---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-002442"
form_type: "8-K"
ticker: "OCFC"
cik: "0001004702"
company_name: "OCEANFIRST FINANCIAL CORP"
filed_at: "2026-01-05T23:59:59+00:00"
generated_at: "2026-05-16T11:36:52.265872+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# OceanFirst to acquire Flushing Financial in 0.85 exchange ratio deal; Warburg invests $225M

## Summary
- Each Flushing share converted into 0.85 shares of OceanFirst common stock.
- Warburg Pincus invests $225M at $19.76/share for ~9.7M common shares plus NVCE stock and warrant for ~11.4M shares.
- Expected closing Q2 2026, subject to regulatory and shareholder approvals.
- Termination fee $21.4M from either party; OceanFirst may owe $46.3M if Warburg investment not consummated.
- Post-merger board: 17 directors; Flushing CEO John Buran non-executive chairman for 2 years.

## SEC filing metadata
- accession: 0001193125-26-002442
- form_type: 8-K
- ticker: OCFC
- cik: 0001004702
- company_name: OCEANFIRST FINANCIAL CORP
- filed_at: 2026-01-05T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 1.01, 3.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1004702/000119312526002442/0001193125-26-002442-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1004702/000119312526002442/d89014d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-002442
- JSON: https://secwatch.observer/filing/0001193125-26-002442.json
- Plain text: https://secwatch.observer/filing/0001193125-26-002442.txt

## Source-grounded claims
- claim_id: 27a2b075de37a7464fa6abf69af6fab2ebea0b71
  claim: OCEANFIRST FINANCIAL CORP entered into Agreement and Plan of Merger with Flushing Financial Corporation (effective 2025-12-29).
  evidence_excerpt: On December 29, 2025, OceanFirst Financial Corp., a Delaware corporation (" OceanFirst "), Flushing Financial Corporation, a Delaware corporation (" Flushing "), and Apollo Merger Sub Corp., a Delaware corporation and wholly-owned subsidiary of OceanFirst (" Merger Sub "), entered into an Agreement and Plan of Merger (the " Merger Agreement ").
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526002442/0001193125-26-002442-index.htm

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