October 28, 2024

Brookfield Aims to Offload $1.5 Billion Private Credit Portfolio 💸📉

Brookfield Wealth Solutions is seeking buyers for a private credit portfolio valued at approximately $1.5 billion from American National’s balance sheet, an insurance company it acquired in 2022, sources reveal. The firm has hired Jefferies Financial Group Inc. to assist in finding buyers for these limited partner stakes, which include $1 billion in senior loans and $200 million in riskier, opportunistic credit, sources added.

This move reflects growing acceptance of secondary markets for fund stakes, especially as Brookfield and others explore avenues for unloading sizable positions. In a similar approach, the Florida State Board of Administration recently looked to sell a $4 billion private credit portfolio in the secondary market.

Historically, secondary market assets trade at a discount, with American National’s opportunistic credit portfolio potentially drawing bids around 90 cents on the dollar, sources noted. Bids for the higher-ranking senior debt may fare better. Any sale of these legacy assets will depend on pricing, as Brookfield carefully evaluates offers.

Firms such as Coller Capital, Ares Management Corp., Pantheon Ventures, and Tikehau Capital SCA, which specialize in purchasing secondary market credit stakes, may be interested in Brookfield’s portfolio.

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