Kohlberg, Kravis, Roberts & Co in 2003

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Case Details:

Case Code : BSTA072
Case Length : 17 Pages
Period : 1976 - 2003
Organization : Kohlberg, Kravis, Roberts & Co.
Pub Date : 2003
Teaching Note :Not Available
Countries : USA
Industry : Corporate Finance

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This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.

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Background Note

Early History
KKR was an investment firm that specialized in leveraged buyouts (LBOs) i.e., using debt to buyout companies. KKR's investors included state and corporate pension funds, banks, insurance companies and university endowments. KKR had offices in New York, California, and London...

Recent Developments
Performance of LBO funds declined from an annualized return of 35% in 1989 to 20% in the first quarter of 2000. In the same period, venture-capital returns soared to over 50% from 5% . This made investors skeptical about investing in LBO fund...

Investment Strategy

KKR'S goal was to achieve high rates of return by investing large amounts of capital for long-term appreciation. KKR believed in moving fast, remaining flexible and adapting to changing market conditions...

Deal Origination
KKR evaluated hundreds of potential investments each year. Once an opportunity had been identified, KKR pursued a number of strategies to secure a transaction. Whenever possible, KKR worked with companies and managers on an exclusive basis to develop transactions...

Structuring and Financing Transactions
KKR's significant presence in the capital markets enabled it, to engineer large, most complex and profitable deals in the marketplace...

Overseeing Portfolio Companies
Over the years, KKR's involvement in helping its companies enhance shareholder value became widely recognized. KKR believed its executives, while working as active directors had to serve as a model of effective corporate governance...

Excerpts Contd...>>


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