Merger · Activity not yet classified
Bentall Kennedy / GreenOak Real Estate merger
Transaction overview
Reported completed
Bentall Kennedy and GreenOak Real Estate combined in a merger that closed July 2, 2019. Bentall Kennedy (U.S.) Limited Partnership became BentallGreenOak (U.S.) Limited Partnership as part of that merger. The firm’s March 2020 Form ADV brochure identifies this legal-entity continuity and reports Sun Life’s indirect majority ownership of the combined firm.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- BentallGreenOak announces closing of merger forming a leading global real estate investment platform ↗
BGO · Published Jul 2, 2019
Jul2,2019 reportsclosing BentallKennedy/GreenOakRealEstate merger. Exactcloseday not asserted. Explicitmulti-entitygroup (CanadaLP/USLP/affiliates); identity bridge required. $46bproformaMar31groupAUM notprice.
- BentallGreenOak (U.S.) Limited Partnership Form ADV Part 2A brochure — March 30, 2020 ↗
BentallGreenOak (U.S.) Limited Partnership / SEC IAPD · Published Mar 30, 2020
Pages 2–3 identify July 2, 2019 name change as part of merger; page 3 identifies December 18, 2018 agreement and July 2, 2019 closing. Page 9 identifies former GreenOak LP as BGO US Real Estate LP subsidiary.