HOLMES DANE E sold $1.1M of KKR

Aon agreed to acquire USI Insurance Services from KKR for $17 bn in cash, expected to close in Q4 2026. USI, with 10,500 employees, provides insurance brokerage and consulting services. During KKR's ownership, USI's revenue grew at a 12% CAGR, and EBITDA at 13% annually. The deal implies a 6x return on KKR's 2017 equity investment.

KKR Real Estate bought the Lynhaven apartments in San Jose for $346.5M, or $544,800 per unit, 42% above the local average. Recent Bay Area multifamily deals show high per-unit prices, potentially driving up rents. Investors are targeting San Jose due to tech industry growth.

Samsung Life and Samsung Fire plan to acquire UK insurer Canopius and PFG stakes for $6.6B. KKR sold a 9.5% stake in HD Hyundai Marine, raising $450M. KKR's co-CEO sees geopolitical uncertainty as an investment opportunity. Samsung Life may make Samsung Fire a subsidiary.

KKR & Co. Inc. (KKR) has acquired a minority stake in Malaysian hospital operator Avisena Healthcare to fund its expansion in the Klang Valley. The deal will support Avisena's growth, including adding over 300 beds by 2029. Financial terms were not disclosed. KKR aims to leverage its healthcare expertise to enhance Avisena's services.

KKR-affiliated entities plan to acquire Integer Holdings (ITGR) for $127 per share, a 51.8% premium over the unaffected closing price. The deal requires shareholder approval and regulatory clearances. ITGR's board recommends voting in favor, with completion subject to customary conditions. If approved, ITGR will become a subsidiary of the buyer and cease trading on NYSE.

KKR Real Estate acquired the 636-unit Lynhaven Apartments in San Jose for $346.5M, or $544,800 per unit, 41.5% above the metro average. The purchase reflects institutional bets on rising rents in Silicon Valley, with Marcus & Millichap projecting a 4.4% rent increase by 2026. Recent comparable sales in San Jose also show premium pricing.