secwatch.observer — SEC 8-K summary
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Issuer:     Brookfield Asset Management Ltd. (BAM)
CIK:        0001937926
Form:       8-K
Filed at:   2026-03-25T23:59:59+00:00
Accession:  0001171843-26-001893
Event type: m_and_a
Sentiment:  positive
Materiality: 0.80
Item codes: 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Brookfield, La Caisse acquire Boralex for $37.25/sh, $9.0B EV
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- Cash consideration of $37.25/share, 31.8% premium to March 20 close and 36.4% to 30-day VWAP.
- Total enterprise value of $9.0B ($9.7B combined basis); equity value ~$3.8B.
- La Caisse (current ~15% holder) will vote for deal and increase stake to 30%; Brookfield to hold 70%.
- Boralex operates ~3.8 GW of renewable assets with >90% contracted; pipeline of 8.2 GW.
- Transaction expected to close by Q4 2026, subject to shareholder & regulatory approvals; termination fee $115M, reverse $172M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1937926/000117184326001893/0001171843-26-001893-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1937926/000117184326001893/f8k_032526.htm
  HTML page:      https://secwatch.observer/filing/0001171843-26-001893

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