Every material Form 8-K Public Policy Holding Company, Inc. has filed with the SEC since August 03, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Public Policy Holding Company reported third-quarter 2026 revenue of $55.2 million, up 13.2%, and GAAP net income of $0.2 million, compared with a $7.4 million loss a year earlier. The GAAP result was supported by a $9.8 million non-cash bargain purchase gain on acquisitions, while adjusted EPS, fully diluted, fell to $0.33 from $0.36 on a higher share count. The company reaffirmed its full-year 2026 guidance.
Q3 2026 revenue of $55.2 million, up 13.2%; organic revenue growth of 5.1%
GAAP net income of $0.2 million vs. a net loss of $7.4 million in Q3 2025, including a $9.8 million bargain purchase gain
Adjusted EPS, fully diluted, of $0.33 vs. $0.36 in Q3 2025; nine-month revenue of $157.5 million, up 15.2%
Full-year 2026 guidance reaffirmed: revenue of $213 million to $216 million and Adjusted EBITDA of $48.5 million to $50.5 million
On November 2, 2026, Public Policy Holding Company, Inc. (PPHC) entered a $105 million senior secured credit facility with Bank of America, N.A. as administrative agent, and used it to repay and terminate its existing credit agreement. The facility consists of a $65 million term loan and a $40 million revolving credit facility, maturing November 2, 2031, and the company says proceeds will also fund the Reevemark acquisition and working capital.
Facility of $105 million: a $65 million term loan and a $40 million revolving credit facility, maturing November 2, 2031
$65 million was borrowed under the term loan at closing
Interest is SOFR plus 185 to 230 basis points, set by net leverage; the company plans syndication to $150 million, expected to close January 2027 on a best-efforts basis
Existing credit agreement dated February 28, 2023 was repaid and terminated
Public Policy Holding Company (PPHC) reported Q2 2026 revenue up 7.3% to $52.1 million, but Adjusted EBITDA fell 4.4% and adjusted EPS fell to $0.34 from $0.45. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, attributing the increase to acquisitions completed and announced in 2026, while stating its outlook for the underlying business is unchanged.
Q2 2026 revenue rose 7.3% to $52.1 million, with organic revenue growth of 3.9%; GAAP net loss narrowed to $3.7 million from $5.7 million.
Q2 Adjusted EBITDA fell 4.4% to $12.3 million, with margin of 23.5% versus 26.4% a year earlier; fully diluted adjusted EPS was $0.34 versus $0.45.
For H1 2026, revenue rose 16.3% to $102.3 million and Adjusted EBITDA rose 9.3% to $23.4 million.
Full-year 2026 revenue guidance raised to $213 million to $216 million from $205 million to $209 million; Adjusted EBITDA guidance raised to $48.5 million to $50.5 million from $46 million to $48 million.
Public Policy Holding Company (PPHC) announced on August 3, 2026 that it completed its acquisition of The Advocacy Partners, a Florida government relations firm, on August 1, 2026. The initial consideration is $20.4 million, and the maximum aggregate consideration, including an earnout of up to $54.6 million tied to TAP's profit growth from 2026 to 2030, is $75 million. The company says the deal is immediately earnings accretive, but the filing does not provide PPHC's own financial results.
Acquisition completed August 1, 2026; announced in a press release dated August 3, 2026.
Initial consideration of $20.4 million: $2.04 million in new common shares and $18.36 million in cash from the company's balance sheet.
Earnout of up to $54.6 million, paid in cash and equity, with the final payment after 2030 and contingent on TAP's profit growth.
TAP reported unaudited 2025 net revenues of $9.5 million and profit before tax of $4.6 million, a 48% margin; co-founders Slater Bayliss and Stephen Shiver will continue to lead the firm.
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