PowerSchool Holdings, Inc. (NYSE: PWSC) (“PowerSchool” or “the
Company”), a leading provider of cloud-based software for K-12
education, announced today that it has entered into a definitive
agreement to be acquired by Bain Capital in a transaction valuing
the Company at $5.6 billion.
Under the terms of the agreement, PowerSchool stockholders will
receive $22.80 per share in cash upon completion of the proposed
transaction. The per share purchase price represents a premium of
37 percent over PowerSchool’s unaffected share price of $16.64 as
of May 7, 2024, the last trading day prior to media reports
regarding a potential transaction.
PowerSchool is a global education technology company supporting
over 55 million students and over 17,000 customers in more than 90
countries. The Company brings together the best of K-12 educational
and operational technology to support every step of the learning
journey. PowerSchool will remain a standalone company, and its
business operations and customer service will continue without
interruption.
“PowerSchool is a leader in K-12 SaaS technology in North
America and is uniquely positioned to provide differentiated,
mission-critical solutions that drive better education outcomes,
empower educators, and help district operations run more
efficiently,” said Hardeep Gulati, Chief Executive Officer of
PowerSchool. “With Bain Capital’s support, PowerSchool will have
access to additional resources and the flexibility to deliver even
more growth and innovation, particularly with PowerBuddy, our
generative AI platform, and scale our global reach in helping
schools personalize education for every student journey.”
“PowerSchool’s innovative software solutions in and out of the
classroom provide a strong foundation for K-12 academic success.
Their products are highly respected by administrators, educators,
students, and parents because they foster active collaboration and
offer actionable insights needed to support positive learning
outcomes,” said David Humphrey, a Partner at Bain Capital. “As
demand for K-12 educational technology grows, we believe there are
significant opportunities to expand access to PowerSchool’s
best-in-class product suite around the world. We look forward to
working with PowerSchool to accelerate the Company’s growth while
strengthening its commitment to help educators and students realize
their full potential,” added Max de Groen, a Partner at Bain
Capital.
Vista Equity Partners and Onex Partners will continue to have
minority investments in PowerSchool.
“Vista’s continued investment in PowerSchool reflects our
conviction that software will remain a fundamental component of a
future educational ecosystem being dramatically reshaped by digital
transformation,” said Monti Saroya, Co-Chairman of PowerSchool’s
Board of Directors, Co-Head of Vista’s Flagship Fund and Senior
Managing Director. “From helping to meet the unprecedented
challenges of remote learning to being a leader in developing
responsible, personalized approaches to AI-assisted learning tools,
we are proud of the innovation and growth achieved during our
partnership with PowerSchool.”
“Since the beginning of our partnership, we have been proud to
support Hardeep and PowerSchool on the mission to drive digital
transformation in K-12 education, enhancing the experience and
outcomes for students, educators, administrators and parents,” said
Laurence Goldberg, Co-Chairman of PowerSchool’s Board of Directors
and Managing Director at Onex Partners. “We are committed to and
excited about fueling the next phase of PowerSchool’s technology
leadership and global impact.”
Certain Terms, Approvals and Timing
Following the recommendation of a Special Committee composed
entirely of independent and disinterested directors, the
PowerSchool Board of Directors approved the merger agreement. In
addition to approval by the PowerSchool Board of Directors,
PowerSchool stockholders holding a majority of the outstanding
voting securities of PowerSchool have approved the transaction by
written consent. No further action by other PowerSchool
stockholders is required to approve the transaction. In connection
with the transaction, PowerSchool’s tax receivable agreement was
amended to provide that no payments will be made in respect of or
following the transaction; these payments would have had an
estimated value of approximately $450 million, which corresponds to
an estimated per share value in excess of $2.00 per share. The
transaction is expected to close in the second half of 2024,
subject to customary closing conditions, including receipt of
regulatory approvals.
Upon completion of the transaction, PowerSchool’s common stock
will no longer be publicly listed on the New York Stock Exchange,
and PowerSchool will become a privately held company.
The foregoing description of the merger agreement and the
transactions contemplated thereby is subject to, and is qualified
in its entirety by reference to, the full terms of the merger
agreement, for which PowerSchool will file a Form 8-K.
Advisors
Goldman Sachs & Co. LLC is acting as the exclusive financial
advisor, and Kirkland & Ellis LLP is serving as legal advisor
to PowerSchool. Centerview Partners LLC is acting as the exclusive
financial advisor, and Freshfields Bruckhaus Deringer LLP is
serving as legal advisor to the Special Committee of the
PowerSchool Board of Directors. Ropes & Gray LLP is acting as
legal advisor to Bain Capital.
Debt financing for the transaction will be provided by Ares
Capital Management, HPS Investment Partners, Blackstone Alternative
Credit Advisors, Blue Owl Credit Advisors, Sixth Street Partners,
and Golub Capital.
About PowerSchool
PowerSchool (NYSE: PWSC) is a leading provider of cloud-based
software for K-12 education in North America. Its mission is to
empower educators, administrators, and families to ensure
personalized education for every student journey. PowerSchool
offers end-to-end product clouds that connect the central office to
the classroom to the home with award-winning products including
Schoology Learning and Naviance CCLR, so school districts can
securely manage student data, enrollment, attendance, grades,
instruction, assessments, human resources, talent, professional
development, special education, data analytics and insights,
communications, and college and career readiness. PowerSchool
supports over 55 million students and over 17,000 customers in more
than 90 countries, including more than 90 of the top 100 districts
by student enrollment in the United States. Learn more at
www.powerschool.com.
© PowerSchool. PowerSchool and other PowerSchool marks are
trademarks of PowerSchool Holdings, Inc. or its subsidiaries. Other
names and brands may be claimed as the property of others.
About Bain Capital
Bain Capital, LP is one of the world’s leading private
multi-asset alternative investment firms that creates lasting
impact for our investors, teams, businesses, and the communities in
which we live. Since our founding in 1984, we’ve applied our
insight and experience to organically expand into numerous asset
classes including private equity, credit, public equity, venture
capital, real estate, life sciences, insurance and other strategic
areas of focus. The firm has offices on four continents, more than
1,750 employees and approximately $185 billion in assets under
management. To learn more, visit www.baincapital.com.
About Vista Equity Partners
Vista is a leading global investment firm with more than $100
billion in assets under management as of December 31, 2023. The
firm exclusively invests in enterprise software, data and
technology-enabled organizations across private equity, permanent
capital, credit and public equity strategies, bringing an approach
that prioritizes creating enduring market value for the benefit of
its global ecosystem of investors, companies, customers and
employees. Vista's investments are anchored by a sizable long-term
capital base, experience in structuring technology-oriented
transactions and proven, flexible management techniques that drive
sustainable growth. Vista believes the transformative power of
technology is the key to an even better future – a healthier
planet, a smarter economy, a diverse and inclusive community and a
broader path to prosperity. Further information is available at
vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity
Partners, and on X, @Vista_Equity.
About Onex Corporation
Onex is an investor and asset manager that invests capital on
behalf of Onex shareholders and clients across the globe. Formed in
1984, we have a long track record of creating value for our clients
and shareholders. Our investors include a broad range of global
clients, including public and private pension plans, sovereign
wealth funds, insurance companies, family offices, and high
net-worth individuals. In total, Onex has US$50.9 billion in assets
under management, of which US$8.4 billion is Onex’ own investing
capital. With offices in Toronto, New York, New Jersey, Boston and
London, Onex and its experienced management teams are collectively
the largest investors across Onex’ platforms.
Onex is listed on the Toronto Stock Exchange under the symbol
ONEX. For more information on Onex, visit its website at
www.onex.com. Onex’ security filings can also be accessed at
www.sedarplus.ca.
Forward-Looking Statements
This press release contains “forward-looking statements.” Any
statements made in this press release that are not statements of
historical fact, including statements about the proposed
acquisition of PowerSchool by Bain Capital, our beliefs and
expectations, are forward-looking statements and should be
evaluated as such. Forward-looking statements are not assurances of
future performance and may include information concerning possible
or assumed future results of operations, including our financial
outlook and descriptions of our business plan and strategies.
Forward-looking statements are based on PowerSchool management’s
beliefs, as well as assumptions made by, and information currently
available to, them. You can identify forward-looking statements by
the fact that they do not relate strictly to historical or current
facts. These statements may include words such as “anticipate,”
“estimate,” “expect,” “project,” “plan,” “intend,” “believe,”
“may,” “will,” “should,” “can have,” “likely,” and other words and
terms of similar meaning in connection with any discussion of the
timing or nature of future operating or financial performance or
other events. Because such statements are based on expectations as
to future financial and operating results and are not statements of
fact, actual results may differ materially from those projected.
Factors which may cause actual results to differ materially from
current expectations include, but are not limited to: uncertainties
associated with the proposed acquisition of PowerSchool by Bain
Capital; the occurrence of any event, change or other circumstances
that could give rise to the termination of the related merger
agreement; the inability to complete the proposed acquisition due
to the failure to satisfy conditions to completion of the proposed
acquisition, including the receipt of applicable approvals and
clearances by government authorities; risks related to disruption
of management’s attention from our ongoing business operations due
to the proposed acquisition; the effect of the announcement of the
proposed acquisition on our relationships with our customers,
operating results and business generally; the risk that the
proposed acquisition will not be consummated in a timely manner or
at all; the costs of the proposed acquisition if the proposed
acquisition is not consummated; restrictions imposed on our
business during the pendency of the proposed acquisition; our
ability to recruit, retain and develop key employees and management
personnel, including in light of the proposed acquisition; our
history of cumulative losses; competition; our ability to attract
new customers on a cost-effective basis and the extent to which
existing customers renew and upgrade their subscriptions; our
ability to sustain and expand revenues, maintain profitability, and
to effectively manage our anticipated growth; our ability to
retain, hire, and integrate skilled personnel including our senior
management team; our ability to identify acquisition targets and to
successfully integrate and operate acquired businesses; our ability
to maintain and expand our strategic relationships with third
parties, including with state and local government entities; the
seasonality of our sales and customer growth; our reliance on
third-party software and intellectual property licenses; our
ability to obtain, maintain, protect, and enforce intellectual
property protection for our current and future solutions; the
impact of potential information technology or data security
breaches or other cyber-attacks or other disruptions; and the other
factors described under the heading “Risk Factors” in PowerSchool’s
Annual Report on Form 10-K for the year ended December 31, 2023
(the "Annual Report"), filed with the Securities Exchange
Commission (“SEC”). Copies of the Annual Report may be obtained
from PowerSchool or the SEC. We caution you that the factors
referenced above may not contain all of the factors that are
important to you. In addition, we cannot assure you that we will
realize the results or developments we expect or anticipate or,
even if substantially realized, that they will result in the
consequences or affect us or our operations in the way we expect.
All forward-looking statements reflect our beliefs and assumptions
only as of the date of this press release. We undertake no
obligation to publicly update forward-looking statements, whether
written or oral, to reflect future events, future developments or
circumstances, or new information.
Additional Information and Where to Find It
This communication is being made in respect of the pending
merger involving PowerSchool and Bain Capital. PowerSchool will
file with the SEC an information statement on Schedule 14C and may
file or furnish other documents with the SEC regarding the pending
merger. When completed, a definitive information statement will be
mailed to PowerSchool’s stockholders. INVESTORS ARE URGED TO
CAREFULLY READ THE INFORMATION STATEMENT REGARDING THE PENDING
MERGER AND ANY OTHER RELEVANT DOCUMENTS IN THEIR ENTIRETY WHEN THEY
BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION
ABOUT THE PENDING MERGER.
PowerSchool’s stockholders may obtain free copies of the
documents PowerSchool files with the SEC from the SEC’s website at
www.sec.gov or through the Investors portion of PowerSchool’s
website at investors.powerschool.com under the link “Financials”
and then under the link “SEC Filings” or by contacting
PowerSchool’s Investor Relations by e-mail at
investor.relations@PowerSchool.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20240607770171/en/
For PowerSchool:
Investor Relations Shane Harrison
investor.relations@PowerSchool.com 855-707-5100
Media Relations Beth Keebler public.relations@powerschool.com
503-702-4230
For Bain Capital: Charlyn
Lusk/Scott Lessne 646-502-3549/646-502-3569
clusk@stantonprm.com/slessne@stantonprm.com
For Vista Equity Partners: Brian W.
Steel media@vistaequitypartners.com 212-804-9170
For Onex Corporation: Jill Homenuk
shareholderrelations@onex.com 416-362-7711
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