Marygold Companies, Inc. (MGLD) Based in San Clemente, California, The Marygold Companies Inc., established in 1996 and known as Concierge Technologies, Inc. until March 2022, is a diversified holding company. Through its subsidiaries, Marygold engages in multiple sectors across the United States, New Zealand, Australia, and Canada. The company provides investment fund management services, advising various exchange-traded funds and products organized as limited partnerships or trusts. Its food division manufactures and distributes meat pies and other baked goods to grocers, convenience stores, and independent retailers, while also producing specialty wrappers for the food industry. In the beauty sector, Marygold formulates and wholesales hair and skin care products under the 'Original Sprout' brand, supplying them to salons, resorts, grocery stores, health food stores, and e-commerce platforms. Additionally, it sells and installs commercial and residential alarm monitoring systems under the Brigadier Security Systems and Elite Security names. The company is also actively developing a FinTech software application aimed at enhancing the mobile banking experience.
Sector: Finance Services
Industry: Asset Management
The Marygold Companies, Inc. NYSE:MGLD Financial Services · Asset Management
All Press Release SEC Filings News
Press Release
Are SSTI, MG, CBNK, MGLD Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, announced it is investigating Capital Bancorp's sale to Peoples Bancorp, in which CBNK holders would receive 1.11 Peoples shares per share and own roughly 32% of the combined company.
The release is a shareholder-solicitation notice also covering SSTI, MG, and MGLD deals, encouraging shareholders to contact the firm on a contingent-fee basis.
No lawsuit has been filed and no issuer disclosure was made; treat as low-signal law-firm marketing.
• 26d ago AI analysis › SEC Filing ● Critical ⚠ 2
MGLD: 8-K · acquisition merger
The Marygold Companies (NYSE American: MGLD) filed an 8-K clarifying its September 25, 2026 definitive merger agreement under which funds managed by Madison Dearborn Partners will acquire all outstanding shares for $2.00 per share. Holders of approximately 75% of the voting power delivered a written consent approving the deal immediately after signing.
Because stockholder approval has already been obtained, the Company is contractually barred from responding to or accepting alternative acquisition proposals or terminating the agreement to pursue a superior offer.
The Special Committee and Board unanimously determined the merger is fair and in shareholders' interests, and the company notes it ran an extensive prior process soliciting third-party interest that produced several proposals. Deal details will appear in an information statement to be filed with the SEC.
SEC 8-K • 26d ago Press Release
Are MGLD, NRIM, PULM Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, announced it is investigating Marygold Companies' $2.00-per-share cash sale to Madison Dearborn Partners for potential securities-law violations and breaches of fiduciary duty.
The same release also covers investigations into Northrim BanCorp's merger with PBCO Financial and Pulmatrix's merger with Eos SENOLYTIX, under which Pulmatrix holders would own roughly 6% of the combined company.
This is a law-firm solicitation seeking shareholder contacts on a contingent-fee basis, not a new disclosure from Marygold or a court action; treat as low-signal noise, though it confirms deal terms already in the market.
• 27d ago AI analysis › News
Simplify Raises the Stakes With Rival Bid for USCF
etftrends.com • 27d ago SEC Filing ● Critical ⚠ 4
MGLD: 8-K · acquisition merger
The Marygold Companies (NYSE American: MGLD) entered into a definitive merger agreement on September 25, 2026 with Flower AcquireCo, controlled by funds managed by Madison Dearborn Partners, under which MGLD stockholders will receive $2.00 per share in cash — a premium of approximately 100% over the September 24, 2026 closing price.
Stockholders holding approximately 75% of voting power, including Nicholas Gerber, already delivered a written consent approving the deal, satisfying the requisite stockholder approval; no dissenter's rights are available under Nevada law.
The deal is expected to close in the first half of 2027, subject to regulatory approvals including UK FCA approval for divestiture of certain UK subsidiaries and fund board approvals. Upon closing, MGLD will be delisted from NYSE American and become privately held.
A termination fee of approximately $2.6 million applies in certain circumstances, and the agreement can be terminated if closing has not occurred by June 7, 2027.
SEC 8-K • 28d ago AI analysis › Press Release
Simplify Announces It Has Presented an Alternative Proposal to Acquire The Marygold Companies, Inc.
businesswire.com • 28d ago Press Release ● Critical ⚠ 2
Madison Dearborn Partners Announces Definitive Agreement to Acquire The Marygold Companies
Madison Dearborn Partners agreed to acquire The Marygold Companies for $2.00 per share in cash, a 100% premium to the September 24, 2026 close, taking the company private.
The deal centers on USCF, Marygold's commodity-focused ETF subsidiary managing roughly $6 billion in AUM, with incoming CEO Tim Rotolo tasked with scaling the platform.
Stockholders holding approximately 75% of shares, including outgoing CEO Nicholas Gerber, have signed voting agreements; the deal is expected to close in the first half of 2027, after which MGLD will be delisted from the NYSE.
• 1mo ago AI analysis › SEC Filing ⚠ 3
MGLD: 8-K · asset sale
The Marygold Companies (NYSE American: MGLD) announced its subsidiary Gourmet Foods signed a definitive agreement to sell the Printstock Products printing business to New Zealand's TAG Investments for NZ$2,450,000 (about US$1.4 million) in cash.
The deal is expected to close on or about November 20, 2026, subject to buyer due diligence, financing, lease assignment, and a final inventory valuation, with a 10% deposit of NZ$245,000 due once conditions are met.
Management framed the sale as consistent with the company's transformation toward financial services, which now accounts for more than half of consolidated revenue, and expects to record a gain on the sale relative to its 2020 investment.
SEC 8-K • 1mo ago AI analysis › SEC Filing ⚠ 4
MGLD: DEF 14A · proxy statement
The Marygold Companies (MGLD) filed its 2026 annual-meeting proxy on September 23, 2026 for a November 6, 2026 meeting with just two proposals: electing eight incumbent directors and ratifying BPM LLP as auditor. No contested items or shareholder proposals are on the ballot.
CEO Nicholas Gerber and director Scott Schoenberger control approximately 54.6% of the vote (23,449,118 votes) via a 2015 voting agreement, making Marygold a 'controlled company' exempt from certain NYSE American independence requirements — all nominees are expected to be elected regardless of minority holder votes.
The proxy discloses a pending consolidated securities class action and a related derivative suit against subsidiary USCF LLC and United States Oil Fund (USO) over 2020 COVID-era disclosures; a motion to dismiss was granted without prejudice in September 2025 and the plaintiff's motion to amend remains pending.
Pay-versus-performance data shows a FY2026 net loss of $4.37 million and shareholder returns of $85 per $100 invested, with the company noting it has paused its US and UK fintech apps to eliminate significant ongoing expenses.
SEC DEF 14A • 1mo ago SEC Filing ⚠ 7
MGLD: 8-K · earnings release
The Marygold Companies (NYSE American: MGLD) reported fiscal 2026 revenue of $25.3 million, up 8% from $23.4 million, and narrowed its full-year net loss to $4.4 million ($0.10 per share) from $5.8 million ($0.14 per share) in fiscal 2025.
The fourth quarter was messier: revenue rose 26% to $6.9 million, but the net loss widened to $3.7 million ($0.09 per share) versus $1.5 million a year ago, driven by a $2.7 million write-off of intangible assets tied to losses in the UK financial services business and a $0.9 million impairment of an illiquid investment.
The balance sheet contracted materially — cash fell to $2.9 million from $5.0 million, total assets dropped to $24.0 million from $30.4 million, and stockholders' equity declined to $19.2 million from $23.0 million, with goodwill and intangibles written down to zero.
Management is retrenching around its core fund business: USCF Investments grew average AUM 41% to $4.1 billion, while the company sold its Canadian security business, paused US and UK fintech operations, and put its New Zealand subsidiaries up for sale — CEO Nicholas Gerber said the company expects to be on a path to profitability in the coming fiscal year.
SEC 8-K • 1mo ago AI analysis › SEC Filing ⚠ 10
MGLD: 10-K · periodic report
The Marygold Companies reported fiscal 2026 revenue of $25.3 million, up 8% from $23.4 million, and narrowed its net loss to $4.4 million from $5.8 million, driven by its USCF fund management business where average assets under management rose 41% to $4.1 billion on commodity price strength.
Results were offset by $3.6 million of impairment charges, including a $2.7 million write-off that took UK goodwill and intangibles to zero, and a $2.5 million reimbursement to the United States Oil Fund after an oil futures trading error that USCF booked as a revenue reduction.
The company is retreating to its fund management core: fintech apps were shut down in both the US and UK after $19.5 million of cumulative investment produced only de minimis revenue, the New Zealand Food Products segment is classified as discontinued operations pending a sale within twelve months, and Brigadier Security Systems was sold to a buyer affiliated with director Scott Schoenberger for $2.3 million.
Cash fell 42% to $2.9 million though working capital stands at $12.3 million; Marygold remains a controlled company with CEO Nicholas Gerber holding about 43.6% of shares, and subsidiary USCF faces unresolved class action litigation.
SEC 10-K • 1mo ago AI analysis › SEC Filing
MGLD: 8-K · earnings release
The Marygold Companies reported a 30.2% increase in revenue to $7.2 million for the third fiscal quarter ended March 31, 2026, driven by an 81% rise in assets under management at its USCF Investments subsidiary. Net income swung to a profit of $222,000, or $0.01 per share, compared to a net loss of $1.0 million in the prior year period, attributed to strong fund management growth and reduced fintech expenses.
Management announced a strategic initiative to sell its New Zealand operations, Gourmet Foods and Printstock Products, classified as discontinued operations, to focus resources on its core financial services and ETF fund management businesses. This follows the July 2025 sale of its Canadian subsidiary, Brigadier Security Systems Ltd., for $2.3 million.
SEC 8-K • 5mo ago AI analysis › Recent SEC filings with analysis 
