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NASDAQ: MARA MARA Holdings, Inc. 8-K

MARA to acquire Long Ridge Energy for $1.5B, adding 505 MW power plant and 1,600 acres

Filed April 30, 2026 · Period ending April 29, 2026 · ~2 min read

5 key changes 4 high relevance 3 sections

Key Changes

  • high

    MARA's subsidiary entered a definitive agreement to acquire Long Ridge Energy for ~$1.5B (including assumed debt), adding a 505 MW gas power plant in Hannibal, Ohio, and over 1,600 contiguous acres with water and fiber access to support AI and data center expansion.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →
  • high

    Exhibit 99.1 view on EDGAR →
  • high

    MARA secured a commitment from Barclays for up to $785M in bridge financing via a 364-day senior secured term loan facility to fund the acquisition, with the transaction also assuming at least $785M of Long Ridge's existing debt.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →
  • high

    Construction of initial AI/critical IT infrastructure is expected to begin in 1H 2027, with capacity targeted for mid-2028; MARA plans to expand site capacity to up to 600 gross MW over time through grid expansions and on-site generation.

    Exhibit 99.1 view on EDGAR →
  • medium

    The transaction is expected to close in 2H 2026, subject to Hart-Scott-Rodino clearance, FERC approval, and other customary conditions; MARA may owe a $75M termination fee under certain circumstances if the deal fails.

    Item 1.01 — Entry into a Material Definitive Agreement verify on EDGAR →

Summary

MARA Holdings announced a transformational $1.5 billion acquisition of Long Ridge Energy, marking a strategic expansion beyond Bitcoin mining into AI and data center infrastructure. The deal adds a 505 MW combined-cycle gas power plant in Hannibal, Ohio—where MARA already operates a data center—and over 1,600 acres of industrially permitted land with water and fiber access.

The acquisition is expected to increase MARA's owned power capacity by approximately 65% and contribute roughly $144 million in annualized adjusted EBITDA based on Long Ridge's recent performance, providing stable cash generation to fund future development.

The transaction is financed through a combination of assumed debt (at least $785 million, including Long Ridge's existing 8.75% senior secured notes due 2032) and a committed $785 million bridge loan from Barclays. MARA plans to begin construction of AI and critical IT infrastructure at the site in the first half of 2027, with initial capacity targeted for mid-2028, and has a path to expand site capacity to up to 600 gross MW over time. The deal is subject to regulatory approvals including Hart-Scott-Rodino clearance and FERC approval, with closing expected in the second half of 2026. Retail investors should watch for regulatory approval progress and MARA's ability to execute on its AI infrastructure buildout plans while managing the significant debt load from this acquisition.

Section-by-Section Diff

Event · Item 1.01 — Entry into a Material Definitive Agreement

~1,200 words

Item 1.01 — Entry into a Material Definitive Agreement filed; see Key Changes for terms.

4 Added
Added Long Ridge Energy acquisition high

Added in current filing · verify on EDGAR →

Buyer will acquire 100% of the issued and outstanding limited liability company membership interests in Long Ridge Energy & Power LLC, a Delaware limited liability company (“Long Ridge”), from the Sellers for a base purchase price of approximately $1.5 billion, subject to customary purchase price adjustments, after which Long Ridge will become an indirect wholly owned subsidiary of the Company

MARA's subsidiary entered into a definitive agreement to acquire Long Ridge Energy for approximately $1.5 billion. The acquisition will make Long Ridge an indirect wholly owned subsidiary of MARA. The purchase price is subject to customary adjustments at closing.

Added Long Ridge assets high

Added in current filing · verify on EDGAR →

Long Ridge’s assets include a 485 MW nameplate capacity (expected to increase to 505 MW nameplate capacity in H2 2026) combined-cycle gas turbine power plant located in Hannibal, Ohio, and over 1,600 contiguous acres of industrially permitted land with access to water and fiber infrastructure. The Company currently operates a data center co-located at the Long Ridge site through its Hannibal, Ohio campus.

The acquired assets include a 485 MW gas power plant in Hannibal, Ohio (expanding to 505 MW in H2 2026) and over 1,600 acres of industrially permitted land with water and fiber access. MARA already operates a data center at this site, suggesting the acquisition supports vertical integration of power generation for its bitcoin mining operations.

Added Closing conditions and termination rights medium

Added in current filing · verify on EDGAR →

Buyer or Seller may terminate the Purchase Agreement at any time after November 30, 2026 (or June 30, 2027 if certain regulatory conditions are not satisfied) if the Transaction has not been consummated for any reason other than such party’s failure to comply with any covenant of such party in the Purchase Agreement. Under certain circumstances, Buyer will be required to pay Sellers a termination fee of $75.0 million.

The transaction is subject to customary closing conditions and can be terminated by either party if not closed by November 30, 2026 (or June 30, 2027 for regulatory reasons). MARA may owe a $75 million termination fee under certain circumstances if the deal fails to close.

Added Long Ridge debt obligations medium

Added in current filing · verify on EDGAR →

to cooperate with Buyer and the Company in conducting one or more offers to purchase, including, if necessary, a change of control offer, and/or consent solicitations to waive the change of control offer requirement under the indenture governing the Long Ridge Energy LLC’s 8.750% Senior Secured Notes due 2032 (the “Notes”).

Long Ridge has existing 8.750% Senior Secured Notes due 2032 that contain change of control provisions. The sellers have agreed to cooperate in conducting offers to purchase or consent solicitations to address these provisions as part of the transaction closing process.

Event · Item 7.01 — Regulation FD Disclosure

~900 words

MARA announced a transaction via press release, with details in Exhibit 99.1, but the 8-K body provides no specifics about the deal.

1 Added
Added Transaction announcement high

Added in current filing · verify on EDGAR →

On April 30, 2026, the Company issued a press release announcing the Transaction. A copy of the press release is attached as Exhibit 99.1 and incorporated herein by reference.

MARA disclosed a transaction through a press release on April 30, 2026. The 8-K body does not describe the transaction's nature, parties, or terms—those details are in the attached press release (Exhibit 99.1). The forward-looking statements section references securing third-party approvals, closing conditions, financing needs, expansion into high-performance computing, development of a Hannibal, Ohio campus, a Long Ridge Facility with expected earnings and cash flows, and the ability to shift between hyperscale, AI workloads, and Bitcoin mining—suggesting the transaction involves digital infrastructure or energy assets, but no specifics are quoted in the 8-K body itself.

Event · Exhibit 99.1

4 Added
Added Transaction financing and debt assumption high

Added in current filing · view on EDGAR →

$1.5 billion transaction value, including the assumption of at least $785 million of debt, backstopped by a bridge loan from Barclays

The $1.5 billion transaction includes the assumption of at least $785 million of debt, with a bridge loan from Barclays backstopping the financing. This represents a significant debt obligation that MARA will take on as part of the acquisition, which investors should monitor for its impact on the company's leverage and financial flexibility.

Added Expected EBITDA contribution high

Added in current filing · view on EDGAR →

Represents approximately $144 million of Annualized Adjusted EBITDA, based on Long Ridge Energy’s 2H 2025 performance, providing stable, cash-generative operations that support the development of MARA’s broader development objectives and financial health

This represents a material addition to MARA's earnings power and is intended to provide stable cash flows to support the company's digital infrastructure development plans.

Added AI and data center development plans high

Added in current filing · view on EDGAR →

MARA expects construction of an initial AI/Critical IT buildout to begin in 1H 2027, with initial capacity accelerated by its current 200 MW of capacity and targeted to be ready for service in mid-2028. MARA also has multiple paths to expand capacity at the site to up to 600 gross MW over time through a combination of grid expansions and on-site power generation, which MARA will pursue in parallel with the transaction close.

MARA plans to begin construction of AI and critical IT infrastructure in the first half of 2027, with initial capacity targeted for mid-2028. The company has a path to expand capacity at the site to up to 600 gross MW over time. This represents a strategic pivot toward AI and high-performance computing workloads beyond Bitcoin mining, with the Hannibal site already receiving interest from potential investment-grade AI tenants.

Added Transaction timeline and approvals medium

Added in current filing · view on EDGAR →

Expected to close in the second half of 2026, subject to regulatory approvals, including clearance under the Hart-Scott-Rodino Act and Federal Energy Regulatory Commission approval, as well as satisfaction of other customary closing conditions

The transaction is expected to close in the second half of 2026, subject to regulatory approvals including Hart-Scott-Rodino clearance and Federal Energy Regulatory Commission approval. Investors should monitor the approval process, as regulatory hurdles or delays could impact the transaction timeline or terms.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 3, 2026 · How we verify