8-KAcquisitions & DispositionsRegulation FDExhibits & Filings

KKR & Co. Inc. 8-K Report, Acquisition Completed (Jan 2, 2024)

Filed January 2, 2024For Securities:KKRKKRTKKR-PDKKRS

Summary

KKR & Co. Inc. (KKR) has officially completed its acquisition of the remaining 36.7% stake in The Global Atlantic Financial Group LLC (Global Atlantic) on January 2, 2024. This transaction, valued at approximately $2.6 billion in cash (subject to adjustments), brings Global Atlantic fully under KKR's ownership as a wholly-owned subsidiary. This move signifies a significant step in KKR's strategy, consolidating its control over a key strategic asset. While the acquisition has closed, investors should note that the full pro forma financial impact will be disclosed in a future amendment, expected within 71 days. Global Atlantic's existing debt obligations remain with the Global Atlantic entities and are not being assumed by KKR.

Key Highlights

  • 1KKR completed the acquisition of the remaining 36.7% of Global Atlantic for approximately $2.6 billion in cash.
  • 2Global Atlantic is now a wholly-owned subsidiary of KKR.
  • 3The transaction closed on January 2, 2024.
  • 4Certain Global Atlantic employees will roll over equity interests into KKR equity.
  • 5Global Atlantic's outstanding debt securities will remain obligations of Global Atlantic entities, not KKR.
  • 6Pro forma financial information will be filed by amendment within 71 calendar days.

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