Brookfield Asset Management Ltd. has agreed to acquire Fosber, a global leader in advanced corrugated packaging machinery, for an estimated $900 million. The transaction is structured through Brookfield’s private‑equity arm and will be financed with roughly $480 million of equity, including a $170 million investment from Brookfield Business Partners. The deal is expected to close in 2026 after customary regulatory approvals.
Brookfield’s recent financial performance underscores its capacity to fund the acquisition. In the first quarter of 2025, the firm reported fee‑related earnings of $698 million, a 26% year‑over‑year increase, and distributable earnings of $654 million, up 20% YoY. Fee‑bearing capital rose to $549 billion, a 20% jump from the prior year, reflecting the firm’s strong capital‑raising momentum and its ability to generate recurring fee income that supports large‑scale acquisitions.
Fosber, headquartered in Lucca, Italy, commands an estimated 18% share of the global corrugated packaging machinery market. The company’s high‑speed corrugating machines and digital monitoring solutions serve box manufacturers worldwide, positioning it as a critical supplier in the e‑commerce and logistics supply chains. The acquisition gives Brookfield access to Fosber’s technology platform and a high‑margin, recurring revenue stream from after‑sales services.
Brookfield’s strategy of investing in essential service businesses is reinforced by the Fosber deal. The company has been actively expanding its industrial portfolio, recently adding a $428 million industrial real‑estate portfolio and a $1.3 billion logistics portfolio. By integrating Fosber’s advanced machinery and digital services, Brookfield expects to create operational synergies, broaden its service offering, and deepen its presence in the packaging and logistics sector.
Investors reacted positively to the announcement, citing Brookfield’s robust fee‑related earnings growth and its track record of successful industrial acquisitions. The market view highlights the firm’s ability to generate stable fee income and deploy capital into high‑margin, technology‑driven businesses that complement its existing platform.
The acquisition positions Brookfield to capture growth in the packaging and logistics markets, while reinforcing its long‑term strategy of building a diversified portfolio of essential service businesses that benefit from operational expertise and scale.
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