Why do some companies sell to pe firms for lower price

when sourcing deals, it’s usually an auction right. Why do some companies want to sell for lower price to a specific firm when some firms offer a much higher price? I hear that it’s because the management plan and restructuring is good af or whatnot, but in the end, the owners are still selling 100% of the company for less than what they could’ve gotten? So why do they do that?

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The easy answer is they don't - the vast majority of auctions either go (1) the highest bidder or (2) the bidder that has the highest certainty of closing, either structurally or due to fewer diligence / financing requirements.

There are of course exceptions - a founder is rolling a significant stake and is looking for a partner that will be easy to work with and maximize value when the ultimate monetization happens. Or, the company is a founder's legacy, and he has a point of view that one firm will keep the company around vs. another - and $130 vs. $140M in the bank honestly doesn't make that much of a difference when your legacy is at stake. Etc...

 

In an auction... - Depends on the structure of a deal. A lower all cash offer may be better than a higher offer that has an earn out and seller note (i.e. - Owner doesn't think he will get the earn out and doesn't want to leave debt with a buyer when they don't have control of the business anymore). - Could have to do with plan for the employees. One buyer may have a management option pool while another would cut staff. - One buyer loads the company with debt, while the other funds with all equity (could inhibit future growth).

Outside of an auction... - Owner is scared of word getting out, so doesn't want to go to a wide group of buyers. - Owner wants to close a deal quick, so sells to the PE firm that has been "knocking on the door". - Owner doesn't want to sell to a strategic because some employees may lose their job.

 

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