ASIA

Our Asia business is growing 40 percent year over year. The partnerships we have built there are extraordinary.

Korea, Japan, China — each market has its own rules, its own relationships, its own way of doing business. One playbook doesn't work.

The Homeplus deal was the largest PE buyout in Korean history. People said a local firm couldn't do it. We did.

Western PE firms lose money in Asia because they don't understand the culture. I grew up in both worlds. That's my edge.

We don't do hostile takeovers. In Asia, relationships are everything. You earn trust before you earn returns.

Being able to connect that local team with our global franchise is critical.