---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-237852"
form_type: "8-K"
ticker: "OAK-PA"
cik: "0001403528"
company_name: "Brookfield Oaktree Holdings, LLC"
filed_at: "2025-10-14T23:59:59+00:00"
generated_at: "2026-05-17T03:52:12.901678+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Brookfield to acquire remaining 26% of Oaktree for ~$3B; expected close Q1 2026

## Summary
- Total consideration ~$3B; BAM and BN fund ~$1.6B and ~$1.4B respectively.
- Oaktree common equity holders can elect cash, BAM shares (2-yr lock-up), or BN shares (5-yr lock-up).
- Howard Marks and Bruce Karsh remain in senior roles; Karsh to join BAM board; O'Leary and Panossian become Co-CEOs of Brookfield's credit business.
- Transaction expected accretive to BAM and BN; U.S. becomes BAM's largest market with >$550B in assets.
- Outstanding Series A and Series B preferred units of Brookfield Oaktree Holdings unaffected.

## SEC filing metadata
- accession: 0001193125-25-237852
- form_type: 8-K
- ticker: OAK-PA
- cik: 0001403528
- company_name: Brookfield Oaktree Holdings, LLC
- filed_at: 2025-10-14T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403528/000119312525237852/0001193125-25-237852-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403528/000119312525237852/d23281d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-237852
- JSON: https://secwatch.observer/filing/0001193125-25-237852.json
- Plain text: https://secwatch.observer/filing/0001193125-25-237852.txt

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