Private Companies
October 30, 2024

By -

Rick Solomon

Keeping a company private (ie not listing on a public stock exchange) offers a number of strategic and financial advantages that align with long-term business goals, especially for company owners and controllers seeking to maintain greater control and flexibility in decision making and strategic execution.

One of the most significant benefits of remaining private is the ability to operate without the pressure of short-term market expectations. Publicly listed companies are subject to continuous scrutiny from investors, analysts and market participants, often forcing management to prioritize and in turn disclose quarterly earnings and short-term financial performance over longer term growth initiatives.

In contrast, a private company can focus on long-term strategic initiatives, whether that involves expanding into new markets organically or via acquisition, investing in innovation, or restructuring operations to enhance future competitiveness. Without the constant oversight of public shareholders and the need to meet external performance benchmarks, management can implement bold, forward-looking strategies without fear of immediate adverse market reactions. This is especially the case where, in the short term, the initiative may not be earnings accretive.

Another advantage of staying private is the reduced regulatory and reporting burden. Publicly listed companies must comply with stringent continuous disclosure obligations and requirements which are not limited to financial disclosures but can encompass all manner of things, adhere to corporate governance regulations and meet a number of various other reporting obligations (eg remuneration report). These requirements not only increase the cost of operations but also demand significant managerial time and resources. By staying private, a company can avoid these regulatory complexities and focus more on its core business operations. This streamlined governance structure allows management to make decisions more quickly and efficiently without the need to adhere to public company processes, such as securing shareholder approvals for major decisions or engaging in extensive communications with both regulators (eg ASX and ASIC) and the market and the public more generally.

Wheels of Industry

Maintaining the status of an unlisted company also enables the company to retain much greater control over its ownership structure and cap table. Unlisted companies are typically owned by a smaller group of investors, often including founders, family members, or a close circle of professional or sophisticated investors. This concentrated ownership allows for tighter control over decision-making, ensuring that the company’s direction is more aligned with the vision of its owners. This concentrated control over the ownership structure in private companies also reduces the risk of hostile takeovers, which can be a concern for publicly traded firms.

In contrast, publicly listed companies often have dispersed ownership with thousands of shareholders ranging from small retail clients to large institutional investors, making it challenging to maintain a unified strategic direction as the interests of various shareholders and stakeholders may conflict.

Moreover, keeping a company private preserves confidentiality, which is particularly important for companies operating in highly competitive or sensitive industries. Publicly traded companies are required to disclose a vast array of information including detailed financial information, operational performance and strategic plans, all of which can be accessed by competitors, suppliers and other market participants. Private companies are not bound by the same level of transparency, allowing them to keep proprietary information confidential and to make strategic moves without revealing their intentions to competitors.

Private companies also have greater flexibility when it comes to capital allocation and shareholder distributions. In public companies, shareholder expectations for dividends or share buybacks can influence capital allocation decisions, sometimes at the expense of reinvesting in the business. Private companies are free to allocate capital as they see fit, whether that means reinvesting in growth opportunities, pursuing acquisitions, or retaining profits for future initiatives, without the pressure to deliver immediate returns to shareholders.

Business People

Finally, remaining private allows companies to avoid the volatility of the public markets. Publicly listed companies are subject to daily fluctuations in their share price based on external factors, such as economic conditions, investor sentiment, geopolitical risks and overnight market movements, which may not reflect the company’s actual performance. This volatility can complicate long-term planning and can distract management from focusing on the core business. Private companies, by contrast, are shielded from these fluctuations, allowing them to concentrate on long-term value creation rather than short-term share price movements.

In summary, remaining private allows a company to prioritize long-term goals, streamline operations, retain control over decision-making, protect confidential information and avoid the volatility and pressures associated with public markets.

While going public can provide access to larger capital markets and liquidity for shareholders, staying private is often a more attractive option for companies seeking flexibility, control and a focused approach to growth and innovation.

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