黑石考慮加入爭(zhēng)奪,,戴爾權(quán)杖或?qū)⒉槐?
????邁克爾?戴爾正在設(shè)法讓戴爾公司(Dell)從個(gè)人電腦制造商轉(zhuǎn)型為處于世界領(lǐng)先水平的企業(yè)服務(wù)供應(yīng)商,,而他想要的只是讓大家還他一個(gè)清靜。因此他和私募股權(quán)公司銀湖資本(Silver Lake Partners)合作,,打算以244億美元(1,529.88億元人民幣)的報(bào)價(jià)將戴爾私有化,,這樣就有希望讓戴爾從投行分析師和電視新聞節(jié)目主持人的視線中消失。不過,,他也可能因?yàn)檫@一重大舉措而離開戴爾,,只是這種可能性比較小。 ????正如此前出現(xiàn)過的報(bào)道,,一些公司和投資人也打算對(duì)戴爾發(fā)起收購(gòu),,或者至少正在進(jìn)行初步考察,其中包括黑石集團(tuán)(The Blackstone Group),、著名投資人卡爾?伊坎,、聯(lián)想和惠普(Hewlett-Packard),。詢價(jià)活動(dòng)將在本周五截止。 ????邁克爾?戴爾已經(jīng)向戴爾特別委員會(huì)保證,,他“仍將真心實(shí)意地和任何競(jìng)購(gòu)對(duì)手進(jìn)行合作”,,而且他將“和中立股東一起對(duì)特別委員會(huì)推薦的任何更好的收購(gòu)方案投出屬于自己的一票,或者出于自己的選擇對(duì)這樣的方案投贊成票,?!钡荒鼙WC他和競(jìng)購(gòu)對(duì)手合作時(shí)真的會(huì)同意把戴爾股份換來(lái)的資金再換成戴爾的股份,或者繼續(xù)擔(dān)任首席執(zhí)行官(CEO),。 ????本刊已經(jīng)了解到,,黑石集團(tuán)(Blackstone)正在認(rèn)真考慮對(duì)戴爾提出收購(gòu),而且它希望邁克爾?戴爾能站在自己這一邊,。不過,,如果他更愿意繼續(xù)和銀湖資本聯(lián)手,黑石集團(tuán)就會(huì)采用應(yīng)急方案,。也就是說(shuō)秘密地找人取代邁克爾?戴爾的CEO職位,。 ????黑石集團(tuán)的首選之一是惠普(Hewlett-Packard)前首席執(zhí)行官,目前在甲骨文(Oracle)擔(dān)任總裁兼董事的馬克?赫德,。還不清楚赫德是否顯示出同樣的興趣,,但據(jù)說(shuō)黑石集團(tuán)一直在“很積極”地開展這項(xiàng)非正式的招聘工作。 ????此事牽涉到的另一個(gè)名字是邁克爾?卡佩拉斯,,他曾是康柏電腦(Compaq Computer)和銀行卡處理服務(wù)供應(yīng)商第一資訊(First Data)的負(fù)責(zé)人,,最近一份工作是在虛擬計(jì)算環(huán)境聯(lián)盟【VCE,主要由思科(Cisco)和EMC出資設(shè)立】擔(dān)任董事長(zhǎng),??ㄅ謇惯€是投資公司Kohlberg Kravis Roberts & Co.的高級(jí)顧問。該公司去年曾考慮收購(gòu)戴爾,,但中途退出,。 ????要說(shuō)明的是,不能保證黑石集團(tuán)會(huì)對(duì)戴爾提出正式收購(gòu),,更不用說(shuō)半敵意收購(gòu),。但這家私募行業(yè)巨擘顯然已經(jīng)完成了初步考察工作,目前正在尋找資金來(lái)源,。 ????黑石集團(tuán)拒絕就此發(fā)表評(píng)論,。(財(cái)富中文網(wǎng)) ????譯者:Charlie |
????Michael Dell just wants everyone to leave him alone, while he tries to transform his eponymous PC company into the world's leading provider of enterprise services. So he partnered with private equity firm Silver Lake Partners on a $24.4 billion take-private bid, that would remove Dell from the regular purview of bank analysts and cable news talking heads. But there is a small chance that his power move could actually lead to his departure. ????As has been previously reported, several companies and financiers are at least kicking the tires on a rival bid for Dell Inc. (DELL), during a "go-shop" process that concludes this Friday. They include, but are not necessarily limited to, The Blackstone Group (BX), Carl Icahn, Lenovo (LNVGY) and Hewlett-Packard (HPQ). ????Michael Dell has promised Dell's special committee that he "will remain available to work in good faith with any competing bidder," and that he would "vote pro rata with the unaffiliated stockholders on any superior transaction recommended by the Special Committee or, at his option, in favor of such transaction." But there is no guarantee that he would actually partner with a rival bidder by agreeing to roll over his shares, or by sticking around as CEO. ????Fortune has learned that Blackstone is seriously considering a bid, and that it would prefer to have Michael Dell on its side. If he prefers to remain tied to Silver Lake, however, Blackstone is trying to make contingency plans. Namely, this means using back channels to reach out to potential CEO replacements. ????One of its top choices is Mark Hurd, the former Hewlett-Packard CEO who currently serves as president and a board member of Oracle (ORCL). Unclear if Hurd has reciprocated the interest, but Blackstone's informal recruiting effort is said to have been "aggressive." ????Another name mentioned has been Michael Capellas, the former Compaq Computer and First Data boss who most recently was chairman of virtual computing environment VCE (largely funded by Cisco and EMC). Capellas also serves as a senior advisor to Kohlberg Kravis Roberts & Co. (KKR), which last year had considered a Dell bid before dropping out of the process. ????To be clear, there is no guarantee that Blackstone will make a formal bid -- let alone a quasi-hostile one. But it appears that the private equity giant is past the tire-kicking stage, and is now in the process of pursuing drivers. ????Blackstone declined to comment. |
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