Research analysts covering Brookfield Oaktree Holdings.
Recent press releases and 8-K filings for OAK-PA.
Brookfield to Acquire Remaining Interest in Oaktree
OAK-PA
M&A
New Projects/Investments
Management Change
- Brookfield will acquire the remaining 26% interest in Oaktree that it does not already own for approximately $3 billion.
- The proposed transaction is expected to close in the first quarter of 2026, subject to regulatory approvals, and is anticipated to be accretive to both Brookfield Asset Management Ltd. (BAM) and Brookfield Corporation (BN).
- Oaktree common equity holders have the option to elect consideration in cash, BAM shares, or BN shares, with shares subject to two-year and five-year lock-ups, respectively.
- Howard Marks and Bruce Karsh will continue in senior roles at Oaktree, and Robert O'Leary and Armen Panossian will become Co-CEOs of Brookfield's credit business.
Oct 14, 2025, 10:05 AM
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