Highest-materiality recent filing
Brookfield Oaktree distributes $317M of real estate interests to affiliate
BOH distributed 100% of OCG NTR Holdings LLC equity to affiliate BOHCI as an in-kind distribution on Class A units.
Brookfield entities to acquire all Oaktree partnership interests in restructuring
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.
Brookfield to acquire remaining 26% of Oaktree for ~$3B; expected close Q1 2026
Total consideration ~$3B; BAM and BN fund ~$1.6B and ~$1.4B respectively.
Brookfield Oaktree Holdings completes internal reorganization of Oaktree Capital I L.P.
Effective July 1, 2024, General Partner of Oaktree Capital I changed to Oaktree Capital I GP, LLC.
Nicholas H. Goodman appointed CEO effective March 1, 2024; he will remain President/CFO of Brookfield and receive no compensation from Oaktree.
Oaktree sets CEO Jay Wintrob's departure date for March 1, 2024
CEO Jay Wintrob will cease as CEO and board member effective March 1, 2024.
OCG acquired 100% of REIT entities owning Brookfield REIT shares for $307M initial payment, with a true-up due by July 31, 2023.
Oaktree Capital awards director Mansco Perry $100K LTIP award, 4-year vesting
Award valued at $100,000 under the Oaktree Long-Term Incentive Plan (LTIP).
Oaktree elects Mansco Perry to board, replacing D. Richard Masson
Mansco Perry elected to Oaktree board effective Feb 10, 2023, replacing D. Richard Masson who resigned.
Oaktree extends credit facility maturity to Dec 2027, adopts SOFR rate
Seventh Amendment extends maturity of $650M credit facility from Sep 14, 2026 to Dec 15, 2027, with two optional one-year extensions.
Oaktree Capital completes internal restructuring, deconsolidates Cayman entity and CLOs
Distributed economic shares of Oaktree Holdings, Ltd. to Brookfield US Holdings Inc. and transferred voting shares to Atlas OCM Holdings, LLC.
Oaktree director D. Richard Masson resigns, effective Dec. 31, 2022
D. Richard Masson notified Oaktree of his resignation as a director, effective December 31, 2022.
Oaktree issues €200M in senior notes across three tranches due 2032-2037
€50M at 2.20% due 2032, €75M at 2.40% due 2034, €75M at 2.58% due 2037.
Oaktree issues $200M 3.06% senior notes due 2037 in private placement
Issued $200M aggregate principal of 3.06% Senior Notes due Jan 12, 2037 via private placement.
Oaktree receives $200M commitments for 3.06% senior notes due 2037
Issuer (Oaktree Capital Management) secured $200M in 3.06% senior notes due 2037 from accredited investors.
Oaktree extends credit facility maturity to 2026, lowers AUM covenant to $57.5B
Maturity extended from Dec 13, 2024 to Sep 14, 2026, with option for two additional years.
On February 28, 2024, Nicholas H. Goodman was appointed chief executive officer of Oaktree Capital Group, LLC (the “Company”) by the board of directors of the Company (the “Board”), effective as of March 1, 2024.
The effective date of Mr. Wintrob’s cessation of service as chief executive officer of OCG and a member of the board of directors of OCG has been determined to be March 1, 2024.
OCG announces that Jay Wintrob’s service as chief executive officer of OCG will cease in the first quarter of 2024, when he will also cease to be a member of the board of directors of OCG.
elected Mansco Perry to the board of directors of the Company (the “Board”), effective on February 10, 2023, to fill the vacancy created by the resignation of D. Richard Masson.
elected Mansco Perry to the board of directors of the Company (the “Board”), effective on February 10, 2023, to fill the vacancy created by the resignation of D. Richard Masson.
On November 15, 2022, D. Richard Masson, a member of the Board of Directors of Oaktree Capital Group, LLC, a Delaware limited liability company (the “Company”), notified the Company of his decision to resign as a director of the Company, effective December 31, 2022.
Max materiality 0.90 · Median 0.45 · Most common event leadership