Montagu Acquires Majority Stake In BMC Helix From KKR For $875 Million
Building Size
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Asset Type
—
Closing
Jun 18, 2026
About this deal
AI
Montagu has agreed to acquire a majority stake in BMC Helix from KKR in an $875 million carve-out deal that will transition BMC Helix into a standalone company focused on AI-powered IT service operations. Following the separation, KKR will retain a minority stake in the business.
Summary of transaction details:
- Deal Type: Acquisition
- Transaction Amount: $875,000,000
- Headquarters: London, United Kingdom
- Notable Investors: KKR
BMC Helix serves thousands of enterprise customers across various sectors, including financial services and healthcare. The company is led by CEO Ali Siddiqui, who stated that the partnership is positioned to accelerate the adoption of enterprise AI as part of its strategy to scale "must-have" enterprise platforms in growing markets.
Players
Market CRE Market Snapshot
Boundary boundary · CRE · Sale transactions
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Deal FAQ
Purchase Price
Annual NOI
Loan Amount
Interest Rate (%)
Loan Term (yrs)
Down Payment (%)
Cap Rate
5.80%
Cash-on-Cash
-1.66%
Monthly Payment
$14,164
Annual Debt Svc
$169,964
Annual Cash Flow
$-11,334
DSCR
0.93