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Originally Posted by Darryl Ramm

Any highly leverage acquisition needs to have a sellable (to their investors/LPs) thesis about what they are going to do to make this company much more successful. Anybody raising debt to purchase the company may well want to flush the JP Morgan loan and get out from under the EBITDA covenant there, like if it's worth ~$1B in a leveraged acquisition it's got to have a big upside and significant changes/implements to realize... think drastic changes/restructuring and nobody wants what would then be a minor debt holder with powerful covenants. Now if JP Morgan partners with others to do an LBO... but but but multiple past investor lead attempt have been made so I'm just not seeing that be a thing unless an absolute fire sale. So that leaves Microsoft, Adobe, Apple, ..., and my suspicion is they just have lots better things to do and already compete in some areas where sorting that out would be a distracting mess. And there may be an anti-trust/competition issue. Still I expect those options would be the most likely. Somewhere there is sell IB team dialing for dollars and hoping to make a few $M on a deal... hopefully Avid has somebody decent on board, some of the smaller players are just not great at doing this, and the team shopping the company sends a strong signal to potential acquirers.

You must have been writing fast. I don't see an LBO in this at all.

There isn't a possibility of anti trust at all because there are too many other options. And Film and TV make up a small proportion but heavy dollars.

I haven't done enough digging to see LVS position. There is enough of a stake in Hollywood though.
When AVID got d-listed I said there might come a point where the studios come together and purchase AVID.
And they could do it easily.

There is no other option in the Film and TV industry and the US isn't going to just go Nuendo.

However, considering the current economic climate and the studios (sans Universal) are looking to find savings.

Personally I think if Film and TV owned it, it would grow. Just make sure you keep your licenses up to date.