BDT & MSD Partners Investment Firm Overview

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BDT & MSD Partners is a unique investment firm that combines the strengths of two experienced players in the industry. Founded in 2005, BDT Capital Partners was initially a private investment firm that focused on investing in and partnering with family and entrepreneur-owned businesses.

BDT has a strong track record of investing in various sectors, including consumer, industrials, and services. The firm has made investments in companies such as Kraft Heinz and Navistar International.

MSD Partners, on the other hand, was established in 2015 as a successor to MSD Capital, the private investment firm of Michael Dell. MSD Partners focuses on investing in public and private equities, real estate, and credit.

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About BDT & MSD Partners

BDT & MSD Partners is a private equity firm that was formed in 2012 through the combination of two experienced investment teams.

BDT Capital Partners was founded in 2009 by Byron Wien, Jeff Ubben, and Jeff Zanelli, all of whom have a strong background in investing in public and private companies.

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The firm has a unique investment approach that focuses on long-term value creation through a combination of operational improvements and strategic transformations.

MSD Partners, on the other hand, is a private investment firm that was established in 2015 by Michael Dell, the founder of Dell Technologies.

Together, BDT & MSD Partners have a combined team of experienced investment professionals with a deep understanding of the private equity industry.

The firm has a strong track record of investing in companies across a range of industries, including consumer, industrials, and technology.

Investments and Acquisitions

BDT & MSD Partners has made a significant impact through its investments and acquisitions.

The firm has made 11 investments, with its latest being in Cera as part of their Series D on January 13, 2025.

BDT & MSD Partners has also acquired three companies, with its latest acquisition being Badia Spices on October 03, 2024.

Here are the details of their investments and acquisitions:

BDT & MSD Partners has also made a minority investment in Auberge Resorts Collection, a luxury hospitality company. This investment will help Auberge grow its presence in the Americas, Europe, and beyond.

Fund Information

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BDT & MSD Partners has a significant presence in the investment world. They have a total of 3 funds.

One of their funds, BDT Capital Partners Fund 4, closed on January 12, 2024, and has a whopping $14,000 million in amount.

The other two funds, MSD Real Estate Credit Opportunity Fund II and BDT Capital Partners Fund 3, closed on December 19, 2023 and May 12, 2020, respectively.

Here's a brief overview of their funds:

BDT & MSD Partners' funds have varying amounts, with BDT Capital Partners Fund 4 being the largest at $14,000 million.

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Partnerships and Collaborations

BDT & MSD Partners has a track record of making savvy investments in the luxury hospitality sector. They partnered with Auberge Resorts Collection, a world-class manager of distinctive luxury hotel properties.

Auberge Resorts Collection has a portfolio of 27 properties in the U.S., Latin America, and Europe, with a pipeline of over 12 hotels. This partnership will help Auberge grow its presence in the Americas, Europe, and beyond.

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BDT & MSD Partners invests and manages over $11 billion of real estate. Their funds are managed by affiliated investment advisers, BDT Capital Partners and MSD Partners.

The partnership with Auberge Resorts Collection marks a new chapter for the existing portfolio. It further establishes Auberge Resort Collection's position in the luxury boutique hospitality sector.

BDT & MSD's differentiated, long-term capital and expertise in luxury hospitality investments make them a perfect strategic partner for Auberge Resorts Collection.

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Financial Information

In 2023, Byron D. Trott merged his company BDT & Co. with Michael Dell's family investment firm MSD Partners to form BDT & MSD Partners.

This new entity is a merchant bank with Byron D. Trott as its chairman and co-CEO.

Trott has a long history in finance, having started BDT in 2009 after nearly 30 years at Goldman Sachs.

At Goldman Sachs, he rose through the ranks from stockbroker to vice chairman of investment banking.

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BDT has a reputation for providing advice and capital to family and founder-led companies, including those owned by billionaires like Dennis Washington and Shahid Khan.

Here's a brief overview of BDT & MSD Partners' leadership:

  • Byron D. Trott: Chairman and co-CEO
  • Michael Dell: Family investment firm partner

Trott's connection to the University of Chicago is also worth noting, as he serves on its board of trustees.

Customers

BDT & MSD Partners has a strategic partnership with Auberge Resorts Collection, a leading name in boutique luxury hospitality.

Auberge Resorts Collection is based in the United States.

The partnership was announced on February 2, 2024, and it marks a new era for Auberge Resorts Collection's world-class portfolio.

BDT & MSD Partners has a total of 1 strategic partner and customer.

Frequently Asked Questions

How much does a BDT and MSD partner make for vice president?

A Vice President at BDT Capital Partners can expect a total pay range of $163K-$262K per year. This includes base salary and additional compensation.

What companies are owned by BDT Capital Partners?

BDT Capital Partners owns Under Armour, Inc. and Cibus, Inc. among its top holdings.

Aaron Osinski

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Aaron Osinski is a versatile writer with a passion for crafting engaging content across various topics. With a keen eye for detail and a knack for storytelling, he has established himself as a reliable voice in the online publishing world. Aaron's areas of expertise include financial journalism, with a focus on personal finance and consumer advocacy.

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