secwatch / observer
8-K filed April 20, 2026, 7:59 PM ET ticker OAK-PA CIK 0001403528
M&A confidence high sentiment neutral materiality 0.65

Brookfield entities to acquire all Oaktree partnership interests in restructuring

Brookfield Oaktree Holdings, LLC

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Brookfield Oaktree Holdings, LLC entered into Transaction Agreement with Acquisition Z (2026) LP, Atlas Top Sub I Splitter LP, Oaktree Capital Holdings, LLC, Exchange LP, Brookfield Asset Management Ltd., Brookfield Corporation, Oaktree Capital Group Holdings, L.P., Oaktree Equity Plan, L.P., Oaktree Equity Plan II, L.P., Oaktree Capital Group Holdings GP, LLC (effective 2026-04-14).

Action
entry
Agreement
merger
Counterparty
Acquisition Z (2026) LP, Atlas Top Sub I Splitter LP, Oaktree Capital Holdings, LLC, Exchange LP, Brookfield Asset Management Ltd., Brookfield Corporation, Oaktree Capital Group Holdings, L.P., Oaktree Equity Plan, L.P., Oaktree Equity Plan II, L.P., Oaktree Capital Group Holdings GP, LLC
Effective
2026-04-14
Exact text from the filing
On April 14, 2026, Brookfield Oaktree Holdings, LLC, a Delaware limited liability company (“BOH”), entered into a Transaction Agreement (the “Transaction Agreement”), by and among (i) Acquisition Z (2026) LP, a Delaware limited partnership (“Acquiror”), (ii) Atlas Top Sub I Splitter LP, a Delaware limited partnership (“ExchangeCo Acquiror”), (iii) Oaktree Capital Holdings, LLC (f/k/a Atlas OCM Holdings, LLC), a Delaware limited liability Company (“ExchangeCo GP” or “OCH”), (iv) Exchange LP, a Delaware limited partnership (“ExchangeCo”), (v) solely for purposes of Article V and Section 10.15 of the Transaction Agreement, Brookfield Asset Management Ltd., a corporation incorporated under the laws of the Province of British Columbia (“BAM”), (vi) solely for purposes of Article V and Section 10.15 of the Transaction Agreement, Brookfield Corporation, a corporation amalgamated under the laws of the Province of Ontario (“BN”), (vii) BOH, (viii) Oaktree Capital Group Holdings, L.P., a Delawar
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Brookfield Oaktree Holdings, LLC filing history →

Source: SEC EDGAR
accession 0001403528-26-000015
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