Reliance Global Group files financial statements for Spetner Associates acquisition

Published 24/06/2025, 22:38
Reliance Global Group files financial statements for Spetner Associates acquisition

Reliance Global Group, Inc. (NASDAQ:RELI), a small-cap company with a market capitalization of $7 million and currently showing weak financial health according to InvestingPro analysis, filed a Form 8-K with the Securities and Exchange Commission on Tuesday, reporting the submission of financial statements and related exhibits in connection with its proposed acquisition of Spetner Associates, Inc.

According to the filing, Reliance Global Group provided the audited consolidated financial statements of Spetner Associates for the years ended December 31, 2024 and 2023, as well as unaudited consolidated financial statements for the three months ended March 31, 2025 and 2024. The company also included management’s discussion and analysis for these periods.

Additionally, the filing includes unaudited pro forma condensed consolidated financial information for Reliance Global Group, reflecting the proposed acquisition. This information covers the balance sheets as of March 31, 2025 and December 31, 2024, and statements of operations for the three months ended March 31, 2025 and for the year ended December 31, 2024.

The exhibits listed in the filing are as follows:

  • Audited and unaudited financial statements of Spetner Associates, Inc.
  • Management’s discussion and analysis for the relevant periods.
  • Unaudited pro forma condensed consolidated financial statements of Reliance Global Group, Inc.
  • Consent of Urish Popeck & Co., LLC, the independent auditor.
  • Cover page interactive data file.

Reliance Global Group is incorporated in Florida and is based in Lakewood, New Jersey. Its common stock and Series A Warrants are listed on the NASDAQ Capital Market under the symbols RELI and RELIW, respectively. The company’s stock has experienced significant volatility, with a 69% decline over the past year, though it has shown recent strength with a 10% gain in the past week. InvestingPro analysis indicates the stock is currently trading below its Fair Value, with concerning metrics including negative EBITDA of -$2.46 million and a gross profit margin of 15.5%.

The information in this article is based on a press release statement included in the company’s Form 8-K filing with the SEC.

In other recent news, Reliance Global Group reported a significant improvement in its financial performance for the first quarter of 2025. The company announced a 68% decrease in net loss, reducing it from $5.3 million in Q1 2024 to $1.7 million in Q1 2025. Additionally, the adjusted EBITDA turned positive, improving from a negative $74,000 to a positive $145,000. Reliance Global also saw a 4% increase in commission income, reaching $4.2 million. In another development, the company signed a non-binding Letter of Intent to sell its subsidiary, Fortman Insurance Agency, for $5 million in cash. This sale is expected to support Reliance’s planned acquisition of Spetner Associates, an insurance platform anticipated to enhance the company’s market presence. Furthermore, Reliance Global has withdrawn its S-1 registration with the SEC, halting its plans for a public offering. The reasons for this decision were not disclosed in the company’s announcement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.