Refer to BAF: Oaktree has just taken the growth capital business so it now has the two businesses that I saw value in. The timing of the valuations and the proportions are quite convenient for many involved, you can also coordinate this with the people making the decisions at the time. Also it is interesting to see all the lawsuits against EY. Will we ever see a report on value consideration given to the asset transfers and will we know who buys the assets on exit possibly at a discount to purchase price?
