ECP announced $50 Bn partnership with KKR on digital infra - thoughts?

Based on the most helpful WSO content, there isn't specific information about the recent $50 billion partnership between ECP and KKR on digital infrastructure. However, here are some insights on KKR's investment teams and processes that might be relevant:

1. KKR's Investment Process:

   • KKR's investment process is known to be rigorous but not as technical as some other firms like Apollo or Centerbridge.
   • The process often involves leveraging connections and previous deal experiences, with a strong emphasis on analysts who have worked with them before.

2. Team Structure and Hiring:

   • Each team at KKR typically hires 1-2 people per year, and some years they might not hire at all.
   • KKR is heavily involved in SEO (Sponsors for Educational Opportunity) and often hires through this pipeline.

3. Sector Focus:

   • KKR has specialized teams for different sectors, such as TMT (Technology, Media, and Telecommunications) and Industrials.
   • The investment process and interview process are somewhat similar across different teams, even though they are siloed.

4. Culture and Work Environment:

   • The culture at KKR can be intense, with long hours, especially in certain teams.
   • The firm places a high value on deep sector knowledge and aggressive investment strategies, particularly in enterprise software and infrastructure.

For more detailed and specific insights, you might want to check out the latest discussions and threads on Wall Street Oasis or other financial forums.

Sources: Anyone have info on Insight Partners?, KKR PE TMT and Industrials, Q&A - Analyst at Top PE Fund (TPG, KKR, BX, OAK, Carlyle, APO), Anyone have info on Insight Partners?, Overview of Infrastructure Private Equity