Great Elm Group, Inc.
For the period ended Jan 7, 2026. Filed Jan 7, 2026.
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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.
Jan 7, 2026 · Filed Jan 7, 2026
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Contents
EX-99.1 · Segment Analysis
Segment Analysis
During the first quarter of fiscal 2026, in conjunction with the formation of Great Elm Real Estate Ventures, LLC, the Company realigned the information that the chief operating decision maker regularly reviews to evaluate performance for operating decision-making purposes, including performance assessment and allocation of resources. As a result of this change in segment reporting, the Company retrospectively recast prior period results, by segment, to conform to the current period presentation. This structure includes two reportable segments: Alternative Credit and Real Estate. The structure is based on the Company’s various investment strategies.
As a result of the change noted above, effective for the quarter ended September 30, 2025, the Company began reporting the following business segments:
Alternative Credit - focused on income generation and capital preservation through investment in debt and income-generating securities, direct lending, CLOs, and specialty finance businesses including Factoring, Asset Based Lending and Healthcare
Real Estate - full service, end-to-end real estate platform combining investment expertise and turnkey execution capabilities for IOS sector
The Company has a corporate office that is included in “Corporate & Other”. The corporate office supports the segments by providing infrastructure and administrative support in the areas of accounting/finance, operations, information technology, legal, compliance and human resources.
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