---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-257192"
form_type: "8-K"
ticker: "OTF"
cik: "0001747777"
company_name: "Blue Owl Technology Finance Corp."
filed_at: "2024-11-13T23:59:59+00:00"
generated_at: "2026-05-30T00:59:58.206882+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Blue Owl Technology Finance Corp. and OTF II sign merger at 0.9305 exchange ratio

## Summary
- Merger of OTF and OTF II with OTF surviving; expected close Q2 2025.
- Exchange ratio based on NAV: illustrative 0.9305 OTF shares per OTF II share; pro forma ownership 45.3% OTF / 54.7% OTF II.
- Combined pro forma total assets ~$15.8B as of Sept 30, 2024; 84% investment overlap.
- Expected annual cost savings: >$4M first year, $15M long-term from lower financing; adviser reimbursement cap $4.75M.
- Combined portfolio: 77% first lien, <0.1% non-accrual; 93% in top two internal ratings.

## SEC filing metadata
- accession: 0001193125-24-257192
- form_type: 8-K
- ticker: OTF
- cik: 0001747777
- company_name: Blue Owl Technology Finance Corp.
- filed_at: 2024-11-13T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 1.01, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1747777/000119312524257192/0001193125-24-257192-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1747777/000119312524257192/d860936d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-257192
- JSON: https://secwatch.observer/filing/0001193125-24-257192.json
- Plain text: https://secwatch.observer/filing/0001193125-24-257192.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.