Is this legal?

Hi WSO! Question about PE/VC. I am wondering of the legality of this scenario: a VC fund taking a stake in a legitimate startup that is truly a good investment in their opinion, then one of the GPs of the fund buys a stake in a public company with his own capital and gets management to acquire the company that the VC firm is an owner in for a higher price than the VC paid using cash off the company's balance sheet. Would this be legal? Thanks!

9 Comments
 

That is not illegal. Public companies buy private companies all the time.

  1. The GP is not going to be able to get a big enough stake for anyone in management to actually care about what he says let alone control enough votes to MAKE this happen
  2. If the GP for some reason is on the board of a public company and pushes for it, then yes it could be a conflict of interest, but if it strategically fit into the public company well it'd be up to the board to approve a reasonable price to pay based on what management and investment banks provide to them

Maybe I'm not understanding the question, but my 2 cents

 

No you are understanding. Thanks! It was really a hypothetical. My question is assuming that the company would approve it and that it fits into the acquiring company strategically. Would that still be a conflict or potentially illegal?

 
Most Helpful

Elaborating a bit on this correct answer to the OP question.

When buys a significant share of a listed company, he is required to disclose it. The threshold and rules for the disclose vary by market but in any case to have any kind of influence on the company you need to have a rather large share (think double digit %). So the holding of the GP would be either be known by the market or not significant.

If the GP a happen to be not only shareholder but also a director of the listed business, given the conflict of interest he should not vote for the specific resolution.

The deal would however attract the interest of the regulators (e.g. stock market authority), so no GP would put himself into this willingly.

Last and even more important... It would be a lot more easy for the GP to get in touch discreetly with an executive of the listed company to pitch the idea of the takeover than buying a significant share of a listed business just to have a nice exit on an investment (also because if the market didn’t like the takeover, the drop in the price of the share might result in a significant reduction of the value of the GP’s holding).

 

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