SE‑Cluster

Search

Search markets, companies, evidence, and pages

TickerBCAL
SectorBanks - Regional
Mkt cap$619M
EV / EBITDA7.2×
PostureHigh Velocity
Composite69/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1795815

California BanCorp \ CA

BCALHIGH VELOCITYFILING INTENSITY

California BanCorp \ CA reads as an High Velocity (composite 69/100); Selective Buyer deploying $217M across 1 disclosed transactions, newly disclosed vs the prior cycle · primary market Regional Banking.

Lens

Disclosed M&A capital (2023–2025)

$217M

new

vs N/A in 2020–2022

Disclosed transactions

1

new

1/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

69

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$229M
EBITDA$86M
Enterprise value$616M
EV / Revenue2.7×
EV / EBITDA7.2×
P/EN/A
Cash$411M
Total debt$34M
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

29/100

Companies actively deploying disclosed capital into M&A

  • $217M disclosed buyer spend

Buyer Cadence

31/100

Buyer-side companies with recent filing activity

  • Filed within 32d
  • 35 8-Ks

Target Probability

4/100

Issuers showing target-side patterns from filings

Spin/Carve

20/100

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

  • 2 spin pre-registrations
  • Latest event 3.1y ago; discounted

Pressure Watch

14/100

Issuers facing activism, governance, or control pressure

Distress Watch

0/100

Issuers showing financial-distress filing patterns

Restatement Risk

26/100

Issuers with accounting-integrity flags from filings

  • 3 auditor changes
  • 1 NT late filing
  • Latest event 1.2y ago

Capital Velocity

Dominant
69/100

Issuers with the highest filing-activity intensity

  • 35 8-Ks
  • 4 form types

Quiet Power

25/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $616M
  • 10-Q 32d ago
  • 4 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: $217M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20251$217M$217MN/A
2024N/AN/AN/AN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/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

  • Geographic Expansion
    33%
  • Horizontal Consolidation
    33%
  • Platform
    33%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • 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.

financial institutions that operate offices in our market areas and elsewhere. The competing major commercial banks have greater resources that may provide them with a competitive advantage by enabling them to maintain numerous branch offices, mount extensive advertising campaigns and invest in new technologies.

10-KFY2023

Since its founding, our franchise has experienced significant growth through acquisitions and our dedication to serving the communities in which we operate.

10-KFY2025

The financial services industry could become even more competitive due to legislative, regulatory and technological changes and continued consolidation. Banks, securities firms and insurance companies can merge under the umbrella of a financial holding company, which can offer most types of financial services, including banking, securities underwriting, insurance (both agency and underwriting) and merchant banking. Also, technology has lowered barriers to entry and made it possible for non-banks to offer products and services traditionally provided by banks, such as automatic transfer and automatic payment systems.

10-KFY2023

Our branch footprint extends throughout California.

10-KFY2025
§ 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

Regional Banking

Market spend (2023–2025)
$245.7B
Market spend (2020–2022)
$72.8B
Recent vs prior
+238%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

7.2×EV / EBITDA

BCAL trades at a -5.1-turn discount to the Regional Banking peer median of 12.3×.

EV / Revenue
2.7×
Net debt / EBITDA
-4.4×
Peer median EV / EBITDA
12.3×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
16.7×3.7×-0.9×$13.7B$12.7B
13.9×3.0×-0.7×$58.4B$126.1B
10.7×3.2×-2.1×$3.4B$7B
9.3×2.2×-0.3×$14.5B$72.6B
California BanCorp \ CABCAL
7.2×2.7×-4.4×$229M$217M

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

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ 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)32026-03-13
  • 10-Q (quarterly)102026-05-08
  • 8-K (event)352026-05-05
  • Proxy / DEF 14A82026-04-14
  • Activism (13D / DFAN / PREC)0N/A

Signals on file

  • elevated

    Auditor change

    2024-05-09

    3 Item 4.01 filings on file; certifying accountant change.

  • watch

    Late-filing notice

    2025-03-17

    1 NT 10-K/10-Q filing on file.

  • elevated

    Spin registration

    2023-04-24

    2 Form 10-12 filings on file; pre-spin registration.

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Spin/Carve candidate

§ 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.

California BanCorp \ CA: Issuer Brief | SE-Cluster