Brookfield Corporation · NYSE:BN
Brookfield — Brookfield Asset Management Inc. (Bn, BNH, BNJ, Bamgf, Bamkf, Bkamf, Bkfaf, Bkfdf, Bkfof, Bkfpf, Brcff, Broxf, Brpsf, Bxdif) — Merger or Acquisition (March 2019)
8 slides from Brookfield's merger presentation, Mar 19, 2019
Slide 1: Transaction Summary
Transaction Summary • On March 13, 2019, Brookfield Asset Management (“BAM”) and Oaktree Capital Group (“OAK”) announced an agreement whereby BAM will acquire 62% of OAK Holders of Oaktree Capital Group, including the founders and certain members of management and employees, will remain 38% owners o
Slide 2: Transaction Benefits
Transaction Benefits • The transaction enables BAM to broaden its product offering to include a premier credit platform, providing global investors one of the most comprehensive offerings of alternative investment products • The two companies together will have $475 billion assets under management a
Slide 3: Oaktree | Company Overview
Oaktree | Company Overview • A leader and pioneer in alternative asset management with $120 billion of AUM Diversified mix of pro-and counter-cyclical strategies Strong, risk-adjusted investment performance Loyal institutional client base Attractive growth prospects for new and established strategie
Slide 4: Oaktree | Breakdown of Funds
Funds1 Oaktree | Breakdown of • Emerging Markets Debt 4 1.As at December 31, 2018. Source: Oaktree Capital Group, LLC 4Q2018 Investor Presentation. DoubleLine Evergreen Funds • Value Opportunities • Strategic Credit • Value Equities Closed-End Funds • Distressed Debt • Private Equity • Real Assets •
Slide 5: Brookfield / Oaktree | Business Metrics
Brookfield / Oaktree | Business Metrics The two companies together will be one of the leading alternative asset managers with ~$475B of AUM 1. 2. Post-privatization figures based on BAM’s proportionate 60% ownership in OAK on a fully diluted basis, with the exception of AUM which is shown at 100%. O
Slide 6: Important Additional Information and Where to Find it
Important Additional Information and Where to Find it This communication is being made in respect of the proposed merger transaction between Oaktree Capital Group, LLC (“Oaktree”) and Brookfield Asset Management Inc. (“Brookfield”). In connection with the proposed merger, Brookfield will file with t
Slide 7: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regarding Forward-Looking Statements Forward-Looking Statements and Information This communication contains “forward-looking statements” within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Exchange Act, and “
Slide 8: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regarding Forward-Looking Statements Brookfield Forward-Looking Statements and Information ‘This communication contains orward-looking statements” within the meaning of Section 27A of the U.S. Securites Act of 1983, as amended (the "Securities Act, ‘and Section 216 of the Exchange Ac