
Brookfield 已同意向加拿大养老基金 OMERS 出售其在澳大利亚另类资产管理公司 La Trobe Financial 的间接少数股权,此举旨在为该资产管理公司引入另一家机构投资者。
Brookfield has agreed to sell an indirect minority interest in Australian alternative asset manager La Trobe Financial to Canadian pension fund OMERS, as the asset manager brings in another institutional investor.
Brookfield 将保留对这家澳大利亚另类资产管理公司的多数股权,交易预计将于 2027 年第一季度完成。
Brookfield will retain majority ownership of the Australian alternative asset manager, with the deal expected to close in Q1 2027.
根据周二(10 月 27 日)发布的一份声明,该投资将通过 Brookfield 的一只私募股权投资工具进行,Brookfield 将继续保留对 La Trobe Financial 的多数股权。
The investment will be made through a Brookfield private equity investment vehicle, with Brookfield retaining majority ownership of La Trobe Financial, according to a statement on Tuesday (Oct. 27).
此次交易继今年早些时候专注于亚洲的私募股权管理公司 Axight 对 La Trobe Financial 进行少数股权投资之后进行。
The transaction follows a minority stake investment in La Trobe Financial by Asia-focused private equity manager Axight earlier this year.
声明称,自 2022 年收购 La Trobe Financial 以来,Brookfield 已将该业务的管理资产规模从 2025 年底的 220 亿澳元增至 270 亿澳元。
Since acquiring La Trobe Financial in 2022, Brookfield has grown the business’s assets under management to A$27 billion, up from A$22 billion at the end of 2025, the statement said.
La Trobe Financial 已扩大其产品供给,包括推出美国私人信贷产品和在澳大利亚证券交易所上市的投资信托。该公司还投资系统建设,以深化投资者参与、改善客户服务并提升运营效率。
La Trobe Financial has expanded its product offering, including launching a US private credit product and a listed investment trust on the Australian Securities Exchange. It has also invested in systems to deepen investor engagement, improve client service and enhance operating efficiencies.
Brookfield 私募股权澳大利亚区负责人 Shiv Gupta 表示:“自 2022 年收购以来,La Trobe Financial 实现了创纪录的增长,这得益于其强大的资产发掘能力、多元化的融资模式以及对专业信贷解决方案的持续需求。”
“Since our acquisition in 2022, La Trobe Financial has delivered record growth, supported by its strong origination capabilities, diversified funding model and continued demand for specialist credit solutions,” said Shiv Gupta, Brookfield Private Equity head of Australia.
据 OMERS 执行副总裁兼全球私募股权主管 Alexander Fraser 称,此次投资反映了 OMERS 扩大在澳大利亚业务版图的意图。
The investment reflects OMERS’ push to expand its presence in Australia, according to Alexander Fraser, executive vice president and global head of private equity at OMERS.
该交易尚需惯例监管批准,预计将于 2027 年第一季度完成。
The transaction is subject to customary regulatory approvals and is expected to close in the first quarter of 2027.