secwatch / observer
8-K filed September 29, 2025, 7:59 PM ET ticker OSG CIK 0000874501
M&A confidence high sentiment positive materiality 0.85

OCTAVE SPECIALTY GROUP INC (OSG): M&A transaction — Ambac completes $420M sale of legacy financial guarantee businesses to Oaktree

OCTAVE SPECIALTY GROUP INC

Key facts

Extracted from this filing and checked against the source text.

Equity Issuances SEC 8-K Item 3.02/3.03 confidence 0.9

OCTAVE SPECIALTY GROUP INC issued 5,092,707 shares of common stock of warrant to American Acorn Holdings, LLC (owned by funds managed by Oaktree Capital Management, L.P.) for $70 million in the aggregate.

Security
warrant
Shares
5,092,707 shares of common stock
Purchaser
American Acorn Holdings, LLC (owned by funds managed by Oaktree Capital Management, L.P.)
Consideration
$70 million in the aggregate
Exact text from the filing
with respect to the Warrant upon conversion of the Warrant (including conversions in connection with a Change of Control (as defined in the Letter Agreement)) will not exceed $70 million in the aggregate . The Warrant was, and the Warrant Shares will be, issued in reliance upon an exemption from registration pursuant to Section 4(a)(2) of the Securities Act. The
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M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

OCTAVE SPECIALTY GROUP INC completed a disposition involving Acorn for $420,000,000 in cash (closed 2025-09-29).

Action
disposition
Counterparty
Acorn
Consideration
$420,000,000 in cash
Closing
2025-09-29
Exact text from the filing
On September 29, 2025 , the Company completed its previously announced sale to Acorn of all of the issued and outstanding shares of common stock, par value $2.50 per share, of Ambac Assurance Corporation, a Wisconsin stock insurance company and wholly owned subsidiary of the Company (the “AAC Transaction”), for $420,000,000 in cash, subject to certain adjustments, pursuant to and upon the terms and subject to the conditions set forth in, the stock purchase agreement, dated as of June 3, 2024, as amended by the First Amendment, dated as of July 3, 2025 (together, the “AAC Sale Agreement”), by and between the Company and Acorn.
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OCTAVE SPECIALTY GROUP INC filing history →

Source: SEC EDGAR
accession 0001628280-25-043087
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