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Chronicles

The story behind the story

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Private equity firm KKR to acquire BMC Software for an undisclosed sum, 5 years after a Bain Capital, Golden Gate Capital-led investor group bought it for $6.9B

Private equity firm KKR is broadening its technology reach as it acquires BMC Software from a Bain Capital and Golden Gate Capital led investor group.

ZDNet Larry Dignan

Context & Ripple Effects

KKR is taking BMC Software from the Bain Capital- and Golden Gate Capital-led group that bought it for $6.9B in 2013, closing out a five-year hold that followed earlier exploratory merger talks between BMC and CA that never produced a combined take-private.

The deal slots into a recognizable KKR software playbook visible across the coverage: weeks later it bought Corel, it later sold Epicor to CD&R for $4.7B, and in 2024 it picked up Broadcom's end-user computing unit as Broadcom simplified post-VMware.

First-order effects

  • Bain Capital and Golden Gate Capital exit their $6.9B position — a sale Bloomberg later put at $8.3B — handing full control of BMC's mainframe and service-management franchises to KKR.

Second-order effects

  • KKR keeps trading mature software assets rather than flipping them fast: Epicor went to CD&R for $4.7B in 2020 while BMC stayed in-house, showing PE-to-PE deals substituting for strategic or public exits.

Third-order effects

The trend: Legacy enterprise software is migrating from public markets into long-hold private equity ownership, where returns come from restructuring, splits, and eventual re-IPOs instead of rapid flips.