OREANDA-NEWS. KKR & Co. L.P. (NYSE: KKR), a leading global investment firm, and Marshall Wace LLP and its affiliates, a leading global liquid alternatives manager, today announced a long-term strategic partnership. Under the terms of the agreement, KKR will acquire at closing a 24.9% interest in Marshall Wace through a combination of cash and common units. In addition, KKR and Marshall Wace have the option to grow KKR's ownership interest over time to 39.9%.
Founded in 1997 by Paul Marshall and Ian Wace, Marshall Wace has over \\$22 billion of assets under management as of August 1, 2015, predominantly in equity long/short strategies. Marshall Wace has an excellent 17-year track record of innovation and investment success, consistently delivering attractive risk-adjusted returns that have low correlation to the overall markets. In addition, the firm has a growing marketplace lending business called MW Eaglewood that specializes in direct lending and peer-to-peer investment strategies.
The strategic partnership is predicated on the firms' strong traditions
of investing expertise, innovation and entrepreneurship and cultural
alignment. The collaboration will enhance the firms' existing product
suites and, over time, enable the joint development of innovative new
products to better serve clients.
Ian Wace, Chief Executive of Marshall Wace, said, "Over the last few
years, we have been approached by several firms looking to invest in our
business, but KKR offered something different: a true, long-term
partnership. While our core operations and investment process will not
change, we believe we will be able to build on the complementary
relationships and skills of both firms to meet our clients' evolving
investment requirements."
Commenting on the partnership,
Scott Nuttall, Member of KKR and Head of
Global Capital and Asset Management, said, "We believe Marshall Wace has
built a premier franchise within the liquid alternatives space, and the
firm has an entrepreneurial DNA and a culture that is similar to KKR's.
This is an important step for both of our firms and the beginning of a
long-term partnership."
Hedge fund assets, now at \\$3 trillion globally, are the largest part of
the alternative asset management industry. The more liquid component of
the hedge fund market, or liquid alternatives, is now \\$1.4 trillion and
has grown at a 17% annualized rate since 1990, according to data from
Hedge Fund Research, and this growth is expected to continue. Combining
KKR and Marshall Wace's investment acumen, distribution network and
geographic footprints will allow for innovative product development and
enable both firms to further meet client needs in this high-growth area.
Johannes Huth, Member and Head of KKR Europe, Africa and Middle East,
said, "Marshall Wace has an excellent track record, delivering time and
again for investors. Combining the skills of both firms will enhance our
ability to deliver for new and existing clients."
Upon close, the existing management team of Marshall Wace will continue
to manage its business independently as it does today. All capital
partners have signed long-term agreements, and Marshall Wace's
investment strategies will remain unchanged. In addition, the vast
majority of the proceeds received by the sellers at closing will be
reinvested in Marshall Wace's funds and held in KKR common units.
Substantially all of Marshall Wace's \\$22 billion in assets are subject
to management and incentive fees. The transaction is expected to be
immediately accretive to KKR's after-tax Total Distributable Earnings
per unit and after-tax Economic Net Income per unit.
The transaction is expected to close later this year and is subject to
regulatory approvals and other customary closing conditions.
About KKR
KKR is a leading global investment firm that manages investments across
multiple asset classes including private equity, energy, infrastructure,
real estate, credit and hedge funds. KKR aims to generate attractive
investment returns by following a patient and disciplined investment
approach, employing world-class people, and driving growth and value
creation at the asset level. KKR invests its own capital alongside its
partners' capital and brings opportunities to others through its capital
markets business. References to KKR's investments may include the
activities of its sponsored funds.
Founded in 1997 by
Paul Marshall and
Ian Wace, Marshall Wace is one of
Europe's foremost hedge fund managers specializing in global long/short
equity strategies and has approximately \\$22bn under management as of
August 1, 2015 With investment management offices in London, New York
and Hong Kong, Marshall Wace has an excellent 17 year track record of
innovation and investment success, consistently delivering risk-adjusted
returns in two flagship products (Eureka and TOPS) in line with or above
hedge fund and equity benchmarks, and with low correlation to the
overall markets.
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