hard · Investment Banking

In a competitive LBO auction, why might a financial sponsor be able to outbid a strategic buyer?

  1. The sponsor can use a dividend recap halfway through the hold to boost their IRR, allowing them to pay a higher entry price today.
  2. Financial sponsors do not have to pay taxes on their capital gains.
  3. Sponsors are legally required to pay a 20% premium over the market price.
  4. Sponsors can always realize higher synergies than strategic buyers.

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