"Invest in inflation; it is the only thing that is going up." -- Will Rogers
Posted on Wednesday, April 06, 2005 10:29 AM

Why is Bentley Systems still privately held? After all, in 2001 they filled out the paper work and started the process to file an Initial Public Offering. When Bentley backed off a few weeks later, Greg Bentley said it was "hostile" market conditions. His comments made it sound like the setback was temporary. But it became clear the move away from going public was long-term when Bentley signed a deal in 2003 with a division of Wells Fargo Bank to create a source of capital for product and company acquisition. Greg Bentley explained the move by saying private markets were now a cheaper source of equity than the public markets.

Some new insight into the "why" is now available in an article at Tech Central Station by Financial Times columnist Amity Shlaes:

Back in the 1980s a physics graduate named Cris met a "quant" guy named Greg and the two founded a company to write options trading software called Devon Systems. Both their "quant" work -- applying complex formulae to value financial instruments -- and their gut instincts convinced them that the fastest way for start-ups to grow was to go public or be acquired by a publicly-traded company. They chose the latter and allowed Devon Systems to be acquired.

Fast forward a decade and a half and Cris and Greg are both executives working in Wayne and Exton, PA, respectively. Now, however, the gents have switched philosophies, believing that private ownership is better than public ownership. What is more, they are betting billions on that proposition.

Follow this link to read the entire article at Tech Central Station.

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# re: Keeping it Private: Why Bentley is Not a Public Company

4/7/2005 4:54 AM by Martyn Day
Randall,

As you know, Bentley didn't go public not for the want of trying. It just so happened that either the 'Intergraph situation' caused doubt or the markets were never really in tech companies favour when Bentley was set to go, at a number of different times. From talking to Bentley execs, it would have always have lead to selling a decent portion of the company off under, what they considered, its actual value.

I would have thought the market's attitude to tech companies has changed to the positive once more, especially since firms that make decent profits with subscription revenue are highly prized. One only has to look at the valuation of Autodesk to see how fortunes can turn around in just a few years. In fact a good valuation of a CAD company like Autodesk, helps most of the Engineering/ AEC public companies and one would assume that would assist in a better valuation for Bentley's business today.

One would assume from Amity's view that the Bentley brother's exit strategy would now be to sell the company when that time came, as opposed to floating. Yet the company is now so big, and growing, who would buy it? I guess there's still a lot of potential for new sales, especially in China, a place which Bentley is certainly placing a lot of effort. It will be interesting to hear at the BE conference this year just in what areas the Execs see the company's future expansion.

Martyn
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