Blue Owl Technology Finance Corp. II: M&A transaction — Blue Owl Technology Finance Corp. Completes Merger with Blue Owl Technology Finance Corp. II

Blue Owl Technology Finance Corp. II

On March 24, 2025, OTF completed its merger with OTF II, with OTF as the surviving company.
OTF II shareholders received 0.9113 shares of OTF common stock per share, plus cash for fractional shares.
Combined company has over $12 billion total assets at fair value and investments in 180 portfolio companies.
Legacy OTF and former OTF II shareholders own approximately 46% and 54% of the combined company, respectively.
OTF's advisor agreed to reimburse $4.75 million of fees and expenses associated with the merger.

item 2.01 item 3.03 item 5.01 item 5.02 item 5.03 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Governance Changes SEC 8-K Item 5.03/5.05/5.06 confidence 0.4

Blue Owl Technology Finance Corp. II: Amended and restated charter and bylaws of the Company pursuant to merger; the charter was amended to the certificate of incorporation of Merger Sub and the bylaws became the second amended and restated bylaws of the Company.

Change: bylaw amendment

Exact text from the filing

the articles of amendment and restatement, as amended, of the Company was amended and restated in its entirety in the form of the certificate of incorporation of Merger Sub and became the amended and restated charter of the Company, and the bylaws of Merger Sub, as in effect immediately prior to the effective time of the Initial Merger, became the second amended and restated bylaws of the Company (as the surviving corporation in the Initial Merger).

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M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

Blue Owl Technology Finance Corp. II completed an acquisition involving Blue Owl Technology Finance Corp. (closed 2025-03-24).

Action: acquisition
Counterparty: Blue Owl Technology Finance Corp.
Closing: 2025-03-24

Exact text from the filing

On March 24, 2025, Blue Owl Technology Finance Corp., a Maryland corporation (“OTF”), completed its previously announced acquisition of Blue Owl Technology Finance Corp. II, a Maryland corporation (the “Company”)

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Source: SEC EDGAR

accession 0001628280-25-014414

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