CIM Opportunity Zone Fund, L.P.: M&A transaction — CIM Opportunity Zone Fund contributes $1.3B solar project interests to WEPCO, retains 63.2% ownership

CIM Opportunity Zone Fund, L.P.

Phase 1 contributed $1.3B aggregate equity (NAV 3/31/25) to WEPCO Holdings for common units in WEPCO.
After three phases (Sep 29, Sep 30, Oct 3), Fund owns ~63.2% of WEPCO and 99% of COZ (COZ owns 3.5% of WEPCO).
Fund is managing member of newly-formed WEPCO; prior contributions were rescinded and re-contributed on Nov 7, 2025.
Transactions structured as tax-deferred contributions under Section 721 of the Code.

item 1.01 item 2.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

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

CIM Opportunity Zone Fund, L.P. completed a disposition involving WEPCO Holdings for $1.3 billion.

Action: disposition
Counterparty: WEPCO Holdings
Consideration: $1.3 billion

Exact text from the filing

The total aggregate value of the equity interests contributed by the Fund to WEPCO (whether directly or through COZ) as a part of the Phase 1 Contribution Transactions was $1.3 billion, based on net asset values as of March 31, 2025. Following the Phase 1 Contribution Transactions, COZ was a wholly-owned subsidiary of the Fund, and the Fund and COZ were the

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Source: SEC EDGAR

accession 0001765107-25-000024

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