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TickerBINI
SectorAuto - Manufacturers
Mkt cap$308K
EV / EBITDAN/A
PostureHigh Velocity
Composite62/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1499961

Bollinger Innovations, Inc.

BINIHIGH VELOCITYFILING INTENSITY

Bollinger Innovations, Inc. reads as High Velocity (composite 62/100); pressure / disclosure signals dominate the posture this cycle · primary market Automotive.

Lens

Disclosed M&A capital (2023–2025)

$1M

−95%

vs $30M in 2020–2022

Disclosed transactions

1

−50%

1/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

62

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$9M
EBITDAN/A
Enterprise value$36M
EV / Revenue4.3×
EV / EBITDAN/A
P/EN/A
Cash$455K
Total debt$13M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

8/100

Companies actively deploying disclosed capital into M&A

  • $52M disclosed buyer spend

Buyer Cadence

1/100

Buyer-side companies with recent filing activity

  • 349 8-Ks

Target Probability

16/100

Issuers showing target-side patterns from filings

  • 42 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 42 activism filings

Pressure Watch

31/100

Issuers facing activism, governance, or control pressure

  • 42 activism filings
  • Latest activism 4.4y ago; discounted

Distress Watch

55/100

Issuers showing financial-distress filing patterns

  • 10-Q 284d stale
  • 10-K 487d stale
  • 42 activism filings

Restatement Risk

50/100

Issuers with accounting-integrity flags from filings

  • 5 auditor changes
  • 8 NT late filings
  • Latest event 1y ago

Capital Velocity

Dominant
62/100

Issuers with the highest filing-activity intensity

  • 349 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $36M
  • 10-Q 284d ago
  • 3 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $30M · Peak count: 2

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
20241$1M$1MN/A
2023N/AN/AN/AN/A
20222$30M$15MN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Platform
    20%
  • Geographic Expansion
    20%
  • Technology Acquisition
    20%
  • Bolt On
    20%
  • Horizontal Consolidation
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • technology_acquisition
  • bolt_on
  • horizontal_consolidation
  • platform
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

The company entered the Commercial Truck Business executing two opportunistic acquisitions in the fourth quarter of 2022.

10-KFY2023

This provided Mullen entry into the medium duty truck classes 4-6, and the Sport Utility and Pick Up Truck EV segments.

10-KFY2023

acquisition of majority ownership of Bollinger Motors to enter medium duty truck classes 4-6

10-KFY2022

We seek growth through strategic acquisitions to improve our offerings, scale and geography

10-KFY2019

acquisition of ELMS assets to integrate vehicle platforms and accelerate launch

10-KFY2022
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Automotive

Market spend (2023–2025)
$12.1B
Market spend (2020–2022)
$19.2B
Recent vs prior
−37%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

BINI trades at a -9.7-turn discount to the Automotive peer median of 9.6×.

EV / Revenue
4.3×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
9.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
14.4×3.9×4.0×$3.7B$2.7B
12.2×1.3×0.4×$5.5B$136M
9.6×0.9×-1.6×$20.7B$42M
9.2×1.0×1.8×$4.2B$159M
8.1×0.5×1.1×$9.9B$14M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Automotive. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)202025-01-24
  • 10-Q (quarterly)482025-08-15
  • 8-K (event)3492025-11-26
  • Proxy / DEF 14A402025-08-29
  • Activism (13D / DFAN / PREC)422021-12-16

Signals on file

  • elevated

    Auditor change

    2023-03-03

    5 Item 4.01 filings on file; certifying accountant change.

  • watch

    Late-filing notice

    2025-05-16

    8 NT 10-K/10-Q filings on file.

  • elevated

    Activism on file

    2021-12-16

    42 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Restatement risk

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.