Post #342 by BenGrahamCracker on the US Policy board

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Latest (Feb 2024) BAM investor presentation.

~100% DE is FRE
86% long term capital
55-60% margin
~4 dividend yield expected to grow at 15-20% annually
~90%+ dividend payout ratio
Asset light balance sheet with no debt

https://bam.brookfield.com/sites/brookfield-bam/fi...

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I thought this was an interesting remark to throw up on a slide:
"A strategic acquisition of an asset manager would be incremental to BAM’s organic five-year growth targets"

Anyone have context from the presentation as it was delivered? Are they advertising that they're looking for such an acquisition, already found one we know about (Oaktree), found one we don't know about yet? And what would the structure of that deal look like? Presumably BN would be heavily involved.

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