BayFirst Financial Corp. Enters Material Definitive Agreement

Ticker: BAFN · Form: 8-K · Filed: Sep 29, 2025 · CIK: 1649739

Sentiment: neutral

Topics: material-agreement, corporate-event

Related Tickers: BAFN

TL;DR

BAFN signed a big deal, filing details today.

AI Summary

BayFirst Financial Corp. (BAFN) announced on September 25, 2025, that it entered into a material definitive agreement. The filing also includes other events and financial statements/exhibits. The company, formerly known as First Home Bancorp Inc., is incorporated in Florida and headquartered in St. Petersburg.

Why It Matters

This filing indicates a significant new agreement for BayFirst Financial Corp., which could impact its future operations and financial performance.

Risk Assessment

Risk Level: medium — Entering into a material definitive agreement can introduce new risks and opportunities that are not yet fully understood.

Key Numbers

Key Players & Entities

FAQ

What is the nature of the material definitive agreement entered into by BayFirst Financial Corp.?

The filing does not specify the details of the material definitive agreement, only that one was entered into on September 25, 2025.

When was the earliest event reported in this 8-K filing?

The earliest event reported in this 8-K filing occurred on September 25, 2025.

What was BayFirst Financial Corp. formerly known as?

BayFirst Financial Corp. was formerly known as First Home Bancorp Inc.

In which state is BayFirst Financial Corp. incorporated?

BayFirst Financial Corp. is incorporated in Florida.

What is the principal executive office address for BayFirst Financial Corp.?

The principal executive offices are located at 700 Central Avenue, Suite 102, St. Petersburg, Florida 33701.

Filing Stats: 689 words · 3 min read · ~2 pages · Grade level 11 · Accepted 2025-09-29 09:00:59

Key Financial Figures

Filing Documents

01. Entry into a Material Definitive Agreement

Item 1.01. Entry into a Material Definitive Agreement. On September 25, 2025, BayFirst National Bank (the "Bank"), a wholly-owned subsidiary of BayFirst Financial Corp. (the "Company"), entered into an Asset Purchase Agreement (the "Purchase Agreement") with Banesco USA ("Banesco"). Banesco agreed to purchase approximately $103 million of SBA 7(a) loan balances at ninety-seven percent (97%) of the aggregate unpaid principal balance as of the close of business on the closing date, plus the book value of the loan servicing rights relating to such purchased loans. A copy of the Purchase Agreement is filed as Exhibits 10.1 to this report and is incorporated by reference.

01 Other Events

Item 8.01 Other Events. On September 29, 2025, BayFirst Financial Corp. signed a definitive agreement to sell $103 million in SBA 7(a) loans to Banesco USA. In conjunction with this agreement, BayFirst will exit the SBA 7(a) lending business, and the majority of the current SBA lending staff and support teams will be offered positions with Banesco USA. The transaction is expected to close in the fourth quarter of this year. A copy of this press release is included as Exhibit 99.1 to this report and incorporated by reference.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit Number Exhibit Name Filed Herewith 10.1 Asset Purchase Agreement by and among BayFirst Financial Corp. and BayFirst National Bank, and Banesco USA, dated September 25, 2025 * 99.1 BayFirst Financial Corp. Press Release dated September 29 , 2025 * 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) * The information in this report (including the exhibits) shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liability of that section, and shall not be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. BAYFIRST FINANCIAL CORP. Date: September 29, 2025 By: /s/ Scott J. McKim Scott J. McKim Chief Financial Officer

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