Brookfield完成收购Oaktree剩余26%股权，交易为此前已公告事项的交割落地

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
July 31, 2026
Brookfield Asset Management Ltd.
(Exact name of registrant as specified in its
charter)
British Columbia, Canada
001-41563
98-1702516
(State or Other Jurisdiction
of Incorporation)
(Commission
File No.)
(IRS Employee
Identification No.)
Brookfield Place
225 Liberty Street, 8th Floor
New
York
,
New York
,
10281-1048
(Address of Principal Executive Offices)
(
212
)
417-7000
(Registrant’s telephone number, including
area code)
(Former name or former address, if changed since
last report)
Check the appropriate box below if the Form 8-K filing is intended
to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
¨
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
¨
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
¨
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
¨
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of Each Class
Trading
Symbol(s)
Name of Each Exchange
on Which Registered
Class A Limited Voting Shares
BAM
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth
company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities
Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
¨
If an emerging growth company, indicate by check mark if the registrant
has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant
to Section 13(a) of the Exchange Act.
¨
Item 2.01
Completion of Acquisition or Disposition of Assets.
On July 31, 2026, Brookfield Asset Management
Ltd. (“BAM”) and Brookfield Corporation (“BN” and, together with BAM, “Brookfield”) completed the
previously announced acquisition of Oaktree. Pursuant to the transaction, Brookfield acquired the 26% interest in Oaktree that it did
not already own and now owns 100% of Oaktree. Total consideration for the transaction was approximately $3.0 billion, consisting of both
cash and BN and BAM shares.
On August 3, 2026, Brookfield
issued a press release regarding the closing of its previously announced acquisition of Oaktree. A copy of the press release is attached
as Exhibit 99.1 hereto.
Item 9.01
Financial Statements
and Exhibits.
(d) Exhibits.
Exhibit
Number
Description
99.1
Press
release dated
August 3, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
Pursuant to the requirements
of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto
duly authorized.
Date: August 3, 2026
Brookfield Asset Management Ltd.
By:
/s/
Kathy Sarpash
Name:
Kathy Sarpash
Title:
Managing Director, Legal & Regulatory and Corporate
Secretary

----- EXHIBIT -----

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:
kerrie.mchugh@brookfield.com
Brookfield Investor Relations:
Jason Fooks
Tel: (212) 417-2442
Email:
jason.fooks@brookfield.com
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.