Bridger Aerospace announces $100M at-the-market equity program

Published 19/03/2025, 11:04
Bridger Aerospace announces $100M at-the-market equity program

BELGRADE, MT - Bridger Aerospace Group Holdings, Inc. (NASDAQ:BAER), a company specializing in business services within the trade and services sector, has initiated a new at-the-market (ATM) equity issuance program. Under this program, the company may offer and sell common stock shares totaling up to $100 million, which represents more than the company’s current market capitalization of $93.8 million. The announcement was made today, following the filing of a prospectus supplement with the U.S. Securities and Exchange Commission (SEC). According to InvestingPro data, the company has demonstrated strong revenue growth of 47.8% over the last twelve months, despite its stock declining by 69% during the same period.

On Monday, Bridger Aerospace entered into a sales agreement with Stifel, Nicolaus & Company, Incorporated, and Canaccord Genuity LLC, who will act as sales agents for the ATM program. The shares will be offered through the Nasdaq Stock Market LLC and are to be issued according to the company’s Registration Statement on Form S-3, which became effective on February 6, 2024.

The company has not specified a detailed plan for the use of proceeds from the ATM Program but has indicated that the funds will be allocated for general corporate purposes. This may include working capital needs among other potential uses.

The sales agents are tasked with selling the shares by methods deemed to be an "at the market offering" as defined by the SEC. They have agreed to make sales based on the company’s instructions and will receive a commission of 3.0% of the gross sales price of the shares sold. Bridger Aerospace has also provided the sales agents with customary indemnification and contribution rights.

In conjunction with this new ATM Program, Bridger Aerospace has terminated its previous ATM Program Sales Agreement, which was in place since January 26, 2024. At the time of termination, approximately $0.2 million of shares had been sold under the prior agreement.

The filing of this new prospectus supplement and the sales agreement reflects the company’s ongoing efforts to strengthen its financial position through strategic equity sales. This report is based on the company’s recent SEC filing and does not constitute an offer to sell or a solicitation of an offer to buy any securities.

In other recent news, Bridger Aerospace Group Holdings Inc. reported a substantial increase in their financial performance for the fourth quarter of 2024. The company’s revenue for the full year surged by 48% to $98.6 million, despite a net loss of $15.6 million, which marked a significant improvement from the previous year’s loss of $77.4 million. Bridger Aerospace also reported a doubling of its full-year adjusted EBITDA to $37.3 million. In a strategic move, Sam Davis has been appointed as the President and CEO, following his interim leadership since July 2024. During his tenure, the company experienced notable financial growth, including increased adjusted EBITDA and positive cash flow. Canaccord Genuity recently revised its price target for Bridger Aerospace to $5.00, maintaining a Buy rating. This adjustment comes amidst the company’s active engagement in aerial firefighting across various U.S. states. Furthermore, Bridger Aerospace is preparing for potential increased demand from federal and state governments for its services, as the U.S. Forest Service considers a significant task order for the company’s aircraft.

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