Meeting prep · KKR · Mega Diamond · David.Cullen-Jones
KKR & Co. Inc.
Diversified alternatives plus insurance (Global Atlantic); CFO upbeat on the 2026 deal outlook
Joseph Bae; Scott Nuttall (Co-CEOs)
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Co-CEOs Joe Bae and Scott Nuttall target $1T AUM and strong fee-related earnings growth by about 2029-30, through infrastructure, Asia, private wealth (K-series) and insurance. unverified
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Japan corporate carve-outs (KKR is active there) need separation and TSA expertise.
Plays to raise
Portfolio carve-outs and value creationCost & operationsIdentified
Why now: Internal data and tech platforms.
Ask: A 4-week portfolio scan of 10-15 holdings that ranks AI and cost levers by EBITDA impact and time to value, delivered at no fee in exchange for first-call status on the top three programs.
Global Atlantic systems modernizationCloud & coreIdentified
Why now: Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Insurance regulation of Global Atlantic (private credit in insurers). SEC private fund oversight. unverified
Full ownership of Global Atlantic (2024). Portfolio deals worldwide, for example Telecom Italia's NetCo, Japan carve-outs and Assura. unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Valuation and realization risk, insurance credit risk, and regulation. unverified
Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Japan corporate carve-outs (KKR is active there) need separation and TSA expertise.
Plays to raise
Portfolio carve-outs and value creationCost & operationsIdentifiednamed buyer
Why now: Internal data and tech platforms.
Ask: A 4-week portfolio scan of 10-15 holdings that ranks AI and cost levers by EBITDA impact and time to value, delivered at no fee in exchange for first-call status on the top three programs.
Global Atlantic systems modernizationCloud & coreIdentifiednamed buyer
Why now: Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Full ownership of Global Atlantic (2024). Portfolio deals worldwide, for example Telecom Italia's NetCo, Japan carve-outs and Assura. unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Japan corporate carve-outs (KKR is active there) need separation and TSA expertise.
Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Plays to raise
Portfolio carve-outs and value creationCost & operationsIdentifiednamed buyer
Why now: Internal data and tech platforms.
Ask: A 4-week portfolio scan of 10-15 holdings that ranks AI and cost levers by EBITDA impact and time to value, delivered at no fee in exchange for first-call status on the top three programs.
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Full ownership of Global Atlantic (2024). Portfolio deals worldwide, for example Telecom Italia's NetCo, Japan carve-outs and Assura. unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Japan corporate carve-outs (KKR is active there) need separation and TSA expertise.
Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Plays to raise
Portfolio carve-outs and value creationCost & operationsIdentifiednamed buyer
Why now: Internal data and tech platforms.
Ask: A 4-week portfolio scan of 10-15 holdings that ranks AI and cost levers by EBITDA impact and time to value, delivered at no fee in exchange for first-call status on the top three programs.
AI & agents, Data & analytics, Cost & operations, M&A & integration
Account health
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Full ownership of Global Atlantic (2024). Portfolio deals worldwide, for example Telecom Italia's NetCo, Japan carve-outs and Assura. unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Japan corporate carve-outs (KKR is active there) need separation and TSA expertise.
Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Plays to raise
Portfolio carve-outs and value creationCost & operationsIdentifiednamed buyer
Why now: Internal data and tech platforms.
Ask: A 4-week portfolio scan of 10-15 holdings that ranks AI and cost levers by EBITDA impact and time to value, delivered at no fee in exchange for first-call status on the top three programs.
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Japan corporate carve-outs (KKR is active there) need separation and TSA expertise.
Plays to raise
Global Atlantic systems modernizationCloud & coreIdentifiednamed buyer
Why now: Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Japan corporate carve-outs (KKR is active there) need separation and TSA expertise.
Plays to raise
Global Atlantic systems modernizationCloud & coreIdentifiednamed buyer
Why now: Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
Cost & operations, AI & agents, Workforce transformation
Account health
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Japan corporate carve-outs (KKR is active there) need separation and TSA expertise.
Plays to raise
Global Atlantic systems modernizationCloud & coreIdentifiednamed buyer
Why now: Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
Portfolio carve-outs and value creationCost & operationsIdentified
Why now: Internal data and tech platforms.
Ask: A 4-week portfolio scan of 10-15 holdings that ranks AI and cost levers by EBITDA impact and time to value, delivered at no fee in exchange for first-call status on the top three programs.
Head of Infrastructure / Real Assets / Head of Infrastructure / Real Assets
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Global Atlantic systems modernizationCloud & coreIdentified
Why now: Global Atlantic is a regulated insurer needing policy admin and actuarial modernization.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
44 Build · Mega Diamond account; about $34M of planned deals (est.); 3 plans not yet started
Their priorities
Partnership with Capital Group to bring public-private funds to retail. Energy transition and AI data-center infrastructure (ECP partnership). unverified
Full ownership of Global Atlantic (2024). Portfolio deals worldwide, for example Telecom Italia's NetCo, Japan carve-outs and Assura. unverified
Internal data and tech platforms. Portfolio Capstone team for operating value creation, with an AI push across the portfolio. unverified
Portfolio carve-outs and value creationCost & operationsIdentified
Why now: Internal data and tech platforms.
Ask: A 4-week portfolio scan of 10-15 holdings that ranks AI and cost levers by EBITDA impact and time to value, delivered at no fee in exchange for first-call status on the top three programs.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.