Why Blue Owl Capital Shares Are Higher Premarket Wednesday
Portfolio Pulse from Lekha Gupta
Blue Owl Capital Inc. (NYSE:OWL) shares rose premarket Wednesday after announcing a definitive agreement to acquire Kuvare Insurance Services LP for $750 million. The acquisition, expected to close in Q2 or Q3 2024, will be funded with $325 million in cash and $425 million in Class A shares. Blue Owl also disclosed a $250 million preferred equity investment in Kuvare and signed IMAs to deploy up to $3 billion of assets. The transactions are expected to be accretive in 2024, with Blue Owl's AUM potentially increasing to $20 billion post-acquisition.

April 03, 2024 | 10:43 am
News sentiment analysis
Sort by:
Descending
POSITIVE IMPACT
Investors can gain exposure to Blue Owl Capital through the Gabelli ETFs Trust Gabelli Financial Services Opportunities ETF (NYSE:GABF), which may see an indirect impact from Blue Owl's acquisition of Kuvare Insurance.
Similar to LBO, GABF ETF's exposure to Blue Owl Capital suggests that the ETF could indirectly benefit from the positive outcomes of Blue Owl's strategic acquisition of Kuvare Insurance, potentially enhancing GABF's asset value.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Investors can gain exposure to Blue Owl Capital through the EA Series Trust WHITEWOLF Publicly Listed Private Equity ETF (BATS:LBO), which may see an indirect impact from Blue Owl's acquisition of Kuvare Insurance.
While the LBO ETF is not directly involved in the acquisition, its exposure to Blue Owl Capital means that positive developments for Blue Owl, such as the Kuvare acquisition, could indirectly benefit LBO's performance by potentially increasing its asset value.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Blue Owl Capital Inc. announced the acquisition of Kuvare Insurance Services LP for $750 million, expected to close in Q2/Q3 2024, potentially increasing AUM to $20 billion. The deal includes a mix of cash and shares, with a potential $250 million earnout.
The acquisition of Kuvare Insurance by Blue Owl Capital is significant due to the substantial investment and the expected accretive impact on Blue Owl's assets under management (AUM) and revenue. The positive premarket stock movement reflects investor optimism about the deal's potential to enhance Blue Owl's financial position and market presence.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100