{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-25-099051","form_type":"8-K","ticker":"BAM","cik":"0001937926","company_name":"Brookfield Asset Management Ltd.","filed_at":"2025-10-14T23:59:59+00:00","discovered_at":"2026-05-14T18:02:41.101626+00:00","generated_at":"2026-05-17T03:59:21.401916+00:00","sec_items":["7.01","8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Brookfield to acquire remaining 26% of Oaktree for ~$3B; close expected Q1 2026","bullets":["Total consideration ~$3B: BAM funds ~$1.6B, BN funds ~$1.4B; Oaktree holders elect cash, BAM or BN shares with 2- and 5-year lock-ups.","Howard Marks and Bruce Karsh to remain in senior roles; Karsh to join BAM Board; O'Leary and Panossian become Co-CEOs of Brookfield's credit business.","BAM to gain incremental 26% interest in Oaktree's fee-related earnings, carried interest (net of BN's 33% royalty), and partner manager stakes in 17Capital and DoubleLine.","Transaction expected to be accretive to BAM and BN, with no material changes to operations or strategic plans.","BAM generated ~$2.8B fee-related earnings over trailing twelve months inclusive of 100% Oaktree."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-25-099051","json":"https://secwatch.observer/filing/0001104659-25-099051.json","markdown":"https://secwatch.observer/filing/0001104659-25-099051.md","text":"https://secwatch.observer/filing/0001104659-25-099051.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1937926/000110465925099051/0001104659-25-099051-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1937926/000110465925099051/tm2528649d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T03:59:21.401916+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}