Bain Capital Ownership: A Guide to Investment and Growth

Bain Capital Ownership is a private equity firm that has been around since 1984, founded by Mitt Romney and partners.

Bain Capital has invested in over 300 companies across various industries, including retail, healthcare, and technology.

One of the key factors that contribute to Bain Capital's success is its ability to identify and invest in companies with strong growth potential.

Bain Capital's investment strategy focuses on acquiring companies that are undervalued or underperforming, and then working with the management teams to improve operations and increase profitability.

With a portfolio that includes companies like Staples, Domino's Pizza, and Sealy, Bain Capital has demonstrated its ability to create value and drive growth in a variety of industries.

Bain Capital has a significant investment portfolio, with a total of 382 investments made by the firm.

Their investment strategy is quite impressive, having made 382 investments in various companies.

Bain Capital Public Equity employs a long/short equity strategy to manage risk in their portfolio.

This strategy is aimed at reducing market risk and increasing potential long-term capital appreciation.

Their latest investment was in ShopMy as part of their Series B - II on January 24, 2025, which is one of the many investments made by the firm.

Bain Capital Public Equity was originally founded as Brookside Capital in October 1996.

Since then, they have been focused on investing in securities of publicly traded companies that offer opportunities for substantial long-term capital appreciation.

Bain Capital's approach to investing has been widely adopted in the private equity industry. This is due to the firm's innovative model, which was described by University of Chicago Booth School of Business economist Steven Kaplan as "very successful and very innovative" in 2011.

However, not everyone has been impressed with Bain Capital's methods. Josh Kosman's 2009 book The Buyout of America criticized the firm for its failure to reinvest profits back into its businesses. Instead, Bain Capital has made a significant portion of its revenue from corporate dividends and other distributions.

This strategy was made possible by a 1970s court ruling that allowed companies to consider their entire fair market value when determining dividend payments. In some cases, companies acquired by Bain Capital have even borrowed money to increase their dividend payments, ultimately leading to financial instability.

It's worth noting that this approach has been criticized for "starving" companies of capital.

Guidehouse's acquisition by Bain Capital supports the consultancy's next chapter of growth, with the transaction valued at $5.3 billion.

The acquisition is a strategic move for Guidehouse, allowing it to continue operating under its current management team, led by CEO Scott McIntyre. Guidehouse will continue to provide consulting and managed services to public sector and commercial clients.

This deal is a testament to Guidehouse's track record of best-in-class client delivery capabilities, and its expertise spans a wide range of industries, including defense & security, energy, infrastructure & sustainability, financial services, and health.

Guidehouse's acquisition by Bain Capital supports the consultancy's next chapter of growth. The transaction, valued at $5.3 billion, was announced on November 6, 2023, and closed on December 14, 2023.

Bain Capital's investment in Guidehouse is a testament to the consultancy's strong track record of delivering best-in-class client services. This endorsement will likely help Guidehouse continue to grow and expand its capabilities.

Guidehouse's broad expertise spans management, technology, and risk consulting, covering a wide range of industries, including defense & security, energy, infrastructure & sustainability, financial services, and health.

Bain Capital has a significant track record of portfolio exits, with a total of 224 exits.

Their latest portfolio exit was a financial acquisition, where they sold Gluware to Cuadrilla Capital for a valuation of $XXM on January 8, 2025.

Bain Capital has also had other notable exits in recent years, including the sale of The Co-operative Bank to Coventry Building Society for $XXM on January 2, 2025.

In addition to these financial acquisitions, Bain Capital has also had success with initial public offerings (IPOs), such as the listing of Kioxia on the public market for $XXM on December 18, 2024.

Here is a summary of some of Bain Capital's recent portfolio exits:

Bain Capital has made 382 investments, with their latest one being in ShopMy as part of their Series B - II on January 24, 2025.

Their investment management skills are evident in their ability to navigate the market, as seen in the example of Bain Capital Specialty Finance Pricing $350 Million Debt Offering on January 30.

Bain Capital's specialty finance arm has shown its financial prowess by pricing a significant debt offering.

The company's investments have been successful, with some notable examples including their recent deal.

Bain Capital's investment management expertise is demonstrated by their ability to navigate the market and make strategic investments.

Here's a look at some of their notable investments:

Bain Capital's investment management skills are evident in their ability to identify and capitalize on opportunities in the market.

Bain Capital's ownership structure is a significant aspect of its operations. Bain Capital Specialty Finance, Inc. has multiple shareholders, including Bain Capital Credit LP, Bank of America, NA, Morgan Stanley Capital Services LLC, UBS Financial Services, Inc., and Van Eck Associates Corp.

Bain Capital Credit LP holds a significant stake in Bain Capital Specialty Finance, Inc., with a 19.07% ownership share. This is evident from the shareholders' list, where Bain Capital Credit LP is listed with 12,310,109 equities.

The other notable shareholders include Bank of America, NA, with a 6.824% ownership share, and Morgan Stanley Capital Services LLC, with a 2.441% ownership share.

Since 2008, the ownership structure of companies has undergone significant changes. In 2008, the global financial crisis led to a significant increase in private equity investments, with private equity firms acquiring companies worth over $1 trillion.

The crisis also led to a rise in leveraged buyouts, with private equity firms using debt to finance their acquisitions. This trend continued throughout the decade, with private equity firms becoming increasingly aggressive in their pursuit of deals.

By 2010, private equity firms had acquired over 20% of all publicly traded companies in the US, with some firms controlling as much as 50% of their portfolio companies. This level of control has had a significant impact on the corporate governance of these companies.

The increasing influence of private equity firms has also led to a shift in the way companies are managed, with a greater emphasis on short-term returns rather than long-term growth.

Bain Capital is a private equity and venture capital firm with a diverse range of businesses.

Bain Capital has made 382 investments, with its latest investment being in ShopMy as part of their Series B - II on January 24, 2025.

Bain Capital's businesses include private equity, venture capital, public equity, and credit. They also have specialized businesses focused on impact investing, life sciences, and real estate.

The firm has a significant presence in life sciences, investing in companies that focus on medical innovation and serve patients with unmet medical needs. Bain Capital Life Sciences raised its first fund of $720 million in May 2017.

Here's a breakdown of Bain Capital's businesses and affiliates:

Public equity is a significant part of Bain Capital's businesses, and it's worth understanding how it works.

Bain Capital Public Equity is the public equity affiliate of Bain Capital, established in October 1996.

It employs a long/short equity strategy to reduce market risk in the portfolio. This means they invest in securities of publicly traded companies with the goal of realizing substantial long-term capital appreciation.

Here's a look at the shareholders of Bain Capital Specialty Finance, Inc.:

These shareholders hold significant stakes in Bain Capital Specialty Finance, Inc.

Bain Capital Double Impact is a unique business division that focuses on impact investing.

It was founded in 2015 with the hiring of Deval Patrick, the former Massachusetts Governor, to lead the new division.

Bain Capital Double Impact closed its initial fund of $390 million in July 2017.

The company acquired a majority stake in IT outsourcing firm Rural Sourcing in March 2019.

Impact Fitness was sold to Morgan Stanley Capital Partners in June 2019.

Bain Capital Specialty Finance has a team of experienced managers who oversee the company's operations. Michael Ewald serves as the Chief Executive Officer, having taken on the role since October 4, 2015.

Amit Joshi is the Director of Finance and CFO, joining the team on December 31, 2023. Michael Boyle is the President, having started in this position on January 24, 2021. James Goldman is the Compliance Officer, taking on this role on June 30, 2016.

Katherine Schneider is the Investor Relations Contact, but her age and start date are not publicly available.

Here is a list of the current managers at Bain Capital Specialty Finance:

The board members of Bain Capital Specialty Finance, Inc. are a diverse group of individuals with a range of ages and backgrounds.

Jeffrey Hawkins, the Chairman, is 55 years old and has been in the role since 2015.

Michael Ewald, Michael Boyle, Amy Butte, Clare Richer, and Jay Margolis are all directors, while David Fubini and Thomas Hough are also directors.

Here is a list of the board members, including their age and the date they joined the board:

Michael Boyle is the youngest member of the board, at just 40 years old, while Jay Margolis is the oldest, at 76 years old.