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The story behind the story

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Thoma Bravo has agreed to buy Anaplan for $10.7B or $66/share, after the maker of cloud-based business planning software closed at $50.59 on Friday

Miriam Gottfried / Wall Street Journal :

Wall Street Journal Miriam Gottfried

Context & Ripple Effects

Anaplan moved from a $1.09B private valuation in 2016 to a public-market debut that valued the cloud planning provider at about $2.1B after a first-day surge following its IPO. Thoma Bravo’s agreement takes that public company private at $10.7B.

For Thoma Bravo, Anaplan extends a software-buyout pattern that already included QAD’s take-private deal, another cloud planning software provider, though QAD serves manufacturers.

First-order effects

  • Anaplan shareholders are offered $66 a share, a substantial premium to the company’s Friday close of $50.59, while Thoma Bravo assumes ownership of the company in a $10.7B transaction.
  • Thoma Bravo adds Anaplan’s cloud-based business planning software to a portfolio that already includes QAD’s manufacturing-planning business.

Second-order effects

  • Anaplan’s shift to private ownership removes a public-market valuation reference for cloud-based business planning software while placing two planning-software assets under the same buyout firm.
  • Thoma Bravo can evaluate Anaplan and QAD as adjacent planning investments, increasing pressure on other independent planning-software vendors to differentiate by customer segment or product scope.

Third-order effects

  • The deal points to private equity treating established cloud enterprise-software companies as consolidation assets, with ownership increasingly organized around portfolios of adjacent business applications.
  • If that acquisition pattern persists, fewer standalone public companies may remain in specialized planning software, shifting competitive comparisons from public-market performance toward portfolio strategy and operating execution.

The trend: Private equity is consolidating mature cloud business-software providers into portfolios of adjacent enterprise applications.

Discussion

  • @wsjmarkets @wsjmarkets on x
    Private-equity firm Thoma Bravo LP has struck a deal to buy Anaplan for $10.7 billion, the latest in a recent string of big leveraged buyouts https://www.wsj.com/...
  • @buccocapital @buccocapital on x
    Unfortunately for the people who want SaaS to trade at 3x sales, that will never happen Tan men in Miami have put the floor in on SaaS multiples and there's nothing you can do about it https://www.wsj.com/...