KKR

“we used our partnership with our long-term partnership with KKR as an example. It will feed a coupon yield of, let's call it, somewhere around 7%, 7.5%.”

Chubb cites its long-term alternatives partnership with KKR as producing a ~7-7.5% coupon yield plus a 15%+ IRR, driving its growing private-investment income.

“That process successfully culminated in today's announcement of a combined $7 billion strategic equity investment anchored by two leading global investment firms, Apollo and KKR.”

KKR is co-anchoring a $7B strategic equity investment into KDP's coffee JV and future Beverage Co to lower acquisition-close leverage.

“In addition, our Board has approved an amendment to the strategic partnership agreement, giving KKR the right to increase its HSIC stock ownership up to 19.9% through the purchases -- through purchases in the open market.”

Henry Schein's board approved letting KKR raise its stake to 19.9%, signaling KKR is deepening a strategic private-equity investment/partnership in HSIC.

“talking about the KKR transaction. Obviously, we think it's going to be accretive to credit and EPS, while allowing us to deconsolidate debt at SI.”

KKR is acquiring a 45% stake in Sempra Infrastructure Partners for $10 billion, a large infrastructure investment for KKR.

“the company's sale of 3.3 million shares of common stock at an average price of $76.10 per share for a total of $250 million to KKR.”

KKR took a $250 million equity stake in Henry Schein in Q2 2025 and is now driving gross-margin and SG&A value-creation initiatives through KKR Capstone, with two KKR appointees on the board.

“Sempra has entered into a nonbinding letter of intent with KKR. The letter of intent contemplates an equity sale within or even above the 15% to 30% range”

Sempra signed a nonbinding LOI to sell KKR a 15-30% (or larger) equity stake in Sempra Infrastructure Partners, where KKR is already an existing investor; a read-through that KKR is deploying capital into U.S. energy infrastructure.

“we have signed a definitive agreement to divest the Ostra joint venture to KKR, which we expect to close in the second half of this year”

S&P Global is divesting its Ostra joint venture stake to KKR, expected to close in H2 2025 and generate roughly $1 billion in after-tax proceeds for SPGI.

“Not surprised by what we're seeing out of KKR and Capital Group.”

Apollo notes it isn't surprised by KKR's newly announced distribution alliance with Capital Group, framing it as part of the same alternatives-traditional convergence trend Apollo participates in.

“Just recently, our leadership in the financing for Caro Healthcare sponsored by KKR, is another example where we stepped into a structure at attractive financing solutions in lieu of a broadly syndicated loan package.”

Apollo led the financing for a KKR-sponsored healthcare deal instead of a broadly syndicated loan, illustrating KKR's use of Apollo as a private-credit financing counterparty.

“KKR recognizes that Henry Schein is well managed, has a great opportunity, recognizing the challenges we had with the pandemic, the cyber incident, some of the macro issues that we experienced.”

KKR is a strategic investor in Henry Schein with board representation, collaborating on initiatives tied to the BOLD+1 strategy and expressing confidence in management and growth opportunity.

“we secured a minority equity interest investment in the Ohio and I&M Transcos with KKR and PSP Investments for $2.82 billion. This deal is value accretive at 2.3 times rate base and 30.3 times price to earnings.”

KKR (with PSP Investments) is investing $2.82 billion for a minority stake in AEP's Ohio and I&M transmission subsidiaries, a value-accretive deal that funds part of AEP's equity needs through 2029.

“On the minority interest sale process at Semper infrastructure partners, you'll recall that KKR and ADIA have certain rights of first offer, followed by Sempra's right to respond.”

KKR holds a right of first offer to acquire a minority stake in Sempra Infrastructure Partners, ahead of Sempra pursuing a third-party bid if no agreement is reached.

“We announced in Japan the carve-out of the real estate assets from Sapporo.”

KKR announced a carve-out of real estate assets from Sapporo in Japan, described as one of the largest announced real estate investments in Asia in 2025. Read-through is a major Japan real estate carve-out transaction.

“For example, we have a great investment in a company called OneStream, which has a lot of growth ahead.”

KKR cites portfolio company OneStream (software) as a strong performer, noting an announced sale at a 30% premium and 4.5x MOIC. Read-through is a successful software monetization for KKR.