interest distribution expenses tied to the IPO. The Board authorized a share repurchase program for up to $200 million of Class A shares through December 31, 2028. The company is shifting toward a more capital-light model, with third-party direct written premium at 40% of Q4 Exchange Written Premium. Accelerant also announced that longtime industry executive Linda S. Huber will become Chief Financial Officer, principal financial officer, and principal accounting officer on March 31, 2026, succeeding Jay Green, who is departing under a separation agreement. Management guided to continued growth in 2026, including Exchange Written Premium of approximately $5.1 billion and fee-based Adjusted EBITDA expansion.
Accelerant Holdings plans to hold its 2026 annual general meeting of shareholders on May 12, 2026. Shareholders of record at the close of business on March 13, 2026 will be entitled to vote.
Shareholder proposals and director nominations for the 2026 meeting must be delivered in writing or by email to the Company’s Secretary by the close of business on March 9, 2026. Only shareholders owning more than 5% of total outstanding common shares on both the record date and nomination notice date may submit director nominations. Shareholders who plan to use the universal proxy rules to solicit proxies for alternative director nominees must give notice with required Rule 14a-19 information by March 13, 2026.
Accelerant Holdings furnished an update stating it has issued a press release with preliminary financial information for the quarter and year ended December 31, 2025. The figures in that release are unaudited estimates based on currently available information and may change once normal closing procedures and the audit are completed.
The company emphasizes that these preliminary results should not be relied on as a substitute for full financial statements prepared under generally accepted accounting principles. The press release is furnished, not filed, which limits certain legal liabilities, and includes forward-looking statements that may differ from the final reported results.
Accelerant Holdings furnished a Form 8-K announcing its third-quarter earnings materials for the period ended September 30, 2025. The company issued an earnings release and an investor presentation on November 12, 2025, and will host an earnings conference call on November 13 at 8:00 a.m. Eastern Time.
The earnings release is furnished as Exhibit 99.1 and the presentation as Exhibit 99.2, which is also posted at https://investor.accelerant.ai/. The information under Items 2.02 and 7.01 is expressly stated as furnished, not deemed “filed” under Section 18 of the Exchange Act.
Accelerant Holdings filed a Form 8-K to inform investors that it issued an earnings press release for the second quarter ended June 30, 2025. The company states that the press release, dated August 28, 2025, is attached as Exhibit 99.1 to this report. Accelerant clarifies that the earnings information furnished under Item 2.02, including Exhibit 99.1, is not considered “filed” for liability purposes under Section 18 of the Exchange Act and will only be incorporated into other securities filings if specifically referenced.