Exclusive: Blue Owl considers reviving merger of private credit funds, contingent on fund’s share price, sources say

The Punchline

Blue Owl Capital is weighing the potential revival of a merger between two private credit funds, depending on the performance of the larger fund's share price. This comes amid scrutiny and pushback from investors following the initial merger proposal.

Why You Should Read This

Understanding Blue Owl's strategic decisions in the face of investor sentiment can provide insights into the dynamics of private credit fund management.

Who This Is For

This article is particularly relevant for institutional investors, credit analysts, and fund managers who monitor developments in private credit markets.

Investor Implications

Should the merger be revived and executed successfully, it could lead to a strengthened position for Blue Owl Capital in the market. Conversely, if the share price remains low, it may reflect ongoing investor skepticism, potentially impacting capital flows into private credit funds.