# EDGAR Filing Document

**Accession Number:** 0002046915
**File Stem:** 0001493152-25-024482
**Filing Date:** 2025-11
**Character Count:** 13663
**Document Hash:** c565cff0405c311f97107bcb911d0f82
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001493152-25-024482.hdr.sgml**: 20251120

**ACCESSION NUMBER**: 0001493152-25-024482

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20251120

**DATE AS OF CHANGE**: 20251120

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Zeo Energy Corp.
- **CENTRAL INDEX KEY:** 0001865506
- **STANDARD INDUSTRIAL CLASSIFICATION:** CONSTRUCTION SPECIAL TRADE CONTRACTORS [1700]
- **ORGANIZATION NAME:** 05 Real Estate & Construction
- **EIN:** 981601409
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-92969
- **FILM NUMBER:** 251503793

**BUSINESS ADDRESS:**
- **STREET 1:** 5956 SHERRY LANE, SUITE 1400
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75225
- **BUSINESS PHONE:** 214-987-6100

**MAIL ADDRESS:**
- **STREET 1:** 5956 SHERRY LANE, SUITE 1400
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75225

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ESGEN Acquisition Corp
- **DATE OF NAME CHANGE:** 20210602
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LHX Intermediate, LLC
- **CENTRAL INDEX KEY:** 0002046915

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A

**BUSINESS ADDRESS:**
- **STREET 1:** 3 EMBARCADERO CENTER
- **STREET 2:** SUITE 550 (5TH FLOOR)
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111
- **BUSINESS PHONE:** (415) 644-4100

**MAIL ADDRESS:**
- **STREET 1:** 3 EMBARCADERO CENTER
- **STREET 2:** SUITE 550 (5TH FLOOR)
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111

## Ex-1

**<u>APPENDIX A</u>**

**<u>COVERED PERSONS</u>**

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Name** | **Position(s)** | **Principal<br> Business Address** | **Principal Occupation** | **Citizenship** |
| Andre A. Hakkak | Member of Investment Committee of White Oak Global Advisors, LLC | c/o White Oak Global Advisors, LLC<br> 3 Embarcadero Center<br> Suite 550 (5th Floor)<br> San Francisco, CA 94111 | Managing Member &<br> Chief Executive Officer of White Oak Global Advisors, LLC | United States |
| Darius J. Mozaffarian | Member of Investment Committee of White Oak Global Advisors, LLC | c/o White Oak Global Advisors, LLC<br> 3 Embarcadero Center<br> Suite 550 (5th Floor)<br> San Francisco, CA 94111 | President & Partner of White Oak Global Advisors, LLC | United States |
| Steven Ruth | Member of Investment Committee of White Oak Global Advisors, LLC | c/o White Oak Global Advisors, LLC<br> 3 Embarcadero Center<br> Suite 550 (5th Floor)<br> San Francisco, CA 94111 | Chief Lending Officer of White Oak Global Advisors, LLC | United States |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 2)**

**Zeo Energy Corp.**

*(Name of Issuer)*

**Class A Common Stock, par value $0.0001 per share**

*(Title of Class of Securities)*

**98944F109**

*(CUSIP Number)*

**Barbara McKee**<br>3 Embarcadero Center,<br>Suite 550 (5th Floor)<br>San Francisco CA 94111<br>4156444100

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**10/30/2025**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **98944F109** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**LHX Intermediate, LLC** | Name of reporting person<br>**LHX Intermediate, LLC** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**9931851.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**9931851.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**9931851.00** | Aggregate amount beneficially owned by each reporting person<br>**9931851.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**30.0%** | Percent of class represented by amount in Row (11)<br>**30.0%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

**Comment for Reporting Person:** (1) Consists of 9,931,851 shares of Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock"), of Zeo Energy Corp., a Delaware corporation (the "Issuer") held of record by LHX Intermediate, LLC ("LHX"). This number does not take into account shares of common stock of the Issuer held by other stockholders party to the Voting Agreement, pursuant to which such stockholders have agreed, in certain circumstances, to vote (i) in favor of the nomination and appointment of LHX's designee to the board of directors of the Issuer, and (ii) in favor of the issuance by the Issuer to LHX of shares of Class A Common Stock in connection with an option that may be granted to LHX to purchase up to 4,000,000 shares of Class A Common Stock, subject to the terms and conditions therein.

(2) The percentage set forth in Row 13 represents the quotient obtained by dividing (a) the number of shares of Class A Common Stock beneficially owned by the Reporting Person as set forth in Row 11 by (b) 33,149,931 shares of Class A Common Stock outstanding as of November 12, 2025, as reported by the Issuer on its Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 14, 2025.

| **CUSIP No.** | **98944F109** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**WHITE OAK GLOBAL ADVISORS LLC** | Name of reporting person<br>**WHITE OAK GLOBAL ADVISORS LLC** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[ ] (a)<br>[x] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**9931851.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**9931851.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**9931851.00** | Aggregate amount beneficially owned by each reporting person<br>**9931851.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**30.0%** | Percent of class represented by amount in Row (11)<br>**30.0%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IA** | Type of Reporting Person (See Instructions)<br>**IA** | |

---

**Comment for Reporting Person:** (1) Consists of 9,931,851 shares of Class A Common Stock of the Issuer held of record by LHX. This number does not take into account shares of common stock of the Issuer held by other stockholders party to the Voting Agreement, pursuant to which such stockholders have agreed, in certain circumstances, to vote (i) in favor of the nomination and appointment of LHX's designee to the board of directors of the Issuer, and (ii) in favor of the issuance by the Issuer to LHX of shares of Class A Common Stock in connection with an option that may be granted to LHX to purchase up to 4,000,000 shares of Class A Common Stock, subject to the terms and conditions therein.

(2) The percentage set forth in Row 13 represents the quotient obtained by dividing (a) the number of shares of Class A Common Stock beneficially owned by the Reporting Person as set forth in Row 11 by (b) 33,149,931 shares of Class A Common Stock outstanding as of November 12, 2025, as reported by the Issuer on its Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 14, 2025.

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Class A Common Stock, par value $0.0001 per share

**(b) Name of Issuer:**
Zeo Energy Corp.

**(c) Address of Issuer's Principal Executive Offices:**
7625 Little Rd, Suite 200A, New Port Richey, FL, 34654

This Amendment No. 2 (the "Amendment") amends and supplements the statement on Schedule 13D originally filed with the Securities and Exchange Commission on December 6, 2024 (the "Original Schedule 13D") by the Reporting Persons, as amended by that certain Amendment No. 1 filed with the Securities and Exchange Commission on December 27, 2024 ("Amendment No. 1" and together with this Amendment and the Original Schedule 13D, the "Schedule 13D"). Unless otherwise defined herein, capitalized terms used in this Amendment shall have the meanings ascribed to them in the Original Schedule 13D or Amendment No.1, as applicable. Unless amended or supplemented herein, the information in the Original Schedule 13D and Amendment No. 1 remains unchanged.

**Item 4. Purpose of Transaction**

The securities issued to the Reporting Persons as a result of the Promissory Note Conversion set forth in this Schedule 13D is for investment purposes only.

**Item 5. Interest in Securities of the Issuer**

**(a)**
As of the date of this Schedule 13D, each of the Reporting Persons beneficially owns shares of Class A Common Stock in such numbers as set forth on the cover pages of this Schedule 13D. The number of shares each of the Reporting Persons beneficially owns does not take into account shares of common stock held by the other stockholders party to the Voting Agreement, pursuant to which the stockholders have agreed, in certain circumstances, to vote (i) in favor of the nomination and appointment of LHX's designee to the board of directors of the Issuer, and (ii) in favor of the issuance by the Issuer to LHX of shares of Class A Common Stock in connection with an option that may be granted to LHX to purchase up to 4,000,000 shares of Class A Common Stock, subject to the terms and conditions therein.

The total number of shares each of the Reporting Persons beneficially owns represents such percentages as set forth on the cover pages to this Schedule 13D of the Class A Common Stock outstanding. The percentages used in this Schedule 13D are calculated based upon 33,149,931 shares of Class A Common Stock outstanding as of November 12, 2025, as reported by the Issuer on its Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 14, 2025.

**(b)**
The Reporting Persons have shared voting and dispositive power with respect to all of the shares of the Issuer owned by the Reporting Persons.

**(c)**
Except as set forth in Item 3 of this Schedule 13D, no Reporting Person has, to the best of each Reporting Person's knowledge, engaged in any transaction with respect to the Class A Common Stock during the sixty days prior to the Event Date or the date of filing this Schedule 13D.

**Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.**

The information set forth or incorporated in Items 4 and 5 is hereby incorporated by reference in its entirety into this Item 6.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** LHX Intermediate, LLC

**Signature:** /s/ Barbara J.S. McKee

**Name/Title:** Barbara J.S. McKee/Authorized Signatory of the Manager

**Date:** 11/20/2025

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** WHITE OAK GLOBAL ADVISORS LLC

**Signature:** /s/ Barbara J.S. McKee

**Name/Title:** Barbara J.S. McKee/Authorized Signatory

**Date:** 11/20/2025