TT
Array ( [form_session_id] => 4tquBTlqQaQ2V2HX3QXfCQ8z3z6lEiddmNvhq-6H21E [Current_Location] => US )

Languages

KKR Blog

MAY 17, 2023

Gap Analysis: Syndicated Market Thaw Points to an Opening for Private Junior Debt

Gap Analysis: Syndicated Market Thaw Points to an Opening for Private Junior Debt

The syndicated debt markets are open for very large companies―a $5.5 billion financing of a $14 billion buyout that priced this month proves it. We think that is good news both for credit markets and for those seeking capital. However, our analysis of the few large syndicated LBO deals this year suggests that the market is only open for...

MAY 10, 2023

Thoughts from the Road - Europe: Managing Through

Thoughts from the Road - Europe: Managing Through

Aidan Corcoran, who heads our European macro effort, and I recently spent time traveling across Europe, with informative stops in Frankfurt and London. If there is one take-away that resonated for us after all of our meetings, it can be summed in the quote often attributed to Mark Twain that the “reports of my death are greatly exaggerated”. ...

APR 20, 2023

Thoughts from the Road - Asia: A Changing Landscape

Thoughts from the Road - Asia: A Changing Landscape

I recently traveled in Japan and China with Frances Lim, who heads up our macro effort across all of Asia. During the trip, we spent time with our KKR colleagues across Private Equity, Growth Equity, Real Estate, Credit, and infrastructure, and our own Global Macro team, including Changchun Hua and Allen Liu in Beijing. We also met with governmen...

MAR 22, 2023

The Search for Capital Just Became an All-Out Hunt

The Search for Capital Just Became an All-Out Hunt

Financing was already in short supply when Silicon Valley Bank began to wobble in early March. Now, tremors in the banking sector, resulting most recently in UBS acquiring Credit Suisse, have tightened financial conditions even further, tipping us into a full-on Hunt for Capital like nothing we’ve seen in 15 years. Those with ready capital, par...