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
- Acquisition of all outstanding limited partnership interests and equity awards in OCGH, OEP, OEP II for cash, BAM shares, BN shares, BN units, and BAM RSUs.
- Terms of BOH's 6.625% Series A and 6.550% Series B preferred units unchanged.
- Closing subject to regulatory approvals and other customary conditions; termination date January 14, 2027.
- OCGH Limited Partners made irrevocable elections for consideration mix; incentive earnout included in agreement.
Machine-readable event card
- schema_version
- secwatch.filing_event.v1
- accession
- 0001403528-26-000015
- form_type
- 8-K
- ticker
- OAK-PA
- cik
- 0001403528
- company_name
- Brookfield Oaktree Holdings, LLC
- filed_at
- 2026-04-20T23:59:59+00:00
- discovered_at
- 2026-05-14T18:02:32.241381+00:00
- generated_at
- 2026-05-15T05:19:00.675290+00:00
- sec_items
- ["1.01", "9.01"]
- event_type
- m_and_a
- sentiment
- neutral
- materiality_score
- 0.65
- calibrated_materiality_score
- 0.65
- confidence
- high
- secwatch_canonical_url
- https://secwatch.observer/filing/0001403528-26-000015
- json_url
- https://secwatch.observer/filing/0001403528-26-000015.json
- markdown_url
- https://secwatch.observer/filing/0001403528-26-000015.md
- text_url
- https://secwatch.observer/filing/0001403528-26-000015.txt
- edgar_index_url
- https://www.sec.gov/Archives/edgar/data/1403528/000140352826000015/0001403528-26-000015-index.htm
- edgar_primary_document_url
- https://www.sec.gov/Archives/edgar/data/1403528/000140352826000015/oak-20260414.htm
- generated_by_model
- deepseek-v4-flash:cloud@v2
- review_status
- machine_generated
- human_reviewed
- false
- corrected
- false
- correction_note
- null
- correction_timestamp
- null
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Source-grounded claims
59bd7542ce852ce8dcd8328d478fc2b44bddd75e
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).
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
SEC 8-K Item 1.01/1.02
confidence 0.9
SEC evidence
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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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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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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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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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same fact type: material_agreement
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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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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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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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same fact type: material_agreement
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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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