Kimchi & Capital

Read closely

The long reads, in order.

What a Korean company, regulator or founding family is about to do, before it does it. The thesis and contents are open to anyone; the summary needs a sign-in; the full read is for Desk and Firm members.

VerticalAllMarket entryM&A and successionRegulation and policyChaebol and supply chainDeal notesCorridor macroCulture and negotiation
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  1. StructuralM&A and succession

    Korea just changed the legal definition of an heir

    Korean business succession has always meant blood.

    6-minute read · · 0 views
  2. StructuralM&A and succession

    56,000 Korean companies need a buyer. The Korean government made M&A the official path. Almost no European fund is positioned for it.

    There is a number that does not appear in any Western M&A advisory deck about Korea.

    3-minute read · · 0 views
  3. StructuralM&A and succession

    Everyone Went to Japan. Nobody Looked Next Door.

    Japan's succession opportunity is now institutional. Korea's version of the same story hasn't been discovered yet. Here's what that means.

    2-minute read · · 0 views
  4. StructuralM&A and succession

    Korea's Industrial Succession Crisis - And Why European Capital Is Missing It

    17 years in Korea taught me one thing: the opportunity nobody in Europe is talking about is hiding in plain sight.

    2-minute read · · 0 views