Bain, Carlyle in Talks Over Joint Bid for Osram Licht

The video discusses a private equity deal involving a company facing challenges in China and the automotive sector. The company is seen as undervalued, making it attractive for private equity firms like Carlisle and Bain. The strategy involves taking the company private to facilitate transformation away from public markets. The discussion covers the potential for relisting, valuation gaps, and the benefits of collaboration between private equity firms. The macroeconomic context, including the auto sector's reorganization, is also considered as a factor in the investment strategy.

What factors contribute to private equity firms looking for undervalued companies?

What challenges have private equity firms faced in executing take-private attempts in Germany?

How do private equity firms benefit from teaming up for large deals?

What is the significance of the automotive sector in the context of private equity investments?

In what ways can private equity firms influence the transformation of a company they acquire?