Brookfield Asset Management Ltd. (BAM): debt financing — BAM raises $750M via inaugural 5.795% notes due 2035

Brookfield Asset Management Ltd.

Issued $750M aggregate principal of 5.795% notes maturing April 24, 2035; interest payable semiannually.
Make-whole redemption before Jan 24, 2035; par redemption thereafter; change-of-control put at 101%.
Underwriting led by Citigroup and Wells Fargo; indenture with Computershare trustees.
Notes issued under BAM's base shelf prospectus; restrictions include liens limitation.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

Brookfield Asset Management Ltd. incurred senior notes of $750,000,000 aggregate principal amount with Computershare Trust Company of Canada and Computershare Trust Company, National Association at 5.795% per annum maturing April 24, 2035.

Instrument: senior notes
Principal: $750,000,000 aggregate principal amount
Counterparty: Computershare Trust Company of Canada and Computershare Trust Company, National Association
Rate: 5.795% per annum
Maturity: April 24, 2035
Event: incurrence

Exact text from the filing

On April 24, 2025, Brookfield Asset Management Ltd. (“BAM”) completed its inaugural offering of US$750,000,000 aggregate principal amount of 5.795% notes due 2035 (the “Notes”).

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222 debt financings filed in the last 30 days. Browse all debt financings →

Brookfield Asset Management Ltd. filing history →

Source: SEC EDGAR

accession 0001193125-25-092426

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