Company Research Report: Kohlberg Kravis Roberts & Co. (KKR)

Company Overview

• Name: Kohlberg Kravis Roberts & Co. L.P. (KKR)

• Mission: KKR is a leading global investment firm committed to building shared success for strong returns for stakeholders and clients, while acting as a trusted partner to portfolio companies, employees, and communities.

• Founded: May 1, 1976, by George Roberts, Henry Kravis, and Jerome Kohlberg.

• Key People:

• Henry Kravis (Co-Founder, Co-Executive Chairman)

• George Roberts (Co-Founder, Co-Executive Chairman)

• Joe Bae (Co-Chief Executive Officer)

• Scott Nuttall (Co-Chief Executive Officer)

• Headquarters: No information available

• Number of Employees: More than 2,000 people globally

• Revenue: No information available

• Known For: KKR is recognized for being at the forefront of private equity investing since its inception and has diversified into multiple asset classes including credit, real estate, infrastructure, and strategic partnerships.

Products

• Private Equity

• Description: Management of buyout, core, and impact investment strategies globally.

• Key Features: Offers strategic growth plans, operational improvement, and long-term value creation.

• Infrastructure

• Description: Core and Core Plus private infrastructure solutions.

• Key Features: Long-term asset investment, supporting essential services like energy and transportation.

• Real Estate

• Description: Private real estate equity and credit strategies.

• Key Features: Provides diversified yield, total returns, and inflation protection.

• Credit

• Description: Leveraged, private, and opportunistic credit investment strategies and solutions.

• Key Features: Provides capital solutions for companies in varying cycles.

• Capital Markets

• Description: Full-service capital markets business.

• Key Features: Offers tailored financing and execution advice.

• Insurance

• Description: Investment on behalf of insurance companies, with strategic partnerships.

• Key Features: Annuity and reinsurance provisions via Global Atlantic partnership.

• Strategic Partnerships

• Description: Collaborations with hedge funds and other financial services firms.

• Key Features: Complements existing offerings and expands expertise.

Recent Developments

• New Developments: KKR has been expanding globally and investing in a wide array of sectors including private equity, real estate, and infrastructure.

• New Products/Features:

• Broad-Based Employee Ownership Programs: KKR has implemented this model in new control investments and is working on expanding this program globally.

• Global Wealth Solutions: KKR provided eligible individual investors the opportunity to access a comprehensive platform of private market strategies.

• Partnerships:

• Entered into strategic partnerships, including with Global Atlantic Financial Group Limited, becoming a majority-owned subsidiary.

• Involved in the cross-sector initiative, Ownership Works—a nonprofit organization focused on promoting employee ownership programs.

• Sustainability Initiatives:

• Launched the Sustainability Expert Advisory Council (SEAC) to advance sustainable investing.

• Focus on ESG integration across investment processes to mitigate risk and seize sustainability opportunities.

Additional Information

• S&P 500 Inclusion: KKR officially joined the S&P 500 index in 2024.

• Recent Insights:

• Discussions on U.S. inflation and election impacts, emphasizing the need for focus on portfolios aligned with nominal GDP growth.

• Extensive insights into the real estate recovery and private market opportunities.

• Investment Areas: KKR has a strong focus on sectors including energy transition, digital accessibility, and waste management, addressing some critical global challenges.

This report delivers a comprehensive snapshot of KKR, highlighting their global investment capabilities, strategic initiatives, and value-driven approach to market challenges.