Highest-materiality recent filing
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.
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 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.
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