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重大事件 即時報告 8-K 2026-08-03

布魯克菲爾德完成收購Oaktree 全球信貸平台規模達3650億美元

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📄 申報類型:8-K(Exhibit 99.1 新聞稿) Brookfield 於 2026 年 8 月 3 日宣布,已完成對國際頂尖信貸管理公司 Oaktree 的收購🔖。是次交易標誌著雙方自 2019 年開始的合作關係踏入新階段,並將兩大平台全面整合。收購完成後,Brookfield 全球信貸平台規模達 3,650 億美元,提供涵蓋機會性信貸、實物資產信貸、資產基礎融資及企業正常運作信貸等全面解決方案,服務機構投資者、財務顧問及個人客戶。 Brookfield Asset Management 行政總裁 Connor Teskey 表示,Brookfield 過去 20 年致力建立信貸業務以補足其全球實物資產平台,Oaktree 的加入進一步強化了集團跨越市場週期及把握不同投資機遇的能力,並對其往績和承保能力予以高度評價。Brookfield 信貸集團聯席行政總裁 Bob O’Leary 及 Armen Panossian 則指,雙方過去七年合作建基於嚴守紀律的投資方針及長線視野,下一步將在此基礎上繼續為客戶帶來理想回報。 人事安排方面,Howard Marks 除繼續擔任 Brookfield Corporation 董事及投資解決方案集團主席外,將出任 Oaktree 聯席主席;Bruce Karsh 亦會出任 Oaktree 聯席主席,同時保留首席投資官及相關策略基金經理職務。 是次收購亦具有重要戰略意義🌏:美國將成為 Brookfield Asset Management 最大市場,現時超過 60% 員工以美國為基地,並貢獻接近一半收入;Oaktree 遍布 18 個國家的投資平台則進一步擴闊 Brookfield 信貸業務的全球覆蓋,強化其服務客戶及全球配置資本的能力。 Brookfield 為全球領先投資公司,管理資產總值超過 1 萬億美元,業務涵蓋基建、能源、私募股權、房地產及信貸,於逾 30 個國家營運。Brookfield Corporation(NYSE: BN;TSX: BN)及 Brookfield Asset Management(NYSE: BAM;TSX: BAM)分別於紐約及多倫多上市。 對投資者而言,今次交易將顯著擴大集團信貸業務規模及地域覆蓋,有助分散收入來源及提升跨週期投資能力;惟仍需留意整合執行風險及整體信貸市場環境變化。
展開英文正文
EX-99.1
2
tm2619556d1_ex99-1.htm
EXHIBIT 99.1

 

Exhibit 99.1

 

Brookfield Completes
Acquisition of Oaktree

 

Acquisition strengthens
$365B credit platform, bringing together Oaktree’s cycle-tested expertise with Brookfield’s scale and reach

 

NEW YORK –
August 3, 2026 – Brookfield today announced that it has completed its acquisition of Oaktree, one of the world’s premier
credit managers. The transaction marks the next step in a partnership that began in 2019 and fully brings together the Oaktree and Brookfield
platforms. With the addition of Oaktree, Brookfield’s global credit platform offers a broad range of solutions across opportunistic
credit, real asset credit, asset-backed finance and corporate performing credit to institutions, financial advisors and individuals.

 

Connor Teskey,
CEO of Brookfield Asset Management, said, “Brookfield has been a leading alternative asset investor for decades and over the past
20 years has built a credit business to complement its global real asset platforms. Adding the Oaktree franchise has further strengthened
our ability to invest across market cycles and opportunity sets, enhanced by Oaktree’s track record and underwriting capabilities.
We look forward to building on their strong track record and deep expertise as we continue to grow our credit business globally.”

 

Bob O’Leary
and Armen Panossian, Co-CEOs of Brookfield’s Credit Group, said, “Brookfield and Oaktree’s partnership over the past
seven years has been built on a shared commitment to disciplined investing and a long-term perspective. This next step allows us to build
on that foundation and continue delivering strong outcomes for our clients.”

 

Howard Marks will
be Co-Chair of Oaktree, in addition to his role as a Director of Brookfield Corporation, and Chair of Brookfield’s Investment Solutions
Group. Bruce Karsh will also be Co-Chair of Oaktree in addition to being Oaktree’s Chief Investment Officer and portfolio manager
for Oaktree’s Global Opportunities and Global Credit strategies.

 

With the acquisition
of Oaktree, the U.S. becomes Brookfield Asset Management’s largest market. It is now home to over 60% of Brookfield Asset Management's
employee base and the source of nearly half of its revenue. It further deepens Brookfield’s long-standing presence in the country
and reinforces its commitment to investing in the U.S. economy. At the same time, Oaktree's global investment platform and presence in
18 countries broadens the reach of Brookfield's credit business, strengthening its ability to serve clients and deploy capital worldwide.

 

About Brookfield

 

Brookfield is a
leading global investment firm with more than $1 trillion in assets under management. The firm owns and operates high-quality businesses
and real assets that provide essential services and form the backbone of the global economy. Brookfield invests on behalf of institutions
and individuals around the world across infrastructure, energy, private equity, real estate, and credit. With more than a century of
operating experience and a global presence in over 30 countries, Brookfield deploys long-term capital to generate sustainable value for
its clients and shareholders. Brookfield Corporation (NYSE: BN, TSX: BN) and Brookfield Asset Management (NYSE: BAM, TSX: BAM) are publicly
traded in New York and Toronto.

 

For more information,
please visit our website at www.brookfield.com.

 

 

  

 

 

 
 Brookfield Media: Kerrie McHugh
 Tel: (212) 618-3469 Email: [email protected]
 Brookfield Investor Relations:
 Jason Fooks Tel: (212) 417-2442 Email: [email protected]

 

 

Notice to
Readers

 

This news release
contains “forward-looking statements” within the meaning of the U.S. Securities Act of 1933, the U.S. Securities Exchange
Act of 1934, “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995 and “forward-looking
information” within the meaning of other relevant securities legislation, including applicable securities laws in Canada, which
reflect our current views with respect to, among other things, our operations and financial performance (collectively, “forward-looking
statements”). Forward-looking statements include statements that are predictive in nature, depend upon or refer to future results,
events or conditions, and include, but are not limited to, statements which reflect management’s current estimates, beliefs and
assumptions and which are in turn based on our experience and perception of historical trends, current conditions and expected future
developments, as well as other factors management believes are appropriate in the circumstances. The estimates, beliefs and assumptions
of Brookfield are inherently subject to significant business, economic, competitive and other uncertainties and contingencies regarding
future events and as such, are subject to change. Forward-looking statements are typically identified by words such as “expect”,
 “anticipate”, “believe”, “foresee”, “could”, “estimate”, “goal”,
 “intend”, “plan”, “seek”, “strive”, “will”, “may” and “should”
and similar expressions. In particular, the forward-looking statements contained in this news release include statements referring to
the expected impact of the completed acquisition.

 

Although Brookfield
believes that such forward-looking statements are based upon reasonable estimates, beliefs and assumptions, certain factors, risks and
uncertainties, which are described from time to time in our documents filed with the securities regulators in Canada and the United States,
not presently known to Brookfield or that that Brookfield currently believes are not material, could cause actual results or events to
differ materially from those contemplated or implied by forward-looking statements.

 

Readers are
urged to consider these risks, as well as other uncertainties, factors and assumptions carefully in evaluating the forward-looking statements
and are cautioned not to place undue reliance on such forward-looking statements, which are based only on information available to us
as of the date of this news release. Except as required by law, Brookfield undertakes no obligation to publicly update or revise any
forward-looking statements, whether written or oral, that may be as a result of new information, future events or otherwise.