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Shining a light on PE ownership.

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EU

European data centre business

Data centers
PE-OWNED

PE-OWNED

Acquired by KKR

View PE Firm Profile

What PE Will Likely Do

Predictions

Increased downtime and reduced reliability of data center services due to deferred maintenance and equipment upgrades

HIGH LIKELIHOODBased on: KKR's track record of debt loading, cost-cutting, and aggressive optimization tactics in other industries

Degradation of data security and privacy protections as cost-cutting measures are implemented

HIGH LIKELIHOODBased on: The high frequency of debt loading, dividend recapitalization, and deferred maintenance in the data center industry playbook

Reduced customer support and longer response times as staffing is reduced

HIGH LIKELIHOODBased on: The negative consumer impact score indicating potential harm to customers

Potential outages and service disruptions as the company takes on more debt and prioritizes short-term cost savings over long-term stability

HIGH LIKELIHOODBased on: The negative consumer impact score indicating potential harm to customers

Expected Timeline

Phases
0-6 monthsCompleted

“0 to 6 months months”

Announcements about 'operational optimization' and 'efficiency improvements'

6-12 monthsYOU ARE HERE

“6 to 12 months months”

First round of staff reductions and infrastructure maintenance deferrals

12-24 months

“12 to 24 months months”

Noticeable increase in service disruptions and customer complaints about data center performance and reliability

24-48 months

“24 to 48 months months”

Bankruptcy rumors start to circulate as debt levels rise and customer churn accelerates

48-60 months

“48 to 60 months months”

Potential restructuring, acquisition by another data center provider, or outright bankruptcy and liquidation

Similar Cases

Other companies that followed a similar path after PE acquisition

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WinTriX China Data Center Unit

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DigitalBridge

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European data center platform

KKR, Oak Hill·N/A

See full case study

What You Can Do

Take Action

Actions

  • Carefully evaluate any changes to service-level agreements, data security protocols, and customer support policies

  • Consider diversifying your data center infrastructure to reduce reliance on a single provider that may be vulnerable to private equity ownership

  • Advocate for regulatory oversight and consumer protections in the data center industry to prevent predatory private equity practices

Alternatives

Research independent alternativesSAFE

Look for family-owned or employee-owned businesses

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"European data centre business is now PE-owned. Here's what that means for you."