Bain, Carlyle Near $3.8 Billion Buyout of Germany’s Osram

The transcript discusses the acquisition of Osram by private equity firms, highlighting the challenges faced due to profit warnings and exposure to the automotive sector. It explores the current market dynamics, where private equity firms are motivated to acquire undervalued public companies. The discussion also covers strategies like 'past the parcel' deals and the trend of private equities revisiting previously owned businesses.

What were the factors that contributed to the delay in the deal for Osram?

How did the profit warnings affect the perception of Osram as a potential investment?

What does the term 'dark market' refer to in the context of private equity?

What trends have been observed regarding private equity firms and their acquisition strategies?

In what ways have private equity firms adapted their strategies in response to market conditions?