Brookfield Wealth Solutions completes credit facility syndication

Published 29/08/2025, 10:38
Brookfield Wealth Solutions completes credit facility syndication

LONDON - Brookfield Wealth Solutions Ltd. (BWS) announced Friday it has successfully syndicated most of Royal Bank of Canada’s commitments under credit facilities arranged for its proposed acquisition of Just Group plc.

The credit facilities, which support BWS’s recommended cash acquisition of Just Group, were amended through agreements dated August 28, according to a company press release.

The amendments include the addition of a credit adjustment spread for USD-denominated loans, additional 0.05% structuring fees payable to certain lenders under the Bridge Credit Agreement, and clarifications regarding the ranking of the credit facilities.

BWS stated that all other key terms of the credit facilities, as outlined in the July 31 announcement and subsequent scheme document published on August 26, remain unchanged.

The acquisition, which was announced on July 31, is being conducted through BWS’s wholly owned subsidiary, BWS Holdings Ltd. (Bidco), and will be implemented through a scheme of arrangement under Part 26 of the Companies Act 2006.

RBC Capital Markets is serving as financial adviser to BWS and Bidco for the transaction.

The credit facilities consist of a term credit agreement and a bridge credit agreement, both initially established on July 30 with Royal Bank of Canada as agent and RBC Capital Markets as lead arranger and bookrunner.

Documentation related to the amendment and assignment agreements is available on BWS’s transaction website.

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