Beneficient

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Beneficient reports Q2 growth, addresses liquidity demands with strategic initiatives

Beneficient's Q2 2025 earnings call highlighted positive developments, financial improvements, and strategic initiatives to address liquidity demands. The company's focus on democratizing private equity and enhancing transaction efficiency positions it for growth.
While facing challenges in sustaining growth and managing liquidity demands, Beneficient benefits from strong governance practices and market adaptability. Opportunities lie in capitalizing on liquidity demand, regulatory changes, and new business initiatives.
Overall, Beneficient's performance reflects resilience and strategic planning, with opportunities to drive growth through market positioning and operational enhancements. Navigating challenges and leveraging strengths will be crucial for the company's continued success.

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Beneficient is a financial services company, which engages in providing alternative assets, financial and investment services. It offers services to individual investors, wealth advisors, general partners, and institutional investors. It operates through the following segments: Ben Liquidity, Ben Custody, Customer ExAlt Trusts, and Corporate and Other. The Ben Liquidity segment offers liquidity products and services. The Ben Custody segment provides trust and custody administration services. The Customer ExAlt Trusts segment includes investments in alternative assets. The Corporate and Other segment relates to its overhead and administrative costs. The company was founded by Brad K. Heppner on June 6, 2023 and is headquartered in Dallas, TX.

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- Related liquidity transactions with three funds managed by ff Venture Capital, a leading investor in emerging industries, including fintech - With full participation from all limited partners, it is estimated Ben's loan portfolio collateral will grow by up to $121.5 million - Upon closing and assuming full participation, Beneficient will have completed, in aggregate, over $1.1 billion of NAV in liquidity transactions with general partners through fund restructurings and continuation vehicles DALLAS, March 06, 2024 (GLOBE NEWSWIRE) -- Beneficient (Nasdaq: BENF) (together with its affiliates, “Ben” or the “Company”), a technology-enabled platform focused on providing liquidity and related trust and custody services to holders of alternative assets, today announced that it has agreed to the financing of liquidity transactions for three separate funds managed by ff Venture Capital, a leading venture capital firm. Limited partners in each of the participating funds have the option to participate and, in exchange for their respective interests in the fund's alternative assets, receive, in the aggregate, up to approximately $62 million in stated value of shares of the Company's Resettable Convertible Preferred Stock (the “Preferred Stock”), which is convertible at the election of the holder into shares of the Company's Class A common stock and potential earnout payments over a period of up to ten (10) years.

Beneficient Enters into New Liquidity Transaction with ff Venture Capital

Beneficient (NASDAQ: BENF ) stock is rocketing higher on Friday after the financial technology services company revealed insider trader from one of it members of the Board of Directors. Director Peter Cangany acquired 400,000 shares of BENF stock from Feb. 20 to Feb. 21.

Why Is Beneficient (BENF) Stock Up 25% Today?

Beneficient (BENF) Q3 2024 Earnings Call Transcript

DALLAS, Feb. 13, 2024 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled financial services holding company that provides liquidity and related trust and custody services to holders of alternative assets, today reported its financial results for the fiscal 2024 third quarter ended December 31, 2023. Commenting on the fiscal 2024 third quarter, Ben's Chairman and Chief Executive Officer, Brad K.

Beneficient Reports Results for Third Quarter Fiscal 2024

DALLAS, Feb. 12, 2024 (GLOBE NEWSWIRE) -- Beneficient (Nasdaq: BENF) (the “Company”), a technology-enabled platform providing liquidity and related trust and custody services to holders of alternative assets, today announced it has retained Darrow Associates to represent the Company as its investor relations (“IR”) advisor. In this capacity, Darrow Associates will support Beneficient as the primary contact with investors and will seek to increase awareness of the Company's growth opportunities with the broader financial community.

Beneficient Engages Leading Investor Relations Firm Darrow Associates to Enhance Capital Markets Presence

DALLAS, Feb. 08, 2024 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled financial services holding company that provides liquidity and related trust and custody services to holders of alternative assets, announced that it will release its Third Quarter fiscal 2024 financial results after market close on Tuesday, February 13, 2024. Beneficient will host a webcast to present the results on Tuesday, February 13, 2024, at 5:00 p.m.

Beneficient Announces Third Quarter Fiscal 2024 Earnings Release and Webcast

– Closing of $2 Million Liquidity Financing Caps Nearly $10 Million Sourced from PLP Program – – Entered into additional PLP Program Agreements, Increasing the Total Amount of Committed Capital to Funds Party to the PLP Program to $1.5 Billion – – PLP Program now Offered alongside Beneficient's New Primary Commitment Program for General Partners – DALLAS, Jan. 22, 2024 (GLOBE NEWSWIRE) -- Beneficient (Nasdaq: BENF), a technology-enabled platform providing liquidity and related trust and custody services to holders of alternative assets through its proprietary AltAccess® online platform, today announced key milestones and liquidity transaction financing closings sourced through its expanding Preferred Liquidity Provider Program (“PLP Program”) for general partners. As a result of recent increased participation in the PLP Program, Beneficient has now executed PLP Program agreements with 19 separate alternative asset funds having an aggregate of $1.5 billion in committed capital across various asset classes, vintage years and fund sizes, which represents an increase of approximately $1.2 billion in committed capital from the 7 alternative asset funds that were participating as of January 22, 2023.

Beneficient Closes Initial Series of Liquidity Transaction Financings of Limited Partner Interests Sourced Through Preferred Liquidity Provider Program (“PLP Program”)

Beneficient (NASDAQ:BENF ) Q2 2024 Results Conference Call November 13, 2023 5:00 PM ET Company Participants David Rost - General Counsel Brad Heppner - CEO and Chairman Greg Ezell - CFO Operator Good day, and thank you for standing by. Welcome to the Beneficient Second Quarter Fiscal 2024 Earnings Call.

Beneficient (BENF) Q2 2024 Earnings Call Transcript

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- Enters into $25 Million Three-Year Term Loan with Hicks - - Financing Provides Capital to Meet Existing Obligations, Fund Product Distribution, and Provide Working Capital - DALLAS, Oct. 19, 2023 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled financial services holding company that provides liquidity and related trust and custody services to holders of alternative assets, today announced that, through an indirect subsidiary, it has entered into and closed on a $25 million three-year term loan financing with HH-BDH LLC (“Hicks”), an entity associated with Tom Hicks, a member of Beneficient's board of directors. The Company plans to utilize the proceeds to repay certain of its outstanding obligations, fund product distribution, and provide additional working capital.

Beneficient Closes on $25 Million Term Loan Financing

DALLAS, Sept. 13, 2023 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled platform providing early exit opportunities and related trust and custody services to holders of alternative assets, announced that on Tuesday, September 19, 2023, at 4:30 p.m. EDT the Company will be hosting a webcast to discuss its compelling business fundamentals that contribute to its mission.

WEBCAST: Beneficient Discusses Its Business Model of Providing Early Exit Opportunities for Investors in Alternative Assets on Sept. 19, 2023

DALLAS, Sept. 08, 2023 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled platform providing liquidity and related trust and custody services to holders of alternative assets, announced that on Tuesday, September 19, 2023, at 4:30 p.m. EDT the Company will be hosting a webcast to discuss its compelling business fundamentals that contribute to its mission.

WEBCAST: Beneficient Discusses Its Business Model of Providing Liquidity for Investors in Alternative Assets

- Independent Examinations Confirm Beneficient Has Industry-Leading Cybersecurity and Data Protection Controls in Place -

Beneficient Announces Successful Completion of SOC 2 and SOC 3 Certifications for its Online AltAccess Platform

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DALLAS--(BUSINESS WIRE)--Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled platform providing liquidity and related trust and custody services to holders of alternative assets, today announced the public launch of AltAccess, which is its flagship platform that allows those holders to accelerate the monetization of otherwise illiquid holdings through a secure, rapid and cost-effective online process. Liquidity, the Ben® Way, means that investors can exit their alternative.

Beneficient, Founded by Alternative Asset Industry Pioneer Brad Heppner, Publicly Launches its AltAccess® Digitized Custody & Liquidity Platform

- Begins Trading on Nasdaq Today Under Ticker “BENF” - - Beneficient has Closed Financing on Over $1.1 Billion in Liquidity in Alternative Assets, to Date - DALLAS, June 08, 2023 (GLOBE NEWSWIRE) -- Beneficient (“Ben,” “Beneficient” or the “Company”), a technology-enabled platform providing liquidity and related trust and custody services to holders of alternative assets, today listed on Nasdaq; its Class A common stock under the ticker “BENF” and its Warrants under the symbol “BENFW”. As previously announced, Beneficient completed its business combination with Avalon Acquisition Inc. (“Avalon”) on June 7, 2023.

Beneficient - a Financial Technology-Enabled Institution - Lists Shares Upon Successful Merger

Avalon Acquisition

Beneficient is set to go public this week with a blank-check vehicle in a deal valuing the financial services firm at about $3.3 billion, a source familiar with the matter said on Tuesday.

Alternative asset specialist Beneficient set to complete $3.3 billion SPAC merger

News for Beneficient Stock (BENF)