I can see why HumanForce(KKR) are targeting IHR.IMO it’s very...

I can see why HumanForce(KKR) are targeting IHR.

IMO it’s very strong potential strategic alignment for both companies. Both have head offices in Australia. Comparing the HumanForce product portfolio and IHR’s their software platforms are extremely well aligned.

HumanForce have offices in the following countries.

1. Australia
2. New Zealand
3. Singapore
4. United Kingdom.

IHR have offices in
1. Australia
2. Auckland
3. EMEA / London(Europe)
4. EMA / Manchester
5 Toronto / North America

KKR & CO.INC Head Office in New York, United States.
KKR Market Cap 42.83 Billion.

The IHR acquisition gives HumanForce an office in North America and IHR USA customers. The USA is the tech capital of the world. IHR have proven they can outbid companies like Workday(MC 49.66 billion)

This doesn’t take into consideration the financial muscle of KKR in the USA and the potential influence they could have on IHR in the USA and globally.

There is a reason the financial powerhouse are bidding for IHR especially considering their AI capabilities. The world has changed since Covid and distributed workforces are becoming the norm for many large organisations.

IHR was coded from the ground up to target distributed workforces and ideally placed to win significant market share in the new world. The TAM for HR platforms is exploding and IHR is well positioned.

IHR has the potential to be a billion dollar organisation.
IMO KKR will come back with a counter offer.

Please don’t take this as financial advice just my opinion.

As always DYOR.

David