Company: FOACW
Filing Date: 2025-12-15
Form Type: 8-K
Source: 0001193125-25-317959
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Company: Finance of America Companies Inc.
Filing Date: 2025-12-15
Form: 8-K
Item: Item 1.01
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Item 1.01.      Entry Into a Material Definitive Agreement.  

On December 11, 2025, Finance of America Companies Inc. (the “ Company”), a Delaware corporation, entered into an Investment Agreement (the “ Investment Agreement”) with certain investment funds managed by Blue Owl Alternative Credit Advisors LLC, a Delaware limited liability company, or its affiliates (collectively, “ Blue Owl”) relating to the issuance and sale to Blue Owl of 50,000 shares of the Company’s Series A Convertible Perpetual Preferred Stock, par value $0.0001 per share (the “ Series A Preferred Stock”), at a price of $1,000 per share for an aggregate purchase price $50.0 million (the “ Issuance”). The closing of the Issuance is conditioned upon the satisfaction or waiver of customary closing conditions and will not occur prior to December 15, 2025, without the prior written consent of Blue Owl and the Company (the “ Closing Date”).

The Series A Preferred Stock will rank senior to the Company’s Class A Common Stock, par value $0.0001 per share (the “ Class A Common Stock”) and the Company’s Class B Common Stock, par value $0.0001 per share (the “ Class B Common Stock” and together with the Class A Common Stock, the “ Common Stock”), with respect to dividend rights and rights on the distribution of assets on any voluntary or involuntary liquidation, dissolution or winding up of the affairs of the Company. In the event of (i) any voluntary or involuntary liquidation, dissolution or winding up of the affairs of the Company, (ii) certain “change of control” transactions or (iii) upon the occurrence of certain “events of default,” the Company may not make or set aside any distribution or payment out of the assets of the Company in respect of Common Stock or other equity securities ranking junior in right of payment to the Series A Preferred Stock unless and until holders have received an amount per share of Series A Preferred Stock equal to $1,000, plus any accrued and unpaid dividends (subject to a make-whole amount per share reflecting a minimum return of 1.5x) or, if greater, the value of such share of Series A Preferred Stock on an as-convertedbasis (the “ Liquidation Preference”), in each case, as set forth in the Certificate of Designations designating the Series A Preferred Stock, a form of which is attached as Annex A to the Investment Agreement (the