Direct Co-investment Case Study – MYOB
Description: MYOB Limited is an Australia-based management software solutions provider targeting small and medium enterprises (SME) and accounting firms.
Transaction Type: Public to Private Buyout
Exit: 2011 Sale to Bain Capital
Global Private Markets Platform Value Add
Long-standing tech expertise and due diligence enabled it to support the investment thesis and participate in the take-private offer, which was submitted just weeks after Lehman Brothers filed for bankruptcy in the fall of 2008.
- The ability and willingness to co-underwrite
- An endorsement of its trusted partnership
- Shared the award for 2012 Best Management Buyout
Co-investment Access – Access, and securing desired investment amount, to a highly successful the co investment deal with a world-class general partner
Broaden Investment Opportunity Set – The successful partnership demonstrated by the MYOB deal allowed us to secure a sizeable allocation in Archer’s 2011 fund.
Risk Management and Tax Efficiency – We actively hedged currency risk for its US and Europe investors during the sale process to create certainty of investment returns and its active management.
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