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Blue Owl Capital Corporation and Blue Owl Capital Corporation II Announce Termination of Merger

Blue Owl Capital Corporation (OBDC) | Nov. 19, 2025

By Victor Perez

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Blue Owl Capital Corporation (OBDC) and Blue Owl Capital Corporation II have terminated their proposed merger due to current market conditions.

Both companies remain strong with excellent fundamentals, planning to reevaluate alternatives in the future.

OBDC II plans to reinstate the tender program in Q1 of 2026, confident in delivering attractive returns independently.

Merger Termination

OBDC and OBDC II decided to halt the merger, showing commitment to shareholders amidst market volatility.

Investment Performance

OBDC II boasts nearly 80% cumulative net return and plans to reinstate the tender program in 2026.

Share Repurchase Program

OBDC's $200 million share repurchase program announced with the merger remains active.

  • The decision to halt the merger showcases a focus on shareholder interests in volatile market conditions.
  • OBDC II's strong investment results and focus on credit quality illustrate their confidence in independent performance.

Despite the merger termination, both OBDC and OBDC II are optimistic about delivering attractive returns and considering future opportunities.