M&A - Angel Oak Mortgage REIT, Inc.

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Form Type: 8-K

Filing Date: 2025-04-01

Corporate Action: Acquisition

Type: New

Accession Number: 000176647825000024

Filing Summary: On April 1, 2025, Angel Oak Companies, LP, the parent of Angel Oak Asset Management Holdings, LLC, announced a strategic partnership with Brookfield Asset Management Ltd., through which Brookfield has agreed to acquire a majority of Angel Oak Companies, LP. The transaction is expected to close by September 30, 2025, and it is not anticipated to result in significant changes to the day-to-day management of Angel Oak Mortgage REIT, Inc. However, closing is subject to certain conditions, and there is no guarantee that the transaction will be completed as planned, potentially resulting in a change of control of Angel Oak Companies, LP. A press release detailing the transaction was issued and is attached as Exhibit 99.1.

Document Link: View Document

Additional details:

Item Name: transaction_partners

Item Value: Brookfield Asset Management Ltd.


Item Name: expected_closing_date

Item Value: 2025-09-30


Item Name: conditions_for_closing

Item Value: Yes, subject to certain conditions


Item Name: anticipated_management_changes

Item Value: No, not expected to change day-to-day management.


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