Deals

KKR Finds an Activist at Its Gate as ValueAct Reveals Stake

  • ValueAct owns almost 5 percent of KKR via derivatives: Morfit
  • KKR reported first-quarter profit, topping estimates Thursday

NYSE on Feb. 6, 2017 in New York City.

Photographer: Spencer Platt/Getty Images
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KKR & Co., the original Barbarian at the Gate, now has an activist knocking on its own front door.

ValueAct Capital Management has amassed a stake in the buyout giant in an investment that puts KKR co-founders Henry Kravis and George Roberts in an unfamiliar position: Under an investor’s spotlight rather than holding the torch themselves.